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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements

Description

Enhance your investment management processes with Otris Corporate, which provides essential transparency for effective oversight and administration by offering clear organizational charts, well-structured documents, traceable company progress, and tailored reports. The core responsibilities of investment management involve executing an investment strategy, streamlining investment administration, and creating standardized investment controls, all of which require up-to-date and consistent information regarding locations, investors, committees, and mandate holders. When information and documents are scattered across various locations within a company, not only does the process of gathering them become tedious, but it also raises concerns about the accuracy and completeness of the data. Questions arise such as whether the information is current, how it is interconnected, and what historical developments have contributed to the present situation. The ideal solution is a centralized software system specifically designed for investment management, ensuring that all necessary information is easily accessible and reliable for informed decision-making. By adopting such a system, companies can eliminate uncertainty and streamline their investment processes more effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Vyzer Yes 

Integrations

Vyzer No 

Pricing Details

$599 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Agora

Founded

2018

Country

United States & Israel

Website

agorareal.com

Vendor Details

Company Name

otris software

Founded

1998

Country

Germany

Website

www.otris.com/products/otris-corporate-investment-management/

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors No 
For Investors & Traders No 
Fund Management Yes 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking No 
Segmentation No 

Virtual Data Room

Anonymity Management No 
Audit Trail No 
Collaboration Yes 
Data Protection Yes 
Data Storage Management Yes 
Document Tagging Yes 
Due Diligence Management No 
Procurement Management No 
Project Management No 
Role-Based Permissions Yes 
Secure Preview No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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