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Description
Experience a seamless transformation for your clients without any initial implementation fees. We distribute the costs associated with implementation throughout the duration of your contract, allowing you to provide the exceptional service your clients deserve right away. Quick deployment is essential for ensuring our clients quickly realize the benefits of our solutions. Our dedicated in-house project and customer success teams guarantee that your platform will be operational within weeks instead of months. For clients requiring a tailored deployment, we offer consulting and professional services to meet your specific needs. Whether it's bespoke workflow design or software development, we are here to assist you every step of the way. Enjoy effortless client onboarding, access online data rooms for your funds, and benefit from streamlined document management and eSignature features, all within a comprehensive Investor portal. Transition your capital raising efforts online to reduce both the time and costs involved, all while providing your clients with an unparalleled experience. Enable your clients to easily access your offerings and empower them with knowledge through integrated data rooms, ensuring they have all the information they need at their fingertips. This comprehensive approach not only enhances client satisfaction but also optimizes your operational efficiency.
Description
Our comprehensive software solutions, combined with our back office accounting and tax expertise, position our firm at the forefront of the industry. By consolidating your investment processes into a single platform, we streamline everything from deal flow management to the finalization of investments, including invoicing, e-signatures, and performance analysis. This integration ensures that the same system used for managing investments also handles all investor reporting and fund management, resulting in a unified experience tailored to all your requirements. There’s truly nothing like leveraging Venture360 to enhance your capital raising efforts, so you can embed our investor registration link on your website and begin your fundraising journey today. Our plug-and-play solution offers a white-labeled platform that facilitates connections with investors, tracks commitments, manages cap tables, and provides seamless reporting through an investor login portal, empowering you to focus on growth. With all these features readily available, it's time to take action and get started on transforming your investment management process.
API Access
Has API
API Access
Has API
Integrations
ActiveCampaign
Box
Docusign
Dropbox
Google Workspace
LinkedIn
Microsoft Outlook
Salesforce
Slack
TD Ameritrade
Integrations
ActiveCampaign
Box
Docusign
Dropbox
Google Workspace
LinkedIn
Microsoft Outlook
Salesforce
Slack
TD Ameritrade
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Asset Class
Country
United States
Website
www.assetclass.com
Vendor Details
Company Name
Venture360
Founded
2012
Country
United States
Website
venture360.co
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management