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Description
Bite Stream is a customizable software-as-a-service (SaaS) platform specifically created to assist asset managers and companies in efficiently scaling and streamlining the compliant distribution of private markets investment products in a secure and user-friendly manner.
You can effectively scale and target your distribution efforts across various jurisdictions and investor categories. The platform enables you to oversee your fundraising activities and enhance user engagement through real-time analytics on investors. It also features digital workflows to facilitate the subscription process, allowing for a swift re-investment procedure. With consolidated reporting and automated management of investors, our platform incorporates advanced technology that empowers you to broaden your international presence. Bite Stream can be swiftly tailored to align with your compliance requirements, ensuring that you can distribute products confidently in foreign jurisdictions. Additionally, as your business expands, integrating new investor types becomes a seamless process, further supporting your growth.
Description
SuisseTechPartners, a market-leading cloud-native Portfolio Management System, was developed by industry experts with decades-long market experience. PMplus is a front-to-back wealth and asset management system.
We offer a wide variety of products, including:
Portofolio management System
Accounting and Multi-jurisdictional NAV
Investment Book of Record
Partnership Accounting
OMS Order Management
IRM and Regulatory Compliance
Management Fees and Billing
Cash Management
Multi-asset class Integration
Data Management Platform
Reconciliation Services
Client Reporting and Web Portal
Customer Onboarding and KYC
GIPS Performance and VAR Modeling
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
Bite Investments
Founded
2019
Country
United Kingdom
Website
www.biteinvestments.com
Vendor Details
Company Name
SuisseTechPartners
Founded
2012
Country
Switzerland
Website
www.suissetechpartners.com
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
Product Features
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
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
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection