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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

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

API Access

Has API

Screenshots View All

Screenshots View All

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

otris software

Founded

1998

Country

Germany

Website

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

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

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

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