Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The Centerprise Enterprise Management System (EMS) is a comprehensive solution tailored for firms in the alternative asset management sector. It encompasses various functions such as order and execution management, real-time and historical profit and loss reporting, performance attribution, market risk assessment, compliance management, and commission handling, all working together to deliver a unified business solution. Built with integration in mind yet allowing for customization per client needs, EMS is perfectly equipped to support both emerging hedge funds and large alternative investment firms. Every functional and departmental perspective is based on a shared data source, ensuring smooth transitions between real-time and historical data reporting. This end-to-end integration not only optimizes operational efficiency but also minimizes costs and mitigates operational risks, enhancing the overall effectiveness of asset management operations. Additionally, EMS provides robust analytical tools that empower firms to make informed strategic decisions.

Description

Meridian serves as an AI-driven CRM and deal-management platform tailored for private-market investment teams, empowering firms to thematically source deals, oversee pipelines, and consolidate data across the organization. This platform integrates workflows suitable for every tier, from associates to partners, enabling teams to monitor opportunities, enhance collaboration prior to investment committee meetings, evaluate potential investments against both internal metrics and public data, and leverage insights through a built-in AI assistant. Additionally, users gain from automated updates of company and contact records, the ability to forward emails to capture meeting notes seamlessly, and a user-friendly mobile and web interface that encourages widespread adoption throughout the organization. The system is designed with robust permission settings, accommodates multi-fund structures, and adheres to enterprise-level security standards, including SOC 2 compliance, ensuring the protection of sensitive investment information. With its comprehensive features, Meridian not only enhances operational efficiency but also fosters a culture of informed decision-making within investment teams.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Altvia No 
Apex No 
Box No 
Dropbox No 
Gmail No 
Google Calendar No 
Microsoft OneDrive No 
Microsoft Outlook No 
Microsoft SharePoint No 
Raylu No 

Integrations

Altvia Yes 
Apex Yes 
Box Yes 
Dropbox Yes 
Gmail Yes 
Google Calendar Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 
Raylu Yes 

Pricing Details

No price information available.
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) No 
Online Support No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Centerprise Services

Website

www.centerprise.com

Vendor Details

Company Name

Meridian

Founded

2023

Country

United States

Website

www.meridian-ai.com

Product Features

Hedge Fund

Compliance Management No 
Contact Management No 
Investor Accounting No 
Investor Reporting No 
P&L Calculation No 
Partnership Accounting No 
Performance Analysis No 
Portfolio Analysis No 
Portfolio Management No 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Alternatives

Allvue Reviews

Allvue

Allvue Systems

Alternatives

MIK Data Warehouse Reviews

MIK Data Warehouse

MIK Fund Services
FinBursa 360 Reviews

FinBursa 360

FinBursa Technologies Ltd