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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Cascade Suite is designed to cater to both fund administrators needing enhanced precision and control across various funds with a scalable private equity software solution, and asset managers seeking an economical reporting and reconciliation tool for their deal-by-deal waterfall calculations. It ensures increased transparency and compliance for both investors and regulators, automates intricate allocations and calculations, and significantly lowers operational costs. These advantages represent just a fraction of what Cascade Suite offers. This robust and adaptable proprietary software serves as a highly efficient solution for your alternative investment framework, effectively supporting sectors such as private equity, real estate, venture capital, hedge funds, mutual funds, and managed accounts. With its diverse deployment options, Cascade Suite is poised to transform your investment management processes.

Description

DealFlow serves as a comprehensive platform for providing alternative investment options to affluent clients. Users can explore various funds and opportunities, seamlessly engaging in structured workflows and required documentation that facilitate participation in deals with just a few clicks. The design prioritizes a user-friendly investor experience, incorporating intelligent onboarding forms that feature real-time verification of documents and an efficient KYC process, ultimately making the experience swift and minimizing the likelihood of errors. Additionally, DealFlow presents FINRA-regulated professionals with the most rapid and effective method to transact securities on behalf of their clients. Integrated compliance procedures are an essential part of the platform, while Katipult’s eSignature technology guarantees complete transparency in documentation and KYC processes. With its commitment to innovation, DealFlow is poised to redefine the landscape of alternative investments for high-net-worth individuals.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Appvance
Cisco Kinetic
Cisco Prime Network
Google Cloud VMware Engine
Informatica Data Privacy Management
Informatica Enterprise Data Catalog
Majesco
MySQL
NVIDIA AI Foundations
OANDA Exchange Rate API
OpenText Core Content Management
OpenText Web Site Management
Ortec Finance
SQL Server
Snowflake Cortex AI
Stratio
Syniti Data Matching
V-Person
VLinkCare
VoPay

Integrations

Appvance
Cisco Kinetic
Cisco Prime Network
Google Cloud VMware Engine
Informatica Data Privacy Management
Informatica Enterprise Data Catalog
Majesco
MySQL
NVIDIA AI Foundations
OANDA Exchange Rate API
OpenText Core Content Management
OpenText Web Site Management
Ortec Finance
SQL Server
Snowflake Cortex AI
Stratio
Syniti Data Matching
V-Person
VLinkCare
VoPay

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

Deloitte

Founded

1982

Country

United States

Website

www2.deloitte.com/us/en/pages/risk/solutions/automated-distribution-waterfall-solution.html

Vendor Details

Company Name

Katipult

Founded

2014

Country

Canada

Website

www.katipult.com

Product Features

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Product Features

Alternatives

Alternatives

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