Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Impact Investor Tool (IIT) is a sophisticated software solution hosted in the cloud, aimed at assisting fund managers and impact investors in assessing, comparing, and selecting potential investment opportunities, as well as tracking and evaluating the performance of their portfolio companies while consolidating the overall impacts of their investments at a portfolio level. At the heart of its calculations lies an innovative impact-weighted accounts framework, which has been developed through collaboration with notable institutions such as the Impact Economy Foundation, Harvard Business School, Rotterdam School of Management, Singapore Management University, and Impact Institute. This framework facilitates the assessment and summation of a variety of social, environmental, and economic impacts, empowering investors to base their decisions on comprehensive impact metrics akin to traditional financial indicators like ROI. Among its distinctive features, the IIT allows for customization of impact models tailored to specific investments, while also offering data entry portals for use by investment analysts and investees. Furthermore, the platform is designed to enhance transparency and facilitate better communication between stakeholders involved in the investment process.
Description
Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Alpha Vantage
No
Auth0
No
CoinTracking
No
Microsoft 365
No
Slack
No
Xignite
No
Integrations
Alpha Vantage
Yes
Auth0
Yes
CoinTracking
Yes
Microsoft 365
Yes
Slack
Yes
Xignite
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$1500/month
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
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Impact Institute
Founded
2018
Country
Netherlands
Website
www.impactinstitute.com/impact-investor-tool/
Vendor Details
Company Name
PortfolioShop
Founded
1998
Country
United States
Website
www.portfolioshop.com
Product Features
Product Features
Hedge Fund
Compliance Management
Yes
Contact Management
No
Investor Accounting
Yes
Investor Reporting
Yes
P&L Calculation
Yes
Partnership Accounting
Yes
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
Yes
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
No
Commodities
Yes
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes
Stock Portfolio Management
Billing & Invoicing
Yes
Client Management
Yes
Data Warehousing
Yes
For Investment Advisors
Yes
For Traders
No
Order Management
Yes
Portfolio Accounting
Yes
Portfolio Rebalancing
Yes
Risk Management
Yes
Tax Management
Yes
Technical Analysis
No
Wash Sale Detection
Yes