Asset Class Description

Experience a seamless transformation for your clients without any initial implementation fees. We distribute the costs associated with implementation throughout the duration of your contract, allowing you to provide the exceptional service your clients deserve right away. Quick deployment is essential for ensuring our clients quickly realize the benefits of our solutions. Our dedicated in-house project and customer success teams guarantee that your platform will be operational within weeks instead of months. For clients requiring a tailored deployment, we offer consulting and professional services to meet your specific needs. Whether it's bespoke workflow design or software development, we are here to assist you every step of the way. Enjoy effortless client onboarding, access online data rooms for your funds, and benefit from streamlined document management and eSignature features, all within a comprehensive Investor portal. Transition your capital raising efforts online to reduce both the time and costs involved, all while providing your clients with an unparalleled experience. Enable your clients to easily access your offerings and empower them with knowledge through integrated data rooms, ensuring they have all the information they need at their fingertips. This comprehensive approach not only enhances client satisfaction but also optimizes your operational efficiency.

Integrations

API:
Yes, Asset Class has an API

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Company Details

Company:
Asset Class
Headquarters:
United States
Website:
www.assetclass.com

Media

Asset Class Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
In Person
Training Videos
Customer Support
Business Hours
Online Support

Asset Class Features and Options

Commercial Loan Software

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Investment Management Software

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

Loan Origination Software

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Investor Relations Software

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

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