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AtomInvest provides next-generation technology systems for alternative investment managers, enabling them to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing while streamlining their investor journeys across fundraising, onboarding, and client reporting.
- Investment-management
- English
Screenshot & Video
LICENSING & DEPLOYMENT
- Open Source
- Cloud Hosted
- Web-based
SUPPORT
- Email
- 24x7 Support
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
AtomInvest Core Features
- Client Management
- Order Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Client Portal
- Compliance Management
- Contact Management
- Investor Accounting
- Investor Reporting
- Partnership Accounting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
- Contact Management
- Contribution Tracking
- Crowdfunding
- Online Donations
- Payment Processing
- Reporting & Analysis
AtomInvest Pricing
Pricing Type
- Contact Vendor
Preferred Currency
- USD ($)
Free Version
- No
Payment Frequency
- Quote Based
AtomInvest Reviews
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