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AtomInvest

NEXT GENERATION TECH For Alternative Investments.

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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.
AtomInvest
2017
United Kingdom
  • Investment-management
1 Industry
  • English
1 Language

Screenshot & Video

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LICENSING & DEPLOYMENT

  • Open Source
  • Cloud Hosted
  • Web-based

SUPPORT

  • Email
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

AtomInvest Core Features

Stock Portfolio Management

  • Client Management
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis

Hedge Fund

  • Client Portal
  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Profit/Loss Statement

Fundraising

  • Contact Management
  • Contribution Tracking
  • Crowdfunding
  • Online Donations
  • Payment Processing
  • Reporting & Analysis

Investment Management

  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Portfolio Management
  • Reporting
  • Risk Management

AtomInvest Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Quote Based
Vendor pricing page

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