Elevate Your Investor Experiences.

InvestorFlow is a leading provider of investor experience applications for asset and investment managers. InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to integrate deal flow management, fundraising, reporting and investor services into one cloud-native platform. Global asset managers, real estate investors, and alternative fund managers use InvestorFlow to increase distribution and to simplify investor services. Smart experiences, workflows and content designed to scale distribution and to simplify the investor services functions of global asset managers, private equity firms, real estate groups, hedge funds, credit, and funds of funds.
InvestorFlow LLC
2009
United States
1 Industry
1 Language
Industries
  • Investment-management
Licensing & Deployment
  • Open Source
  • Cloud Hosted
  • Windows
  • Mac
  • Linux
Support
  • Email
  • Phone
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs

InvestorFlow Core Features

Focus of Investment Management Feature
  • Asset Management
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management
Focus of Stock Portfolio Management Feature
  • Client Management
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis
  • Watchlists

InvestorFlow Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Quote Based

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