A single SaaS solution for professional investment activities
The platform integrates all processes that are crucial for an investment professional: portfolio management, pipeline monitoring, real-time portfolio valuation, consolidation of accounting data, automated investor onboarding and subsequent KYC procedure, as well as storage of all documentation accompanying the investment process.
Location: Larnaca, Cyprus
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This invoicing software is feature rich, complete, beautiful and all in the palm of your hand. And we make it easy to get paid fast.
Location: New York, USA
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