Was ist AtomInvest?
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.
Wer verwendet AtomInvest?
Alternatives fund managers (Private Equity, Venture Capital, Hedge Funds, Real Estate) as well as Private Banks/Wealth Managers that offer or are interested in offering alternative funds to clients.
Wo kann AtomInvest bereitgestellt werden?
Cloud, SaaS, webbasiert
Über den Anbieter
- von AtomInvest
- 2017 gegründet
- Chat
Erhältlich in diesen Ländern
Vereinigtes Königreich
Sprachen
Nicht vom Anbieter bereitgestellt
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Über den Anbieter
- von AtomInvest
- 2017 gegründet
- Chat
Erhältlich in diesen Ländern
Vereinigtes Königreich
Sprachen
Nicht vom Anbieter bereitgestellt
AtomInvest – Videos und Bilder
Kosten ähnlicher Produkte wie AtomInvest vergleichen
Startpreis
Kostenlose Version
Gratis Testen
Funktionen von AtomInvest
Anlagenverwaltung Software
- API
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alarmfunktion / Benachrichtigungen
- Anleihen / Aktien
- Anpassbare Berichte
- Asset Lifecycle Management
- Audit Trail
- Auftragsmanagement
- Benchmarking
- Berichterstattung / Analyse
- Berichterstattung und Statistik
- Buchhaltung
- Compliance Management
- Compliance-Verfolgung
- Daten-Import / -Export
- Datenvisualisierung
- Dokumentenmanagement
- Dokumentenspeicher
- Drittanbieter-Integration
- Echtzeit-Analytik
- Echtzeit-Berichterstattung
- Echtzeit-Daten
- Echtzeitüberwachung
- Finanzanalyse
- Finanzmanagement
- Fondsverwaltung
- Für Anlageberater
- Für Investoren & Händler
- Gebühren Management
- Immobilien
- Investment-Tracking
- Kontaktmanagement
- Kundenmanagement
- Kundenportal
- Leistungskennzahlen
- Leistungsmanagement
- Lohn- und Gehaltslisten & Kommissionen
- Mobiler Zugriff
- Modellierung & Simulation
- Portfolio-Neuausrichtung
- Portfoliomanagement
- Risikobewertung
- Risikomanagement
- Self-Service Portal
- Visuelle Analytik
- Warentermingeschäfte
- Workflow-Management
- Zusammenfassende Berichte
- Überwachung
CRM Software für Banken & Finanzdienstleister
- API
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alarmfunktion / Benachrichtigungen
- Anpassbare Berichte
- Anpassbare Felder
- Aufgabenmanagement
- Aufgabenplanung
- Berichterstattung und Statistik
- Beziehungs-Nachverfolgung
- CRM
- Daten-Import / -Export
- Dokumentenmanagement
- Drag-and-Drop
- Drittanbieter-Integration
- E-Mail Marketing
- E-Mail-Management
- E-Mail-Vorlagen
- Finanzmanagement
- Für Finanzinstitutionen
- Gebietsmanagement
- Kalender-Synchronisierung
- Kalenderverwaltung
- Kampagnenmanagement
- Kontaktmanagement
- Kostenverfolgung
- Kundendatenbank
- Kundenmanagement
- Lead-Erfassung
- Leadmanagement
- Marketing-Automatisierung
- Mobiler Zugriff
- Pipeline-Management
- Prognose
- Suchen / filtern
- Team-Aufgaben
- Verfolgung von Interaktionen
- Verkaufsberichte
- Vorlagen-Management
- Werkzeuge zur Zusammenarbeit
- Workflow-Management
- Zugriffskontrollen / Berechtigungen
Siehe die vollständige CRM Software für Banken & Finanzdienstleister Liste
Hedge-Fund Software
- API
- Anlagegegenstand-Management
- Anleger-Buchhaltung
- Anpassbare Berichte
- Audit Trail
- Auftragsmanagement
- Automatisierte Ausführung
- Benchmarking
- Berichterstattung und Statistik
- Breakpoint Management
- Buchhaltung
- Compliance Management
- Daten-Import / -Export
- Dokumentenmanagement
- Echtzeit-Berichterstattung
- Finanzanalyse
- Flexible Datenmodelle
- Flexible Zuweisungsmethoden
- Für Dachfonds
- Für Familienbüros
- Für Firmen auf Käuferseite
- Für Firmen auf Verkäuferseite
- Für Hedge Fonds
- Für Immobilien
- Für Mehrfamilien-Büros
- Für Offshore
- Für Risikokapital
- Gewinn-und Verlustrechnung
- Grafische Präsentation von Daten
- Hauptbuch
- Individuelle Anpassung
- Investor-Berichterstattung
- Investor-Management
- Kontaktmanagement
- Kontenabstimmung
- Kundenportal
- Leistungsanalyse
- Leistungskennzahlen
- Lohn- und Gehaltslisten-Management
- Partnerschaft-Buchhaltung
- Portfolio-Buchhaltung
- Portfolioanalyse
- Portfoliomanagement
- Profilierung von Managern
- Provisionsmanagement
- Risikobewertung
- Sales Automation
- Statusverfolgung
- Workflow-Management
- Überwachung
Alternativen für AtomInvest
Mehr Alternativen zu AtomInvest
Erfahrungen mit AtomInvest
Alle 9 Nutzerbewertungen lesenDurchschnittliche Bewertung
Nutzerbewertungen nach Unternehmensgröße (Angestellte)
- <50
- 51-200
- 201-1.000
- >1.001
Rupert B.
In Betracht gezogene Alternativen:
Streamlined fundraising
Kommentare: Perhaps the most compelling reason to use AtomInvest is the relationship that they build with their clients in implementing and improving the system to make sure we are happy users.
Vorteile:
AtomInvest was chosen to standardise our internal processes for capital raising for our clients and reporting back to them on progress. The software provides both a visual dashboard and the ability to export branded excel sheets to send to clients. Its simple interface belies the power of the system and the note taking and target sheets are particularly user friendly and relevant.
Nachteile:
As a new entrant in this space, AtomInvest are particularly responsive to any comments on the system and have the ability to implement relevant ideas quickly, for which they cannot be faulted!
Raisah Y.
Fundraising Portal
Kommentare: AtomInvest provides a seamless, end-to-end investor/ LP management system which includes functionality for CRM, datarooms and workflows for fundraising. The software provides a clean and modern user interface making it easy to use for both internal staff and for our LPs. We started with the fundraising portal / dataroom because they were able to get us up and running in just a couple of days but we have since added more modules to support investor CRM, pipeline analytics and onboarding. Highly recommended.
Vorteile:
Highly responsive team and great service. The team is very open to new enhancement suggestions/ feature requests. The software is continuously improving making it a pleasure to use.
Nachteile:
We are very happy with the service we have received from Atom Invest and the continuous improvement of the software.
Giuliano G.
Modern tech platform for deals
Kommentare: AtomInvest provides us with a modern fundraising portal to showcase our various deals to investors. The system allows us to easily set up deal opportunities and tailor our offering for our investors. The AtomInvest team has been helpful with implementation, training and support throughout the process and worked to align the system's functionality towards our needs.
Vorteile:
The portal is quite flexible and allows us to set up new deals very quickly and permission investors to see that deal live easily.
Nachteile:
At first you'll need some time to get the hang of it and transfer some processes of your daily work into the platform. You will have to study the platform to fully exploit its potential, but it's definitely worth it to invest some time in.
Christoph M.
Modern Portfolio Monitoring System
Kommentare: We are really pleased with AtomInvest's portfolio management system which we selected after making the decision to move off our old 'market leading' software. The previous system was inflexible and it was so expensive to get changes made that our team didn't use it enough and we got little value from it.
Vorteile:
AtomInvest is completely user configurable - from metrics to dashboards. Easy to find and maintain the data. Easy for portfolio companies to upload directly into the system. The implementation was smooth and the team went the extra mile to migrate our data, removing a major headache from switching systems.
Nachteile:
Only that the data migrated across from the old system is too narrow - we would have captured so much more important information if we had had AtomInvest for our first fund.
Vincent S.
LP Fundraising & Reporting
Kommentare: The AtomInvest team provided us with a modern, easy-to-use CRM tool and were incredibly helpful during implementation. After a few months of using the system, we required additional functionality to support Fundraising and LP Reporting – AtomInvest allowed us to leverage powerful Fundraising workflows so we could manage our pipeline, fundraising datarooms and LP Portal, all in a single system. The fundraising & reporting modules in particular are invaluable for our operations.
Vorteile:
As our needs, and the needs of our LPs, continue to evolve, the relationship with AtomInvest has evolved as well. We continue to find value in the many solutions the software provides.
Nachteile:
Given the software offers such broad functionality, it is important, and exciting, to monitor the new feature releases and stay up to date on the functionality.
