Asset Class
6.7#2 in property investment management softwareFrom $99 a monthAndroidiOSWeb
Visit| Fact | Asset Class | Relevant EquityWorks |
|---|---|---|
| Integrations | The integrations page lists Salesforce, Slack, Gmail, Outlook, Crunchbase, PitchBook, Mailchimp, Amazon Web Services and Plaid. | The platform lists QuickBooks, NetSuite, Sage, Microsoft Dynamics, SAP Business One, and Flex as general ledger connections. |
| Investor portal | The family-office page describes a private branded portal for positions, statements and documents with per-client entitlements. | LPs can access capital accounts, performance information, documents, communications, and multi-client advisor views through the Investor Portal. |
| Purpose | Asset Class describes itself as a platform for private capital firms to manage fund, investor, deal and portfolio workflows. | Relevant EquityWorks combines capital raising, fund accounting, and investor portal tools in one platform for private fund professionals. |
| Security | Asset Class says its data and documents are stored in SOC 2 Type 2 certified data centers with end-to-end encryption. | The site states that investor data is encrypted at rest and in transit and protected by role-based permissions and multi-factor authentication. |
You want what its maker publishes above — check its page for the details.
You want what its maker publishes above — check its page for the details.