InvestorFlowPricing
InvestorFlow Pricing Overview
What is InvestorFlow?
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 integrates deal flow management,…
Offerings
- Does not haveFree Trial
- Does not haveFree/Freemium Version
- Does not havePremium Consulting/Integration Services
Entry-level set up fee?
- No setup fee
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InvestorFlow Alternatives Pricing
The following is a quick overview of editions offered by other software in similar categories
Covercy
What is Covercy?
Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.
Redtail CRM
What is Redtail CRM?
Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
Zinnia SmartOffice
What is Zinnia SmartOffice?
Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.