Name: InvestorFlow
Author: InvestorFlow

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Document Management

Enhanced 911 (E911)

File Sharing

Risk Management

Statistical Analysis

Enterprise

Accounting

Invoicing

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Recruitment Agency

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Lakehouse

Data Mapping

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

In-Memory Databases

Incident Response

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Log Management

Managed IT Service

Network Performance Monitoring

Password Management System

Release Management

SOA Application Gateways

Web Portal

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audio Editing

Content Management

Customer Reference Management

Email Marketing

Email Testing

Marketing Automation

Product Sampling

Retail Media Advertising

Social Media Management

Social Media Marketing

Survey & Forms Building

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Lead-to-Account Matching and Routing

Multichannel Retail

Sales Coaching

Sales Gamification

Social Commerce

Sales

Architecture

InsurTech

Laboratory Information Management

Legal Billing

OSS/BSS (Operations Support/Business Support)

Oil and Gas

Real Estate

Vertical-Specific

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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, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow states they currently serve over 150 clients including 25 of the top 50 alternative asset managers, with over $3.5 trillion of assets, 750 funds and 90,000 LPs on its combined platform. InvestorFlow is a privately held company based in Menlo Park, California.

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.

Starter

Basic

Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.

Essential

Scale

Advanced

Affinity CRM

InvestorFlow

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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InvestorFlow

Overview

What is InvestorFlow?