InvestorFlow
Curated by SignalPortfolio management software streamlining processes for financial institutions' investments.
Overview
InvestorFlow is a portfolio management software platform aimed at assisting financial service firms in the optimization of investment portfolios through various tools. The platform supports asset allocation, risk assessment, and performance analysis, which can be used to develop customized investment strategies for clients. It targets investment banks, alternative asset managers, fund administrators, and wealth managers, offering a cloud-native solution that includes deal flow management, fundraising, reporting, and investor services. The platform seeks to address challenges related to deal engagement and investor management. Its features include configurable applications, regulatory compliance, data security, and API integration, which are intended to facilitate decision-making and portfolio management.
Key facts
- Founded
- 2009
- Headquarters
- Palo Alto, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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- Phone
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Open roles
20 rolesAccounts Receivable Accountant
New York, NY · On-site · Volunteer
Accounts Receivable Accountant
San Francisco, CA · On-site · Volunteer
Revenue Accounting Manager
San Francisco, CA · On-site · Volunteer
