Technology Resources

Navigating the ecosystem of technology solutions is critical for any fund's operational efficiency, compliance, and competitive edge. This guide provides a definitive overview of the essential technologies powering the industry today, from deal sourcing and portfolio management to investor reporting and data analytics. Use this list to audit your current capabilities and identify the tools you need to excel.

Solovis

Solovis is leading fintech innovation with a powerful cloud-based platform for multi-asset class portfolio management, reporting and analytics. Solovis is part of the Nasdaq ecosystem, which also includes eVestment.

eFront

eFront is a software platform primarily used for managing alternative investments, such as private equity, real estate, and infrastructure. It helps alternative investment professionals manage their portfolios, track performance, and manage investor reporting

Dealcloud

Intapp DealCloud is a CRM (Customer Relationship Management) and deal management platform primarily used by firms in the private capital markets, like private equity, investment banking, and limited partners. It helps firms manage relationships, execute deals, strengthen investor relationships, and streamline processes related to fundraising, capital deployment, and deal execution.

iLevel

iLEVEL, originated from IHS Markit, is a software solution that helps general partners and limited partners manage their private market portfolios on data collection, portfolio monitoring, analytics, valuation, and reporting.

Yardi

Yardi is a real estate management software company that provides a suite of products for property management, accounting, leasing, and other related tasks. It's used by real estate companies of all sizes to streamline operations, manage finances, and improve efficiency

Dynamo

End-to-End Cloud Platform for the Alternative Investments Ecosystem, including CRM, portfolio monitoring, fund accounting, and secure online reporting features.

FIS Private Capital Suite

FIS Investran is a software solution primarily used for private equity fund accounting and investor reporting. It helps automate complex processes, unifies fragmented data, manage fund structures, and provide real-time access to portfolio data

Advent Geneva

End-to-End Cloud Platform for the Alternative Investments Ecosystem, including Portfolio and Fund Management & Reporting, Investor Accounting & Reporting, Data Management and Workflow Management.