Alternatives to autoFactsheet

10 alternatives

1Investment Management SoftwareSelect Fundpeak for evaluation
Fundpeak
Investment Management Software
Topsheets automates the creation, management and distribution of branded, multilingual fund factsheets.
Free planFree trialTiered plansInvestment Research PlatformsInvestment Portfolio Management
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2Investment Management SoftwareSelect AppFolio Investment Management for evaluation
AppFolio Investment Management
Investment Management Software
Investment management software for real estate fund managers with investor portals and capital raise tools.
Free trialReal Estate Portfolio ManagementProperty Management
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3Investment Management SoftwareSelect AltExchange for evaluation
AltExchange
Investment Management Software
Alternative investment platform connecting advisors to fund data and reporting for private investments.
Free planFree trialTiered plansRAG PlatformsFinancial Data Aggregation
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4Investment Management SoftwareSelect Juniper Square for evaluation
Juniper Square
Investment Management Software
Juniper Square provides investment management software for real estate GPs with fundraising, investor relations, and fund administration.
Fund AccountingCommercial Real Estate Software
Price$1,500+ / month
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5Investment Management SoftwareSelect Canoe Intelligence for evaluation
Canoe Intelligence
Investment Management Software
AI platform for alternative investments automating data collection and document processing.
AI powered data extraction from unstructured documentsSystem agnostic data delivery and integration
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6Investment Management SoftwareSelect Dasseti for evaluation
Dasseti
Investment Management Software
Investment management platform providing due diligence, ESG, and ODD workflow automation for allocators.
SOC 2ISO 27001GDPRRAG PlatformsKYC and Customer Due Diligence
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7Investment Management SoftwareSelect FA Solutions for evaluation
FA Solutions
Investment Management Software
Wealth management software for investment managers with portfolio management and performance analytics.
Cloud native investment operations platformPortfolio management and analyticsCompliance and regulatory automation
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8Investment Management SoftwareSelect FINBOURNE LUSID for evaluation
FINBOURNE LUSID
Investment Management Software
Investment data management platform providing cloud-native investment operations for asset managers.
Unified investment data platform consolidating front to back operationsReal time data integration and synchronizationFund accounting and transfer agency services
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9Investment Management SoftwareSelect Charles River IMS for evaluation
Charles River IMS
Investment Management Software
Investment management platform by State Street providing OMS, compliance, and risk for asset managers.
Compliance & Risk ManagementImprove Compliance Posture
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10Investment Management SoftwareSelect Objectway for evaluation
Objectway
Investment Management Software
European wealth management platform for banks and advisors with front-to-back office solutions.
Wealth ManagementFinancial Analytics
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