AtomInvest Overview

AtomInvest

By AtomInvest

5★★★★★(21 Ratings)Write review

What is AtomInvest?

AtomInvest provides next-generation technology systems for alternative investment managers, offering a single, unified software solution to manage both their investment portfolios and their investor base. The platform supercharges portfolio management and deal sourcing with specialized functionality and workflows, while simultaneously streamlining the investor journey across critical phases like fundraising, investor onboarding, and client reporting. This integrated approach breaks down silos between investment and investor relations teams, promoting efficiency and a holistic view of the fund's operations.

Who it's for:

This software is designed for fund managers and partners at private equity, venture capital, real estate, and other alternative investment firms who need an integrated platform to handle both investment management (front-office) and investor relations (back-office) activities.

Our verdict:

Our verdict is that AtomInvest presents a compelling, integrated vision for alternative asset managers, aiming to unify two critical operational spheres into one cohesive system for greater efficiency and insight.

AtomInvest Details

AtomInvest Platforms supported

Cloud, SaaS, Web-Based

Desktop Chromebook

Desktop Linux

Desktop Mac

Desktop Windows

Mobile Android

Mobile iPad

Mobile iPhone

On-Premise Linux

On-Premise Windows

AtomInvest Support options

Chat

AtomInvest Training options

Documentation

In-Person

Live Online

Webinars

Videos

AtomInvest Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

AtomInvest Features

Most valued AtomInvest features by users

Accounting

Benchmarking

Bonds / Stocks

Client Management

Client Portal

Commodity Futures

Compliance Tracking

Data Import/Export

For Investment Advisors

For Investors & Traders

Fund Management

Modeling & Simulation

Performance Metrics

Portfolio Rebalancing

Real Estate

Risk Management

Activity Dashboard

Alerts/Notifications

Collaboration Tools

Contact Management

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