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Description
Achieve mastery in the private capital markets by utilizing the most sophisticated investment data at your disposal. Aumni provides you with immediate access to trustworthy financial and legal insights derived directly from your legal agreements, meticulously verified by venture professionals and enhanced through AI analysis. Aumni has conducted a remarkable analysis of a vast array of private capital investment data, unlike any other service. Investment firms often have numerous co-investors within their networks, and with Aumni, you can effortlessly tap into this extensive network of both previous and current investors, empowering you to refine your investment strategies effectively. Within a few clicks, you can create impactful fund-level performance analytics and automatically produce equity financing summaries for each of your investments. Aumni streamlines your access to comprehensive portfolio analytics with a single click, enabling you to select crucial data points for sharing and create institutional-quality reports tailored for LPs of varying sizes. This innovative approach not only simplifies data management but also enhances your overall investment decision-making process.
Description
Your clients have accumulated investments across a diverse array of financial institutions, necessitating your ability to navigate and interpret this complexity in order to offer well-informed and insightful advice. It is essential to support performance reporting, composites, and analytics from a unified platform, ensuring streamlined portfolio reporting that encompasses performance metrics, composite data, and analytics. By integrating seamlessly with existing systems, you can minimize both complexity and costs associated with multiple platforms. Our open architecture enables you to choose and integrate the specific tools that are essential for your business's success. Additionally, our Open API (Application Programming Interface) provides secure access to the intelliflo portfolio for financial advisory firms and various third-party providers, facilitating the easy incorporation of numerous service-enhancing applications. Alongside comprehensive portfolio reporting, our solution also includes tax-aware rebalancing capabilities, as well as multi-custodian trading options for Separately Managed Accounts (SMAs) and Unified Managed Accounts (UMAs), ultimately enhancing your service offerings and client satisfaction. This holistic approach not only streamlines your workflow but also empowers you to deliver exceptional value to your clients.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Aumni
Country
United States
Website
www.aumni.fund
Vendor Details
Company Name
intelliflo
Founded
2007
Country
United States
Website
www.portfoliopathway.com
Product Features
Equity Management
Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management