Overview

About AtomInvest

AtomInvest provides next-generation technology systems for alternative investment managers, enabling them to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing while streamlining their investor journeys across fundraising, onboarding, and client reporting.

At a glance

Software information

Industries served, licensing and the support AtomInvest provides.

Industries

Investment-management

Licensing

Open Source
Quote Based

Support

Email
24x7 Support

Training

Webinar

Knowledge Base

Help Guides
Video Guides
Blogs

Languages (1)

English

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Capabilities

AtomInvest features

The full feature set, grouped by module.

Stock Portfolio Management Software

Client Management
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Stock Alerts
Tax Management
Technical Analysis

Hedge Fund Software

Client Portal
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Profit/Loss Statement

Fundraising Software

Contact Management
Contribution Tracking
Crowdfunding
Online Donations
Payment Processing
Reporting & Analysis

Investment Management Software

Data Import/Export
Fund Management
Investment Tracking
Portfolio Management
Reporting
Risk Management

Plans

AtomInvest pricing

Free Version

Payment Frequency

Quote Based

Preferred Currency

USD ($)

Vendor pricing page

Media

Screenshots & video