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TheInvestorNet Review

3

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Excellent

Revainrating 5 out of 5  
Rating 
5.0
Business Services Providers, Business Finance

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Description of TheInvestorNet

The most comprehensive, intelligent, and secure application for alternative investments fund managers to manage their end-to-end business operations

Reviews

Global ratings 3
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  • 4
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  • 3
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  • 2
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Type of review

Revainrating 5 out of 5

The Investor Net is a CRM solution for alternative investment management firms.

With an incredibly intuitive interface, The Investor Net allows investment professionals to access critical information and manage every aspect of their businesses, whether they're managing a single portfolio or an entire team. As the only CRM software built specifically for Alternative Investment Management firms, The Investor Net has been designed to help clients navigate the regulatory environment with ease, allowing them to focus on their core business without worrying about compliance…

Pros
  • It is easy to understand, it is a quick start for new users.
  • Very easy to learn
  • Very user friendly
Cons
  • No built in options to run reports

Revainrating 5 out of 5

InvestedNet is a robust platform that enables investment managers to easily track and analyze their investments.

It’s great to see a new product launch! This has been a long time coming. Investednet is extremely intuitive, user friendly, and provides a powerful interface to perform essential functions such as monitoring, research, portfolio management, risk analysis, and analytics. The biggest strength of the software is its ability to capture every aspect of the investment manager’s workflow including: managing their entire universe of investors; tracking their portfolios; reporting their performance…

Pros
  • Great support and updates on this product.
  • The platform allows users to integrate various sources and report directly to Excel sheets.
Cons
  • The mobile app needs improvement.
  • Not sure about how the export of charts is handled.

Revainrating 5 out of 5

I have worked with many financial technology companies over the years, and am continually impressed with how quickly TheInvestorNet has grown and developed.

I have worked with many financial technology companies over the years, and am continually impressed with how quickly TheInvestorNet has grown and developed. It's a great product with many features that enable investment professionals to manage their business efficiently, cost effectively, and securely. A standout feature for me was the reporting capabilities that allow for easy access to data that enables us to make informed decisions regarding our investments. With the combination of detailed…

Pros
  • Reporting is very flexible allowing for customizations and reports that can be viewed in a variety of formats such as Excel and PDF
  • TheInvestorNet's ability to handle large amounts of data without impacting system performance makes this an ideal tool for those managing multiple portfolios
  • User friendly design that doesn't require an extensive technical knowledge base
Cons
  • User interfaces aren't always intuitive or well thought out.
  • There isn't a mobile app available.
  • Not every feature is fully integrated (some only work through third party add-ins)