NEXT-GEN SOFTWARE FOR
Private Banks / Wealth Managers
Growing interest in alternative investments from individual investors (UHNW / HNW / mass-affluent) & family offices is encouraging private banks and wealth managers to broaden their alternative investments offering to include private equity, venture capital, real estate, private credit and sustainable / impact investments.
To service the growing demand for alternatives from clients, private banks & wealth managers may need to adapt their operational processes & infrastructure due to the unique characteristics of alternative investments.
Atominvest can provide private banks & wealth managers with purpose-built, modern software to support the growth in alternative investments demand from clients. Atominvest’s software infrastructure enables end-to-end servicing of alternative investments across a private bank / wealth manager with functionality spanning marketing & reg-compliant distribution, investor onboarding through to fund adminstration and reporting.
Software Solutions for Private Banks / Wealth Managers
Our software solutions provide end-to-end capabilities for private banks to build or enhance their alternative investments platform and offering.
Unique software modules, purpose-built for alternative investments, provide functionality (as required) for internal product teams, distribution teams and end-clients.
Streamline internal processes, increase efficiency and enhance your client experience across your alternatives platform via Atominvest.
Investment & Operations Team
- Deal & Research Mgt.
- Portfolio & ESG Tracking
- Capital Calls / Distributions
- Investor Reporting
Sales & Distribution Team
- Product Marketing
- Regulatory Compliance
- Distribution Analytics
- Client Subscription Workflows
Client Advisors / RM
- Investment Marketing Portal
- Client Subscription Workflows
- Book Investments
- Client Performance Reports
End-Clients / Investors
- Investment Marketing Portal
- Digital Subscriptions
- Online Reporting
- Client Portfolio Views
Unique Functionality / Modules for
Every User Across the Value Chain
Our software modules can be licenced individually or collectively to provide integrated functionality across Internal Teams (Investments, Product Teams, Distribution and Operations), Client Advisors/ RMs and End-Clients.
Investment & Fund Selection Teams
Deal Pipeline & Research Management
Manage your investments pipeline, fund research and due diligence
Portfolio MGMT & ESG
Easily collect and analyze portfolio performance & ESG data and unlock insights
Operations & Administration Teams
Reporting & Administration
Seamless reporting & investment administration
Client Subscriptions
Efficient and digital client subscriptions & operational workflows
Product & Sales / Distribution Teams
Investment Portal
A slick, branded Investments Portal providing a seamless experience to your advisors/ RMs and end-clients
Marketing & Distribution
The complete investment marketing solution
Enterprise Ready Software
Tools and plugins to seamlessly integrate into your current setup & processes
Outlook Plugin | Excel Plugin | Bulk Uploads & Downloads | Single Sign On | User Permissioning | Enterprise Grade Security
Client Advisors / Relationship Managers & End-Clients
Advisor Portal
For Advisors/ RMs to view new opportunites, complete client subscriptions & receive client reporting
End-Client Portal
For Clients to subscribe digitally, receive reporting and view new investments