FundPanel
Manages alternative investments, investor communications, reporting, and portfolio metrics in Salesforce Platform.
Aduro AdvisorsPaid
MosaicRM Software
by Mosaic Research ManagementSalesforcePaid
Manage investment research, approvals, contracts, payments, and documents in Salesforce.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
MosaicRM brings investment research information together for investment, compliance, and finance/operations teams. It tracks idea generation and due diligence without analyst data entry, and captures information from multiple sources. The product records emails and meetings for record-keeping and reporting, and supports approval processes. It also manages contracts, subscriptions, and payments with vendors and brokers.
Key capabilities
from the Salesforce AppExchange listingResearch tracking
Tracks idea generation and due diligence without analyst data entry.
Information capture
Captures information from multiple sources.
Email and meeting records
Tracks emails and meetings for record-keeping and reporting.
Approval workflows
Supports customized approval processes.
Contract management
Manages contracts and subscriptions.
Payment management
Manages payments with vendors and brokers.
Use cases
- Investment teams can use the product for idea generation and due diligence workflows.
- Compliance teams can centralize research-related information in one place.
- Finance and operations teams can manage contracts, payments, and documents.
Who it's for
Investment, compliance, finance, and operations teams.
How it compares
MosaicRM focuses on investment research workflows, including idea generation, due diligence, research information, approvals, contracts, payments, and documents. FundPanel focuses on alternative investor management and communications, portfolio tracking, investment management, reporting, and capital calls.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| FundPanel | Paid | Cloud |
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«For the Investment team, streamline idea generation and collaboration For the Compliance team, consolidate research-related information into one place For the Finance/Operations team, effortlessly manage contracts, payments, and documents With MosaicRM, fund managers are able to: • Track idea generation and due …»
Official marketplace listing
Marketplace
Publisher
Mosaic Research Management
Updated on marketplace
Facts verified