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1、项目管理:投资项目全生命周期管理,覆盖项目入库、尽调、交割、退出等不同环节,使用数据智能化辅助项目推进效率 。
2、基金管理:基金主数据管理,智能化基金全生命周期运营,投资者及投资者关系管理,投资组合及交易管理,穿透式多维度提升基金运营效率 。
3、交易与财务管理:基于交易的多纬度财务准则、多帐套管理、收益自动分配、智能一键结算,自动计算多纬度财务指标,与财务系统完美对接 。
4、合规与风险管理:系统自动实现合规规则管理、主流合规体系库、内置主流风险管理模型、对项目和基金实现风险实时预警主动提示,全方位增强风控能力 。
5、多维度数据分析:内置标准投资分析模型并可视化呈现,多维度动态仪表盘,支持投资决策与分析。轻松实现动态资产结构图、资产关系分析、底层资产分析 。
6、日常办公协同:满足机构日常OA办公需求,流程审批、文件存储、日程管理、工作进展,与项目无缝管理,实现机构办公全面数字化 。
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鲸准机构版 Competitors

Name
晨哨大买手
私募通MAX
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iDD24.com
iDD24尽调管理专家
Seelink—企业间合作平台
找人找企业拓展人脉商业合作
鲸准投资云
小筱投行
小筱投行
海星云投资管理
西科控股投资管理
创星投管系统
厦创智汇
星起
数据化投融资服务平台

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App Info

Category
Business
Languages
Chinese
Recent release
1.8.22 (3 years ago )
Released on
Aug 29, 2021 (3 years ago )
Also available in
China , United States
Last Updated
2 months ago
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