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Software Status:Active

About EquityTouch

EquityTouch is a financial CRM software from Touch Ahead Software designed for collaborative deal sourcing. It includes Quick Views, Technology Security, and Customization so users can manage deals more effectively. The platform offers various features that support collaboration among team members and simplify the deal-making process. It is built on a reliable architecture that ensures data security while allowing for personalized configurations to meet specific user needs. Key capabilities: Quick Views Technology Security Customization Collaboration Tools Deal Tracking Best for: financial professionals that need a comprehensive solution for managing and sourcing deals.

EquityTouch Details

Vendor
Touch Ahead Software
Year Launched
2008
Location
10 Mall Rd, Ste 301, Burlington, Massachusetts 01803, US
Deployment
cloud
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English
Users
Analyst, Investor, Financial Advisor, Portfolio Manager
Industries Served
Healthcare, Education, Finance, Retail, Technology, Manufacturing, Transportation, Hospitality, Real Estate, Energy
Tags
CRM, Equity Research, Financial Services, Data Analysis, Customer Relationship Management, Investment Management

EquityTouch's In-App Market Place

Does EquityTouch have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

0

Mini Apps

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

AED (د.إ), AUD ($), CAD ($), CHF (Fr), CNY (¥), EUR (€), GBP (£), INR (₹), JPY (¥), KRW (₩), USD ($)

Pros & Cons

  • Industry-Specific Design: Tailored for the alternative asset community, addressing specific needs.
  • Customizable Interface: Allows users to track only the information relevant to them.
  • Comprehensive Relationship Tracking: Maintains detailed records of interactions and affiliations.
  • .
  • Limited Public Information on Pricing: Lack of transparent pricing details may deter potential users.
  • Unspecified Global Availability: Primary focus appears to be on the U.S. market.
  • No Mention of In-App Marketplace: Potentially limited for users seeking additional plugins or extensions.
  • Language Support: Only available in English, which may limit international adoption.

EquityTouch's Support Options

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