Create your own marketplace and portfolio management system with custom branding, flexible storage, and tailored analytics
securely invite clients and partners to a private space
implement your brand logo, colors and selected images
on-prem or 13 difference cloud locations are possible
plug and play with your existing internal tools and systems
Managing financial transactions involves multiple parties, interests, communication and many activities that are typically segmented. Capcade integrates the entire journey from creating a transaction or transaction request, to pairing with the right advisors and counterparties, to negotiating terms, to post-closing admin and compliance.