The only investor management software you'll ever need. Say goodbye to quarterly reports and ugly spreadsheets. Nosis gives your members a window into their portfolio and fund updates, all in one place bringing a whole new level of transparency to the managed account model.
Our aim is to make it as easy as possible for businesses to create epic documents that they can use internally, with their clients and share online. Our templates are not only professional & interactive, but are created as an individual web page that allows for easy shareability & data measuring.
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Since I started using Nosis to help better communicate and report to my investors, our fund has seen a rise in investor engagement. The trading bots have also allowed us to safely enter the crypto market through their smart trading strategies.
Nosis has been a game-changer for me. It's easy to use, and the updates are always on point. Would recommend it to anyone💯
We were an advisory business who always wanted to offer managed management services but the costs are just way too high. We started using Nosis which allowed us to offer the products and services that we wanted out of the box. We cant charge % based fees which is a shame because the way Nosis works we never actually take custody of the users funds but regardless of that we were able to charge double over night so it doesnt really matter.
Based on our record, Qwilr seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Can you tell me more about it? Is it any different from https://qwilr.com or pandadoc.com or is a direct competitor to those. Source: over 2 years ago
When we initially researched, we did them independently. For RFP software, we wanted something to help with tracking, analyzing, generating proposals, AI answer suggestion/knowledge base, assigning related tasks etc. Avnio & RFPIO made our shortlist. For Quote software, we wanted something shiny, to make closing faster and easier to understand. Qwilr and PandaDocs were rated pretty high. Source: over 3 years ago
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