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.
StandupBot is an easy to use bot that automates your team’s standups, check-ins or any kind of recurring status update meetings, without breaking the bank. Trusted by thousands of teams to run over a million standups in our 8+ year history.
Unlike other tools that try to do way too things and are super confusing to manage, we focus on what you really need to automate your team’s meetings:
⚡️Fast setup: From install to first meeting in under 60 seconds. Great defaults to get you going and super easy to change to your needs.
👥 Multiple teams and projects: Create as many standups or status meetings you need for different projects or teams.
🕘 100% asynchronous: Everyone participates when it’s more convenient for them.
📃 Standup Report: Receive an easy-to-read report via email and Slack when the meeting is done.
👀 “Just following” mode: Select who's actively participating in meetings and who's only following through reports.
📆 Flexible scheduling: Schedule your meetings at the days and times you need. Automatically excuse people from meetings when they’re on vacation.
✅ Participation reports: Team- and individual-level participation reports, so you can easily see who needs some encouragement to share their updates more frequently.
🔔 Automatic reminders: We’ll be the friendly drill-sergeant for your team reminding everyone that hasn’t submitted their standup to do so before the meeting window closes.
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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.
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