Welcome to
Secondary Suite is your comprehensive solution for managing every aspect of your brokerage business in the Pre IPO secondary market ecosystem.
Designed specifically for Secondary Market asset managers/ intermediaries/ broker dealers/ traders, our platform offers a suite of powerful tools to streamline your operations and maximize efficiency.
Our platform contains the following features, among others:
- Companies and Pricing Data: Easily manage and access data related to companies. From financial information to performance metrics, our platform provides comprehensive tools to analyze and track company data effectively.
- Centralized Contacts Management: Easily organize and access contact details from a single interface. Effortlessly update contact information, track client interactions, and stay informed about contact's activity.
- Efficient Order Management: Take control of your orders with our intuitive order management system. Track order status, manage order details, and ensure smooth execution of trades.
- Streamlined Deal Flow Management: Stay on top of your deals with our comprehensive deal flow management tools. Track your best deals instantaneously and export them to your client in a convenient way.
- Facilitated Introductions: Foster connections between clients with our easy-to-use introduction tools. Initiate introductions, track outcomes, and cultivate valuable relationships with ease.
- Comprehensive Closed Trade Tracking: Monitor closed trades effortlessly. Gain insights into past transactions to inform future trading strategies.
- Task Organization and Management: Stay organized and productive with our task management features. Create, assign, and track tasks to ensure nothing falls through the cracks.
- Integrated Email Functionality: Simplify communication with clients and prospects using our built-in email tools. Send and receive emails directly within the platform, streamlining your communication workflow.
- Email Response Tracking: Keep track of email responses with our response tracking feature. Never miss an important message again, ensuring timely follow-ups and effective communication.
- And More: Explore additional features designed to enhance your brokerage operations. From customizable reporting tools to advanced analytics, Secondary Suite offers everything you need to succeed in the Secondary Market.
Experience the power of comprehensive brokerage management with Secondary Suite. Sign up now to streamline your business operations and unlock new opportunities for growth and success.
