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Comprehensive functionality for an Equity Capital Markets Firm
    View all customer's transactions and holdings
    Track customer's investments in different private companies
    Manage research reports and track entitlements
    Manage process to take private company to an IPO
    Create lists based on research interests
    Track participation in different events
    Track relationships between customers

Built on the Leading On-Demand platform from SalesForce.com
    Real-time reports and dashboards empower your business to make better       decisions
    Instant global deployment for offline and online use
    Award-winning ease of use results in widespread adoption
    Completely integrated with Microsoft Outlook
    Complete access from PDAs