Zapflow offers a secure front-office solution for asset managers to effectively streamline deal flow, fundraising, portfolio monitoring, and other operational tasks in a single, centralized platform.
Front Office Edition
Our solution streamlines your operations and paves the way for a hassle-free future, free from the burdens of complex IT projects.
For investment teams seeking enhanced security, more control, and integration of front and back offices.
Your Trusted Partner
Ensure price stability and secure your budget with our flexible payment options. All charges are payable in advance for a minimum of 12 months, and by opting for longer prepayment periods, you can safeguard your pricing against inflation. Our prices adjust at the start of each billing period, either by 5% or the applicable consumer price index increase, whichever is greater. Additionally, to ensure a smooth onboarding experience and comprehensive support, a one-time setup fee is required. This fee, capped at a maximum of 50% of the annual charge, covers an array of services provided by our dedicated customer success team. From data cleansing and account configuration to seamless data migration and tailored training for your entire team, we are committed to setting you up for success. Please note that customers located in the European Union or EEA without a valid VAT number will be subject to the applicable VAT as per regulations.
If you're considering a front office solution, our Front Office Edition would be the perfect fit for you. It offers a comprehensive set of features designed specifically for managing front office tasks efficiently and effectively.
However, if you're also interested in integrating users or data from your back office operations, we can certainly tailor a package that suits your needs. Our team will work closely with you to understand your requirements and create a customized solution that seamlessly integrates both front and back office functionalities.
Feel free to reach out to us with any specific requirements or questions you may have, and we'll be more than happy to assist you in finding the edition that best aligns with your business objectives.
We understand the importance of transparency when it comes to pricing, and we strive to make it as straightforward as possible. In our Front Office Edition, the pricing is determined based on the number of users you have. This allows you to scale your usage and costs according to your specific needs.
If you're interested in integrating users or data from your back-office operations, we're more than happy to accommodate your requirements. Our team will closely collaborate with you to gain a comprehensive understanding of your needs and create a tailored package that aligns perfectly with your business objectives.
It's important to note that there is a mandatory setup fee, which amounts to 50% of the annual charge. This fee covers a range of valuable services provided by our professional customer success team. These services include data cleansing, account configuration, data migration, and customized training for your entire team. We want to ensure that you have a smooth and successful onboarding experience.
For customers located in the European Union or EEA without a valid VAT number, the applicable VAT will be added to the pricing.
If you have any specific questions regarding our pricing structure or if you'd like to discuss your requirements in more detail, please don't hesitate to reach out to us. We're here to assist you in creating a pricing plan that suits your needs and budget.
While the platform comes with many powerful features straight out of the box, we understand that different teams have different needs and different ways of working. Our platform can be customized to fit your existing investment workflow or even used to create an entirely new, more efficient one.
We prioritize the security of our platform and take comprehensive measures to ensure the protection of your data. As evidence of our commitment to security, we are proud to be ISO 27001 certified, which is an internationally recognized standard for information security management.
In addition to our certification, we strictly adhere to GDPR regulations, ensuring that your data is handled in compliance with the highest privacy standards.
To maintain the highest level of security, we regularly conduct internal and external audits, as well as penetration tests. These assessments are performed by independent auditors who thoroughly evaluate our platform's security controls and identify any vulnerabilities that need to be addressed.
Furthermore, we understand the importance of data sovereignty and offer you the flexibility to choose the region where your data will be stored and processed. This ensures that your data is handled in accordance with your preferred regulatory environment.
We are dedicated to providing you with a secure platform that you can trust. If you have any specific security-related questions or concerns, please feel free to reach out to us. We're here to address any inquiries and provide you with the peace of mind you deserve.
We believe in providing our customers with the best possible experience when transitioning to Zapflow. To ensure a seamless and successful onboarding process, we have a dedicated team of professional customer success managers who handle critical tasks such as account configuration, data cleanup, data mapping, data migration, and conducting multiple training sessions tailored to different team members.
The setup fee we charge, which amounts to 50% of your annual charge, covers the cost of these valuable services provided by our customer success team. It allows us to allocate the necessary resources and expertise to guide you through the entire transition, ensuring that you and your team can fully leverage the capabilities of Zapflow from day one.
We understand that the setup fee is an investment, but it enables us to deliver a high level of personalized support and expertise during the crucial initial stages. Our goal is to minimize any disruptions and maximize the value you gain from using Zapflow as quickly as possible.
If you have any further questions regarding the setup fee or would like to discuss your specific requirements, please don't hesitate to contact us. We're here to assist you in making the onboarding process smooth and successful.