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About Crowd Valley

The Crowd Valley API is used to build online platforms and marketplaces globally for managing private placements, securities, real estate, crowdfunding, peer-to-peer lending, and public stock trading. The public REST API provides an end to end server side application, which supports the technical back office requirements for client side applications of various kinds in the online investing and lending markets. The Crowd Valley API also contains private financial back office functions and other services which are made available on request.

Features

  • 2-Factor Authentication
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Scheduling
  • Tax Management

Summary

  • Payments

  • User Workflows

  • KYC/AML and Compliance

  • ID Verification

  • Data Rooms

  • Analytics

Pricing

  • Credit card required: N/A
  • Free sandbox access.
    Fixed monthly fee upon launch.

FAQs

    No FAQs associated with this application.

Vendor Information

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