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Easily track your investment performance, manage portfolios, and stay compliant

Take Control of Your Investments with CrossVal's Investment Accounting Software

What spreadsheets do in 3 weeks, CrossVal does in 4 minutes 10 seconds.

Are You Facing Challenges in Managing Investment Portfolios and Tracking Performance?

Investors struggle to manage multiple portfolios efficiently.
75%
Finance teams still manually track investment performance.
65%
Companies face compliance risks due to outdated processes.
60%
Key Features and Benefits for Streamlined Investment Management
Automated Portfolio Tracking

Automated Portfolio Tracking

Instantly track all your investments in one place.

Performance Analysis

Performance Analysis

Real-time performance metrics for faster, better decisions.

Compliance Monitoring

Compliance Monitoring

Ensure full compliance with financial regulations.

Custom Reporting

Custom Reporting

Tailor reports to show only the metrics you care about.

Take the Stress Out of Investment Accounting Today

Don't just take our word for it

Hear from some of our amazing customers who are automating their finances.

CrossVal has made the difference between trying to have a financial model and being the masters of our financial strategy. Over the year we have been a partner, the learning and insight has in itself been worth twice the platform cost, and we are happy to pay it.

Zohare Haider

Zohare Haider

Founder & CEO - Jalebi

jalebi

We worked with CrossVal to determine a defendable valuation for our business based on solid data and industry best practice. We were really impressed on what they delivered and the effort that went into determining the valuation.

Adam

Adam

Founder/CEO

driveNinja

We (Yellow) have been working with CrossVal for over a year, and we have seen a massive improvement in our financial processes. Where CrossVal especially adds value is in providing us insights to help with our financial strategic planning.

Mamta Varerkar

Mamta Varerkar

Partner

yellow

CrossVal helped us organize our financial model & statements in one easy to access place. It helped us present timely information to investors & keep them updated with all changes & moving parts related to our business.

Ibrahim Allahham

Ibrahim Allahham

CEO/Founder

rootsSoftware

See how CrossVal streamlined investment accounting, saving hours weekly

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Yellow used CrossVal to automate their financial auditing and reporting. They generated monthly reports for stakeholders automatically, displayed in sections and dashboards.

Read more
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Jalebi uses CrossVal to enhance data accuracy and streamline reporting. This has led to more efficient financial operations and informed decision-making.

Coming Soon....
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Zurich Insurance Group leverages CrossVal to improve data management and reporting. The app's analytics and automation enhance financial accuracy and efficiency.

Coming Soon....

Ready to Simplify Your Investment Accounting?

Frequently asked questions

Everything you need to know about the questions you have in your mind

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