Connect Update Capital to your favorite apps

It’s designed to help you manage your assets and engage your investors

DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

JotForm

JotForm lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline

HubSpot CRM

HubSpot CRM automatically logs emails with your contacts. It helps sales teams navigate and chart opportunities by tracking email conversations, contacts, companies, deals, and tasks

Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.

Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Contacts

Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.

Google Forms

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

Google Tasks

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.

ActiveCampaign

ActiveCampaign combines all aspects of email marketing into a single and easy-to-use platform.

Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

Pipedrive

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Asana

Asana is a collaborative information manager for workspace. It helps you organize people and tasks effectively.

Zoho

CRM Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Copper

Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships

Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite.

LionDesk

LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.

Inslightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more.

Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

amoCRM

amoCRM is a simple, easy-to-use Lead Management Software designed to save you time and money. It helps you manage leads and monitor your sales pipeline in only a few clicks.

Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place.

Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

Update Capital had a excellent user experience. The portal provided a clean, simple way for investors to access their needed data, statements and documents for multiple investments. That in combination with their competitive pricing put them over the top for us

Erik Loptson
Western Wealth Capital
$2.3 Billion AUM

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Redmond, WA office

16541 Redmond Way
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+1 (425) 961-6547

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Suite 303
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+1 (604) 757-1570

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