Discussion in Meeting

We Provide Solutions for
Capital Investment and Private Equity Firms

We understand that capital investment and private equity firms are growing increasingly reliant on technology to thrive in a tech-savvy market. BMA is becoming the technological backbone of intermediary firms of all sizes. Our service offerings include capital investment and private equity software solutions that meet the needs of companies like yours. 

This software includes, but is not limited to, lending, depository, and general ledger that can help your company  deliver distinguished services. Learn how our solutions can bolster your performance and modernize the way you do business.

Core Processing Solutions for
Capital Investment & Private Equity Companies

Investment, Equity, and Capital companies have a lot more competition and regulation to deal with today than in the past. Without the proper technology in your arsenal, taking care of day to day business is slower and more difficult — especially given the hurdles of today’s customized product structures, stricter compliance standards, reporting, and multitude of Fintech competitors. 

The great news for you is that new technologies such as AI, blockchain, and the cloud are making it possible for your company to operate more efficiently and perform better, so you can offer enhanced services. BMA is pleased to offer an end to end solution with which you can more than capably compete in your market.


Deposit Solutions

Fraud & Risk Management

General Lendger

Loan Solutions

Online & Mobile

Products provided by our strategic partners.

Important Features of Capital Investment & Private Equity Software

Your company requires powerful solutions that can keep up with changing client needs — thus, choosing the right management software is critically important to your business success. Your system should offer exceptional performance, flexibility, cost, customer service, and functionality.

In recent years, we have developed a sophisticated software solution that tracks all aspects of transactions from investors to borrowers. Our solution is user-friendly, affordable, and accurate.. It helps you become faster and more efficient at the manual and tedious parts of their jobs, and assists with day-to-day needs with features to support:

  • Relationship building and management
  • Deal tracking and pipeline management
  • Business development
  • Third-party data management
  • Statement rendering, either paper or electronic.
  • Activity tracking from start to finish
  • Interactive data reporting and analysis
  • Risk management analysis and streamlining
  • Deal origination
  • Customized Lending, Deposit, and General Ledger Systems
  • And more
Team Discussion

Benefits for Capital Investment and Private Equity Companies

Our leading software solutions provide several benefits for capital investment and private equity companies, such as:

  • Access to over 30 years of community industry experience
  • Custom software programming and expert integrations
  • Increased security provided by our secure and safe data centers
  • Managed IT as a service (ITaaS) for your specific IT needs
  • Support team with customer-centric solutions that provide results