Fund Sales, Marketing & IR Technology

Qvidian

Austin (hq) | + Upland global offices
40 employees

Qvidian provides RFP, DDQ and proposal software solutions for financial services and other firms.

Sales and proposal teams can collaborate to deliver compliant proposals, presentations, and sales documents using Qvidian’s automation technology.

The technology enables a library of pre-approved content, facilitates collaboration between teams and manages the compliance and document creation process.

Qvidian’s software is used by 4/5 of the largest asset management firms. Qvidian is part of Upland, which provides a range of business-focused software.

Last checked or updated:
6/28/2024

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