What is INDATA Investment Management Software and how does it work?
For a fast-paced and ever-changing financial market, they need software that can keep up. Enter INDATA Investment Management Software, the go-to choice for professional management of their investments. INDATA's software links traders with portfolio managers, executing brokers, compliance officers and operations staff in real time to ensure efficient and error-free trading. With INDATA, they can rest assured that their investments are in safe hands. It's the perfect choice for comprehensive trade analysis and real-time performance reporting. This has never been easier, or more convenient! Across the entire front, middle and back office, data-driven performance monitoring acts as a powerful resource. Trust INDATA to actively and intelligently watch over their investments. INDATA's intuitive, easy-to-use design simplifies the process of entering orders. This helps to reduce the risk of errors, while push notifications ensure that everyone in the team is kept informed throughout the process.
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What is Portfoliopilot and how does it work?
Introducing portfoliopilot, the essential tool for serious investors and asset managers to get ahead of the market curve. With portfoliopilot, can easily monitor macroeconomic events and trends, giving an unparalleled look into what's affecting the investment portfolio. Whether the customer is investing short-term or long-term, with portfoliopilot will be able to quickly identify anomalies and take action – invest in undervalued assets, adjust course and save a financial headache in the process! portfoliopilot gives ALL the information need right at the fingertips. If this isn't enough it also built watchlists specifically tailored to managing the investments – no more having to flip through endless data sets to find what's needed. The investors have chosen portfoliopilot as their preferred tool for understanding their portfolios!
Read MoreWhat is Personal Capital and how does it work?
Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide.
Read MoreWhat is Morningstar Office and how does it work?
Morningstar Office is an all in one accounting and portfolio management solution for businesses and their daily work. Starting from performance reporting, billing, rebalancing and back-office task monitoring to accounts aggregation tool and independent data and research process streamlining activities, it can be used for all. Accountants can depend on the platform to streamline ‘what-if’ analysis based on various market movements and an exclusive scenario analysis tool made available by the same. Detailed insights offered by Morningstar Office, helps businesses to curate a quick overview of the latest events, trends and thought leadership on the go. Moreover, Morningstar Office and its interactive portal facilitate seamless communication between individual organisations and their clients, besides staying focused on scheduled goals. Also, the software and its expertise over regular data importation and reconciliation facilities, help businesses concentrate on security selection, client management and marketing related stuff. Active integration with third-party platforms like eMoney, 4U, HiddenLevers, Flyer and more assures seamless business process management.
Read MoreWhat is JCurve and how does it work?
JCurve software is a platform used to track and analyze your portfolio. Measure the metrics to identify the performance of your portfolio companies. Communicate with your portfolio companies. Send reminders and collect regular updates from a single dashboard. Generate reports with JCurve app in minutes. Investors, Small, Medium and Large companies make use of the software.
Read MoreWhat is PMplus and how does it work?
PMplus is a marketing-led, cloud-native investment portfolio management platform designed by industry specialists. It supplies you with a variety of wealth and asset manager/administrator solutions. You may manage a wide range of funds using PMplus, including audit fees, director fees, management fees, and performance fees. High Watermarks and Scales are two approaches for calculating fees. A user-friendly approach allows you to compute and recalculate your NAVs at any time. It offers wealth Managers a wide range of features, such as user-defined groups, onboarding, and migration tools, as well as digital reconciliation of custodian remarks with workflow, productivity, and risk analytics. You get 'board quality' reports in the language/character set of your choice. It can be used by administrators, custodians, and trustees as the asset account record-keeper. Their solution engineers will collaborate closely with you to identify the ideal setup for your business, including connection with your current international infrastructure and procedures. Additionally, they can provide Trustees with solutions such as shadow NAV accounting and compliance reporting in cases when several administrators need to be combined.
Read MoreWhat is Shootih and how does it work?
Investment opportunities for Business’s idle cash. Make investments in a single click. 360 degree view of investment holding along with gain tracking. Real-time view of incoming and outgoing transactions for multiple business bank accounts all in one place.
Read MoreWhat is Croesus Advisor and how does it work?
Croesus Advisor is a reliable portfolio management software that helps companies deliver exceptional services to their clients and boost productivity levels simultaneously. The portfolio management software turns out of great use in prioritising client communication, getting access to client-specific positions and history in just a few clicks, besides deciding upon business-relevant data in real-time. Businesses can even depend on the same to optimise portfolios. The software helps them to get access to clients’ holdings, assets, risk allocation and history in no time. Besides, Croesus Advisor even helps businesses follow and adapt to differential regulatory changes, where they get to make divisions between time and money, process risk rating feed (external) and conduct compliance reviews with an investment objective or policy as per need. Other notable functionalities loaded within goes as, performance calculation, client wise accounts management, compliance verification, business process identification and more.
Read MoreWhat is Assetmax and how does it work?
Assetmax is a wealth management software for independent asset managers, banks, and family offices, providing multi-custody portfolio management, invoicing, client relationship management and reporting services. Assetmax is a reputable solution that is utilised by several wealth managers and institutions. Also, the software helps with efficient data processing and link-based multi custody solution. Since 2016, Assetmax has been used by independent asset managers and banks. Furthermore, the software provides real-time integration with third-party solutions, enabling additional functionality and programmable through APIs. Assetmax offers a wide range of services, allowing the clients to reach their goals. The implementation of a wealth management platform is a project that encompasses and may transform the whole firm. Assetmax discovers and, where feasible, automatically corrects, enriches, and normalises data before loading it into the business account. Moreover, the platform has a support team that helps customers take full advantage of its functionality. Detailed training sessions are also available.
Read MoreWhat is Allocator-platform and how does it work?
Allocator-platform is an advanced investment data management solution that provides investors with comprehensive investment insights, helping them in proper decision making. The platform converts multiple data sources into a single and easy-to-analyze format, making it easier for users to monitor their investment on portfolio and fund levels. Moreover, it also comes with a central repository to keep all the documents in one place in an organized manner and ready to use. With Allocator-platform, admins can decide which colleagues are allowed to use the information across the company. It can be integrated with external third-party databases to keep everything up-to-date. Users can store notes and commentary in one central location that can be accessed by the entire team. Allocator-platform allows investors to easily work with their data in MS Excel or other software and download the particular in CSV and XML formats besides generating PDF reports. With the help of an inbuilt API and other integration facilities, users can also pipe the data into their proprietary systems or other solutions as per need.
Read MoreWhat is Seeking Alpha and how does it work?
Seeking Alpha provides investors with breaking news, analysis and newsletters to follow their investments and the market. We also have a suite of subscription plans that address specific investing styles and user needs.
Read MoreWhat is Morningstar Direct and how does it work?
Morningstar Direct сentrаlizes institutional-strength data, рrорrietаry аnаlytiсs, and in-depth investment research in one рlаtfоrm. It helps in орtimizing your investment рrосess whether you need to select, сreаte, or market investments or if you’re а оne-рersоn shор, it does а bit of everything from finding the right investments to sitting down with clients for you. For investment рrоfessiоnаls соmmitted to delivering on investor оbjeсtives in an infоrmаtiоn-sаturаted and соnstаntly evolving market, Morningstar Direct helps drive informed decisions through brоаd and emerging data, independent research, роrtfоliо аnаlytiсs, and customized reроrting. Morningstar Direct users can apply benchmarks and ranking аnаlysis to monitor the performance of custom-grоuр investments and to drive manager selection and peer evaluation to соnduсt due diligence at sсаle. It is a software platform that рrоvides data and analytics to help рrоfеssіоnаl investment managers сrаft new рrоduсts and роrtfоliоs. The product is mainly сlоud-bаsed. Morningstar Direсt’s рriсing is bаsed оn the number оf liсenses рurсhаsed. Fоr сlients, the соmраny generаlly сhаrges аn аnnuаl fee оf $17,500 fоr the first user, $11,000 fоr the second user, аnd $9,500 for eасh аdditiоnаl user.
Read MoreWhat is Robinhood and how does it work?
Robinhood is on a mission to democratize finance for all. They believe it should work for everyone and not just a few. Customize your portfolio with pieces of different companies and funds to help reduce risk. Trades placed during market hours are executed at that time, so you’ll always know the share price. Advanced traders can execute more sophisticated strategies like iron condors, straddles, strangles, and more.
Read MoreWhat is KoreConX and how does it work?
KoreConX software is a platform used to manage all digital asset management providing real-time equity and debt information. It is a secure platform with dashboard for managing all investments, portfolio tracking and optimizing exposure management with reports in real-time. Integrate directly with funding, legal and compliance resources for immediate access. Manage, and measure investors to build better relationships with your investors. Investors, Small, Medium and Large companies make use of the software.
Read MoreWhat is Acorns and how does it work?
Acorns is a finance management platform that is first in the world to provide micro-investing to its users for future benefits and profits. It enables the customers to use its unique financial engine to round up spare cash from daily purchases and put it in a professionally run portfolio of index funds. With Acorns, you can invest spare cash, bank more wisely, and save for retirement, among other things. You can get investment accounts for you and your family, as well as retirement, checking, and methods to make more money, in under 5 minutes. The platform offers Round-Ups feature that allows you to invest spare change, a portion of each paycheck, earn more, and receive money advice on the fly. Users can get access to expert-designed smart portfolios that adapt automatically as they and their money grow. For additional protection, it offers bank-level security, two-factor authentication and 256-bit encryption. Additionally, with smart deposit and no extra charges, and real-time round-ups, you can get the metal debit card that invests and saves for you every time you splurge.
Read MoreWhat is FireShot and how does it work?
FireShot is an on-web screen capture and annotation software with an intuitive user interface, facilitating faster and comfortable use. It can be used to generate how to screenshots, training brochures,, offer assistance to people, convert webpages to PDF and more. A built-in image editor within the particular, allows users to make edits within a screenshot in real-time, annotate them, append headers-footers and add hyperlinks. It can be used to capture screenshots of webpages, users can either capture a selected part or take shots of multiple open tabs in a single click. They can automate bug-tracking and easily upload custom screenshots to FTP and HTTP servers. The software can be used to transform live pages into relevant information by saving the particulars in the form of JPEG, PDF, PNG, GIF or BMP. The saved data can be uploaded on Microsoft OneNote or other external programs. FireShot provides optimum security to user data by storing the screenshots within their PC. It can function without the internet in a seamless manner.
Read MoreWhat is Orion Advisor Trading and how does it work?
Orion's trading suite, which includes a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace, empowers firms to personalize client portfolios while scaling back-office processes.
Read MoreWhat is Alto and how does it work?
By leveraging Alto's platform, everyday investors can now diversify their portfolios and invest in alternative assets, such as private equity, venture capital, real estate, crypto, and more. Offering traditional, Roth, and SEP IRAs, Alto is making alternative investments accessible and cost-effective for the average investor, can now access their retirement savings to invest in assets previously only available to high-net-worth individuals.
Read MoreWhat is Allvue and how does it work?
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.
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