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 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 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 Rundit and how does it work?
Rundit is the ultimate global platform for portfolio management and investor reporting. This comprehensive software designed for Venture Capitals, Investment Companies, and Family Offices offers a wealth of important information about their investments in real-time. With this highly advanced resource at fingertips, can access up-to-date reports of the fund's performance. From there get a crystal clear overview of the growth, risk, liquidity and all other aspects of each investment, so can make better informed decisions that optimize the profits and minimize any potential risks. It offers professionals an intelligent solution that simplifies investor reporting while adding granularity insight into their portfolio performance in real time.
Read MoreWhat is BigAgile and how does it work?
BigAgile is a powerful portfolio management software specifically designed for high-performing organizations. It is much more than a simple reporting tool, enabling organizations to prioritize, ideate and build roadmaps aligned to their strategic goals. Moreover, BigAgile facilitates collaboration across multiple programs and portfolios so that organizational heads get to manage dependencies and plan deliverables seamlessly. The software makes it easier to execute plans, track deliveries against milestones and achieve faster decisions as well. Detailed reports generated by the particular, promises seamless visuals as per the work done. Therefore leaving no scope for guesswork. Integrating and consolidating data from multiple tools becomes easily manageable with inbuilt API compatibility. Moreover, BigAgile is also open to customization as per business needs backed by regular updates along with customer-centric support, guidance, and training. Data stored within the particular is absolutely encrypted as per Enterprise-level cloud security and can be accessed from any device as per need.
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 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 MProfit and how does it work?
MProfit is a portfolio management software designed for investors and financial managers. MProfit allows managing all portfolios through a single platform. Moreover, data from over 700 brokers and financial institutions can be transferred to the software for generating useful insights and procuring capital gains in an ITR format. As far as data importing is concerned, the format in which a particular data exists is seldom an issue of concern. Notes, back-office files for Stocks, Mutual Fund CAS Statements and e-NPS statements from Karvy or NSDL, anything and everything can be transferred with ease using MProfit. Further, it can also be used to import files saved in disparate formats, for instance, those in PDF, Excel, HTML, CSV and TXT versions. The software as a whole act as a complete portfolio manager, offering ample services for managing investments in Stocks, F&O, Mutual Funds, Bonds, Fixed Deposits, NPS, AIS and more. These portfolios can be further grouped under categories for viewing consolidated holdings. For advisors, it becomes extremely convenient to maintain client investments in category-wise and family-wise portfolios.
Read More86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
What is Snipe-IT and how does it work?
Snipe-IT is an open-source IT asset management software, helping out IT departments with electronic device monitoring services that their employees are using at present. Snipe-IT comes with an interactive dashboard where admins get an overall view of company-owned accessories, components, consumables, and assets in an efficient manner. They can also keep track of employee-wise locations and assigned devices. For asset management, the software enables users to see which assets are assigned to which employees and what are their physical locations. In addition, they can also monitor current deployment levels of individual assets, besides taking care of pending, ready to deploy, or archived assets facilitating effective management. For seamless license management, Snipe-IT lets IT departments activate email alerts reminding users about upcoming expiry dates. It can also be used to send real-time email notifications related to asset checkout/check-in, check-in deadline, and low inventory processes. Moreover, Snipe-IT also comes with a robust JSON REST API that enables users to develop custom integrations and automation based on their specific needs.
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What 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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