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Manage your investments in a smarter way to get better results
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The portfolio tracking features are extremely helpful to keep track and make better decisions at the portfolio level.
I would have liked to see a larger geographic coverage rather than being limited to the US market.
Portfolio tracking is cumbersome without a tool such as Ziggma. It has helped me make better investment decisions and saved hours trying to stay on top of everything that is happening in my investment portfolio.
It has data aggregation and accounting integration. It has features that make it easy to observe market performance with several report options that are customizable. We can check the financial market and customers have their own access to the platform. Accounting is done more quickly and efficiently because it has a real-time view.
I have nothing bad to say. Met all needs.
I recommend it for companies that seek to track their investment easily because Ziggma has features that make life easier for the client and help investors a lot.
By working with accounting, we were looking for a system that had the best investment opportunities for our clients. With Ziggma we find the best solutions. Data analysis just got easier and faster. We have also saved time with innovative Ziggma monitoring.
What really struck me was how clean and user friendly the entire platform is while covering a lot of ground. Did not take long to get familiarized with all functions/tabs and was able to navigate super easily. Also great color scheme and sleek design.
Overall mission and vision are crystal clear to users - Ziggma gives us the tools to intuitively manage our own investment portfolio based on what each individual things is best for them.
Pages are a bit long with too much info per page. Would be nice to maybe break it down a bit and have more tabs instead of longer pages with too much content/ text. But even then, the content is clear, to the point, and super easy to understand.
More intuitive way to invest. Also, portfolio recaps emails are great. Reliability, speed, and performance,
I was able to connect my accounts right away and within seconds I was able to see my portfolio, diversification, and risk.
My accounts weren't coming up under Overview but I was able to see them under Diversification and Risk!
I need an application to get a sense my diversification & risk in aggregate across all my portfolios and Ziggma makes it very easy.
The tools are really powerful. The smart alerts feature lets me set alerts on portfolio positions so that I don't have to monitor them and can instead focus on my research. No other application out there has portfolio risk analysis like Ziggma does. Not even close. And then the data, you can tell that they have been put together by investment professionals.
Not much really. It's a little light on explanations but as an experienced investor I do not really need those.
It make my portfolio management easier and saves me lots of time. Also, previously I did not have any idea of my portfolio risk at any given point in time. Everything is there in one place.
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