INVESTMENT MANAGEMENT SOFTWARE
Complete investment management system for managing portfolios, investments, and financial planning. Features include portfolio tracking, investment analysis, risk assessment, performance monitoring, and client reporting. Support for multiple investment types, automated calculations, risk management, and detailed reporting on investment performance and portfolio analytics.
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Portfolio Management
Investment portfolio tracking, allocation, and rebalancing
Investment Analysis
Security analysis, valuation models, and investment research
Risk Assessment
Risk modeling, stress testing, and portfolio risk management
Performance Monitoring
Investment performance tracking, benchmarking, and attribution
Client Reporting
Client portfolio reports, statements, and performance updates
Compliance Management
Regulatory compliance, audit trails, and policy enforcement
Research Tools
Market research, news feeds, and analytical tools
Trading Integration
Trade execution, order management, and settlement tracking
Fee Management
Fee calculation, billing, and revenue tracking
Document Management
Investment documents, contracts, and regulatory filings
Mobile Access
Mobile app for portfolio monitoring and client communication
Integration
Market data feeds, custodial systems, and third-party integrations
Plans & Pricing
Choose the perfect plan for your business needs
Monthly
Online Software
Yearly
Online Software
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