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Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.
Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.
With users among investors in over 160+ countries, Portseido is a portfolio tracker that helps track all investments in one place and manage dividends.
It is a portfolio and dividend tracker that provides analytics and visualizations of the portfolio, with historical performance, trade analytics, and allocations, and it is accessible from a mobile device. Users can track a…
Ziggma is a portfolio management application that has been specifically designed to make investing easy. Using professional-grade tools and data the Ziggma Portfolio Manager helps investors stay on top of their portfolios and find the best opportunities based on their long term goals.…
Active Trader Pro is Fidelity's customizable trading platform for the desktop and optimized for online trading technology. The solution offers real-time insights, visual snapshots to monitor investments, and trading tools.
Navexa is a portfolio performance tracking & tax reporting tool that helps individuals optimize their investment journey.
The web and mobile-b…
CapIntel is an investment sales platform used by financial advisors and asset management sales teams in North America. CapIntel's platform combines investment analytics with online collaboration and communication tools to make it easier for asset managers to work with advisors, and…
Investment portfolio management software helps investors manage and keep track of their portfolios. Rather than checking multiple applications to view their assets, users can store all their portfolio information on a single platform. These portfolios generally include401(k) plans, savings accounts, mutual and exchange-traded funds, individual stocks, bonds, and individual retirement accounts (IRA). In addition to providing a snapshot into the current state of you or your clients' net worth, these software tools also include useful accounting and reporting features that simplify the process for the user such as personal finance, budgeting, and goal setting sheets. They are commonly used by wealth management professionals to build and track their clients' portfolios but are also accessible for individuals seeking a single platform for their own benefit. Individuals using these platforms should look for software products with less complicated features that don’t require as much of a learning curve as those for wealth management professionals. With more educated and informed investors, it is more common today for the average person to have many types of investment accounts. This makes tracking, especially by hand or spreadsheet, an incredibly difficult task. Additionally, investment portfolio management software automates certain tasks such as transferring funds, placing orders, and providing current market analysis breakdowns. These software products are also commonly referred to as wealth management software, stock portfolio management software, and fund administration software.
Some important factors to keep in mind when deciding on the right investment portfolio management software product include:
Pricing for investment portfolio management software varies based on the features and capabilities you are looking for. For basic products, look to pay between $50 to $300 a month, usually per user. For more advanced products and features, such as risk management tools, expect pricing to range between $600 to $1500 a month per user. Some products will offer a discount for annual payment. Vendors typically offer a free trial.
Investment Portfolio Management Software provides fund administration and accounting, reporting compliance, and automates tasks related to managing investments. Also called Stock Portfolio Management Software, Wealth Management Software, or Fund Administration Software, investment portfolio management software can be used by financial advisors, portfolio managers, and individuals.
Benefits to using these software products include having a single platform providing an overview of you or your client’s net worth. Having this simplicity saves time and helps the user concentrate on building wealth. For wealth management professionals, these tools simplify the process of asset management by having one platform where one can view all investments, get a snapshot of performance, and communicate to their clients.
Highly rated investment portfolio management products include:
For standard investment portfolio management software packaging, look to pay between $50 to $300 a month per user. For versions containing advanced features such as sophisticated risk management, expect prices to range from $600 to $1500 a month. Many vendors offer free trials.
