Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Tamion operates a comprehensive online download center where registered users can access both purchase options and updates, alongside a complimentary version. With the free edition, users incur a fee per transaction, which is priced at approximately 3 cents, with reduced rates available for those who transact in higher volumes. You are encouraged to explore our store to find the option that suits your needs best. Each of our versions, including the free one, allows for 200 complimentary transactions, after which additional transaction packs must be acquired through our store. Once purchased, these transaction packs can be easily downloaded and installed. Our premium versions offer features that are not found in the free version. Notably, our dealers and distributors contribute to over half of our revenue, a figure that continues to grow. We take pride in providing some of the industry's most competitive margins and outstanding support for our partners. Additionally, we are committed to constantly enhancing our offerings to meet the evolving needs of our users.
Description
Fund Manager is a robust software solution designed for effective portfolio management. It offers different versions tailored for individual investors, professional traders, and investment advisors, including personal, professional, and advisor editions. Users can view screenshots showcasing various graphs and reports. To explore Fund Manager, you can visit the download page and access a fully functional trial version. A range of tutorials is also provided, including a quick-start guide to help new users navigate the software efficiently. Once you've assessed its features, you have the option to purchase a licensed version for continued use. The software allows you to maintain a detailed transaction history for an unlimited number of investments and portfolios. You can monitor a diverse array of assets such as stocks, mutual funds, options, bonds, cash, and more. Additionally, it enables users to track their purchases, redemptions, distributions, transfers, and complex transactions like splits, re-combinations, mergers, and spin-offs, accommodating both long and short positions in investments. This comprehensive approach ensures that all aspects of portfolio management are covered effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
$129 per license
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Tamion
Website
www.tamion.com
Vendor Details
Company Name
Beiley Software
Founded
1993
Country
United States
Website
www.fundmanagersoftware.com
Product Features
Point of Sale
Barcode Scanning
No
Commission Management
No
Cryptocurrency Support
No
Customer Account Profiles
Yes
Discount Management
No
Electronic Signature
Yes
Gift Card Management
No
Loyalty Program
No
Multi-Location
Yes
Restaurant POS
No
Retail POS
Yes
Returns Management
Yes
eCommerce Integration
No
Product Features
Stock Portfolio Management
Billing & Invoicing
Yes
Client Management
Yes
Data Warehousing
No
For Investment Advisors
Yes
For Traders
Yes
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
Yes
Wash Sale Detection
Yes