Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$129 per license
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Commission Management
Cryptocurrency Support
Customer Account Profiles
Discount Management
Electronic Signature
Gift Card Management
Loyalty Program
Multi-Location
Restaurant POS
Retail POS
Returns Management
eCommerce Integration

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Alternatives

Alternatives

MProfit Advisor Reviews

MProfit Advisor

MProfit Software
Retail Answer POS lite Reviews

Retail Answer POS lite

Monika Business Services
Fundy Reviews

Fundy

Exquance Software
Fund Manager Reviews

Fund Manager

Beiley Software
Pega Field Service Reviews

Pega Field Service

Pegasystems
VISE Reviews

VISE

Vise