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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 

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