Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Alinea Invest is an innovative mobile-oriented platform for digital investing and wealth management that caters to novices and younger audiences by merging expertly crafted portfolios with automated investment strategies, personalized suggestions, and an AI assistant named Allie that helps users navigate decisions and delivers up-to-the-minute market insights. To begin their investment journey, users identify their financial aspirations, risk appetite, and the amount they wish to invest, while the application efficiently manages a diversified portfolio and automates contributions, complemented by visual trackers and themed "investment playlists" that align with their personal interests and objectives. The AI companion Allie is available around the clock to address queries regarding stocks, market dynamics, and portfolio performance, simplifying intricate concepts into clear, digestible insights, and it prioritizes education, accessibility, and ease of use, ensuring that newcomers to the investment landscape can enhance their knowledge as they engage with the market. Moreover, Alinea Invest’s user-friendly interface and supportive features embody a commitment to fostering financial literacy among emerging investors.
Description
Rundit automatically generates a LP Report based upon InvestEurope guidelines and ILPA guidelines. This allows for easier sharing with limited partners. Impress your LPs by providing concise updates from portfolio companies and fund performance figures. Setting goals and anticipating every phase of business growth will help you stay ahead of your investment. You can easily compare the actual and forecasted values by adding a forecast row to each KPI in the company metrics table. You can choose from the many metrics available or create your own. Rundit can help you with financials, balance sheets items, marketing metrics, and ESG metrics. Rundit's state of the art portfolio management software supports 17 transactions and automatically calculates your Gross Income, Money Multiple, Fair Valu, Fair Value, Ownership or Invested Amount.
API Access
Has API
API Access
Has API
Integrations
Plaid
TikTok
Pricing Details
Free
Free Trial
Free Version
Pricing Details
$299 per month
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
Alinea
Founded
2021
Country
United States
Website
www.alinea-invest.com
Vendor Details
Company Name
Rundit
Founded
2015
Country
Finland
Website
rundit.com
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management