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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Captools Company licenses Captools/net (TM) investment portfolio tracking management software for independent broker-dealers, private financial advisors, investment advisor reps, private equity, fund managers, family offices, and independent wealth managers. Our encrypted, cloud based financial accounting software for selective data analysis allows your investment team to keep a private, independent record of your firm's investment performance with customized reporting for your clients. We perform this financial software support for customers worldwide, meeting a user tailored array of market, regulatory, and risk adjusted needs to help serve your optimal investment strategy.

Description

eB-IMS is an advanced investment management platform created by eBusiness Systems and provided to clients through a Software-as-a-Service model. This system facilitates web-based access to various tools for constructing, monitoring, analyzing, and managing investment portfolios. Internet connectivity allows for different levels of user access, enabling varied permissions and authorities based on user groups. All interactions occur via standard web browsers, ensuring ease of use. Each user group is assigned distinct capabilities, requiring username and password authentication, along with additional security measures when necessary, to enhance the security and integrity of the system. The core functionalities of the portal are hosted on specialized web servers operated by eBS, utilizing PHP and SQL technologies to deliver its services effectively. Furthermore, regular updates and maintenance are conducted to ensure the platform remains cutting-edge and secure for all users.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$600 per year
Free Trial
Free Version

Pricing Details

No price information available.
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

Captools

Country

United States

Website

www.captools.com

Vendor Details

Company Name

eBusiness Systems

Founded

2000

Country

Malta

Website

ebizmalta.com/investments-management-platform/

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

Alternatives

Alternatives

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