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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
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