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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

At Crisp, we harness the capabilities of cloud technology to seamlessly connect and evaluate all your data sources in real-time, enabling you to uncover valuable insights and trends tailored for your business. By integrating your data with a myriad of brands, distributors, and retailers, we embody the Crisp approach. Our platform offers cutting-edge industry insights and trends, redefining the collaboration standards among retailers, distributors, and brands. The data you provide is displayed in a user-friendly dashboard that is not only easy to interpret and share but also continuously updated. With an abundance of data at your fingertips, the question arises: how do you utilize it effectively? How can you transform it into actionable insights? Crisp equips you with the essential data and empowers you to leverage it for a significant competitive edge. You are able to assess and organize various data sources, subsequently gathering and converting them into cohesive, actionable insights for a dependable supply chain. This transformative process allows businesses to make informed decisions and adapt swiftly to market changes.

Description

Value Research serves as a sophisticated tool for portfolio management, aimed at making the tracking and evaluation of your investments more straightforward. It features seamless and automated imports of transactions, robust performance analytics, and side-by-side comparisons, alongside comprehensive tax statements that are ready for filing. Additionally, it automatically captures all dividends, bonuses, rights issues, and stock splits, thereby streamlining the investment management process. Users can efficiently oversee and monitor both their own and their family's investment portfolios in a single platform, cementing its position as India's premier portfolio management system. The tool accommodates a diverse range of investment types, such as mutual funds, equities, NPS, PPF, sovereign gold bonds, and various fixed income instruments including InvITs and REITs. With an organized overview of your investments, it reveals performance levels and helps highlight any areas that may require attention. The dashboard not only provides insights into how your investments are categorized but also presents key performance signals over time, along with a clear visual representation of your transaction history. Ultimately, this platform empowers users to make informed decisions about their investment strategies.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon S3 Yes 
Azure Blob Storage Yes 
DocsAI Yes 
Google Cloud BigQuery Yes 
Google Cloud Storage Yes 
Microsoft Excel Yes 
Microsoft Power BI Yes 
Snowflake Yes 
Tableau Yes 

Integrations

Amazon S3 No 
Azure Blob Storage No 
DocsAI No 
Google Cloud BigQuery No 
Google Cloud Storage No 
Microsoft Excel No 
Microsoft Power BI No 
Snowflake No 
Tableau No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Crisp

Founded

2016

Country

United States

Website

www.gocrisp.com

Vendor Details

Company Name

Value Research

Founded

1990

Country

India

Website

www.valueresearchonline.com/my-investments/

Product Features

Data Management

Customer Data No 
Data Analysis No 
Data Capture No 
Data Integration No 
Data Migration No 
Data Quality Control No 
Data Security No 
Information Governance No 
Master Data Management No 
Match & Merge No 

Product Features

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