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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

At the heart of numerous digital operations lie intricate ERP (enterprise resource planning) systems that manage data essential for corporate governance. Whenever a digital transformation occurs, these ERP systems, along with their stored data, require modification, reorganization, archiving, and integration. This situation presents a wealth of possibilities, positioning businesses for future success. However, every transformation also introduces potential pitfalls, leading many organizations to perceive IT transformation initiatives as more of a risk than a chance for advancement. To tackle this challenge, we have crafted software that accelerates transformation processes, enhances security, and minimizes errors significantly. Consequently, we have successfully executed over 12,500 projects to date. Additionally, mergers and acquisitions provide organizations with a means to sustain their growth trajectory. Such mergers also create avenues for process optimization through internal realignments or by merging specific departments. Ultimately, embracing these transformations can lead to improved operational efficiency and long-term sustainability.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$129 per license
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

SNP

Founded

1994

Country

Germany

Website

www.snpgroup.com/en/crystalbridge-home

Vendor Details

Company Name

Beiley Software

Founded

1993

Country

United States

Website

www.fundmanagersoftware.com

Product Features

Data Management

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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