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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Social Security Timing® Software is designed to assist you in refining your clients' strategies for claiming Social Security, thereby enhancing their overall retirement wealth. Navigate the intricacies of Social Security with ease. By utilizing Social Security Timing, you can determine the precise month and year when your clients should make their claims, as well as the specific amount they will receive upon passing the earnings test, potentially boosting their retirement income by as much as $100,000. The software includes a pivotal feature, What’s at Stake, which highlights the critical differences between merely good and optimal decisions regarding Social Security access. Additionally, the Break-even Chart allows you to analyze which strategy yields the best results across various life expectancy scenarios. Furthermore, the software can automatically generate the four most frequently encountered alternatives tailored for married couples, making it easier for you to present comprehensive options to your clients. Overall, this tool empowers financial advisors to make informed decisions that significantly impact their clients' financial futures.

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

$49.99 per user 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

eBusiness Systems

Founded

2000

Country

Malta

Website

ebizmalta.com/investments-management-platform/

Vendor Details

Company Name

Covisum

Founded

2016

Country

United States

Website

www.covisum.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

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