Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

An Equity Trust self-directed account empowers you to take charge of your investments. We equip our clients with cutting-edge tools and technologies that facilitate investments in both traditional and alternative assets, all consolidated into one easy-to-navigate platform. Discovering lucrative investment opportunities for your self-directed account has never been simpler. Welcome to Investment District, where you have the option to explore and select from premier platforms and providers across various sectors including cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate. Seize the reins of your financial destiny by crafting a personalized portfolio that grants you the freedom to invest in both alternative and traditional assets, potentially minimizing or even erasing taxes on your investments. Equity Trust caters to your needs with a range of options, including individual accounts, small business plans, and education and health savings accounts. Additionally, you can access a wealth of resources such as FAQs, online and in-person events, the Investor Insights blog, client success stories, educational videos, and much more to enhance your investment journey. Your path to financial independence begins here, as you navigate the diverse investment landscape with confidence.

Description

The FIS Private Capital Suite, previously known as Investran, is an acclaimed private equity fund accounting and reporting solution that integrates disparate data, simplifies intricate processes, and facilitates more efficient accounting practices while minimizing expenses, mistakes, and the burden on your team. Supported by our knowledgeable experts who offer training and technical assistance, this software helps you enhance the return on your investment. Explore a private equity fund accounting tool that prepares you for the future today. It streamlines accounting across intricate fund structures and automates various private equity fund accounting events. With advanced data visualizations and adaptable financial reporting options for both traditional and alternative portfolios, it accommodates a range of structures through a customizable fund accounting setup. Experience how FIS can empower you to take control of your digital banking journey both now and in the years to come, ensuring that your organization remains ahead of the curve.

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

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

Equity Trust

Country

United States

Website

www.trustetc.com

Vendor Details

Company Name

FIS

Founded

1968

Country

United States

Website

www.fisglobal.com/products/fis-private-capital-suite

Product Features

Product Features

Alternatives

Alternatives

FolioSure Reviews

FolioSure

Acuity Analytics