Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Achieving balance in your inventory is effortless with Exact's stock management software, which caters to a wide range of users from novice traders to seasoned international wholesalers managing numerous warehouses. With this innovative system, you gain immediate access to real-time stock levels, enabling seamless communication as orders are efficiently relayed to order pickers, and everything can be monitored conveniently through the app. Exact for Trade allows smooth integration with your online store or B2B platform, ensuring that your stock and pricing are always up to date. This efficiency translates into rapid and effective delivery of products to your customers. Additionally, the software harnesses AI to automatically process incoming invoices and provides timely updates on sales opportunities, keeping you informed even while on the go. By utilizing Exact's intelligent solutions, you can manage your business operations with confidence and flexibility, no matter where you are.
Description
Portfolio Trader is an advanced app designed to track stock portfolios on both iPhone and iPad, offering comprehensive insights into your equity holdings and additional investments. It serves as both a robust portfolio manager and a stock tracking tool, allowing users to monitor and assess multiple portfolios and positions in various currencies, complete with diverse views on Profit & Loss and an array of charting options. This app is ideal for both seasoned traders and casual investors seeking efficient stock trading and portfolio oversight. Users can benefit from individual charts for each asset, available in full-screen mode, which can be analyzed over different time frames. The app accommodates holdings in several currencies, even within a single portfolio, and provides instant currency conversions and aggregate totals. Additionally, it features automatic pricing updates along with data from major stock exchanges and market prices. The ability to import and export portfolios from text files enhances its functionality, making it easier for users to manage large sets of investments effectively.
API Access
Has API
API Access
Has API
Integrations
Declaree
Doxis
Elfsquad
Employes
Exact SRXP
Haslle
Humanwave
Magento
Nmbrs
Teamleader
Integrations
Declaree
Doxis
Elfsquad
Employes
Exact SRXP
Haslle
Humanwave
Magento
Nmbrs
Teamleader
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
Exact
Country
Netherlands
Website
www.exact.com/benl/producten/handel
Vendor Details
Company Name
Purescope
Website
www.iportfoliotrader.com
Product Features
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
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