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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

One platform opens a world of opportunities. We serve as the perfect solution for overseeing, regulating, and enhancing the value of your financial portfolios. Specifically engineered to streamline the administration of various financial products, including accounts receivable financing, purchase order financing, credit portfolios, foreign trade, and more, we enable you to oversee the entire operational process while uncovering growth opportunities for your financial enterprise. Your everyday tasks are simplified with rapid choices available in the tools section, allowing for efficient execution. Communication is facilitated through email for employees, brokers, shareholders, and clients, ensuring everyone stays connected. Easily accessible from any device, users can also engage in real-time chats with various departments and technical support. The platform features a customizable dashboard tailored to each user’s preferences, along with seamless integration of operations and accounting functions. Visual indicators and reports can be adapted to meet specific needs, further enhancing decision-making processes. Fintrade stands out as a robust and secure software solution designed to optimize the management of your financial operations, enabling effective control over multiple funds and ensuring a holistic approach to financial management. Beyond mere management, it transforms how you interact with your financial assets.

Description

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Xignite

Integrations

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Xignite

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$1500/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

FinTrade

Country

United States

Website

fintrade-systems.com

Vendor Details

Company Name

PortfolioShop

Founded

1998

Country

United States

Website

www.portfolioshop.com

Product Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

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

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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