Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Educational Hub. Maximize your experience with your PDF software! Discover various PDF functionalities and access a range of instructional videos and written guides. Common Queries. Review our compilation of frequently asked questions for useful insights regarding PDF Complete products and solutions for any support inquiries. Software Downloads. Begin utilizing PDF Complete right away! Download our complimentary demo for a trial, or retrieve purchased software downloads whenever you like through your MyAccount page. Support Center. Head to the Support Center for quick responses to support-related concerns. You can also submit a trouble ticket to connect with a member of our technical support team. Educational Hub. Access valuable tutorials and master the usage of your PDF Complete software. Navigate to Corporate Edition 4 Tutorials > Navigate to Office Edition 4.2 Tutorials > Knowledge Base / Common Queries. Investigate our knowledge base to uncover answers to frequently asked questions. PDF Watermark Assistance. Understand the reasons behind the appearance of the PDF watermark on documents and learn how to prevent it. Troubleshooting Activation Issues. If you encounter any activation difficulties, our step-by-step guide will assist you in resolving them efficiently.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$129 per license
Free Trial
Yes
Free Version
No
Pricing Details
$49.95 one-time payment
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Beiley Software
Founded
1993
Country
United States
Website
www.fundmanagersoftware.com
Vendor Details
Company Name
PDF Complete
Country
United States
Website
www.pdfcomplete.com
Product Features
Stock Portfolio Management
Billing & Invoicing
Yes
Client Management
Yes
Data Warehousing
No
For Investment Advisors
Yes
For Traders
Yes
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
Yes
Wash Sale Detection
Yes
Product Features
Annotations
Yes
Convert to PDF
Yes
Digital Signature
Yes
Encryption
Yes
Merge / Append
Yes
PDF Reader
Yes
Watermarking
Yes