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

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$129 per license
Free Trial
Free Version

Pricing Details

$49.95 one-time payment
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

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
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Product Features

PDF

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

Alternatives

MProfit Advisor Reviews

MProfit Advisor

MProfit Software

Alternatives

Fundy Reviews

Fundy

Exquance Software
doPDF Reviews

doPDF

Softland
VISE Reviews

VISE

Vise