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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

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 

Screenshots View All

Screenshots View All

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

PDF

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

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