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
The robo-advisor catering to freelancers and savvy investors has introduced innovative tools leveraging artificial intelligence and machine learning to deliver high-quality insights for its clientele. The newly designed T-Advisor lite interface prioritizes user-friendliness in its layout. While T-Advisor is recognized as an excellent solution, its complexity can sometimes be overwhelming. To address this, we have attentively considered user feedback and developed a dual-level interface: lite and full. T-Advisor lite presents essential information about portfolios through clear graphs depicting their performance over various time frames. Feedback from our users indicates that this feature is particularly beneficial. While they appreciate all the tools offered by T-Advisor, many expressed a desire for an interface that emphasizes their investment performance more effectively. Additionally, the lite interface has undergone another significant enhancement: beneath each portfolio's interface and its corresponding graphs, users can now access several modules containing insights about assets in which other investors, who share similar interests in stocks and funds, are also investing. This added layer of information aims to foster a more informed investing experience.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$129 per license
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
Beiley Software
Founded
1993
Country
United States
Website
www.fundmanagersoftware.com
Vendor Details
Company Name
TechRules
Website
www.techrules.com/es/t-advisor-desarrolla-nuevas-herramientas-basadas-en-inteligencia-artificial/
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
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement