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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

GSAM is an advanced investment portfolio management system designed to assist asset managers in comprehensively analyzing and overseeing their investment portfolios. The software includes optional modules such as Equities, Money Market, Unit Trusts, and Property, all supported by a universal Administration module. GSAM stands out as a versatile solution, customizable to align with the unique business rules of each firm, thereby enabling organizations to preserve their distinctive qualities while leveraging a robust and unified platform. It encompasses complete functionalities for managing money markets, equities, bonds, and properties through its four dedicated modules. The system incorporates built-in checks based on business rules to monitor limit breaches and ensure compliance with the appropriate tenor ranges for buyback asset sales. All transactions are executed using a double-entry system, providing dealers with essential tools and features that streamline the transaction processing experience, ultimately enhancing operational efficiency. With its comprehensive features and adaptability, GSAM empowers asset managers to optimize their investment strategies effectively.

Description

i-Trax Solutions provides two primary technology product avenues: comprehensive solutions and application-driven initiatives, along with a range of service offerings. The integrated activity-based modules are designed to seamlessly navigate through the service or process chain, facilitating one input that leads to multiple outputs. These modules prioritize a streamlined business process, taking into account the varying levels of decision-making and performance expectations within an organization. Furthermore, the application-based modules are specifically engineered to automate manual tasks, while also being adaptable to any section of the comprehensive solution. These modules are crafted with versatility at their core, enabling their application across diverse industries. Additionally, the customization for specific industry needs can be accomplished through the expert programming capabilities offered by i-Trax, ensuring that clients receive tailored solutions that meet their unique requirements. This approach not only enhances operational efficiency but also drives innovation across sectors.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
QuickBooks Desktop Pro
QuickBooks Online
Sage 300

Integrations

Microsoft 365
QuickBooks Desktop Pro
QuickBooks Online
Sage 300

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$150.00/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

Geesoft systems

Country

Zimbabue

Website

www.geesoftsystems.co.zw/gs_asset.html

Vendor Details

Company Name

i-Trax Solutions

Founded

1999

Country

Canada

Website

www.i-trax.solutions

Product Features

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

Product Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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