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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Experience a fully white-labelled solution designed to effectively manage and expand your mutual fund enterprise. GoDigital offers a tailored website and mobile application featuring your unique business name. Developed in partnership with Kotak Mutual Fund, this cloud-based solution empowers you to stay competitive not just through software but by enhancing your brand's value. Elevate both your brand and your business, allowing clients to download an app that represents you. With a secure PIN-based login for ease of access, clients can monitor their portfolios and those of their family members all from a single account. They’ll also receive access to reports and SIP alerts. You can conveniently oversee your business metrics and access detailed reports for your clients. Additionally, transactions can be initiated on behalf of your clients through the app, while they too have the ability to carry out transactions independently. You can also set restrictions on redemptions and switches for their accounts, providing an added layer of customization and control. This comprehensive approach ensures both you and your clients have a seamless experience in managing investments.

Description

TradeLog offers you the essential tools to go beyond merely generating tax reports. You can manage your wash sales effectively, utilize specialized tax regulations, or even transition to a trader tax status. For over two decades, thousands of traders and tax professionals have relied on TradeLog's reporting. If you'd prefer to leave the tax complexities to someone else, our turnkey service solutions through Trader Tax Solutions by TradeLog allow you to concentrate on your trading activities while we handle the tax aspects. While broker 1099-B reports adhere to IRS broker reporting guidelines, individual taxpayers have distinct reporting demands. TradeLog leverages your actual trade history to produce IRS-compliant reports that active traders and investors need for their tax submissions. By reconciling with your 1099-B, you can also make any necessary adjustments to ensure precise reporting. This comprehensive approach simplifies the tax filing process, providing peace of mind as you navigate your trading journey.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$89 per year
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

Optimum Financial Solutions

Country

India

Website

optimumfintech.com

Vendor Details

Company Name

Cogenta Computing

Country

United States

Website

www.tradelogsoftware.com

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

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

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