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Description
At InvestAlert, we are dedicated to empowering retail investors by ensuring that investment tools are accessible to all, presenting information in a straightforward and easily understandable manner, and advocating for equitable access throughout society. Our business approach actively works to create a level playing field for investors of varying financial expertise, all while addressing regulatory requests for the development of cost-effective, automated resources that help retail investors grasp the risks involved and choose appropriate investments. By integrating top-tier human expertise with cutting-edge artificial intelligence, we offer an all-encompassing investment analysis applicable to diverse market segments. Our vision aims to revolutionize retail investment through the delivery of thorough, affordable, and trustworthy investment risk assessments that are meticulously customized to fit the unique needs of each individual portfolio, ultimately fostering greater financial literacy and confidence among investors everywhere.
Description
Managing the performance of various investments and organizing them in one place for quick access can be a daunting and time-consuming task. Dion’s Portfolio Tracker offers an innovative solution that simplifies the management of investments across diverse asset classes through a user-friendly online platform. Currently, numerous investors and financial advisors in India rely on Dion’s tools for Portfolio Tracking and Reporting to efficiently oversee and analyze their holdings in areas such as equities, mutual funds, fixed deposits, loans, real estate, derivatives, borrowings, and commodities, among others. The Portfolio Tracker automatically consolidates all investments, allowing both investors and their relationship managers to effortlessly monitor investment performance with just a few clicks, accessible across all devices from anywhere at any time. In addition, it provides insightful, value-added reports that include transaction summaries categorized by date, year, or industry, as well as annualized returns, enhancing the overall investment management experience for users. This comprehensive approach not only saves time but also empowers investors to make informed decisions regarding their financial futures.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
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
InvestAlert
Founded
2022
Country
United Kingdom
Website
www.investalert.ai
Vendor Details
Company Name
Dion Global Solutions
Founded
1994
Country
India
Website
www.dionglobal.com/portfolio-tracker.html
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