Average Ratings 0 Ratings
Average Ratings 2 Ratings
Description
Unlock fresh possibilities, steer through market fluctuations, and provide outstanding client experiences with Morningstar's capabilities at your disposal. Enhance client interaction by utilizing the premier source for comprehensive investment insights. Facilitate informed investment evaluations and convey findings effectively through versatile technology infused with Morningstar's investment knowledge. Address investors' needs with specially designed portfolios and indices that embody a long-term vision. In an era where evolving consumer expectations and enhanced experiences are central to business strategies, Morningstar empowers you to achieve personalized solutions on a large scale. Uncover new goals for your practice through creative strategies to attract new clients, increase engagement with current clients, and optimize the lifetime value of customers. Utilize Morningstar to gain a strategic edge over competitors and construct investments, analytic tools, and compelling narratives grounded in top-tier investment data. By leveraging these resources, you can foster stronger client relationships and ensure sustained growth for your practice.
Description
Launched in 1996, StockMaster has transformed into Australia's top-selling software for managing investment portfolios. Tailored for investors aiming to simplify investment management and tax reporting, it features a distinctive trade record system that facilitates the easy documentation and reporting of trade activities and dividends within a portfolio. Its online charting and query capabilities enable users to plot data and conduct on-the-fly queries regarding shares effortlessly. Beyond mere portfolio management, StockMaster encompasses cash book and property management tools, allowing users to monitor daily cash flows, as well as their income and expenses related to investment properties, creating a comprehensive investment management solution. The software also offers real-time tracking of shares, managed funds, warrants, options, CFDs, fixed interests, and more. Furthermore, it allows for in-depth analysis of anticipated dividend income cash flow and imputation credits over the next year, as well as detailed asset allocation insights within your portfolios. With StockMaster, investors have access to an all-encompassing platform that addresses various aspects of their financial management needs.
API Access
Has API
API Access
Has API
Integrations
AlternativeSoft
Broadridge 15(c) Board Reporting
Claude for Financial Services
FA Solutions
Fintech Sandbox
Magnifi
Molecule
MoneyGuide
Nitrogen
Pontera
Integrations
AlternativeSoft
Broadridge 15(c) Board Reporting
Claude for Financial Services
FA Solutions
Fintech Sandbox
Magnifi
Molecule
MoneyGuide
Nitrogen
Pontera
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$220 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
Morningstar
Founded
1984
Country
United States
Website
www.morningstar.com
Vendor Details
Company Name
Supertech
Founded
1996
Country
Australia
Website
supertech.com.au/stockmaster.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
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