Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We believe that the process of investing should be simple and easy to understand. Our approach involves creating and managing varied investment portfolios while utilizing technology to minimize fees and transparently display your investment allocations. Share a bit about yourself, including how much you're looking to invest and your preferred level of risk, and let us know your financial goals so we can assist you in reaching them. Our dedicated investment team has crafted a selection of portfolios tailored to align with your investment preferences. We will keep you informed about your investments and their performance over time. Nutmeg's knowledgeable investment professionals strive to make investing accessible and straightforward for everyone. While we leverage innovative technology in our operations, our success is fundamentally driven by the expertise of our team, which encompasses a broad spectrum of knowledge in macro-economics, market trends, and the nuances of risk and security selection across various investment types. Ultimately, our commitment is to ensure that your investment journey is both rewarding and transparent.
Description
An investment management platform that generates immediate, actionable insights through the computation of earnings, accrued interest, capital gains and losses, average daily balance, amortizations, weighted yields, duration, total returns, and GASB reporting. It enhances transparency by delivering precise and prompt reports on investment management, performance, and GASB compliance. By automating accounting journal entries that mirror investment transaction activity, it minimizes the chance of duplicated data entry. The system also boosts accuracy by allowing for direct importation of positions or transactions from your custodial bank or broker. Users can benefit from the system's flexibility, as it allows for the creation of an unlimited number of portfolios, each with various funds, divisions, or advisers tailored to specific needs. Additionally, the platform generates general ledger journal entries to accurately represent investment transaction activity for designated date ranges, ensuring comprehensive financial oversight. Ultimately, this solution streamlines the investment management process, making it more efficient and user-friendly.
API Access
Has API
API Access
Has API
Integrations
TrueLayer
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
Nutmeg
Country
United Kingdom
Website
www.nutmeg.com
Vendor Details
Company Name
SymPro Treasury Management Solutions
Founded
1985
Country
United States
Website
sympro.com/investment_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
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