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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Every expert understands that incremental improvements are achieved through a series of thoughtful choices made over extended periods. Kwanti empowers users to examine all risk elements, holdings that aid in achieving success, and avenues to rethink a portfolio. By focusing on the details, the overall vision becomes clearer. Risks manifest in various ways, and readiness for each type is essential. Conduct stress tests on your portfolios and models using historical scenarios to enhance your decision-making when balancing a client's desires with their risk tolerance. Meeting client goals hinges on their commitment to staying invested and aligned with appropriate benchmarks. Additionally, by simulating the effects of various trading strategies on past returns, you can equip yourself to make savvy decisions regarding future portfolio management. This proactive approach not only informs your strategies but also builds client trust through demonstrated diligence.

Description

Valere is crafted to assist asset managers, investors, lenders, and brokers in making well-informed choices regarding their assets. It provides solutions for assessing value during acquisitions or sales, conducting comprehensive cash flow analyses, and gaining insights into overall financial performance. Additionally, it focuses on optimizing the performance of your assets across the entire investment lifecycle, thereby streamlining the budgeting process. With the goal of transforming your data into strategic investment decisions, Valere allows for efficient management of various property valuations, investments, budgets, and portfolios, ensuring a holistic approach to asset management. This comprehensive tool ultimately empowers professionals to elevate their investment strategies and achieve better results.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Nitrogen

Integrations

Nitrogen

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

Kwanti

Founded

2008

Country

United States

Website

www.kwanti.com

Vendor Details

Company Name

Retransform

Founded

2005

Country

United States

Website

valere.retransform.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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