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features
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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.

Description

At Strata, we aspire to democratize access to high-yield, Grade-A commercial real estate investments, ensuring that the process is transparent and straightforward for every investor. Our innovative fractional investment model combines a fully digital investment experience with comprehensive management from start to finish. By utilizing both data analytics and real-world insights, we curate only the most promising investment opportunities for our clients. Throughout the investment journey, we uphold a commitment to transparency, providing detailed reports at every phase. We oversee the entire asset lifecycle, from acquisition to final exit, allowing investors to enjoy a truly hands-off experience. With Strata, the investment process is entirely online, eliminating the need for any physical paperwork, and enabling clients to invest and monitor their portfolios at their convenience, no matter where they are. Our dedication to clarity and efficiency ensures that every investor feels informed and secure in their investment choices.

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

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

Dion Global Solutions

Founded

1994

Country

India

Website

www.dionglobal.com/portfolio-tracker.html

Vendor Details

Company Name

Strata

Founded

2019

Country

India

Website

strataprop.com

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

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