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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Rundit automatically generates a LP Report based upon InvestEurope guidelines and ILPA guidelines. This allows for easier sharing with limited partners. Impress your LPs by providing concise updates from portfolio companies and fund performance figures. Setting goals and anticipating every phase of business growth will help you stay ahead of your investment. You can easily compare the actual and forecasted values by adding a forecast row to each KPI in the company metrics table. You can choose from the many metrics available or create your own. Rundit can help you with financials, balance sheets items, marketing metrics, and ESG metrics. Rundit's state of the art portfolio management software supports 17 transactions and automatically calculates your Gross Income, Money Multiple, Fair Valu, Fair Value, Ownership or Invested Amount.

Description

Making Rebalancing More Manageable Creating an asset allocation strategy for a portfolio may appear straightforward, yet adhering to that strategy can prove challenging. However, with the i3DIY platform, portfolio management and rebalancing become significantly less complicated. By establishing an i3DIY account, investors can integrate various investment accounts into the system and align them with tailored portfolio plans that feature specific asset allocations. Each of these plans is distinctly named, allowing for the flexibility to modify them as circumstances change. Users can either construct their own portfolios or select from available options on the platform. This functionality ensures that you can effortlessly monitor your investment goals throughout the year and beyond. Additionally, i3DIY provides a valuable feature that sends email notifications whenever any of your accounts fall out of balance. While minor fluctuations in the portfolio may go unnoticed, you will be promptly informed if the allocations deviate significantly beyond the set thresholds. This way, rebalancing becomes a more straightforward and manageable task for investors.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$299 per month
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

Rundit

Founded

2015

Country

Finland

Website

rundit.com

Vendor Details

Company Name

Ownla

Founded

2018

Country

United States

Website

www.i3diyinvestor.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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