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Average Ratings 0 Ratings
Description
Solvas Portfolio delivers a powerful, unified approach to asset administration and reporting, replacing outdated legacy tools with technology built for modern portfolio management. As firms scale, data becomes harder to manage, but Solvas Portfolio aggregates information across asset types and investment strategies to provide a true 360-degree view of assets under management. Its intuitive workflows allow users to quickly analyze positions, monitor risk, and access meaningful insights without wrestling with complex interfaces. Stakeholders and trustees benefit from clear, reliable reporting that enhances transparency and trust. The platform also reduces administrative burdens by simplifying daily processes such as trade settlement, cash reconciliation, and asset servicing. Seamless system integrations ensure that Solvas Portfolio fits naturally into your existing ecosystem, keeping all operational data aligned. It also helps minimize errors and risk exposure by standardizing processes across departments. With expert guidance at every stage, firms can transition their data smoothly and unlock more efficient, consistent portfolio operations.
Description
Introducing the ultimate accounting software for trading preferred shares, tailored specifically for Australian investors with substantial portfolios. With a user base exceeding 60,000 globally, we serve as a reliable foundation for their investment endeavors. Experience the assurance of StockMarket+ and start your risk-free trial now, freeing yourself from the hassle of tedious share tracking spreadsheets. Your investment portfolio and accountant will surely appreciate the transition. Designed by Australian investors for their peers, StockMarket Plus is a comprehensive platform that enables users to track, record, and forecast their shares and dividends while also managing property finances. Discover the premier share portfolio management software available in Australia. Benefit from a selection of more than 15 professional reports, cash flow forecasting, automatic brokerage calculations, and the capability to meticulously log your share history, making it easier than ever to gain control over your investments. Streamline and automate your investment management process without the chaos of unwieldy spreadsheets, and unlock the potential of your financial portfolio today.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$24 per month
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
Alter Domus Data Solutions Inc.
Country
United States
Website
www.solvassolutions.com/solvas-portfolio/
Vendor Details
Company Name
StockMarket Plus
Country
Australia
Website
stockmarketplus.com.au
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