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Description
We offer a tailored approach to designing and constructing your entire website. After it's completed, you can effortlessly log in and modify your site using the user-friendly W3 Site Manager. You'll have the ability to add an unlimited number of web pages at no extra charge, and we'll guide you through the process. With a custom web design, your site will be crafted by our talented team of web designers to ensure it stands out. Additionally, you'll receive a customer email database that automatically compiles a list of everyone who has made a purchase from you, which you can easily download for your marketing initiatives. Many clients report that other website platforms can be quite challenging to navigate, often requiring a webmaster's expertise. To address this, we created the W3 Site Manager, designed specifically to empower our customers with full control over their websites. This platform is not only secure and robust but also remarkably simple to use, allowing you to manage your site with great ease. Furthermore, you'll always have access to support, ensuring you never feel alone in this process. With us by your side, enhancing and maintaining your website becomes a seamless experience.
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
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
W3Now Web Design
Website
www.w3now.com
Vendor Details
Company Name
Ownla
Founded
2018
Country
United States
Website
www.i3diyinvestor.com
Product Features
eCommerce
CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates
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
