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Average Ratings 0 Ratings

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Description

AllInvestView is a comprehensive investment dashboard crafted to streamline the management of your complete investment portfolio. It caters to a wide range of investments, including stocks, bonds, mutual funds, and cryptocurrencies, offering a cohesive overview and detailed analytics. The platform is equipped with a fixed income module, automated dividend monitoring, and presents all these features through an intuitive interface. AllInvestView differentiates itself by accommodating a diverse array of asset types along with unique tools tailored for monitoring fixed income and yields. It introduces an effective ticketing system for swift modifications and access to transaction specifics. Additionally, the platform enhances investment strategy with advanced asset allocation tools, such as efficient frontier analysis. Future enhancements include tax reporting support, simplifying financial management for our users further.

Description

Investing in mutual funds and state securities (SBN) is straightforward and user-friendly. You can register and begin investing in these financial products within minutes, without the need for any physical documents. Bareksa is the pioneering investment platform that holds an APERD license from OJK, ensuring reliability. Users have the freedom to select from a wide range of both sharia and conventional mutual fund investment options available in Indonesia. You can simulate your chosen product or explore the Top Product page, which is consistently reviewed by Bareksa experts. Contributions towards state securities are guaranteed to be 100% secure, and monthly returns are automatically deposited into your account. Moreover, investing in mutual funds through Bareksa comes with no fees, allowing you to add or withdraw funds at your convenience, without any time restrictions or penalties. This flexibility enhances the overall appeal of investing with Bareksa.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$5.99
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

AllInvestView

Founded

2023

Country

Spain

Website

www.allinvestview.com

Vendor Details

Company Name

Bareksa

Founded

2013

Country

Indonesia

Website

www.bareksa.com

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

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