Average Ratings 1 Rating
Average Ratings 0 Ratings
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
INDATA's iPM Portfolio Architect AI stands out as the pioneering order and execution management software in the investment sector, enabling portfolio construction, modeling, rebalancing, compliance, trading, and reporting through the use of artificial intelligence and machine learning. By utilizing natural language processing, Architect AI accelerates intricate workflows, allowing portfolio managers, traders, compliance officers, operations, and executives to enhance their efficiency, drastically minimizing the number of clicks and keystrokes needed in any process, which translates to substantial time savings. This innovative fund manager software is tailored to optimize the portfolio management process according to the distinct needs of each firm and their specific investment strategies, ultimately boosting productivity. With the investment management industry poised to leverage various technological advancements, there exists a significant opportunity to refine and improve the investment management process. As firms continue to embrace these advancements, they can expect not only enhanced efficiency but also a competitive edge in a rapidly evolving market.
API Access
Has API
No
API Access
Has API
No
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
No
iPad App
No
Android App
No
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
AllInvestView
Founded
2023
Country
Spain
Website
www.allinvestview.com
Vendor Details
Company Name
INDATA
Country
United States
Website
www.indataipm.com/order-and-execution-management/
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
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