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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Our investment suite is a comprehensive modular solution built on .NET that facilitates real-time mid and back-office administration while adhering to all current laws and regulations. It encompasses both Relationship and Instrument Data Management alongside robust Portfolio Management capabilities. This suite seamlessly integrates with various functions including Order Management, Asset Management, Corporate Actions, Settlements, Reconciliation, Taxes, and Global Custody. With the Order Management solution, users can manage securities orders in real-time, providing a unified approach that centralizes control over the ordering and execution processes across all traded instruments, including compatibility with any trading platform. Additionally, Asset Management provides tools for configuring and managing investment models and their life cycles, with features that support automatic rebalancing. These investment models play a crucial role in optimizing asset and investment management strategies, ensuring that clients can efficiently navigate the complexities of today's financial landscape.

Description

Sharesies provides you with opportunities to invest in a vast array of companies and funds across New Zealand, Australia, and the United States. It is straightforward to manage an investment portfolio, regardless of your budget. You can participate in regular investments without the need for extensive market knowledge. With the option to choose between pre-constructed or customized orders, you can set the amount you wish to invest on a regular basis, and the auto-invest feature will handle the rest. The decision is entirely in your hands. With thousands of investment choices available, including exchange-traded funds (ETFs), managed funds, and individual companies, you can find options that align with your financial goals. Gain access to a global marketplace with selections from the New York Stock Exchange (NYSE), Nasdaq, and Chicago Board Options Exchange (CBOE). You can also invest in a multitude of companies and ETFs on the Australian Securities Exchange (ASX). For a monthly fee of $10, you can access NZX market depth, allowing you to see the number of shares available at your desired price and understand where your order stands in the queue. This level of transparency can help you make more informed investment decisions.

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

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$0.15 per order
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 Yes 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Allshare

Country

Netherlands

Website

www.allshare.nl

Vendor Details

Company Name

Sharesies

Founded

2017

Country

New Zealand

Website

www.sharesies.nz/

Product Features

Banking

ATM Management No 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking Yes 
Private Banking Yes 
Retail Banking Yes 
Risk Management Yes 
Securities Management No 
Transaction Monitoring No 

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