Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
We create a diverse investment portfolio tailored to your needs, utilizing established strategies to enhance your financial growth. This includes a mix of global equities, Australian stocks, and government bonds to ensure broad exposure. Stockspot stands as the premier online investment advisor in Australia. Our approach involves constructing a personalized portfolio with ETFs (exchange-traded funds), allowing you to tap into various investment opportunities while minimizing fees. The key to successful investing lies in maintaining a diversified portfolio coupled with the discipline to remain committed to it, which may seem mundane but is incredibly effective. Stockspot's portfolios are strategically designed to focus on both capital appreciation and income generation through dividends. Our advanced technology streamlines essential tasks such as portfolio rebalancing and reinvesting dividends, ensuring your investments remain robust and costs remain minimal. Each dollar saved on fees translates directly into increased returns for you. We conduct regular assessments of your assets and the market landscape to maintain a well-balanced portfolio. Additionally, we encourage you to continue adding to your investments, accelerating your journey towards wealth accumulation. By staying proactive and informed, you can maximize your financial potential.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
From $1 per month
$1/month for balances under AUD$20,000
Free Trial
Yes
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
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
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)
Yes
In Person
Yes
Vendor Details
Company Name
Allshare
Country
Netherlands
Website
www.allshare.nl
Vendor Details
Company Name
Stockspot
Founded
2013
Country
Australia
Website
www.stockspot.com.au
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