Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
At Bellatrix Asset Management, we prioritize comprehending our clients' needs to provide them with the most customized solutions, leveraging our extensive expertise in a wide array of investment opportunities across various asset classes and strategies globally. Our international reach empowers us to craft suitable solutions tailored to our clients' requirements. With our leadership in equity balanced funds, quantitative investment approaches, and corporate fixed income, we offer our clients a significant advantage in realizing their investment goals. The entrepreneurial spirit inherent in our boutique firm allows us to shape the future trajectory of our business effectively. Additionally, our adaptable working environment fosters a heightened focus for our top investment management team on their investment strategies and daily responsibilities. The shared ownership structure among our leading investment managers further enhances our ability to influence compensation practices, aligning their interests with those of our clients. This synergy between our team and clients ultimately drives better outcomes for all parties involved.
Description
An Equity Trust self-directed account empowers you to take charge of your investments. We equip our clients with cutting-edge tools and technologies that facilitate investments in both traditional and alternative assets, all consolidated into one easy-to-navigate platform. Discovering lucrative investment opportunities for your self-directed account has never been simpler. Welcome to Investment District, where you have the option to explore and select from premier platforms and providers across various sectors including cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate. Seize the reins of your financial destiny by crafting a personalized portfolio that grants you the freedom to invest in both alternative and traditional assets, potentially minimizing or even erasing taxes on your investments. Equity Trust caters to your needs with a range of options, including individual accounts, small business plans, and education and health savings accounts. Additionally, you can access a wealth of resources such as FAQs, online and in-person events, the Investor Insights blog, client success stories, educational videos, and much more to enhance your investment journey. Your path to financial independence begins here, as you navigate the diverse investment landscape with confidence.
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
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
Yes
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Bellatrix
Founded
2003
Country
Luxembourg
Website
www.bellatrix.lu/en/
Vendor Details
Company Name
Equity Trust
Country
United States
Website
www.trustetc.com
Product Features
IT Asset Management
Asset Tracking
No
Audit Management
No
Compliance Management
No
Configuration Management
No
Contract/License Management
Yes
Cost Tracking
No
Depreciation Management
No
IT Service Management
No
Inventory Management
Yes
Maintenance Management
No
Procurement Management
No
Requisition Management
No
Supplier Management
Yes