Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Effortlessly consolidate all your investment accounts, including equities, cryptocurrencies, and forex, into a single platform for seamless management and automation. Discover and assess ready-made investment strategies that come with proven results. We take care of the complex aspects, allowing you to concentrate on creating, testing, and profiting from your concepts. You can evaluate your strategy over various timeframes, whether it’s a pre-existing model or your own custom scenario, to analyze its performance and gain valuable insights for improvement. Additionally, rebalancing and tax loss harvesting are automatically managed in the background, ensuring a hassle-free experience for users. This comprehensive approach not only simplifies your investment journey but also enhances your potential for success in the financial markets.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alpaca No 
Binance No 
Coinbase No 
DEGIRO No 
Fidelity No 
Interactive Brokers No 
Kraken No 
Python No 
Robinhood No 
Stake No 
TD Bank Merchant Solutions No 
TradeStation No 
Webull No 
Zerodha No 

Integrations

Alpaca Yes 
Binance Yes 
Coinbase Yes 
DEGIRO Yes 
Fidelity Yes 
Interactive Brokers Yes 
Kraken Yes 
Python Yes 
Robinhood Yes 
Stake Yes 
TD Bank Merchant Solutions Yes 
TradeStation Yes 
Webull Yes 
Zerodha Yes 

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 No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Bellatrix

Founded

2003

Country

Luxembourg

Website

www.bellatrix.lu/en/

Vendor Details

Company Name

Surmount AI

Founded

2020

Website

surmount.ai/

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 

Alternatives

Alternatives

Royal Q Reviews

Royal Q

RoyalQ