Average Ratings 0 Ratings
Average Ratings 3 Ratings
Description
CU Share™ offers a wide range of equity processing features that include handling cash and stock dividends, stock splits, exchanges, liquidations, dividend reinvestments, and corporate reorganizations, among other services. ISS Software is committed to delivering top-notch shareholder accounting software along with comprehensive solutions, supported by a team of skilled professionals who uphold a strong tradition of integrity and client service. Furthermore, CU SHARE also ensures complete stock transfer services, proxy services, and corporate action processing in a unified system. ProxyVoteNow facilitates an integrated approach to both telephone and online proxy and consent voting, making the voting process more accessible. Additionally, EnrollmentNow specializes in employee purchase plans and benefits enrollment tailored for corporations, credit unions, and employee benefits administrators, ensuring that all aspects of employee engagement and investment are effectively managed. This comprehensive suite of services underscores CU Share's™ commitment to enhancing shareholder experiences and streamlining equity management processes.
Description
Portseido, a portfolio tracker, provides rich analytics and visualizations. It includes historical performance, trade analytics and allocations, as well as detailed analytics. It provides access to over 70+ stock exchanges, 20000+ cryptos, and ETFs. This allows international and global investors the ability to view all of their investments in one location.
Our goal is to provide investors with an easy-to use tool that allows them to become better investors.
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
$8 per month
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
No
Android App
Yes
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)
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
Integrated Software
Website
www.shareholderaccounting.com
Vendor Details
Company Name
Portseido
Founded
2021
Country
Thailand
Website
www.portseido.com
Product Features
Investment Management
Accounting Management
Yes
Benchmarking
No
Bonds / Stocks
Yes
Client Management
No
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
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