Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Fund Manager is a robust software solution designed for effective portfolio management. It offers different versions tailored for individual investors, professional traders, and investment advisors, including personal, professional, and advisor editions. Users can view screenshots showcasing various graphs and reports. To explore Fund Manager, you can visit the download page and access a fully functional trial version. A range of tutorials is also provided, including a quick-start guide to help new users navigate the software efficiently. Once you've assessed its features, you have the option to purchase a licensed version for continued use. The software allows you to maintain a detailed transaction history for an unlimited number of investments and portfolios. You can monitor a diverse array of assets such as stocks, mutual funds, options, bonds, cash, and more. Additionally, it enables users to track their purchases, redemptions, distributions, transfers, and complex transactions like splits, re-combinations, mergers, and spin-offs, accommodating both long and short positions in investments. This comprehensive approach ensures that all aspects of portfolio management are covered effectively.
Description
SharePad serves as a comprehensive platform tailored for individual investors and traders, delivering extensive insights on a variety of financial instruments such as shares, funds, and ETFs, spanning across the UK, US, and Europe. By subscribing, users gain access to real-time updates from UK Alliance News and RNS, along with robust tools for stock screening and managing portfolios. Recognizing the myriad of investment options available, we introduced the Single Page Summary feature, which consolidates all essential details about a stock, fund, investment trust, or ETF into a single, easily navigable page. This feature enables users to swiftly grasp an overview before engaging in more thorough analysis within the broader SharePad environment. Additionally, the single page can be displayed in either a full-screen mode or a split-screen layout, facilitating quick navigation through a watch list or portfolio. Moreover, our customizable mode empowers users to design their own Single Page Summary, showcasing the specific information that matters most to them, enhancing their investment decision-making process further.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$129 per license
Free Trial
Yes
Free Version
No
Pricing Details
$36.99 per month
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
No
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
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Beiley Software
Founded
1993
Country
United States
Website
www.fundmanagersoftware.com
Vendor Details
Company Name
Ionic Information
Country
United Kingdom
Website
www.sharescope.co.uk/sharepad.jsp
Product Features
Stock Portfolio Management
Billing & Invoicing
Yes
Client Management
Yes
Data Warehousing
No
For Investment Advisors
Yes
For Traders
Yes
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
Yes
Wash Sale Detection
Yes
Product Features
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes