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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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 

Screenshots View All

Screenshots View All

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 

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