Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
GSAM is an advanced investment portfolio management system designed to assist asset managers in comprehensively analyzing and overseeing their investment portfolios. The software includes optional modules such as Equities, Money Market, Unit Trusts, and Property, all supported by a universal Administration module. GSAM stands out as a versatile solution, customizable to align with the unique business rules of each firm, thereby enabling organizations to preserve their distinctive qualities while leveraging a robust and unified platform. It encompasses complete functionalities for managing money markets, equities, bonds, and properties through its four dedicated modules. The system incorporates built-in checks based on business rules to monitor limit breaches and ensure compliance with the appropriate tenor ranges for buyback asset sales. All transactions are executed using a double-entry system, providing dealers with essential tools and features that streamline the transaction processing experience, ultimately enhancing operational efficiency. With its comprehensive features and adaptability, GSAM empowers asset managers to optimize their investment strategies effectively.
Description
PSVTracker serves as a comprehensive portfolio management tool designed for investors with diversified assets across both public markets and private investments.
Unlike most personal finance applications that limit themselves to tracking brokerage and bank accounts, PSVTracker includes a broader range of assets, such as real estate syndications, private equity and venture funds, direct property holdings, cryptocurrency, precious metals, vehicles, and liabilities, all integrated seamlessly alongside linked brokerage accounts.
The software automatically computes various financial metrics including XIRR, TVPI, DPI, RVPI, cash-on-cash returns, equity multiples, and CAGR for each investment as well as for the entire portfolio.
Additionally, it enables users to assess their performance by comparing expected outcomes against actual results based on sponsor projections, meticulously tracks all capital events—including contributions, distributions, and returns of capital—manages complex ownership structures and nested entities, and efficiently marks the status of K-1 forms, whether received or pending.
Connections to banks and brokerage accounts are securely facilitated through Plaid, while data is protected through encryption both in transit and at rest using AWS services.
Furthermore, users can share read-only access with their CPA, spouse, or financial advisor for collaborative management.
A free plan is available, allowing users to explore the tool without the need for a credit card.
API Access
Has API
No
API Access
Has API
No
Integrations
Plaid
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$25/month
Newbie: Free forever. Unlimited investments, holdings and transactions, unlimited CSV and spreadsheet imports, 3 account connections, 30 Ask PSVT questions a week.
Tracker: $25/month or $249/year. Unlimited account connections, 60 Ask PSVT questions a week, 1 shared user.
Optimizer: $60/month or $599/year. Future projections, tax estimate and adjusted net worth, automatic monthly revaluations, unlimited home and vehicle value lookups, 100 Ask PSVT questions a week, unlimited shared users.
Annual billing saves 17%. Priced per account, not per user. New accounts get a 14-day free trial at Optimizer level, no credit card required.
Tracker: $25/month or $249/year. Unlimited account connections, 60 Ask PSVT questions a week, 1 shared user.
Optimizer: $60/month or $599/year. Future projections, tax estimate and adjusted net worth, automatic monthly revaluations, unlimited home and vehicle value lookups, 100 Ask PSVT questions a week, unlimited shared users.
Annual billing saves 17%. Priced per account, not per user. New accounts get a 14-day free trial at Optimizer level, no credit card required.
Free Trial
Yes
Free Version
Yes
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
Geesoft systems
Country
Zimbabue
Website
www.geesoftsystems.co.zw/gs_asset.html
Vendor Details
Company Name
PSVTracker
Founded
2023
Country
United States
Website
psvtracker.com
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
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
No
Portfolio Management
No
Risk Management
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
No
Commodities
Yes
Compliance Reporting
No
Data Import / Export
Yes
For Investment Advisors
No
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
No