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
i-Trax Solutions provides two primary technology product avenues: comprehensive solutions and application-driven initiatives, along with a range of service offerings. The integrated activity-based modules are designed to seamlessly navigate through the service or process chain, facilitating one input that leads to multiple outputs. These modules prioritize a streamlined business process, taking into account the varying levels of decision-making and performance expectations within an organization. Furthermore, the application-based modules are specifically engineered to automate manual tasks, while also being adaptable to any section of the comprehensive solution. These modules are crafted with versatility at their core, enabling their application across diverse industries. Additionally, the customization for specific industry needs can be accomplished through the expert programming capabilities offered by i-Trax, ensuring that clients receive tailored solutions that meet their unique requirements. This approach not only enhances operational efficiency but also drives innovation across sectors.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
No
QuickBooks Desktop Pro
No
QuickBooks Online
No
Sage 300
No
Integrations
Microsoft 365
Yes
QuickBooks Desktop Pro
Yes
QuickBooks Online
Yes
Sage 300
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$150.00/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
Yes
iPad App
Yes
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
Yes
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
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Geesoft systems
Country
Zimbabue
Website
www.geesoftsystems.co.zw/gs_asset.html
Vendor Details
Company Name
i-Trax Solutions
Founded
1999
Country
Canada
Website
www.i-trax.solutions
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
Project Management
Agile Methodologies
No
Budget Management
Yes
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
No