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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Gain a comprehensive understanding of the portfolio, including its values, trends, and any defined limits or alerts. Investigate any downward deviations within the portfolio to identify their underlying causes. From a high-level overview, delve into the specifics of individual holdings. Engage in a visual and interactive examination of the portfolio both in current terms and throughout its historical context. Analyze aspects such as allocation, exposure, risk factors, and performance attribution. Gather and monitor data concerning all assets and liabilities, regardless of their nature, including funds, stocks, bonds, ETFs, private equity, loans, real estate, timber, precious metals, art, derivatives, and more. Create one or multiple portfolios with preferred structures and aggregates to suit your needs. Synthesize and consolidate assets and liabilities from various sources, including different accounts and custodians. Integrate investment policies and regulations into the analytical tool for enhanced guidance. Establish allocation and exposure thresholds, as well as define the benchmarks and objectives applicable at various tiers within the portfolio. This comprehensive approach ensures meticulous tracking and management of the investment landscape.

Description

Simply Bail serves as a robust all-in-one software solution for bail bonds, aimed at streamlining case management, payment processing, and client oversight for bail bond professionals. This innovative platform allows agents to expedite case closures, minimize instances of failure to appear, and decrease forfeitures through integrated court date reminders and GPS-enabled check-ins, all accessible in a unified interface. Additionally, it features real-time arrest alerts that keep agents informed of any re-arrest, thereby helping to mitigate liability and foster repeat clientele. The software also facilitates electronic document signing for indemnitors and defendants, which not only conserves time but also enables agents to concentrate on handling additional cases. It includes automated payment systems that schedule, collect, and securely process credit and debit transactions to capture revenue efficiently. Furthermore, the inventory management tool empowers agents and offices to monitor the status of their powers and assess liability effectively, ensuring a comprehensive management experience in the bail bond industry. Overall, Simply Bail enhances operational efficiency, allowing agents to focus on building strong relationships with clients while effectively managing their workload.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Digital Portfolio Control

Founded

2015

Country

Sweden

Website

www.digitalportfoliocontrol.se/dpcmonitor/

Vendor Details

Company Name

Simply Bail

Founded

2021

Country

United States

Website

simplybail.com

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

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