Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Embrace the mindset of a strategic investor by developing, testing, and applying your own rule-based investment strategies. Discover why both industry experts and researchers place their confidence in Portfolio123. Transform your account management experience like never before. Every tool and feature you rely on has been innovatively redesigned and significantly enhanced. Take advantage of complimentary real-time quotes, utilize free analytical investor resources, manage several accounts seamlessly, place orders directly with your broker, and keep a detailed record of your investment choices. Benefit from the finest data available, professional-grade quantitative tools, an adaptable yet intuitive workspace, an exceptionally fast simulation engine, and insights from an expert community. We are committed to revolutionizing the investment landscape. Our vision is to empower individuals to invest in stocks, boost their potential for superior returns, and lead fulfilling lives. Regardless of the amount of time you wish to commit to your investment strategy—whether you prefer a "set it and forget it" approach or wish to delve into concepts like free cash flow and factor models—effective portfolio management should be accessible to everyone, regardless of their experience level. Ultimately, our goal is to make the world of investing more inclusive and rewarding for all.
Description
Stretto's Trustee Suite delivers top-tier technology and exceptional client support tailored for Chapter 7 and Subchapter V Trustees. Featuring a diverse array of tools and functionalities, our platform stands out as the most integrated and comprehensive case management solution available. The software ensures seamless navigation and streamlined workflows throughout the entire process, from petition submission to distribution. Users can effortlessly access crucial cases, documents, and tailored reports, while dedicated workspaces allow them to manage their calendars and to-do lists according to their daily tasks. Additionally, Trustee Suite equips Trustees with customized alert panels to effectively handle court deadlines and maintain compliance with both state and federal regulations. Should any software or hardware assistance be required, our dedicated technology support team is available to provide onsite help, ensuring that business operations continue smoothly without disruption. This level of professional service is a unique benefit exclusively available to members of the Stretto community, fostering greater efficiency and reliability in their operations.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$9 per 21 days
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Portfolio123
Website
www.portfolio123.com
Vendor Details
Company Name
Stretto
Founded
1987
Country
United States
Website
www.stretto.com/solutions/bankruptcy-solutions/trustee-suite/
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
Product Features
Bankruptcy
Bankruptcy Case Management
No
Calculators
No
Calendar Management
No
Client Management
No
Critical Date Alerts
No
Document Management
No
Electronic Filing
No
Exemption Management
No
Forms Automation
No
Legal Forms Library
No
Task Management
No
Time Tracking
No