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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Managed accounts have emerged as a pivotal aspect for alternative investment managers seeking significant allocations, bringing with them complexities such as block trades, price allocation, multiple clearing relationships, and the necessity for give-up reporting, all of which add layers of difficulty not typically encountered when trading a fund. Interestingly, Commodity Trading Advisors (CTAs) are essentially marketing one of the most fundamental commodities: Risk Adjusted Returns, where a 10% risk-adjusted return from advisor A is fundamentally equivalent to the same return from advisor B. The true differentiators among advisors lie in the subtleties of client interaction, especially during periods of underperformance. To better understand the motivations behind firms choosing TheBooks as their primary operating software, we conducted a survey of our clients, and their feedback may provide valuable insights. Distinct from conventional accounting systems, TheBooks® has been purposefully crafted to cater to the needs of traders, ensuring a more streamlined and efficient operational experience. This tailored design reflects an understanding of the unique challenges faced in trading environments.

Description

Gain a comprehensive view of your finances with tailored tools that enable you to invest, strategize, and monitor your investment objectives effectively. Wealth Square surpasses both cryptocurrency exchanges and traditional financial advisors by consolidating all your financial services into a single platform. With a real-time overview of your financial situation, managing your money becomes seamless and efficient. Our innovative dashboard allows you to incorporate all your assets easily, ensuring everything is at your fingertips. Explore our Expert Portfolios, meticulously crafted by trading professionals, which are evaluated based on performance and risk through various metrics. Each portfolio provides insights into annual returns, risk levels, and the specific cryptocurrencies included. You also have the flexibility to adjust allocations, modify rebalancing preferences, and backtest performance, making it as versatile as any other investment portfolio. With Wealth Square, you can confidently navigate your financial journey and enhance your investment strategy.

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

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 No 

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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

DMAXX

Website

www.dmaxx.com

Vendor Details

Company Name

Wealth Square

Founded

2020

Country

France

Website

wealthsquare.io

Product Features

Currency Exchange

Analytical Reporting Yes 
Client Management Yes 
Custom Account Statements No 
Data Backup Scheduling No 
For Money Exchanges No 
Margin Management Yes 
Market Data Access No 
Position Management Yes 
Real Time Currency Quotes No 
Real Time Tracking Yes 
Transaction Management Yes 

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