investment account manager Software

Comprehensive Portfolio Management: Track and manage diverse portfolios with real-time updates on performance, returns, and valuations. The software supports multiple asset types, including stocks, bonds, mutual funds, ETFs, and more.

Advanced Performance Analytics: Gain deep insights into portfolio performance with detailed analytics and performance metrics. Visualize growth, returns, and risks with customizable charts and reports.

Automated Tax Reporting: Simplify tax reporting with automatic generation of reports for capital gains, income, and other tax-related calculations. Stay compliant and organized for tax season.

Risk and Asset Allocation Tools: Optimize your portfolio by analyzing risk and performing asset allocation based on specific investment goals and risk tolerance.

Customizable Investment Reports: Generate and customize reports to reflect specific needs. Whether it’s a quarterly report, annual performance summary, or specific investment details, you can tailor the reports for clients or personal use.

Multi-Account Support: Manage and track multiple investment accounts from different institutions or brokers in one place. The software integrates seamlessly with various financial platforms for ease of use.

Real-Time Market Data: Stay updated with live market data, including stock prices, interest rates, and economic indicators. Make informed decisions with access to up-to-date financial information.