Related Products
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About
At Bellatrix Asset Management, our main focus is to understand our clients needs in order to offer the best tailored solutions, with the depth of our knowledge from the pool of investment propositions across all asset classes and investment strategies, worldwide. Our global presence gives us a unique ability to create appropriate solutions for our clients. Leadership in the equity balanced fund, quantitative investment strategies and corporate fixed income gives our clients greatest advantage to achieve their investment objectives. Entrepreneurial nature within our boutique allows us to have a great influence over the future direction of the business. Our flexible working culture enables our top investment management team to have a greater focus over their investment process and daily tasks. Shares capital in the business from our top investment managers enables us to have an influence over remuneration.
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About
Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies searching for help to understand their clients needs in order to offer the best tailored solutions with an Asset Management platform
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Audience
Individuals and investors wanting a tool to find fiduciary financial advisors, open and fund investment accounts, and manage portfolios with automated tools and expert guidance
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBellatrix
Founded: 2003
Luxembourg
www.bellatrix.lu/en/
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Company InformationZoe Financial
Founded: 2018
United States
zoefinancial.com
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Categories |
Categories |
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IT Asset Management Features
Asset Tracking
Audit Management
Compliance Management
Configuration Management
Contract/License Management
Cost Tracking
Depreciation Management
Inventory Management
IT Service Management
Maintenance Management
Procurement Management
Requisition Management
Supplier Management
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Integrations
No info available.
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Integrations
No info available.
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