Fund Manager

Fund Manager

Beiley Software
+
+

Related Products

  • eToro
    32,059 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • Vantage
    15,346 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • CEX.IO
    29 Ratings
    Visit Website
  • IUX
    968 Ratings
    Visit Website
  • Capitalcore
    88 Ratings
    Visit Website
  • EZO AssetSonar
    118 Ratings
    Visit Website

About

Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.

About

Fund Manager is powerful portfolio management software. Fund Manager is available in personal, professional, or advisor versions for the individual investor, professional trader, or investment advisor. Screen shots of some graphs and reports are available. To try out Fund Manager, visit the download page for a fully functional evaluation version. A variety of tutorials are available. Watch the getting started tutorial to quickly learn your way around Fund Manager. After evaluating the program, you can purchase a licensed copy. Record your transaction history for an unlimited number of investments and portfolios. Track stocks, mutual funds, options, bonds, cash, and a wide variety of other investment types. Keep track of your purchases, redemptions, distributions, transfers, as well as advanced transactions, such as splits, re-combinations, mergers, and spin-offs. Supports both long and short positions.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Digital asset platform built for advisors

Audience

Portfolio management software for anyone wanting to track stocks, funds, options, bonds

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

1% digital trade fee
Free Version Not Supported
Free Trial Not Supported

Pricing

$129 per license
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Choice
Founded: 2010
United States
www.retirewithchoice.com/pro

Company Information

Beiley Software
Founded: 1993
United States
www.fundmanagersoftware.com

Alternatives

Alternatives

Fundy

Fundy

Exquance Software
MProfit Advisor

MProfit Advisor

MProfit Software
VISE

VISE

Vise
Dion Portfolio Tracker

Dion Portfolio Tracker

Dion Global Solutions

Categories

Categories

Stock Portfolio Management Features

Billing & Invoicing Supported
Client Management Supported
Data Warehousing Not Supported
For Investment Advisors Supported
For Traders Supported
Order Management Not Supported
Portfolio Accounting Not Supported
Portfolio Rebalancing Not Supported
Risk Management Not Supported
Tax Management Not Supported
Technical Analysis Supported
Wash Sale Detection Supported

Integrations

Interactive Brokers Supported
Itron Enterprise Meter Data Management Supported
Kraken Supported

Integrations

Interactive Brokers Not Supported
Itron Enterprise Meter Data Management Not Supported
Kraken Not Supported
Claim Choice and update features and information
Claim Choice and update features and information
Claim Fund Manager and update features and information
Claim Fund Manager and update features and information