CrystalBridgeSNP
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Fund ManagerBeiley Software
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Related Products
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About
At the core of many digital processes are complex ERP (enterprise resource planning) systems that store data for corporate management purposes. Each time digital transformation takes place, these ERP systems and the data they contain must be changed, restructured, archived and recombined. This opens up many opportunities and makes companies fit for the future. Yet every transformation also entails risks. This is why many companies view IT transformation projects as a risk rather than an opportunity. To address this dilemma, we have developed software that implements transformation processes faster, more securely and with significantly fewer errors. As a result, we have successfully implemented over 12,500 projects so far. Mergers and acquisitions allow organizations to ensure their continued growth. A merger also provides the opportunity to optimize processes through internal restructuring measures or by consolidating individual divisions.
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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.
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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
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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
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Audience
Data Transformation Platform that helps companies
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Audience
Portfolio management software for anyone wanting to track stocks, funds, options, bonds
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$129 per license
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationSNP
Founded: 1994
Germany
www.snpgroup.com/en/crystalbridge-home
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Company InformationBeiley Software
Founded: 1993
United States
www.fundmanagersoftware.com
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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