CrystalBridgeSNP
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Fund ManagerBeiley Software
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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
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
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
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
$129 per license
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 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
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
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Integrations
No info available.
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Integrations
No info available.
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