MIC Manager

MIC Manager

Dolphin Enterprises
StyleADVISOR

StyleADVISOR

Informa Business Intelligence
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+

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About

Software made specifically for MICs.

About

We provide updates to the databases we supply for use with our software products on a quarterly, monthly and weekly basis. For a list of the current databases available for use with StyleADVISOR and AllocationADVISOR. Whether you are a financial advisor, analyst, or product provider, Zephyr is your key to client retention and asset accumulation. Robust investment analysis capabilities, custom portfolio analytics tools, and insightful visuals help guide your thinking and showcase your know-how. Provide your clients with a comprehensive, yet easy to interpret proposal, that conveys your value add when comparing a current portfolio to your proposed portfolio. Screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools. Build portfolios using classic mean variance optimization or our sophisticated Black-Litterman optimization module.

Platforms Supported

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

Audience

Companies seeking a software made specifically for MICs

Audience

Hedge Fund solution for companies

Support

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

Support

Phone Support 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

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not 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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Dolphin Enterprises
Founded: 1987
Canada
www.dolphinent.com/mic-manager/

Company Information

Informa Business Intelligence
www.styleadvisor.com

Alternatives

Alternatives

LoanPost

LoanPost

The LoanPost
Windham Portfolio Advisor

Windham Portfolio Advisor

Windham Capital Management
AdvisorWare

AdvisorWare

SS&C Technologies

Categories

Hedge Fund Supported
Loan Servicing Supported
Mortgage and Loans Supported

Categories

Hedge Fund Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Not Supported

Loan Servicing Features

Accounting Management Supported
Amortization Schedule Supported
Application Management Supported
Auto Loans Supported
Automatic Funds Distribution Not Supported
Business Loans Supported
Collateral Tracking Not Supported
Collections Management Not Supported
Compliance Management Supported
Construction Loans Supported
Customer Database Supported
Fee Management Supported
Investor Management Supported
Loan Processing Supported
Student Loans Supported

Mortgage and Loans Features

Amortization Schedule Supported
Client Database Not Supported
Closing Documents Not Supported
Commercial Mortgages Supported
Contact Management Supported
Credit Reporting Not Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Not Supported
Government Loans Supported
Loan Origination Not Supported
Loan Servicing Supported
Pipeline Management Not Supported
Pre-Qualification Supported
Refinance Management Not Supported
Residential Mortgages Supported

Hedge Fund Features

Compliance Management Not Supported
Contact Management Not Supported
Investor Accounting Not Supported
Investor Reporting Supported
P&L Calculation Not Supported
Partnership Accounting Not Supported
Performance Analysis Not Supported
Portfolio Analysis Supported
Portfolio Management Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported

Integrations

No info available.

Integrations

No info available.
Claim MIC Manager and update features and information
Claim MIC Manager and update features and information
Claim StyleADVISOR and update features and information
Claim StyleADVISOR and update features and information