The Rich

The Rich

TheRich Billionaires
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Wealth managers and financial advisors

Audience

Investors searching for a powerful Stock Portfolio Management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per user per month
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PortaxSoftware
Founded: 1994
United States
www.portaxsoftware.com

Company Information

TheRich Billionaires
www.therich.io

Alternatives

Diversiview

Diversiview

LENSELL

Alternatives

StockMaster

StockMaster

Supertech
PackHedge™

PackHedge™

FinLab Solutions SA
JStock

JStock

Yocto Enterprise
JUMP Front-to-Back

JUMP Front-to-Back

JUMP Technology

Categories

Categories

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

Integrations

No info available.

Integrations

No info available.
Claim PORTAX After-Tax Portfolio Analysis and update features and information
Claim PORTAX After-Tax Portfolio Analysis and update features and information
Claim The Rich and update features and information
Claim The Rich and update features and information