i3DIY

i3DIY

Ownla
+
+

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About

Rundit powers a single source of truth and helps VC, and private equity firms stay on top of their investments and enhance efficiency within their team. With Rundit, fund managers could automate different tasks, from aggregating portfolio data, to calculating fund KPIs and drafting LP reports. Your VC team will get the entire portfolio snapshots, plus quick discovery of insights from the company and fund levels. Here's the list of Rundit features that help investors stay on top of your investments and portfolio performance: Investment analytics and portfolio overview dashboards LP reports Automated calculations of investment returns and related metrics Aggregate portfolio and investment data as a single source of truth Customize metrics, KPIs and report templates for portfolio companies Activity log to keep track of changes made by VC team or portfolio companies Comment on portfolio reports internally or LP reports Capital Allocation to monitor investment diversifications.

About

How to Make Rebalancing Easier Deciding on an asset allocation for a portfolio seems simple enough. Sticking with a plan isn’t always easy though. But portfolio management and rebalancing has been made easier with i3DIY. An i3DIY account allows investors to sync various investment accounts with its system and align them with specific portfolio plans, each with a custom asset allocation. Each plan carries a unique name and you’ll have the option to update plans as needed. You can design your own portfolio or choose from plans available on the platform. Throughout the year and over the long term, you can easily keep up with your intentions. i3DIY offers investors the opportunity to receive alerts via email whenever one of your accounts is out of balance. If there are slight moves to the portfolio, you won’t hear anything. But you’ll be alerted when the allocations stray from their appointed percentages outside of specified ranges.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses looking for a portfolio management and monitoring tool

Audience

Investors looking for tools to manage their investments

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

$299 per month
Free Version
Free Trial

Pricing

No information available.
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

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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

Rundit
Founded: 2015
Finland
rundit.com

Company Information

Ownla
Founded: 2018
United States
www.i3diyinvestor.com

Alternatives

Alternatives

Wealth Elite

Wealth Elite

REDVision Tech
VESTBERRY

VESTBERRY

Vestberry

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
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