XT-ERP

XT-ERP

Adler Technologies
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About

StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...

About

XT-ERP, CMMS software (Computer-assisted maintenance management) XT-ERP is a management solution for any type of business, it has many specific modules. Designed and built for SaaS use, XT-ERP is optimized to federate and share information within your company. Its ease of use and optimized process translate into time savings, increased efficiency, increased sales, improved cash flow and a precise short and medium term vision. No hardware investment - No technical maintenance - Virtual installation. SaaS mode brings a faster return on investment, the real advantage is in saving internal resources. The flexibility allows the functional scope to be reduced or extended and the application to be extended or reduced to new employees. An eye on sales and purchases to optimize Working Capital Requirements (WCR) The Workflow manages the sales circuit and makes evolve the commercial documents by a simple "drag and drop" while respecting the rules that you have defined.

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

Individual Investors, Investment Advisors

Audience

For industries searching for an ERP software to automate their back office functions

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

$74.99 per year
14-day free trial - no signup or credit card required. Then $74.99 / year.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 1.5 / 5
ease 1.6 / 5
features 1.4 / 5
design 1.6 / 5
support 1.8 / 5

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

Pros & Cons from Real Users

Pros

  • Same as other recent reviews, no longer works for anything and support saying they are fixing but left with an app that sucks 20% cpu and does nothing, no stock price updates, GUI was changed and can't see anything in one screen without scrolling.
  • Using the app for over a year. It only had a couple of minor quirks, but worked well and met my needs for tracking. Since new management took over it went downhill and now no longer gets quotes. Support is reasonably quick, though no solutions, just blaming Yahoo for issues.
  • Nothing works any longer. I have been using this app for years. The new ownership of this app, not only ruined the UI, nothing works any longer; no more update of the quotes or calculation of day gains with yahoo finance. When you get in touch with support, you get the same useless message. My subscription is coming to en end this month, so at least I won't have to waste $75 for renewal.
  • Nothing at present. This software is no longer fit for purpose which is a real shame as it used to be one of my favourite programs.
  • Easy to use for stocks, but a real mess for bonds or unlisted funds. Nice graphs when they are correct. Good data feeds.

Cons

  • My renewal is also coming up soon and will be moving to something else.
  • New management wasted effort working on the UI and not adding new functionality and they broke the online sync.... iPad/iPhone apps were not great, but at least tolerable. Basically its a Stock tracker app that has not received any quotes going on 3 weeks now.
  • Nothing works and no words from support for a fix; it has been this way since the company got sold.
  • After many years of enjoying what was a solid monitoring tool, the latest versions (since change of CEO ??) has. been an absolute disaster. No longer can I synch between laptops, the Yahoo feed is broken and now not updating. They issued an update recently which had to be pulled - do they not test their software before releasing it. Although I paid for a year's subscription in April 2023, they demand another £37 today (31 Jul 2023). They don't make it clear what version you're on. God, how I miss MS Money 2005 !!!
  • The new version is a complete disaster in terms of synchronization, the data is completely different between the Mac and the iPhone for the same account. Their client service is very nice, but the issue has been ongoing for two months and still no fix or news. The asset allocation graphs by asset class or categories has bugs.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

StockMarketEye
Founded: 2008
United States
www.stockmarketeye.com

Company Information

Adler Technologies
Founded: 1997
France
www.adlertechnologies.eu

Alternatives

Alternatives

iCare AMS

iCare AMS

AMC Aviation
Adaptive ERP

Adaptive ERP

Adaptive

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

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

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

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

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP Features

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Help Desk Features

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
Incident Management
Interaction Tracking
IT Asset Management
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Maintenance Management Features

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Mobility Features

App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring

Purchasing Features

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Integrations

No info available.

Integrations

No info available.
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