InvestmentPro

Sold by : Miles Software

What is InvestmentPro?

InvestmentPro is a integrated portfolio and risk management software designed with a strong architecture. It provides complete visibility and consistency across all business functions and departments through front, middle, and back office features. With its advanced features, InvestmentPro delivers transparent and efficient management of portfolios, ensuring optimal performance and risk mitigation.

InvestmentPro Pricing

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Company Details

Company Name : Miles Software
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Key Features of InvestmentPro

  • Portfolio Management
  • Risk Management
  • Performance Analytics
  • Compliance Monitoring
  • Client Reporting
  • Trade Order Management
  • Asset Allocation
  • Fee Management
  • Document Management
  • Client Portal
  • Mobile Access
  • Integration Capabilities
  • Data Security
  • Customizable Dashboards
  • Real Time Data
  • Scenario Analysis
  • Benchmarking
  • Cash Flow Management
  • Tax Optimization
  • Multi Currency Support

Specifications

Run On Mobile Browser : Yes
Available Support : Email
Languages Available : English

Description

InvestmentPro – a sophisticated solution for fund and portfolio managers. With InvestmentPro, managers can access comprehensive reports on portfolio valuation, performance, attribution, compliance, and risk analytics all in one place. The platform also allows managers to provide their clients with transparent portfolio reporting through various channels, enhancing customer experience. Plus, InvestmentPro offers automated order management workflows for pre-deal analysis, compliance, and portfolio rebalancing before execution. The software also features direct connectivity with brokers worldwide via FIX protocol, as well as integration with leading market data providers for comprehensive asset class coverage. And with a modular architecture, managers can subscribe to the specific features that align with their business needs. Additionally, InvestmentPro offers 24/7 access to portfolio and client reports, which are also mobile-enabled. With a focus on adaptability and managed services, InvestmentPro allows managers to focus on their investment strategies while the software handles operations seamlessly.
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Alternatives of InvestmentPro

InvestmentPro FAQ's

The top 5 features of InvestmentPro include:

  • Portfolio Management
  • Risk Management
  • Performance Analytics
  • Compliance Monitoring
  • Client Reporting

InvestmentPro supports a variety of platforms including: Email.

InvestmentPro serves a wide range of businesses including Freelancers, StartUps, SMBs, Mid-Market, Enterprises.

The top three competitors of InvestmentPro are QuickBooks Online, Limulator and eFACiLiTY Enterprise Facility Management. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

InvestmentPro is available exclusively in English, providing a streamlined experience for English-speaking users.

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