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Fund Manager

Fund Manager : Reviews, Pricing, Features & Alternatives

$139.00

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Fund Manager is an Investment Management Software. Price : $ 139,00. Review Fund Manager : Overview & Pricing

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Fund Manager Overview : Features, Pricing, Reviews & Alternatives

Fund Manager is an Investment Management Software intended for businesses. Let’s discover user reviews, features and prices of this business app.

Fund Manager is listed as a Investment Management Software and Finance Software for companies and is used for Finance & Accounting …

Fund Manager price starts from $ 139,00 per year .

Fund Manager is a powerful portfolio management software

What is Fund Manager ?

Fund Manager is a comprehensive portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy-to-use charts and reports. Fund Manager makes it easy to track your investments by offering convenient features such as powerful price and trade import capabilities, as well as price and trade updates from the web. The fund manager greatly simplifies the tax process by offering numerous reporting and charting options to give investors a clear picture of the performance of their investments.

Fund Manager is a powerful portfolio management software. Fund Manager is available in Personal, Professional or Advisor versions for the individual investor, professional trader or investment advisor. Save your trading history for unlimited investments and portfolios. Track stocks, mutual funds, options, bonds, cash, and a wide variety of other investment types. Track your purchases, refunds, distributions, transfers, as well as advanced transactions such as splits, recombinations, mergers, and splits. Supports long and short positions.

Fund Manager Review

Fund Manager Review : Pros & Cons

Pros & Cons

When it comes to finding the right Investment Management tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.

One such familiar name in this arena is Fund Manager, and as you may have guessed from the title, this review will tell you more about Fund Manager’s pros and cons.

Weighing the pros & cons is essential before selecting this tool for your business and your team.

Fund Manager Pros : Key Benefits

– SaaS platform

– Scalability and integration

– Frequent releases / updates

– High Compatibility

Fund Manager Cons

– Con : Not always the cheapest option : Investment Management Software average cost is $ 30 .
– Con : Custom integrations can come at a price.
 

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Fund Manager Features

Here is the list of the main features of this computer software :

– SaaS software
– Cloud Services
– Client Management
– Portfolio Rebalancing
– Technical Analysis
– Tax Management
– Data Warehousing
– Risk Management
– Multi-Currency Support
– Stock Alerts
– Portfolio Accounting
– Stock Portfolio Management Features

Main function & Pro Features

– SaaS software
– Cloud Services
– Client Management
– Portfolio Rebalancing
– Technical Analysis
– Tax Management
– Data Warehousing
– Risk Management
– Multi-Currency Support
– Stock Alerts
– Portfolio Accounting
– Stock Portfolio Management Features

Fund Manager Integrations

Fund Manager may integrates with applications & plugins : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !

It also provides a powerful API toolkit that allows developers to build web services and exchange data.

Fund Manager Pricing

The Fund Manager pricing plan starts from $ 139,00 per year, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …

Fund Manager offers several pricing plans :

– Personal : $ 139,00 per year
– Start : Price on demand
– Professional : Price on demand
– Enterprise : Price on demand
– Premium : Price on demand

Standard Start Professional Enterprise Premium
Price on demand Price on demand Price on demand Price on demand Price on demand
Per month Per month Per month Per month Per month
Per user Per user Per user Per user Per user

 

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Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.

Sign up for a trial and start using it right away !

Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.

Screenshot of the Vendor Pricing Page :

Software Pricing Plan

Software Pricing Plans

Pricing Details

Pricing Model : Subscription
Free trial : No information
Free plan : No information
Freemium : No information
Starting price : $ 139,00
Entry-level set up fee : No setup fee

The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.

Deployment & Setup

Fund Manager is a cloud-based Investment Management platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).

fund-manager is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.

It supports desktop operating systems (like Windows …).

Technical Details & Specifications

Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : –
Native Apps / Mobile Applications : –
GDPR compliance : No information

Supported languages

This application software supports the following languages : English …

Support & Training

Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Online Support …

Hotline : Yes

Training options : …

Industry & Customers

Who use Fund Manager ?

This software package is tailored to business needs : SME …

This web-based application is recommended for trades : Finance …

This cloud software is used in the sectors : Services …

Customer References

Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …

Awards & Recognitions

No information .

Screenshots

This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Small Company, SME, Startup …)

Fund Manager Screenshots & Images : UI, dashboard …

Fund Manager Review

Fund Manager Business Software Pricing

Fund Manager Features

Fund Manager Features & Overview

Fund Manager Screenshot

Fund Manager Screenshot

Videos

Video #1

YouTube video

   

Fund Manager Reviews

Here is our opinion on Fund Manager : this is a decent investment management software to consider .

Fund Manager User Reviews & Ratings

Online and customer reviews of Fund Manager software are quite plentiful and overall medium :

Overall rating : 3/5

Value for money : 3/5
Functionality : 3/5
Usefulness : 3/5
Ease of use : 3/5

User rating Excellent : 10%
User rating Very Good : 80%
User rating Average : 10%
User rating Poor : 0%
User rating Terrible : 0%

Popularity on social networks :

Your Customer Review on Fund Manager

What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …

Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend Fund Manager ? What is your likelihood to renew ?
 

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FAQs

Why use a Investment Management Software ?

Investment management software helps manage investment portfolios, verify compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds. Some of its common features include asset reporting, portfolio management, and investment tracking. Investment management software makes it possible to follow the investments made and their progress in the company.

Main functions are : Investment tracking, Portfolio performance, Data import, Benchmarking, Asset reports, Financial risk management

Main characteristics are : Investments, Crowdfunding platform, particeep, software, saas, investment, api, particeep, software, saas, investment, api, ici, Crowdfunding for donations, Site for private funds, FinTech, SAAS software, Crowdfunding software, particeep, software, saas, investment, api, Investments, Management, Managementcompany, Software, Tools For Entrepreneurs & Creators, Saas, Movement Anticipation

Investment Management Software Average Price : from $ 30,00 to $ 30,00 with an average price of $ 30,00 . We have identified more than 30 competitors on the market.

Investment Management Software Review

Investment Management Software Review

Company details

Developed by BEILEY SOFTWARE INC, Inc.
HQ location : USA
Founded :
Total revenue :

Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software > Investment Management Software
Schema : SoftwareApplication > FinanceApplication

Tags : …
Website : visit fundmanagersoftware.com

About This Article

This page was composed and published by SaaS-Alternatives.

The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.

Our opinion on Fund Manager is independent in order to highlight the strengths and weaknesses of this Investment Management Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.

Fund Manager Alternatives

If you’re understanding the drawbacks and you’re looking for a Fund Manager alternative, there are more than 25 competitors listed on SaaS-Alternatives !

If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.

 

Top 10 Alternatives & Competitors to Fund Manager

– Globalasset
– Longview Trading
– Fundmanager Io
– Fortress
– M2Advisor
– Ca Ppm
– Planview
– Kraytis Risk
– Tercero
– Taikoon

You can also take a look at other business apps, like our FusionOps review and our Gamma Soft Informatique review.

Comparison with Similar Software & Contenders

Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Investment Management Software compare to Fund Manager when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
 

Compare Investment Management Software

 

6Expert Score
Fund Manager Review
Fund Manager is a decent investment management SaaS software to consider for your company or business.
Ease of use
6
Functionnality
6
Integrations
6
Customer support
6
Value for money
6
PROS
  • SaaS platform
CONS
  • Not always the cheapest option
Fund Manager
Fund Manager

$139.00

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