| Product | |||
|---|---|---|---|
| Review & Ratings |
No reviews available |
No reviews available |
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| Description |
PackHedge is an advanced investment management software designed to optimize portfolio management and enhance decision-making for investors. This comprehensive platform offers a range of tools for tracking investment performance, analyzing market trends, and managing risk effectively. With its user-friendly interface, PackHedge enables users to monitor portfolios in real time, providing valuable i... Read more about PackHedge |
TOGGLE is a financial services software that helps businesses optimize their financial operations by automating key processes and offering data-driven insights. The software is designed for businesses in various industries, providing tools to manage accounting, budgeting, forecasting, and financial reporting. TOGGLE uses artificial intelligence to analyze financial data and provide actionable reco... Read more about TOGGLE |
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| Free Trial |
Available |
Available |
|
| Starting Price |
$5000 Per Year |
$0.01 Per Year |
|
| Category Features | |||
| Financial CRM Software | |||
| Expense Tracking | |||
| Forecasting | |||
| Template Management | |||
| Relationship Tracking | |||
| Interaction Tracking | |||
| Access Controls/Permissions | |||
| Activity Tracking | |||
| Client Management | |||
| Collaboration Tools | |||
| Sales Reports | |||
| Email Management | |||
| CRM | |||
| Search/Filter | |||
| Email Marketing | |||
| Task Management | |||
| Document Management | |||
| Lead Management | |||
| Calendar Management | |||
| Customer Database | |||
| Campaign Management | |||
| Marketing Automation | |||
| Activity Dashboard | |||
| Territory Management | |||
| Contact Management | |||
| Pipeline Management | |||
| Lead Capture | |||
| For Financial Institutions | |||
| Financial Management | |||
| Artificial Intelligence | |||
| Attendance Tracking Software | |||
| Employee Database | |||
| Employee Scheduling | |||
| Clock In/Out | |||
| Multi-Location | |||
| Calendar Management | |||
| Project Time Tracking | |||
| Mobile Access | |||
| Payroll Management | |||
| Vacation/Leave Tracking | |||
| Employee Management | |||
| Activity Dashboard | |||
| Leave Tracking | |||
| Reporting/Analytics | |||
| Overtime Calculation | |||
| Sick Leave Tracking | |||
| Self Service Portal | |||
| Time Tracking | |||
| Timesheet Management | |||
| Compliance Management | |||
| Artificial Intelligence | |||
| Artificial Intelligence Software | |||
| Virtual Personal Assistant (VPA) | |||
| Sentiment Analysis | |||
| Trend Analysis | |||
| API | |||
| Data Import/Export | |||
| Predictive Analytics | |||
| Third-Party Integrations | |||
| Multi-Language | |||
| For Sales Teams/Organizations | |||
| Collaboration Tools | |||
| Activity Dashboard | |||
| Reporting/Analytics | |||
| Process/Workflow Automation | |||
| Chatbot | |||
| For eCommerce | |||
| Speech Recognition | |||
| Performance Metrics | |||
| Artificial Intelligence | |||
| Equity Management Software | |||
| Vesting Management | |||
| Cap Table Management | |||
| Reporting & Statistics | |||
| Document Storage | |||
| Financial Modeling | |||
| Valuation Management | |||
| Private Equity | |||
| Deal Management | |||
| Public Equity | |||
| Client Portal | |||
| CRM | |||
| Compliance Management | |||
| Portfolio Management | |||
| Investor Reporting | |||
| Artificial Intelligence | |||
| Financial Risk Management Software | |||
| Liquidity Analysis | |||
| Market Risk Management | |||
| Risk Analysis | |||
| Reporting/Analytics | |||
| Operational Risk Management | |||
| Portfolio Management | |||
| Portfolio Modeling | |||
| For Hedge Funds | |||
| Compliance Management | |||
| Credit Risk Management | |||
| Loan Portfolio Management | |||
| Stress Tests | |||
| Artificial Intelligence | |||
| Financial Services Software | |||
| Risk Management | |||
| Compliance Management | |||
| Financial Analysis | |||
| Billing & Invoicing | |||
| Customer Engagement | |||
| Electronic Payments | |||
| CRM | |||
| Forecasting | |||
| Transaction Monitoring | |||
| Financial Management | |||
| Performance Management | |||
| Reporting/Analytics | |||
| For Financial Institutions | |||
| Asset Lifecycle Management | |||
| Artificial Intelligence | |||
| Fund Accounting Software | |||
| Billing & Invoicing | |||
| Partnership Accounting | |||
| Income & Balance Sheet | |||
| Accounts Receivable | |||
| Expense Tracking | |||
| Financial Management | |||
| Bank Reconciliation | |||
| Donation Tracking | |||
| Payroll Management | |||
| Accounts Payable | |||
| Financial Reporting | |||
| Real-Time Reporting | |||
| Compliance Management | |||
| Purchasing & Receiving | |||
| Activity Dashboard | |||
| Budgeting/Forecasting | |||
| Donor Management | |||
| Artificial Intelligence | |||
| Hedge Fund Software | |||
| Risk Assessment | |||
| Document Management | |||
| Investor Reporting | |||
| Portfolio Analysis | |||
| Compliance Management | |||
| Performance Metrics | |||
| Monitoring | |||
| Contact Management | |||
| Profit/Loss Statement | |||
| Artificial Intelligence | |||
| Investment Management Software | |||
| Accounting | |||
| Alerts/Notifications | |||
| Financial Analysis | |||
| Visual Analytics | |||
| For Investors & Traders | |||
| For Investment Advisors | |||
| Risk Management | |||
| Modeling & Simulation | |||
| Portfolio Management | |||
| Performance Metrics | |||
| Compliance Tracking | |||
| Bonds/Stocks | |||
| Mobile Access | |||
| Commodity Futures | |||
| Portfolio Rebalancing | |||
| Fund Management | |||
| Client Portal | |||
| Benchmarking | |||
| Client Management | |||
| Artificial Intelligence | |||
| Risk Management Software | |||
| Risk Scoring | |||
| Audit Management | |||
| Predictive Analytics | |||
| Exceptions Management | |||
| Mobile Access | |||
| Business Process Control | |||
| Legal Risk Management | |||
| Alerts/Notifications | |||
| Operational Risk Management | |||
| Compliance Management | |||
| Corrective and Preventive Actions (CAPA) | |||
| Internal Controls Management | |||
| Risk Assessment | |||
| IT Risk Management | |||
| Reputational Risk Management | |||
| Response Management | |||
| Incident Management | |||
| Audit Trail | |||
| Risk Analysis | |||
| Reporting/Analytics | |||
| Document Management | |||
| Document Storage | |||
| Risk Alerts | |||
| Artificial Intelligence | |||
| Stock Portfolio Management Software | |||
| Client Management | |||
| Wash Sale Detection | |||
| Risk Management | |||
| For Traders | |||
| Financial Analysis | |||
| Portfolio Accounting | |||
| Portfolio Management | |||
| Tax Management | |||
| Stock Management | |||
| Portfolio Rebalancing | |||
| For Investment Advisors | |||
| Alerts/Notifications | |||
| Artificial Intelligence | |||
| Other Information | |||
| Deployment | Cloud Hosted , On-Premise | Cloud Hosted | |
| Devices Supported | Web-Based, Windows, | Web-Based, | |
| Pricing Model | Flat Rate | Flat Rate | |
| Support | 24x7 Support, Email, Phone, Chat | Email, Phone, Knowledge Base, FAQs/Forum | |
| Target Company Size |
Self-Employed,
Small-Business,
Midsize-Business,
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Self-Employed,
Small-Business,
Midsize-Business,
|
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