Allocator Overview

Allocator is a cutting-edge investment management software designed to streamline portfolio management, investment tracking, and performance analysis for investors and financial professionals. With Allocator, users can manage a wide range of assets, analyze market trends, and make data-driven investment decisions. The platform offers tools for risk assessment, portfolio diversification, and real-time financial insights, helping users stay informed and adapt to market changes. Allocator’s intuitive interface allows users to track performance metrics, monitor investments, and generate detailed reports to better understand portfolio health. By integrating with various financial systems, Allocator ensures secure and seamless data flow, enhancing accuracy in investment management. This software is ideal for asset managers, financial advisors, and individual investors looking to optimize their portfolios, minimize risks, and achieve financial goals with enhanced visibility and control.

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Contact Details

  • Vendor Name HedgePo
  • Founded 2015
  • Location United Kingdom

Support

    NA


Training

  • In-person In-person
  • Live Online Live Online

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Investment Management, Real Estate, Venture Capital

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Allocator Features

  • Arrow Icon Liquidity Analysis
  • Arrow Icon Market Risk Management
  • Arrow Icon Risk Analysis
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Operational Risk Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Portfolio Modeling
  • Arrow Icon For Hedge Funds
  • Arrow Icon Compliance Management
  • Arrow Icon Credit Risk Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Stress Tests
  • Arrow Icon Risk Assessment
  • Arrow Icon Document Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Portfolio Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Monitoring
  • Arrow Icon Contact Management
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Allocator Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • GBP (£) GBP (£)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Basic

$15000 Per User

Allocator FAQs

Allocator is a cutting-edge investment management software designed to streamline portfolio management, investment tracking, and performance analysis for investors and financial professionals. With Allocator, users can manage a wide range of assets, analyze market trends, and make data-driven investment decisions. The platform offers tools for risk assessment, portfolio diversification, and real-time financial insights, helping users stay informed and adapt to market changes. Allocator’s intuitive interface allows users to track performance metrics, monitor investments, and generate detailed reports to better understand portfolio health. By integrating with various financial systems, Allocator ensures secure and seamless data flow, enhancing accuracy in investment management. This software is ideal for asset managers, financial advisors, and individual investors looking to optimize their portfolios, minimize risks, and achieve financial goals with enhanced visibility and control.

  • No, Allocator does not offer a free version.

  • Yes, Allocator offers a free trial.

  • No, Credit Card details are not required for the Allocator trial.

  • Allocator offers the following pricing plans & packages:

    Basic

    $15000 Per User

  • Allocator supports the following payment frequencies:

    • Annual Subscription

  • No, Allocator does not offer an API.

  • Allocator offers training with the following options:
    • In-person , Live Online

  • Allocator supports the following languages:
    • English

  • Following are the typical users of the Allocator:
    • Self-Employed , Small-Business , Midsize-Business

  • Allocator supports the following deployment:
    • Cloud Hosted

  • Allocator supports the following devices and operating systems:
    • Web-Based