Ark7 Overview

Ark7 is an investment management software designed to help investors and asset managers efficiently track, analyze, and optimize their investment portfolios. The platform provides a centralized location for managing a wide range of asset classes, including stocks, bonds, mutual funds, real estate, and alternative investments. Ark7’s powerful analytics tools allow users to monitor portfolio performance in real-time, assessing factors such as risk, return, and diversification. It also offers advanced features like asset allocation models, portfolio rebalancing, and tax optimization strategies to help investors maximize returns and minimize risks. With Ark7, users can set investment goals, track progress, and receive personalized recommendations based on their risk tolerance and financial objectives. The software integrates with brokerage accounts, automatically importing transaction data to ensure accuracy and save time. Ark7’s intuitive interface makes it easy for both individual investors and institutional asset managers to manage large and complex portfolios. With real-time insights and portfolio tracking, Ark7 helps users make data-driven decisions and improve their investment strategies.

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Contact Details

  • Vendor Name Ark7
  • Founded
  • Location United States

Support

    NA


Training

  • NA

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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Ark7 Features

  • 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

Ark7 Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • NA

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Ark7 FAQs

Ark7 is an investment management software designed to help investors and asset managers efficiently track, analyze, and optimize their investment portfolios. The platform provides a centralized location for managing a wide range of asset classes, including stocks, bonds, mutual funds, real estate, and alternative investments. Ark7’s powerful analytics tools allow users to monitor portfolio performance in real-time, assessing factors such as risk, return, and diversification. It also offers advanced features like asset allocation models, portfolio rebalancing, and tax optimization strategies to help investors maximize returns and minimize risks. With Ark7, users can set investment goals, track progress, and receive personalized recommendations based on their risk tolerance and financial objectives. The software integrates with brokerage accounts, automatically importing transaction data to ensure accuracy and save time. Ark7’s intuitive interface makes it easy for both individual investors and institutional asset managers to manage large and complex portfolios. With real-time insights and portfolio tracking, Ark7 helps users make data-driven decisions and improve their investment strategies.

  • No, Ark7 does not offer a free version.

  • Yes, Ark7 offers a free trial.

  • No, Credit Card details are not required for the Ark7 trial.

  • No, Ark7 does not offer an API.

  • Ark7 supports the following languages:
    • English

  • Following are the typical users of the Ark7:
    • Self-Employed , Small-Business , Midsize-Business

  • Ark7 supports the following deployment:
    • Cloud Hosted

  • Ark7 supports the following devices and operating systems:
    • Web-Based