Baxon Solutions Overview

Baxon Solutions is a powerful investment management software designed to help financial advisors and investment firms optimize their investment processes. The platform offers comprehensive tools for portfolio management, performance analysis, and client reporting, enabling users to enhance their investment strategies. With Baxon Solutions, organizations can easily track investments, manage asset allocations, and analyze market trends seamlessly. The software provides features for risk assessment, compliance management, and client communication, ensuring that organizations adhere to regulatory standards while delivering exceptional client service. Baxon Solutions supports integration with various financial data providers and trading platforms, enhancing its functionality and facilitating seamless workflows. Ideal for investment firms and financial advisors, Baxon Solutions empowers users to improve investment management practices, enhance client satisfaction, and drive overall financial performance.

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Baxon Solutions Screenshot & Video

Contact Details

  • Vendor Name Preqin Solutions
  • Founded 2005
  • Location United Kingdom

Support

  • 24x7 Support 24x7 Support
  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

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

Banking, Insurance, Investment Management

Baxon Solutions Features

  • Arrow Icon Vesting Management
  • Arrow Icon Cap Table Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Document Storage
  • Arrow Icon Financial Modeling
  • Arrow Icon Valuation Management
  • Arrow Icon Private Equity
  • Arrow Icon Deal Management
  • Arrow Icon Public Equity
  • Arrow Icon Client Portal
  • Arrow Icon CRM
  • Arrow Icon Compliance Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Investor Reporting
  • 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

Baxon Solutions 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

$20000 Per User

Baxon Solutions FAQs

Baxon Solutions is a powerful investment management software designed to help financial advisors and investment firms optimize their investment processes. The platform offers comprehensive tools for portfolio management, performance analysis, and client reporting, enabling users to enhance their investment strategies. With Baxon Solutions, organizations can easily track investments, manage asset allocations, and analyze market trends seamlessly. The software provides features for risk assessment, compliance management, and client communication, ensuring that organizations adhere to regulatory standards while delivering exceptional client service. Baxon Solutions supports integration with various financial data providers and trading platforms, enhancing its functionality and facilitating seamless workflows. Ideal for investment firms and financial advisors, Baxon Solutions empowers users to improve investment management practices, enhance client satisfaction, and drive overall financial performance.

  • No, Baxon Solutions does not offer a free version.

  • Yes, Baxon Solutions offers a free trial.

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

  • Baxon Solutions offers the following pricing plans & packages:

    Basic

    $20000 Per User

  • Baxon Solutions supports the following payment frequencies:

    • Annual Subscription

  • No, Baxon Solutions does not offer an API.

  • Baxon Solutions offers support with the following options:
    • 24x7 Support , Chat

  • Baxon Solutions offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • Baxon Solutions supports the following languages:
    • English

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

  • Baxon Solutions supports the following deployment:
    • Cloud Hosted

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