Caltina Overview

Caltina is a robust investment management software designed to streamline financial operations for investment firms and portfolio managers. This platform offers a comprehensive suite of tools for portfolio analysis, risk management, and performance reporting, enabling organizations to optimize their investment strategies effectively. With its user-friendly interface, Caltina allows users to track portfolio performance, assess risk exposure, and generate detailed reports seamlessly. The software also provides advanced analytics capabilities, helping firms make informed investment decisions based on real-time data. By enhancing investment management processes, Caltina empowers organizations to improve their performance and achieve financial success. This software is essential for investment firms looking to optimize their operations and drive profitability.

Read More

Contact Details

  • Vendor Name Caltina
  • 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

Financial Services, Investment Management

You May Also Like

AdvisorEngine CRM

AdvisorEngine CRM

$65 Per month

AppFolio Investment Manager

AppFolio Investment Manager

$650 Per month

Backstop

Backstop

Contact Vendor

Betterment

Betterment

Contact Vendor

Caltina 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

Caltina Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Caltina FAQs

Caltina is a robust investment management software designed to streamline financial operations for investment firms and portfolio managers. This platform offers a comprehensive suite of tools for portfolio analysis, risk management, and performance reporting, enabling organizations to optimize their investment strategies effectively. With its user-friendly interface, Caltina allows users to track portfolio performance, assess risk exposure, and generate detailed reports seamlessly. The software also provides advanced analytics capabilities, helping firms make informed investment decisions based on real-time data. By enhancing investment management processes, Caltina empowers organizations to improve their performance and achieve financial success. This software is essential for investment firms looking to optimize their operations and drive profitability.

  • No, Caltina does not offer a free version.

  • Yes, Caltina offers a free trial.

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

  • No, Caltina does not offer an API.

  • Caltina supports the following languages:
    • English

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

  • Caltina supports the following deployment:
    • Cloud Hosted

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