Chartsmart Overview

Chartsmart is an advanced investment management software designed to streamline portfolio tracking and enhance financial decision-making for investors. This platform offers comprehensive tools for monitoring asset performance, analyzing market trends, and generating detailed reports seamlessly. With its user-friendly interface, investors can easily input financial data, track investments, and monitor portfolio diversification in real-time. Chartsmart features robust analytics capabilities that provide insights into risk assessment, performance metrics, and investment strategies, enabling organizations to make informed financial decisions. The software supports integration with existing accounting systems, ensuring a seamless flow of information across operations. By leveraging Chartsmart, investors can enhance their investment management processes, improve returns, and ultimately drive financial success. This software is essential for any organization looking to optimize its portfolio management.

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Chartsmart Screenshot & Video

Contact Details

  • Vendor Name Chartsmart Software
  • Founded 1996
  • Location Canada

Support

  • Chat Chat

Training

  • Live Online Live Online
  • Webinar Webinar

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

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

Languages Supported

English


Industries

Banking, Insurance, Investment Management

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Chartsmart 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

Chartsmart Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Basic

$600 Per User

Chartsmart FAQs

Chartsmart is an advanced investment management software designed to streamline portfolio tracking and enhance financial decision-making for investors. This platform offers comprehensive tools for monitoring asset performance, analyzing market trends, and generating detailed reports seamlessly. With its user-friendly interface, investors can easily input financial data, track investments, and monitor portfolio diversification in real-time. Chartsmart features robust analytics capabilities that provide insights into risk assessment, performance metrics, and investment strategies, enabling organizations to make informed financial decisions. The software supports integration with existing accounting systems, ensuring a seamless flow of information across operations. By leveraging Chartsmart, investors can enhance their investment management processes, improve returns, and ultimately drive financial success. This software is essential for any organization looking to optimize its portfolio management.

  • No, Chartsmart does not offer a free version.

  • Yes, Chartsmart offers a free trial.

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

  • Chartsmart offers the following pricing plans & packages:

    Basic

    $600 Per User

  • Chartsmart supports the following payment frequencies:

    • Annual Subscription

  • No, Chartsmart does not offer an API.

  • Chartsmart offers support with the following options:
    • Chat

  • Chartsmart offers training with the following options:
    • Live Online , Webinar

  • Chartsmart supports the following languages:
    • English

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