Cogency Overview

Cogency is an innovative investment management software designed to streamline the investment process for financial professionals. With its comprehensive suite of tools, Cogency enables users to manage portfolios, analyze market trends, and track investment performance efficiently. The software provides real-time data and analytics, empowering investment managers to make informed decisions and optimize their strategies. Cogency also features customizable reporting capabilities, allowing users to generate detailed performance reports for clients and stakeholders. By facilitating collaboration among team members and integrating with various financial platforms, Cogency enhances operational efficiency and helps organizations achieve their investment goals more effectively.

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Contact Details

  • Vendor Name Cogency Software
  • Founded 2002
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Chat Chat

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

Banking, Insurance, Investment Management

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Cogency Features

  • 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

Cogency Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$1 Per User

Cogency FAQs

Cogency is an innovative investment management software designed to streamline the investment process for financial professionals. With its comprehensive suite of tools, Cogency enables users to manage portfolios, analyze market trends, and track investment performance efficiently. The software provides real-time data and analytics, empowering investment managers to make informed decisions and optimize their strategies. Cogency also features customizable reporting capabilities, allowing users to generate detailed performance reports for clients and stakeholders. By facilitating collaboration among team members and integrating with various financial platforms, Cogency enhances operational efficiency and helps organizations achieve their investment goals more effectively.

  • No, Cogency does not offer a free version.

  • Yes, Cogency offers a free trial.

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

  • Cogency offers the following pricing plans & packages:

    Basic

    $1 Per User

  • Cogency supports the following payment frequencies:

    • Monthly Subscription

  • No, Cogency does not offer an API.

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

  • Cogency supports the following languages:
    • English

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

  • Cogency supports the following deployment:
    • Cloud Hosted

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