Complex Interests Overview

Complex Interests is an advanced investment management software designed to help financial professionals manage investment portfolios effectively. This platform offers a comprehensive suite of tools for portfolio analysis, risk assessment, and performance tracking, ensuring informed decisionmaking. With Complex Interests, users can monitor market trends, analyze asset performance, and generate detailed reports on investment strategies. The software features realtime data feeds and customizable dashboards, providing insights into portfolio performance and market conditions. Additionally, Complex Interests supports integration with various financial tools, enhancing overall investment management processes. By optimizing portfolio management, Complex Interests empowers organizations to achieve their investment goals and maximize returns.

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Contact Details

  • Vendor Name Complex Interests
  • Founded 2012
  • Location United States

Support

    NA


Training

  • In-person In-person
  • Live Online Live Online
  • 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

Financial Services, Investment Management

Complex Interests 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

Complex Interests Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Basic

$2000 Per User

Complex Interests FAQs

Complex Interests is an advanced investment management software designed to help financial professionals manage investment portfolios effectively. This platform offers a comprehensive suite of tools for portfolio analysis, risk assessment, and performance tracking, ensuring informed decisionmaking. With Complex Interests, users can monitor market trends, analyze asset performance, and generate detailed reports on investment strategies. The software features realtime data feeds and customizable dashboards, providing insights into portfolio performance and market conditions. Additionally, Complex Interests supports integration with various financial tools, enhancing overall investment management processes. By optimizing portfolio management, Complex Interests empowers organizations to achieve their investment goals and maximize returns.

  • No, Complex Interests does not offer a free version.

  • Yes, Complex Interests offers a free trial.

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

  • Complex Interests offers the following pricing plans & packages:

    Basic

    $2000 Per User

  • Complex Interests supports the following payment frequencies:

    • Annual Subscription

  • No, Complex Interests does not offer an API.

  • Complex Interests offers training with the following options:
    • In-person , Live Online , Documentation

  • Complex Interests supports the following languages:
    • English

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

  • Complex Interests supports the following deployment:
    • Cloud Hosted

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