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CU SHARE Overview

CU SHARE is a specialized investment management software designed to support credit unions and financial institutions in managing member investments. It offers a comprehensive suite of tools for tracking investment portfolios, analyzing market trends, and optimizing asset allocation. CU SHARE enables users to automate investment processes, providing real-time insights into portfolio performance and risk exposure. The software also includes features for regulatory compliance and reporting, ensuring that institutions meet industry standards and requirements. With its user-friendly interface, CU SHARE simplifies the investment management process, making it easier for financial professionals to focus on delivering value to their members. Ideal for credit unions and community banks, CU SHARE enhances investment management efficiency and effectiveness.

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Contact Details

  • Vendor Name Integrated Software
  • 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

Banking, Insurance, Investment Management

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CU SHARE 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

CU SHARE Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • NA

CU SHARE FAQs

CU SHARE is a specialized investment management software designed to support credit unions and financial institutions in managing member investments. It offers a comprehensive suite of tools for tracking investment portfolios, analyzing market trends, and optimizing asset allocation. CU SHARE enables users to automate investment processes, providing real-time insights into portfolio performance and risk exposure. The software also includes features for regulatory compliance and reporting, ensuring that institutions meet industry standards and requirements. With its user-friendly interface, CU SHARE simplifies the investment management process, making it easier for financial professionals to focus on delivering value to their members. Ideal for credit unions and community banks, CU SHARE enhances investment management efficiency and effectiveness.

  • No, CU SHARE does not offer a free version.

  • Yes, CU SHARE offers a free trial.

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

  • No, CU SHARE does not offer an API.

  • CU SHARE supports the following languages:
    • English

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

  • CU SHARE supports the following deployment:
    • Cloud Hosted

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