Easefolio Overview

Easefolio is a comprehensive investment management software designed to help individuals and businesses manage their investment portfolios with ease. The platform provides a centralized hub for tracking investments, analyzing portfolio performance, and making informed decisions based on real-time market data. Easefolio offers tools for portfolio diversification, asset allocation, and risk management, helping users optimize their investment strategy according to their financial goals and risk tolerance. The software includes features for portfolio rebalancing, tax optimization, and reporting, making it easier for investors to stay on top of their financial position and meet long-term investment objectives. Easefolio also integrates with external financial institutions and investment platforms, ensuring seamless synchronization of account data and providing a holistic view of investments. Whether for personal wealth management or corporate investment strategies, Easefolio helps businesses and individuals take control of their investments, reduce risk, and increase financial returns.

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Contact Details

  • Vendor Name Black Mountain Investment Group
  • 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

Investment Management, Real Estate, Venture Capital

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Easefolio 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

Easefolio Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • NA

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Easefolio FAQs

Easefolio is a comprehensive investment management software designed to help individuals and businesses manage their investment portfolios with ease. The platform provides a centralized hub for tracking investments, analyzing portfolio performance, and making informed decisions based on real-time market data. Easefolio offers tools for portfolio diversification, asset allocation, and risk management, helping users optimize their investment strategy according to their financial goals and risk tolerance. The software includes features for portfolio rebalancing, tax optimization, and reporting, making it easier for investors to stay on top of their financial position and meet long-term investment objectives. Easefolio also integrates with external financial institutions and investment platforms, ensuring seamless synchronization of account data and providing a holistic view of investments. Whether for personal wealth management or corporate investment strategies, Easefolio helps businesses and individuals take control of their investments, reduce risk, and increase financial returns.

  • No, Easefolio does not offer a free version.

  • Yes, Easefolio offers a free trial.

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

  • No, Easefolio does not offer an API.

  • Easefolio supports the following languages:
    • English

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

  • Easefolio supports the following deployment:
    • Cloud Hosted

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