FinlogiK Overview

FinlogiK is a cutting-edge investment management software designed to facilitate the efficient handling of financial portfolios for both individual and institutional investors. This comprehensive platform offers a suite of tools for analyzing market trends, monitoring investments, and generating detailed performance reports. With its user-friendly interface, investors can easily track their assets and make informed decisions based on real-time data. FinlogiK also features risk assessment tools that help users evaluate potential investments and diversify their portfolios effectively. The software supports compliance with regulatory requirements, ensuring that all transactions are documented and transparent. By utilizing FinlogiK, investment managers can enhance their operational efficiency, optimize investment strategies, and ultimately drive higher returns for their clients.

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Contact Details

  • Vendor Name FinlogiK
  • Founded 1998
  • Location Canada

Support

  • Chat Chat

Training

  • NA

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

FinlogiK 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

FinlogiK Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$1 Per User

FinlogiK FAQs

FinlogiK is a cutting-edge investment management software designed to facilitate the efficient handling of financial portfolios for both individual and institutional investors. This comprehensive platform offers a suite of tools for analyzing market trends, monitoring investments, and generating detailed performance reports. With its user-friendly interface, investors can easily track their assets and make informed decisions based on real-time data. FinlogiK also features risk assessment tools that help users evaluate potential investments and diversify their portfolios effectively. The software supports compliance with regulatory requirements, ensuring that all transactions are documented and transparent. By utilizing FinlogiK, investment managers can enhance their operational efficiency, optimize investment strategies, and ultimately drive higher returns for their clients.

  • No, FinlogiK does not offer a free version.

  • Yes, FinlogiK offers a free trial.

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

  • FinlogiK offers the following pricing plans & packages:

    Basic

    $1 Per User

  • FinlogiK supports the following payment frequencies:

    • Monthly Subscription

  • No, FinlogiK does not offer an API.

  • FinlogiK offers support with the following options:
    • Chat

  • FinlogiK supports the following languages:
    • English

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