Fund-Studio is an investment management software solution designed for asset managers, wealth managers, and financial advisors to help them efficiently manage their portfolios and investments. The platform provides comprehensive tools for tracking, analyzing, and optimizing investment portfolios, including real-time market data, asset allocation reports, and performance tracking. Fund-Studio integrates with a wide range of third-party financial services, allowing users to access up-to-date market trends, trading opportunities, and financial analytics. The software includes features for client management, reporting, and compliance, ensuring that all aspects of an investment portfolio are thoroughly documented and compliant with regulatory standards. Users can also generate detailed investment performance reports, which can be customized for clients, helping advisors provide clear and transparent insights into portfolio performance. Fund-Studio’s intuitive interface and powerful analytics make it an invaluable tool for professionals seeking to make informed investment decisions, enhance client relationships, and improve operational efficiency.
Objecutive
United States
Email
Billing & Invoicing
