FX Agency Advisor Overview

FX Agency Advisor is a powerful investment management software designed to streamline operations for financial institutions and investment firms. This comprehensive platform provides tools for managing client portfolios, analyzing market trends, and executing trades, ensuring that organizations can operate efficiently and effectively. With features like real-time analytics, automated reporting, and risk management tools, FX Agency Advisor enhances decision-making and operational efficiency. The software supports integration with existing systems, allowing for seamless data flow across departments. Its user-friendly interface makes it accessible for financial advisors and investment managers. By optimizing investment management processes, FX Agency Advisor empowers organizations to improve client satisfaction, reduce operational costs, and drive overall growth.

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FX Agency Advisor Screenshot & Video

Contact Details

  • Vendor Name FXATrade
  • Founded
  • Location Canada

Support

  • 24x7 Support 24x7 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

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FX Agency Advisor 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

FX Agency Advisor Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • One-Time Payment One-Time Payment

Plans & Packages

Basic

$549 One-time

FX Agency Advisor FAQs

FX Agency Advisor is a powerful investment management software designed to streamline operations for financial institutions and investment firms. This comprehensive platform provides tools for managing client portfolios, analyzing market trends, and executing trades, ensuring that organizations can operate efficiently and effectively. With features like real-time analytics, automated reporting, and risk management tools, FX Agency Advisor enhances decision-making and operational efficiency. The software supports integration with existing systems, allowing for seamless data flow across departments. Its user-friendly interface makes it accessible for financial advisors and investment managers. By optimizing investment management processes, FX Agency Advisor empowers organizations to improve client satisfaction, reduce operational costs, and drive overall growth.

  • No, FX Agency Advisor does not offer a free version.

  • Yes, FX Agency Advisor offers a free trial.

  • No, Credit Card details are not required for the FX Agency Advisor trial.

  • FX Agency Advisor offers the following pricing plans & packages:

    Basic

    $549 One-time

  • FX Agency Advisor supports the following payment frequencies:

    • One-Time Payment

  • No, FX Agency Advisor does not offer an API.

  • FX Agency Advisor offers support with the following options:
    • 24x7 Support , Chat

  • FX Agency Advisor supports the following languages:
    • English

  • Following are the typical users of the FX Agency Advisor:
    • Self-Employed , Small-Business , Midsize-Business