i3DIY Overview

i3DIY is a powerful investment management software designed to help individual investors and financial advisors manage their portfolios efficiently. The platform offers a comprehensive suite of tools that enable users to track their investments, analyze asset performance, and make informed decisions based on real-time data. With intuitive dashboards and customizable reports, i3DIY allows users to monitor their portfolios across multiple asset classes, including stocks, bonds, real estate, and alternative investments. The software also integrates with popular financial institutions and data providers, ensuring that users receive up-to-date market information and performance metrics. i3DIY includes features for risk management, asset allocation, and portfolio rebalancing, helping users optimize their investment strategies. Whether you're a seasoned investor or just starting out, i3DIY offers the flexibility and insights needed to build, manage, and grow a diversified investment portfolio.

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Contact Details

  • Vendor Name Ownla
  • Founded 2018
  • Location United States

Support

    NA


Training

  • Documentation Documentation

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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i3DIY 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

i3DIY Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Basic

$69 Per Year

i3DIY FAQs

i3DIY is a powerful investment management software designed to help individual investors and financial advisors manage their portfolios efficiently. The platform offers a comprehensive suite of tools that enable users to track their investments, analyze asset performance, and make informed decisions based on real-time data. With intuitive dashboards and customizable reports, i3DIY allows users to monitor their portfolios across multiple asset classes, including stocks, bonds, real estate, and alternative investments. The software also integrates with popular financial institutions and data providers, ensuring that users receive up-to-date market information and performance metrics. i3DIY includes features for risk management, asset allocation, and portfolio rebalancing, helping users optimize their investment strategies. Whether you're a seasoned investor or just starting out, i3DIY offers the flexibility and insights needed to build, manage, and grow a diversified investment portfolio.

  • Yes, i3DIY offers a free version.

  • Yes, i3DIY offers a free trial.

  • No, Credit Card details are not required for the i3DIY trial.

  • i3DIY offers the following pricing plans & packages:

    Basic

    $69 Per Year

  • i3DIY supports the following payment frequencies:

    • Annual Subscription

  • No, i3DIY does not offer an API.

  • i3DIY offers training with the following options:
    • Documentation

  • i3DIY supports the following languages:
    • English

  • Following are the typical users of the i3DIY:
    • Self-Employed , Small-Business , Midsize-Business

  • i3DIY supports the following deployment:
    • Cloud Hosted

  • i3DIY supports the following devices and operating systems:
    • Web-Based