Investfly

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Investfly Evaluation Snapshot

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User RatingNot rated yet
Starting Price$19.99 / month
Free TrialAvailable
Free VersionYes
APINot available
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

Investfly Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Investfly

Investfly is an innovative investment management software designed to streamline portfolio management and trading processes for investors and financial professionals. With its userfriendly interface, Investfly allows users to create, monitor, and analyze investment portfolios efficiently. The software features robust analytics tools that provide insights into market trends, performance metrics, and risk assessments, empowering users to make informed investment decisions. Investfly also includes automation capabilities, allowing users to set trading rules and execute trades based on market conditions. Additionally, the platform supports integration with various brokerage accounts, enhancing overall investment management. By leveraging Investfly, organizations can optimize their investment strategies, improve portfolio performance, and achieve financial goals.
Company Investfly
Founded 2014
Headquarters United States
Employees NA

Support

NA

Training

Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 2 industries available
Financial Services Investment Management
Category-Based Capabilities

Investfly Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Investment Management Software 19 selected features Open category ↗ ⌄
Accounting Alerts/Notifications Financial Analysis Visual Analytics For Investors & Traders For Investment Advisors Risk Management Modeling & Simulation Portfolio Management Performance Metrics Compliance Tracking Bonds/Stocks Mobile Access Commodity Futures Portfolio Rebalancing Fund Management Client Portal Benchmarking Client Management
Pricing Information

Investfly Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Flat Rate
Preferred Currency USD ($)
Free Trial Available
Free Version Yes
Payment Frequency Monthly Subscription
Basic
$19.99 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

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Frequently Asked Questions

Investfly FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Investfly is an innovative investment management software designed to streamline portfolio management and trading processes for investors and financial professionals. With its userfriendly interface, Investfly allows users to create, monitor, and analyze investment portfolios efficiently. The software features robust analytics tools that provide insights into market trends, performance metrics, and risk assessments, empowering users to make informed investment decisions. Investfly also includes automation capabilities, allowing users to set trading rules and execute trades based on market conditions. Additionally, the platform supports integration with various brokerage accounts, enhancing overall investment management. By leveraging Investfly, organizations can optimize their investment strategies, improve portfolio performance, and achieve financial goals.

  • Yes, Investfly offers a free version.

  • Yes, Investfly offers a free trial.

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

  • Investfly offers the following pricing plans & packages:

    Basic

    $19.99 Per Month

  • Investfly supports the following payment frequencies:

    • Monthly Subscription

  • No, Investfly does not offer an API.

  • Investfly offers training with the following options:
    • Documentation

  • Investfly supports the following languages:
    • English

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

  • Investfly supports the following deployment:
    • Cloud Hosted

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