JamesApp Overview

JamesApp is an advanced investment management software that empowers individuals and financial professionals to manage their portfolios effectively. The platform provides real-time data, sophisticated analytics, and comprehensive reports to assist users in making informed investment decisions. With features like portfolio tracking, risk assessment, and asset allocation, JamesApp helps users optimize their investment strategies while minimizing potential risks. Additionally, it offers integration with various financial institutions and trading platforms, providing seamless synchronization of accounts and transactions. The software’s intuitive interface and advanced features make it an excellent choice for anyone looking to take control of their investments and enhance their financial management capabilities.

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Contact Details

  • Vendor Name CFG Tech
  • Founded
  • Location

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • 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

Czech


Industries

Investment Management, Real Estate, Venture Capital

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JamesApp 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

JamesApp Pricing

Pricing Type

  • Pricing Type Usage Based

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Pro

$119 Per Month

JamesApp FAQs

JamesApp is an advanced investment management software that empowers individuals and financial professionals to manage their portfolios effectively. The platform provides real-time data, sophisticated analytics, and comprehensive reports to assist users in making informed investment decisions. With features like portfolio tracking, risk assessment, and asset allocation, JamesApp helps users optimize their investment strategies while minimizing potential risks. Additionally, it offers integration with various financial institutions and trading platforms, providing seamless synchronization of accounts and transactions. The software’s intuitive interface and advanced features make it an excellent choice for anyone looking to take control of their investments and enhance their financial management capabilities.

  • No, JamesApp does not offer a free version.

  • Yes, JamesApp offers a free trial.

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

  • JamesApp offers the following pricing plans & packages:

    Pro

    $119 Per Month

  • JamesApp supports the following payment frequencies:

    • Monthly Subscription

  • No, JamesApp does not offer an API.

  • JamesApp offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • JamesApp offers training with the following options:
    • In-person , Live Online , Documentation

  • JamesApp supports the following languages:
    • Czech

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

  • JamesApp supports the following deployment:
    • Cloud Hosted

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