KoreConX Overview

KoreConX is a robust investment management software designed to simplify and enhance the investment process for both firms and investors. With its comprehensive suite of tools, users can easily manage equity investments, shareholder communications, and compliance requirements. The platform offers a user-friendly interface that allows for seamless navigation through various investment portfolios and documents. KoreConX also features advanced analytics and reporting capabilities, providing insights that help investors make informed decisions. By utilizing KoreConX, organizations can streamline their investment operations, improve transparency, and enhance stakeholder engagement. This software is essential for investment firms looking to optimize their processes and ensure regulatory compliance while delivering exceptional service to their clients.

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Contact Details

  • Vendor Name KoreConX
  • Founded 2013
  • Location Canada

Support

  • Chat Chat

Training

  • Live Online Live Online
  • Webinar Webinar
  • 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

Financial Services, Investment Management

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KoreConX 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

KoreConX Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$150 Per User

KoreConX FAQs

KoreConX is a robust investment management software designed to simplify and enhance the investment process for both firms and investors. With its comprehensive suite of tools, users can easily manage equity investments, shareholder communications, and compliance requirements. The platform offers a user-friendly interface that allows for seamless navigation through various investment portfolios and documents. KoreConX also features advanced analytics and reporting capabilities, providing insights that help investors make informed decisions. By utilizing KoreConX, organizations can streamline their investment operations, improve transparency, and enhance stakeholder engagement. This software is essential for investment firms looking to optimize their processes and ensure regulatory compliance while delivering exceptional service to their clients.

  • Yes, KoreConX offers a free version.

  • Yes, KoreConX offers a free trial.

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

  • KoreConX offers the following pricing plans & packages:

    Basic

    $150 Per User

  • KoreConX supports the following payment frequencies:

    • Monthly Subscription

  • No, KoreConX does not offer an API.

  • KoreConX offers support with the following options:
    • Chat

  • KoreConX offers training with the following options:
    • Live Online , Webinar , Documentation

  • KoreConX supports the following languages:
    • English

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

  • KoreConX supports the following deployment:
    • Cloud Hosted

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