Nextvestment Overview

Nextvestment is a robust investment management software designed to streamline the investment process for asset managers, advisors, and financial institutions. It offers tools for portfolio management, risk assessment, and financial analysis, enabling users to make data-driven investment decisions. Nextvestment’s intuitive interface provides real-time insights into market trends, asset performance, and client portfolios, ensuring that investment strategies are aligned with financial goals. The platform also includes compliance and reporting tools, helping users meet regulatory requirements and maintain transparency. With automated workflows, Nextvestment reduces the administrative burden on investment professionals, allowing them to focus on strategy and client engagement. Ideal for firms looking to enhance their investment management processes, Nextvestment supports efficient decision-making, risk mitigation, and portfolio growth.

Read More

Contact Details

  • Vendor Name Nextvestment Inc.
  • Founded
  • Location Singapore

Support

  • Email Email

Training

  • NA

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

Nextvestment 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

Nextvestment Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • NA

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Nextvestment FAQs

Nextvestment is a robust investment management software designed to streamline the investment process for asset managers, advisors, and financial institutions. It offers tools for portfolio management, risk assessment, and financial analysis, enabling users to make data-driven investment decisions. Nextvestment’s intuitive interface provides real-time insights into market trends, asset performance, and client portfolios, ensuring that investment strategies are aligned with financial goals. The platform also includes compliance and reporting tools, helping users meet regulatory requirements and maintain transparency. With automated workflows, Nextvestment reduces the administrative burden on investment professionals, allowing them to focus on strategy and client engagement. Ideal for firms looking to enhance their investment management processes, Nextvestment supports efficient decision-making, risk mitigation, and portfolio growth.

  • No, Nextvestment does not offer a free version.

  • Yes, Nextvestment offers a free trial.

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

  • No, Nextvestment does not offer an API.

  • Nextvestment offers support with the following options:
    • Email

  • Nextvestment supports the following languages:
    • English

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

  • Nextvestment supports the following deployment:
    • Cloud Hosted

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