notata Overview

Notata is a comprehensive investment management software designed to streamline portfolio management, investment analysis, and performance reporting for financial professionals and investors. With an intuitive interface, it enables users to track, manage, and analyze a wide range of investment assets, including stocks, bonds, real estate, and alternative investments. Notata offers robust tools for risk assessment, portfolio diversification, and scenario analysis, helping investors make informed decisions based on real-time data. The platform also provides customizable dashboards, allowing users to view key metrics, track performance against benchmarks, and generate detailed financial reports. Its advanced data integration capabilities ensure seamless synchronization with market feeds, custodians, and other financial systems, offering a comprehensive view of an investor's portfolio. With its focus on accuracy, efficiency, and ease of use, Notata enables both individual and institutional investors to optimize their strategies, monitor market trends, and achieve long-term financial goals.

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Contact Details

  • Vendor Name notata
  • Founded
  • Location Norway

Support

    NA


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

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notata 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

notata Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • NOK (kr) NOK (kr)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

notata FAQs

Notata is a comprehensive investment management software designed to streamline portfolio management, investment analysis, and performance reporting for financial professionals and investors. With an intuitive interface, it enables users to track, manage, and analyze a wide range of investment assets, including stocks, bonds, real estate, and alternative investments. Notata offers robust tools for risk assessment, portfolio diversification, and scenario analysis, helping investors make informed decisions based on real-time data. The platform also provides customizable dashboards, allowing users to view key metrics, track performance against benchmarks, and generate detailed financial reports. Its advanced data integration capabilities ensure seamless synchronization with market feeds, custodians, and other financial systems, offering a comprehensive view of an investor's portfolio. With its focus on accuracy, efficiency, and ease of use, Notata enables both individual and institutional investors to optimize their strategies, monitor market trends, and achieve long-term financial goals.

  • No, notata does not offer a free version.

  • Yes, notata offers a free trial.

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

  • No, notata does not offer an API.

  • notata supports the following languages:
    • English

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

  • notata supports the following deployment:
    • Cloud Hosted

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