PensionBox Overview

PensionBox is a specialized investment management software designed to help businesses and individuals manage retirement funds and investment portfolios. The platform allows users to track the performance of their investments, diversify portfolios, and make informed decisions based on market trends. PensionBox features real-time financial analysis tools, which provide up-to-date insights into asset performance, risk factors, and future projections. The software also supports automated portfolio rebalancing and tax optimization strategies to help users maximize returns while minimizing liabilities. PensionBox’s secure and user-friendly interface makes it easy for users to manage multiple accounts and retirement plans in one place, improving the efficiency and accuracy of their investment management.

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Contact Details

  • Vendor Name Asht Capital
  • Founded
  • Location India

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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PensionBox 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

PensionBox Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • INR (₹) INR (₹)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

PensionBox FAQs

PensionBox is a specialized investment management software designed to help businesses and individuals manage retirement funds and investment portfolios. The platform allows users to track the performance of their investments, diversify portfolios, and make informed decisions based on market trends. PensionBox features real-time financial analysis tools, which provide up-to-date insights into asset performance, risk factors, and future projections. The software also supports automated portfolio rebalancing and tax optimization strategies to help users maximize returns while minimizing liabilities. PensionBox’s secure and user-friendly interface makes it easy for users to manage multiple accounts and retirement plans in one place, improving the efficiency and accuracy of their investment management.

  • No, PensionBox does not offer a free version.

  • Yes, PensionBox offers a free trial.

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

  • No, PensionBox does not offer an API.

  • PensionBox supports the following languages:
    • English

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

  • PensionBox supports the following deployment:
    • Cloud Hosted

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