PortfolioNet Overview

PortfolioNet is a sophisticated investment management software designed to help organizations manage their investment portfolios effectively. This platform provides comprehensive tools for tracking asset performance, analyzing investment strategies, and generating reports for stakeholders. With its user-friendly interface, users can easily monitor portfolio allocations, assess risk levels, and optimize investment decisions based on real-time data. PortfolioNet also offers powerful analytics capabilities that enable organizations to evaluate market trends and make informed investment choices. Ideal for financial advisors, asset managers, and institutional investors, PortfolioNet empowers users to enhance their investment management processes and achieve their financial goals. By leveraging this software, organizations can improve decision-making, increase transparency, and optimize portfolio performance, ultimately driving investment success.

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Contact Details

  • Vendor Name Galeo
  • Founded
  • Location Switzerland

Support

    NA


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

English


Industries

Graphic Design

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PortfolioNet 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

PortfolioNet Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • CHF (Fr.) CHF (Fr.)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Basic

$6000 Per Year

PortfolioNet FAQs

PortfolioNet is a sophisticated investment management software designed to help organizations manage their investment portfolios effectively. This platform provides comprehensive tools for tracking asset performance, analyzing investment strategies, and generating reports for stakeholders. With its user-friendly interface, users can easily monitor portfolio allocations, assess risk levels, and optimize investment decisions based on real-time data. PortfolioNet also offers powerful analytics capabilities that enable organizations to evaluate market trends and make informed investment choices. Ideal for financial advisors, asset managers, and institutional investors, PortfolioNet empowers users to enhance their investment management processes and achieve their financial goals. By leveraging this software, organizations can improve decision-making, increase transparency, and optimize portfolio performance, ultimately driving investment success.

  • No, PortfolioNet does not offer a free version.

  • Yes, PortfolioNet offers a free trial.

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

  • PortfolioNet offers the following pricing plans & packages:

    Basic

    $6000 Per Year

  • PortfolioNet supports the following payment frequencies:

    • Annual Subscription

  • No, PortfolioNet does not offer an API.

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

  • PortfolioNet supports the following languages:
    • English

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

  • PortfolioNet supports the following deployment:
    • Cloud Hosted

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