RD Investment Suite Overview

RD Investment Suite is a powerful stock portfolio management software designed to streamline the tracking and optimization of investment portfolios. It allows financial advisors, traders, and investors to efficiently organize and analyze stock portfolios in real time. With an intuitive interface, RD Investment Suite provides comprehensive analytics, enabling users to monitor performance, rebalance portfolios, and assess risk with ease. Advanced features include automated alerts for stock market shifts, portfolio reallocation suggestions, and an integrated dashboard for performance visualization. Designed to meet the needs of both novice and experienced investors, RD Investment Suite offers secure data handling and access to real-time stock market insights, empowering users to make informed investment decisions. It seamlessly integrates with other financial tools, creating a robust ecosystem for managing investments and maximizing returns.

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Contact Details

  • Vendor Name RD SISTEMAS
  • Founded
  • Location Chile

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

Advertising & Marketing, Automotive, Banking, Computer & Network Security, Education Management, Financial Services, Information Technology & Services

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RD Investment Suite Features

  • Arrow Icon Client Management
  • Arrow Icon Wash Sale Detection
  • Arrow Icon Risk Management
  • Arrow Icon For Traders
  • Arrow Icon Financial Analysis
  • Arrow Icon Portfolio Accounting
  • Arrow Icon Portfolio Management
  • Arrow Icon Tax Management
  • Arrow Icon Stock Management
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon For Investment Advisors
  • Arrow Icon Alerts/Notifications

RD Investment Suite Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

RD Investment Suite FAQs

RD Investment Suite is a powerful stock portfolio management software designed to streamline the tracking and optimization of investment portfolios. It allows financial advisors, traders, and investors to efficiently organize and analyze stock portfolios in real time. With an intuitive interface, RD Investment Suite provides comprehensive analytics, enabling users to monitor performance, rebalance portfolios, and assess risk with ease. Advanced features include automated alerts for stock market shifts, portfolio reallocation suggestions, and an integrated dashboard for performance visualization. Designed to meet the needs of both novice and experienced investors, RD Investment Suite offers secure data handling and access to real-time stock market insights, empowering users to make informed investment decisions. It seamlessly integrates with other financial tools, creating a robust ecosystem for managing investments and maximizing returns.

  • No, RD Investment Suite does not offer a free version.

  • Yes, RD Investment Suite offers a free trial.

  • No, Credit Card details are not required for the RD Investment Suite trial.

  • No, RD Investment Suite does not offer an API.

  • RD Investment Suite supports the following languages:
    • English

  • Following are the typical users of the RD Investment Suite:
    • Self-Employed , Small-Business , Midsize-Business

  • RD Investment Suite supports the following deployment:
    • Cloud Hosted

  • RD Investment Suite supports the following devices and operating systems:
    • Web-Based