Smartround Overview

Smartround is an investment management software tailored for financial advisors, venture capitalists, and asset managers looking to streamline portfolio management and enhance investment tracking. The platform provides tools for managing investment portfolios, tracking financial performance, and generating detailed reports for stakeholders. Smartround offers a secure, centralized location for storing important documents, such as financial statements and investor updates, enabling easy access and organization. Its powerful analytics features allow users to assess portfolio performance, monitor market trends, and make informed investment decisions. Smartround’s collaboration tools support team coordination and facilitate communication with investors, improving transparency and engagement. Ideal for both small firms and large institutions, Smartround simplifies investment management, enhances data accuracy, and helps organizations maximize their financial outcomes with confidence.

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Contact Details

  • Vendor Name Smartround
  • Founded
  • Location Japan

Support

  • Email Email
  • Phone Phone
  • FAQs/Forum FAQs/Forum

Training

  • Webinar Webinar
  • 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

Investment Management, Real Estate, Venture Capital

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Smartround 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

Smartround Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • JPY (¥) JPY (¥)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$0 Per Month

Smartround FAQs

Smartround is an investment management software tailored for financial advisors, venture capitalists, and asset managers looking to streamline portfolio management and enhance investment tracking. The platform provides tools for managing investment portfolios, tracking financial performance, and generating detailed reports for stakeholders. Smartround offers a secure, centralized location for storing important documents, such as financial statements and investor updates, enabling easy access and organization. Its powerful analytics features allow users to assess portfolio performance, monitor market trends, and make informed investment decisions. Smartround’s collaboration tools support team coordination and facilitate communication with investors, improving transparency and engagement. Ideal for both small firms and large institutions, Smartround simplifies investment management, enhances data accuracy, and helps organizations maximize their financial outcomes with confidence.

  • No, Smartround does not offer a free version.

  • Yes, Smartround offers a free trial.

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

  • Smartround offers the following pricing plans & packages:

    Basic

    $0 Per Month

  • Smartround supports the following payment frequencies:

    • Monthly Subscription

  • No, Smartround does not offer an API.

  • Smartround offers support with the following options:
    • Email , Phone , FAQs/Forum

  • Smartround offers training with the following options:
    • Webinar , Documentation

  • Smartround supports the following languages:
    • English

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

  • Smartround supports the following deployment:
    • Cloud Hosted

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