Smartround
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Product Overview
Smartround Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
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Category-Based Capabilities
Smartround Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Investment Management Software 19 selected features Open category ↗ ⌄
Accounting
Alerts/Notifications
Financial Analysis
Visual Analytics
For Investors & Traders
For Investment Advisors
Risk Management
Modeling & Simulation
Portfolio Management
Performance Metrics
Compliance Tracking
Bonds/Stocks
Mobile Access
Commodity Futures
Portfolio Rebalancing
Fund Management
Client Portal
Benchmarking
Client Management
Pricing Information
Smartround Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Basic
¥0
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
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Frequently Asked Questions
Smartround FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
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.
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Smartround offers the following pricing plans & packages:
Basic
¥0 Per Month
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Smartround supports the following payment frequencies:
- Monthly Subscription
- No, Smartround does not offer an API.
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Smartround offers support with the following options:
- Email , Phone , FAQs/Forum
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Smartround offers training with the following options:
- Webinar , Documentation
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Smartround supports the following languages:
- English
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Following are the typical users of the Smartround:
- Self-Employed , Small-Business , Midsize-Business
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Smartround supports the following deployment:
- Cloud Hosted
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Smartround supports the following devices and operating systems:
- Web-Based
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