TheInvestorNet Overview

TheInvestorNet is an all-in-one investment management software designed for investment firms, asset managers, and private equity professionals to streamline the management of their portfolios. The platform offers a comprehensive set of tools for tracking investments, monitoring performance, and analyzing market trends. With TheInvestorNet, users can access real-time data on their investments, assess risk, and generate detailed financial reports to inform decision-making. The software supports the management of a wide range of asset types, including stocks, bonds, real estate, and private equity holdings, offering a centralized platform for all investment activities. TheInvestorNet includes powerful analytics and visualization tools that help investment professionals make data-driven decisions, as well as automated reporting features that save time and ensure compliance with industry regulations. Its user-friendly interface and cloud-based infrastructure make it easy for firms to scale their operations, track investment performance, and enhance overall portfolio management capabilities.

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Contact Details

  • Vendor Name TheCapitalNet
  • Founded 2017
  • Location United States

Support

  • Email Email
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Documentation Documentation
  • Videos Videos

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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TheInvestorNet Features

  • Arrow Icon Business Process Automation
  • Arrow Icon Drag & Drop
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Configurable Workflow
  • Arrow Icon Process Change Tracking
  • Arrow Icon Business Process Control
  • Arrow Icon Forms Management
  • Arrow Icon Customizable Templates
  • Arrow Icon Workflow Management
  • Arrow Icon No-Code
  • Arrow Icon Third Party Integrations
  • Arrow Icon Approval Process Control
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Storage
  • Arrow Icon Process Modeling & Designing
  • Arrow Icon Task Management
  • Arrow Icon Audit Trail
  • Arrow Icon Customizable Fields
  • Arrow Icon Monitoring
  • Arrow Icon Email Management
  • Arrow Icon Data Visualization
  • Arrow Icon Calendar Management
  • Arrow Icon User Management
  • Arrow Icon Graphical Workflow Editor
  • Arrow Icon Forms Automation
  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management
  • Arrow Icon Single Sign On
  • Arrow Icon Collaboration Tools
  • Arrow Icon Full Text Search
  • Arrow Icon Document Classification
  • Arrow Icon Audit Trail
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Bulk Uploading
  • Arrow Icon SSL Security
  • Arrow Icon Document Review
  • Arrow Icon Commenting/Notes
  • Arrow Icon Secure File Viewer
  • Arrow Icon Activity Tracking
  • Arrow Icon Tagging
  • Arrow Icon Electronic Signature
  • Arrow Icon Q&A Management
  • Arrow Icon Search/Filter
  • Arrow Icon Authentication
  • Arrow Icon HIPAA Compliant
  • Arrow Icon Document Management
  • Arrow Icon Project Management
  • Arrow Icon File Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Secure Data Storage
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Compliance Management
  • Arrow Icon User Management
  • Arrow Icon Watermarking
  • Arrow Icon Indexing
  • Arrow Icon Remote Access/Control
  • Arrow Icon Multi-Factor Authentication
  • Arrow Icon Version Control
  • Arrow Icon Automatic Backup
  • Arrow Icon Risk Assessment
  • Arrow Icon Document Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Portfolio Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Monitoring
  • Arrow Icon Contact Management
  • Arrow Icon Profit/Loss Statement
  • 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
  • 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

TheInvestorNet Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$70 Per User

TheInvestorNet FAQs

TheInvestorNet is an all-in-one investment management software designed for investment firms, asset managers, and private equity professionals to streamline the management of their portfolios. The platform offers a comprehensive set of tools for tracking investments, monitoring performance, and analyzing market trends. With TheInvestorNet, users can access real-time data on their investments, assess risk, and generate detailed financial reports to inform decision-making. The software supports the management of a wide range of asset types, including stocks, bonds, real estate, and private equity holdings, offering a centralized platform for all investment activities. TheInvestorNet includes powerful analytics and visualization tools that help investment professionals make data-driven decisions, as well as automated reporting features that save time and ensure compliance with industry regulations. Its user-friendly interface and cloud-based infrastructure make it easy for firms to scale their operations, track investment performance, and enhance overall portfolio management capabilities.

  • No, TheInvestorNet does not offer a free version.

  • Yes, TheInvestorNet offers a free trial.

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

  • TheInvestorNet offers the following pricing plans & packages:

    Basic

    $70 Per User

  • TheInvestorNet supports the following payment frequencies:

    • Monthly Subscription

  • No, TheInvestorNet does not offer an API.

  • TheInvestorNet offers support with the following options:
    • Email , Chat , Knowledge Base , FAQs/Forum

  • TheInvestorNet offers training with the following options:
    • Live Online , Documentation , Videos

  • TheInvestorNet supports the following languages:
    • English

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

  • TheInvestorNet supports the following deployment:
    • Cloud Hosted

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