Update Capital Overview

Update Capital is an investment management software designed to help investors and financial institutions manage portfolios and track investment performance. The platform provides a range of tools for analyzing market trends, optimizing asset allocation, and assessing investment risks. Update Capital’s real-time analytics give users insights into portfolio performance, allowing for quick decision-making and adjustments. The software also includes features for tracking dividends, capital gains, and tax implications, ensuring that investors have a comprehensive view of their financial positions. With customizable reporting and performance metrics, Update Capital helps investors make informed, data-driven decisions to maximize returns. Ideal for wealth managers, financial advisors, and institutional investors, Update Capital provides the tools needed to optimize portfolio management and drive long-term financial success.

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Contact Details

  • Vendor Name Update Capital
  • Founded
  • Location Canada

Support

  • Chat Chat

Training

  • In-person In-person
  • 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

Real Estate

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Update Capital 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

Update Capital Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Update Capital FAQs

Update Capital is an investment management software designed to help investors and financial institutions manage portfolios and track investment performance. The platform provides a range of tools for analyzing market trends, optimizing asset allocation, and assessing investment risks. Update Capital’s real-time analytics give users insights into portfolio performance, allowing for quick decision-making and adjustments. The software also includes features for tracking dividends, capital gains, and tax implications, ensuring that investors have a comprehensive view of their financial positions. With customizable reporting and performance metrics, Update Capital helps investors make informed, data-driven decisions to maximize returns. Ideal for wealth managers, financial advisors, and institutional investors, Update Capital provides the tools needed to optimize portfolio management and drive long-term financial success.

  • No, Update Capital does not offer a free version.

  • Yes, Update Capital offers a free trial.

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

  • No, Update Capital does not offer an API.

  • Update Capital offers support with the following options:
    • Chat

  • Update Capital offers training with the following options:
    • In-person , Webinar , Documentation

  • Update Capital supports the following languages:
    • English

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

  • Update Capital supports the following deployment:
    • Cloud Hosted

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