ValueOne Overview

ValueOne is a powerful investment management software that simplifies portfolio management for investors and financial institutions. Designed with user-friendly features, ValueOne allows users to monitor and analyze investments in real time, enabling informed decision-making. The platform offers tools for risk assessment, performance tracking, and asset allocation, ensuring that users can effectively manage their investment strategies. ValueOne also provides comprehensive reporting capabilities, allowing investors to generate detailed performance reports and visualize their portfolio’s performance over time. Its secure cloud-based infrastructure ensures that sensitive financial data is protected while remaining accessible from anywhere. By prioritizing flexibility and integration with existing financial systems, ValueOne supports a wide range of investment approaches, making it an essential tool for both individual and institutional investors looking to maximize their returns.

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Contact Details

  • Vendor Name PriceMetrix
  • Founded 2000
  • Location Canada

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

Banking, Insurance, Investment Management

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ValueOne 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

ValueOne Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$25000 Per User

ValueOne FAQs

ValueOne is a powerful investment management software that simplifies portfolio management for investors and financial institutions. Designed with user-friendly features, ValueOne allows users to monitor and analyze investments in real time, enabling informed decision-making. The platform offers tools for risk assessment, performance tracking, and asset allocation, ensuring that users can effectively manage their investment strategies. ValueOne also provides comprehensive reporting capabilities, allowing investors to generate detailed performance reports and visualize their portfolio’s performance over time. Its secure cloud-based infrastructure ensures that sensitive financial data is protected while remaining accessible from anywhere. By prioritizing flexibility and integration with existing financial systems, ValueOne supports a wide range of investment approaches, making it an essential tool for both individual and institutional investors looking to maximize their returns.

  • No, ValueOne does not offer a free version.

  • Yes, ValueOne offers a free trial.

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

  • ValueOne offers the following pricing plans & packages:

    Basic

    $25000 Per User

  • ValueOne supports the following payment frequencies:

    • Monthly Subscription

  • No, ValueOne does not offer an API.

  • ValueOne supports the following languages:
    • English

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

  • ValueOne supports the following deployment:
    • Cloud Hosted

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