Visual FPM Overview

Visual FPM is a comprehensive investment management software that provides financial professionals with the tools they need to manage portfolios, analyze financial data, and make informed investment decisions. It offers advanced features for portfolio tracking, performance analysis, and risk management, enabling users to monitor the value of investments in real-time and assess their financial health. Visual FPM integrates seamlessly with market data feeds and financial institutions, providing up-to-date information on stocks, bonds, and other investment vehicles. Its powerful reporting tools allow for detailed performance reviews, asset allocation analysis, and risk assessments. The software also supports financial forecasting and scenario analysis, helping users project potential outcomes based on different market conditions. With its user-friendly interface, Visual FPM simplifies complex financial processes and provides easy access to critical information. Whether managing individual portfolios or large institutional assets, Visual FPM equips financial professionals with the insights needed to optimize investment strategies.

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Contact Details

  • Vendor Name Computer Design
  • Founded
  • Location United Kingdom

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

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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Visual FPM Features

  • 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

Visual FPM Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • GBP (£) GBP (£)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$1000 Per Month

Visual FPM FAQs

Visual FPM is a comprehensive investment management software that provides financial professionals with the tools they need to manage portfolios, analyze financial data, and make informed investment decisions. It offers advanced features for portfolio tracking, performance analysis, and risk management, enabling users to monitor the value of investments in real-time and assess their financial health. Visual FPM integrates seamlessly with market data feeds and financial institutions, providing up-to-date information on stocks, bonds, and other investment vehicles. Its powerful reporting tools allow for detailed performance reviews, asset allocation analysis, and risk assessments. The software also supports financial forecasting and scenario analysis, helping users project potential outcomes based on different market conditions. With its user-friendly interface, Visual FPM simplifies complex financial processes and provides easy access to critical information. Whether managing individual portfolios or large institutional assets, Visual FPM equips financial professionals with the insights needed to optimize investment strategies.

  • No, Visual FPM does not offer a free version.

  • Yes, Visual FPM offers a free trial.

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

  • Visual FPM offers the following pricing plans & packages:

    Basic

    $1000 Per Month

  • Visual FPM supports the following payment frequencies:

    • Monthly Subscription

  • No, Visual FPM does not offer an API.

  • Visual FPM supports the following languages:
    • English

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