Wise Tradr Overview

Wise Tradr is an investment management software designed to simplify and optimize the process of managing investment portfolios. Whether for individual investors, financial advisors, or asset managers, the platform offers a comprehensive suite of tools to track, analyze, and manage various types of investments, including stocks, bonds, real estate, and alternative assets. Wise Tradr provides real-time market data, portfolio analytics, and risk assessment tools to help users make informed investment decisions. The software’s intuitive dashboard displays key performance indicators (KPIs), such as portfolio returns, asset allocation, and performance benchmarking, enabling users to evaluate and adjust their investment strategies. Wise Tradr also supports automated trading, allowing users to set personalized rules for executing trades based on market conditions. With its advanced reporting features, Wise Tradr helps investors stay organized, monitor their financial goals, and improve overall investment performance while minimizing risks.

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Contact Details

  • Vendor Name Byteface
  • Founded
  • Location United States

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

Investment Management, Real Estate, Venture Capital

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Wise Tradr 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

Wise Tradr Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Wise Tradr FAQs

Wise Tradr is an investment management software designed to simplify and optimize the process of managing investment portfolios. Whether for individual investors, financial advisors, or asset managers, the platform offers a comprehensive suite of tools to track, analyze, and manage various types of investments, including stocks, bonds, real estate, and alternative assets. Wise Tradr provides real-time market data, portfolio analytics, and risk assessment tools to help users make informed investment decisions. The software’s intuitive dashboard displays key performance indicators (KPIs), such as portfolio returns, asset allocation, and performance benchmarking, enabling users to evaluate and adjust their investment strategies. Wise Tradr also supports automated trading, allowing users to set personalized rules for executing trades based on market conditions. With its advanced reporting features, Wise Tradr helps investors stay organized, monitor their financial goals, and improve overall investment performance while minimizing risks.

  • No, Wise Tradr does not offer a free version.

  • Yes, Wise Tradr offers a free trial.

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

  • No, Wise Tradr does not offer an API.

  • Wise Tradr supports the following languages:
    • English

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

  • Wise Tradr supports the following deployment:
    • Cloud Hosted

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