ZagTrader Overview

ZagTrader is an advanced investment management software designed to help financial advisors, investment firms, and individual investors manage their portfolios effectively and make informed investment decisions seamlessly. It offers a comprehensive platform for tracking investments, analyzing portfolio performance, and providing personalized investment strategies. With ZagTrader, users can monitor real-time market data, access advanced analytics, and utilize automated portfolio rebalancing to ensure that investment strategies remain aligned with financial goals and market conditions. The software includes features such as client portal access, performance reporting, and risk assessment tools, enabling financial advisors to deliver transparent and insightful reports to their clients and enhance client relationships. Additionally, ZagTrader supports integration with popular financial institutions, CRM systems, and accounting software, ensuring seamless data synchronization and streamlined operations. The platform also offers robust security measures, including data encryption and user access controls, to protect sensitive financial information and ensure compliance with regulatory standards. Ideal for financial advisors, investment managers, and individual investors, ZagTrader enhances investment management accuracy, improves portfolio performance, and supports strategic investment planning through its powerful and user-friendly investment management solutions.

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ZagTrader Screenshot & Video

Contact Details

  • Vendor Name SK ADVISORY
  • Founded 2008
  • Location United Arab Emirates

Support

  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • 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

Financial Services

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ZagTrader Features

  • Arrow Icon Order Fulfillment
  • Arrow Icon Shipping Management
  • Arrow Icon Returns Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Recurring Orders
  • Arrow Icon Special Order Management
  • Arrow Icon Contact Database
  • Arrow Icon Backorder Management
  • Arrow Icon Order Entry
  • Arrow Icon Order Tracking
  • Arrow Icon Barcode/Ticket Scanning
  • Arrow Icon Shipping Labels
  • Arrow Icon Multi-Currency
  • Arrow Icon Warehouse Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Real Time Reporting
  • Arrow Icon Inventory Management
  • Arrow Icon Multi-Location
  • Arrow Icon eCommerce Management
  • Arrow Icon Customer History
  • Arrow Icon Sales Orders
  • Arrow Icon Discount Management
  • Arrow Icon Purchase Order Management
  • Arrow Icon Multi-Channel Management
  • Arrow Icon Supplier Management
  • Arrow Icon Accounting Integration
  • Arrow Icon Product Catalog
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Forecasting
  • 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

ZagTrader Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • One-Time Payment One-Time Payment

Plans & Packages

Basic

$100000 One-time

ZagTrader FAQs

ZagTrader is an advanced investment management software designed to help financial advisors, investment firms, and individual investors manage their portfolios effectively and make informed investment decisions seamlessly. It offers a comprehensive platform for tracking investments, analyzing portfolio performance, and providing personalized investment strategies. With ZagTrader, users can monitor real-time market data, access advanced analytics, and utilize automated portfolio rebalancing to ensure that investment strategies remain aligned with financial goals and market conditions. The software includes features such as client portal access, performance reporting, and risk assessment tools, enabling financial advisors to deliver transparent and insightful reports to their clients and enhance client relationships. Additionally, ZagTrader supports integration with popular financial institutions, CRM systems, and accounting software, ensuring seamless data synchronization and streamlined operations. The platform also offers robust security measures, including data encryption and user access controls, to protect sensitive financial information and ensure compliance with regulatory standards. Ideal for financial advisors, investment managers, and individual investors, ZagTrader enhances investment management accuracy, improves portfolio performance, and supports strategic investment planning through its powerful and user-friendly investment management solutions.

  • No, ZagTrader does not offer a free version.

  • Yes, ZagTrader offers a free trial.

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

  • ZagTrader offers the following pricing plans & packages:

    Basic

    $100000 One-time

  • ZagTrader supports the following payment frequencies:

    • One-Time Payment

  • No, ZagTrader does not offer an API.

  • ZagTrader offers support with the following options:
    • Chat

  • ZagTrader offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • ZagTrader supports the following languages:
    • English

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

  • ZagTrader supports the following deployment:
    • Cloud Hosted

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