AllInvestView Reviews & Ratings

AllInvestView

5.0 out of 5 stars

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features 0 out of 5 stars
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Total 5 out of 5 stars
ease 5 out of 5 stars
features 4 out of 5 stars
design 4 out of 5 stars
support 5 out of 5 stars

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What is ConvexValue?

The ConvexValue Terminal offers users the ability to access financial analytics directly via a web browser. Users have the capability to craft, store, and distribute dashboards that feature various financial analytics components. These financial analytics components focus on real-time option data, enhancing decision-making for users. This platform is designed to streamline the analysis process for financial professionals.

What is AllInvestView?

AllInvestView serves as a sophisticated investment dashboard designed to simplify the oversight of your entire investment portfolio. This platform supports a diverse set of investment types, encompassing stocks, bonds, mutual funds, and cryptocurrencies, providing users with both a comprehensive summary and in-depth analytics. It features a dedicated fixed income module and automated dividend tracking, all presented through a user-friendly interface that enhances usability. What sets AllInvestView apart is its ability to manage a wide variety of asset classes, coupled with specialized tools for monitoring fixed income and yield performance. An efficient ticketing system is also integrated, allowing for quick adjustments and easy access to transaction details. Furthermore, the platform enriches investment strategies with sophisticated asset allocation tools, including efficient frontier analysis, which empowers users to optimize their portfolios. Looking ahead, planned upgrades will introduce tax reporting capabilities, making financial management even more seamless for users as they navigate their investment journeys.

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Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$99/month

Pricing Information

$5.99
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Windows
Mac
Linux

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

ConvexValue

Date Founded

2018

Company Location

United States

Company Website

convexvalue.com

Company Facts

Organization Name

AllInvestView

Date Founded

2023

Company Location

Spain

Company Website

www.allinvestview.com

Categories and Features

Trading

Not specified

Categories and Features

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