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What is EquityStat?

Our investment portfolio tracker streamlines the task of overseeing and assessing your financial assets from a single, accessible platform. EquityStat emerges as a standout, user-friendly application crafted with investors in mind. Its development was driven by individuals who truly understand the challenges faced by investors, stemming from the belief that innovation is born from necessity. We recognized that existing tools for tracking, managing, and analyzing investments often failed to meet user expectations. Many portfolio management solutions offered by brokerage firms were overly complicated, lacking crucial features, and primarily aimed at facilitating stock trades rather than providing a thorough investment analysis. At one point, we relied on a particular Fortune 500 investment portfolio application that suited our needs well; however, it gradually lost several key functions unexpectedly. Moreover, numerous competing applications were limited to Windows operating systems, restricting users to access their investment portfolios only from the computers where the management software was installed. With EquityStat, you can effortlessly access your portfolio from any device, guaranteeing that you remain updated on your investments at any time and from any location. This flexibility ensures that you can make informed financial decisions whenever opportunities arise.

What is 4SightGPS?

Tracking progress towards strategic goals can often prove to be quite daunting. How can you assess the effectiveness of your strategies and investments? With the help of 4SightGPS, you can eliminate the need for complex charts, confusing spreadsheets, or an overwhelming number of data points, as it offers a clear visual roadmap that reveals the key trends within your data, empowering you to allocate your time and resources with assurance, knowing your efforts will lead to the anticipated outcomes. Numerous agencies invest considerable time and financial resources into various marketing campaigns, yet they often find it difficult to grasp how these expenditures contribute to their achievement of objectives. Furthermore, in the medical equipment field service sector, it is crucial for organizations to ensure their Field Service Engineers (FSEs) are well-equipped with the skills necessary to independently carry out service calls and preventive maintenance, which is vital for maximizing utilization rates and ultimately boosting return on investment (ROI). By focusing on developing these essential skills, companies can enhance their operational efficiency and maintain a competitive edge in the market while also fostering a culture of continuous improvement.

Media

Media

Integrations Supported

Rayven

Integrations Supported

Rayven

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

EquityStat

Date Founded

2014

Company Location

United States

Company Website

www.equitystat.com/portmgr/pages/home.aspx

Company Facts

Organization Name

Directed Analytics

Date Founded

2014

Company Location

United States

Company Website

directedanalytics.com/products-4sightgps/

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

Artificial Intelligence

Chatbot
For Healthcare
For Sales
For eCommerce
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)

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