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What is Fund Manager?

Fund Manager is a powerful software tool specifically crafted for efficient portfolio management. It comes in various editions designed for different types of users, including personal investors, professional traders, and investment advisors, each with tailored features to suit their needs. Users can view various screenshots that display a wide range of graphs and reports illustrating the software's capabilities. To get started with Fund Manager, you can visit the download page and try out a fully functional trial version to see how it meets your investment needs. Comprehensive tutorials are available, including a quick-start guide aimed at helping new users efficiently navigate the software's features. After evaluating its offerings, you have the option to purchase a licensed version for ongoing use. The software excels in maintaining a thorough transaction history for an unlimited number of investments and portfolios. You can keep track of a wide variety of assets, such as stocks, mutual funds, options, bonds, cash, and more. Furthermore, it allows users to monitor their investment activities, including purchases, redemptions, distributions, transfers, and intricate transactions such as splits, re-combinations, mergers, and spin-offs, supporting both long and short investment positions. This all-encompassing approach guarantees that users have the tools they need to manage every facet of their portfolios effectively while adapting to the evolving landscape of investment management.

What is AccuTouch POS?

Tamion runs a versatile online download hub where registered users can select from various purchase options as well as receive updates, along with a free version of the service. Users opting for the complimentary edition will face a small fee of about 3 cents per transaction, though discounts are offered for those making larger purchases. We invite you to browse our store to find the ideal option for your requirements. Each version we offer, including the free one, comes with 200 free transactions; after this limit, additional transaction packs need to be bought from our store. Once these packs are acquired, they can be effortlessly downloaded and set up. Our premium versions come with exclusive features that are unavailable in the free edition. Importantly, more than half of our revenue is generated through our dealers and distributors, a percentage that is on the rise. We take great pride in delivering some of the most competitive profit margins and exceptional support for our partners. Furthermore, we are dedicated to the continuous improvement of our offerings to adapt to the changing demands of our users, ensuring that we remain at the forefront of the industry. Our commitment to innovation is unwavering, as we strive to enhance user experience and satisfaction.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$129 per license
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

Beiley Software

Date Founded

1993

Company Location

United States

Company Website

www.fundmanagersoftware.com

Company Facts

Organization Name

Tamion

Company Website

www.tamion.com

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

Point of Sale

Barcode Scanning
Commission Management
Cryptocurrency Support
Customer Account Profiles
Discount Management
Electronic Signature
Gift Card Management
Loyalty Program
Multi-Location
Restaurant POS
Retail POS
Returns Management
eCommerce Integration

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