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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 CrystalBridge?

Central to various digital operations are sophisticated ERP (enterprise resource planning) systems that oversee crucial data needed for effective corporate governance. When digital transformation takes place, these ERP systems and their associated data must undergo updates, restructuring, archiving, and integration. This scenario opens up numerous opportunities, setting the stage for businesses to thrive in the future. Nonetheless, such transformations can also bring about challenges, causing many organizations to view IT transformation efforts more as risks than as opportunities for progress. In response to this dilemma, we have developed software designed to expedite transformation processes while significantly enhancing security and reducing errors. As a result, we have completed more than 12,500 projects successfully. Furthermore, mergers and acquisitions offer businesses a path to continue their growth journey, enabling them to optimize processes through internal adjustments or by consolidating certain departments. Ultimately, a proactive approach to these transformations can foster enhanced operational efficiency and ensure long-term viability, paving the way for sustained success in a competitive landscape.

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

SNP

Date Founded

1994

Company Location

Germany

Company Website

www.snpgroup.com/en/crystalbridge-home

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

Data Management

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

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