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Ratings and Reviews 0 Ratings
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What is Passiv?
Passiv elevates your brokerage account into a sophisticated instrument for portfolio management. With just one click, you can craft a personalized index, invest, and effortlessly rebalance while managing multiple accounts seamlessly. By linking accounts from our supported partner platforms, you can optimize your investment strategy. If your brokerage isn't on our list, we encourage you to join our mailing list for updates on new integrations. Gain mastery over your investments and effectively maintain your target allocations. Thanks to Passiv’s "buy-only" feature, identifying underweight assets in your portfolio becomes a quick and simple task. The platform automates trade calculations and execution, saving you valuable time in keeping your investments balanced. Furthermore, you will receive notifications whenever new cash or dividends are deposited or if your portfolio diverges from its planned allocation. We work closely with brokerages and leverage their APIs to guarantee that your information stays secure, ensuring compliance with their regulations. You will find that utilizing Passiv for your investment management brings both convenience and a sense of security. Overall, Passiv not only simplifies the investing process but also empowers you to make informed decisions with ease.
What is INDATA iPM Portfolio Architect AI?
INDATA's iPM Portfolio Architect AI is a groundbreaking order and execution management tool designed for the investment industry, facilitating tasks such as portfolio construction, modeling, rebalancing, compliance, trading, and reporting through cutting-edge artificial intelligence and machine learning technologies. By harnessing natural language processing, Architect AI streamlines complex workflows, empowering portfolio managers, traders, compliance officers, operations personnel, and executives to work more efficiently by significantly reducing the number of clicks and keystrokes required in any task, leading to considerable time savings. This state-of-the-art fund management software is specifically designed to tailor the portfolio management experience to the unique requirements of each firm and their individual investment strategies, ultimately enhancing overall productivity. As the investment management sector continues to adopt various technological innovations, there is a remarkable opportunity to refine and elevate the investment management process. Firms that embrace these advancements are likely to not only improve their operational efficiencies but also gain a significant competitive advantage in a fast-changing market landscape, positioning themselves for long-term success. The continuous evolution of technology in this field promises to reshape traditional practices and drive future growth.
Integrations Supported
Alpaca
Interactive Brokers
Kraken
Questrade
TD Ameritrade
Tradier
Unocoin
Wealthica
Zerodha
Integrations Supported
Alpaca
Interactive Brokers
Kraken
Questrade
TD Ameritrade
Tradier
Unocoin
Wealthica
Zerodha
API Availability
Has API
API Availability
Has API
Pricing Information
$99 per year
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
Passiv
Date Founded
2017
Company Location
Canada
Company Website
passiv.com
Company Facts
Organization Name
INDATA
Company Location
United States
Company Website
www.indataipm.com/order-and-execution-management/
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
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