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Key features of PinkLion include:
- A Comprehensive Investment Overview
- Portfolio Setup via brokers or manual entry
- Smart Forecasting Tools
- In-Depth Portfolio Analytics
- Optimization Tools for Your Portfolio
- Scenario Simulations
- Direct Investment Comparisons
- Routine Evaluations of Portfolio Health
These capabilities enable users to maneuver through the intricacies of investing with enhanced confidence and clarity, ensuring a more strategic approach to wealth management. By leveraging our platform, investors can make informed decisions that align with their financial goals.
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Media
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Integrations Supported
Axis LMS
Binance
Charles Schwab
Cognito Forms
Dubb
FlowUp
Happy Grasshopper
Integrately
Integry
OSI IDX
Integrations Supported
Axis LMS
Binance
Charles Schwab
Cognito Forms
Dubb
FlowUp
Happy Grasshopper
Integrately
Integry
OSI IDX
API Availability
Has API
API Availability
Has API
Pricing Information
$15/month
Free Version
Free Trial Offered?
Pricing Information
$25.00/month/user
Starting price $25.00/month/user
Free Version
Free Trial Offered?
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
InnovationCraft UG (haftungsbeschränkt)
Date Founded
2023
Company Location
Germany
Company Website
pinklion.xyz/
Company Facts
Organization Name
LionDesk
Date Founded
2014
Company Location
United States
Company Website
www.liondesk.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
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation