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What is Totem VC?
An innovative operating system designed for effective fund management. It integrates effortlessly with your back-office systems, allowing you to monitor your investments and the overall performance of your funds. Simplify your data collection to effectively manage the growth of your portfolio companies and improve your ability to support their diverse needs. With our advanced reporting tool, you can create tailored LP reports or effortlessly import real-time data into Excel for added convenience. Streamline your deal pipeline to align your investment team and save countless hours that would otherwise be spent on tedious manual data entry. Leverage your firm's network to assist in identifying new deals, enhancing fundraising efforts, recruiting talent, and facilitating valuable introductions. This all-encompassing strategy not only increases operational efficiency but also equips your firm with the insights needed for making well-informed decisions with greater simplicity. Moreover, by fostering collaboration and communication among team members, your organization can adapt swiftly to market changes and seize new opportunities as they arise.
What is PORTAX After-Tax Portfolio Analysis?
Enhancing after-tax portfolios and asset allocation requires a thorough examination of investment tactics over various time frames, concentrating on factors such as asset weight, market value, cost basis, cash flows, management fees, turnover rates, taxes, and after-tax returns for every single asset. This in-depth evaluation can include as many as 100 different assets analyzed across 120 unique periods, with assessment intervals ranging from daily to yearly. Moreover, the framework is designed to facilitate the creation of sub-portfolios that accommodate different tax scenarios and ownership structures. By integrating international asset class return series, one can significantly improve the inputs for forecasting models, while Monte Carlo simulations provide a means to evaluate constructed portfolios under a range of market conditions. Additionally, the "What If" portfolio feature empowers users to create and assess personalized investment strategies aligned with specific objectives. The model also supports various international currencies and tax rates, offering a comprehensive view of asset allocation on a global scale. To effectively respond to economic cycles and fluctuations, the methodology incorporates time-varying asset returns and standard deviations, ensuring that strategies adapt to dynamic market conditions. Ultimately, this meticulous process results in detailed client reporting that is customized to fulfill the unique requirements of each private client, enhancing their overall investment experience. This level of tailored analysis not only helps in optimizing returns but also ensures a more strategic approach to managing taxes and investments.
Integrations Supported
Microsoft Excel
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$49 per user per month
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
Totem VC
Company Location
United States
Company Website
totemvc.com
Company Facts
Organization Name
PortaxSoftware
Date Founded
1994
Company Location
United States
Company Website
www.portaxsoftware.com
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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