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What is Zeitgeber?

A user-friendly and clear design facilitates rapid status updates, allowing you to view your daily schedule, planned events, and upcoming trips at a glance. You can easily organize your time and appointments by dragging and dropping tasks into place. With comprehensive assessments of ongoing projects, including budget management and historical insights, you will have full control over your operations. This adaptable platform caters to a wide range of users, from top executives to new trainees, by presenting information from multiple angles. Zeitgeber offers a 14-day free trial during which you can invite as many users as you like and take advantage of all its features. To continue enjoying the service after the trial period, a credit card is required, but you won't be charged until that time arrives. If you decide not to proceed, your account will be deactivated after a while. You can opt for a subscription to Zeitgeber anytime after your trial, with a monthly rate of 5.00 € per user or an annual plan costing 50.00 € per user, which effectively lowers the monthly cost to 4.50 € per user. This adaptable pricing model guarantees that you only pay for what you actually use as your team expands, ensuring maximum flexibility as your needs evolve. Additionally, the straightforward interface enhances user experience, making it easy for everyone to navigate and benefit from the platform.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per month
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

Zeitgeber

Company Location

Germany

Company Website

getzeitgeber.com

Company Facts

Organization Name

PortaxSoftware

Date Founded

1994

Company Location

United States

Company Website

www.portaxsoftware.com

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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

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