Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • FundCount Reviews & Ratings
    13 Ratings
    Company Website
  • AlternativeSoft Reviews & Ratings
    19 Ratings
    Company Website
  • Property Matrix Reviews & Ratings
    69 Ratings
    Company Website
  • KPI Fire Reviews & Ratings
    27 Ratings
    Company Website
  • Rent Manager Reviews & Ratings
    771 Ratings
    Company Website
  • Collect! Reviews & Ratings
    76 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website
  • PESTBOSS Reviews & Ratings
    2 Ratings
    Company Website
  • Nexo Reviews & Ratings
    15,878 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    470 Ratings
    Company Website

Media

Media

Integrations Supported

Microsoft Outlook
Dropbox
Envestnet Portal
Google Drive
Microsoft Excel
MoneyGuidePro
Nitrogen
Practifi
Redtail CRM
RightCapital
Riskalyze
Salesforce
TD Ameritrade
Wealthbox

Integrations Supported

Microsoft Outlook
Dropbox
Envestnet Portal
Google Drive
Microsoft Excel
MoneyGuidePro
Nitrogen
Practifi
Redtail CRM
RightCapital
Riskalyze
Salesforce
TD Ameritrade
Wealthbox

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$500 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

INDATA AI

Company Location

United Kingdom

Company Website

www.indataipm.com/portfolio-management-software/

Company Facts

Organization Name

CircleBlack

Date Founded

2013

Company Location

United States

Company Website

www.circleblack.com

Categories and Features

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

Popular Alternatives

Popular Alternatives

M2Advisor Reviews & Ratings

M2Advisor

M2Wealth
Mobius Wealth Reviews & Ratings

Mobius Wealth

Profile Software
PriceMetrix Reviews & Ratings

PriceMetrix

McKinsey & Company
Axys Reviews & Ratings

Axys

SS&C Advent
SIMON Reviews & Ratings

SIMON

SIMON Markets