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What is otris corporate?

Transform your investment management procedures with Otris Corporate, which enhances transparency for more effective oversight and administration by providing organized charts, structured documentation, traceable progress reports, and customized analytics. Investment management fundamentally revolves around implementing a clear investment strategy, optimizing administrative tasks, and establishing uniform controls, all of which depend on having current and consistent data regarding locations, investors, committees, and mandate holders. When information is disbursed across various locations within an organization, the effort to compile it becomes not only cumbersome but also generates doubts about the information's accuracy and completeness. This situation incites critical questions about the timeliness of the data, its various interconnections, and the historical context that has shaped the current scenario. A comprehensive solution lies in adopting a centralized software system specifically crafted for investment management, which guarantees that vital information is readily available and trustworthy, facilitating informed decision-making. By integrating such a system, organizations can significantly reduce ambiguity and enhance the efficiency of their investment processes, ultimately leading to better outcomes. In the fast-paced financial landscape, embracing these technological advancements is essential for maintaining a competitive edge.

What is Basil?

Basil is an intuitive and feature-rich app designed for investment research and portfolio tracking, catering to both beginner investors and seasoned finance professionals alike. At its core, Basil offers a suite of powerful tools that facilitate the management and monitoring of investment portfolios. The application ensures a dynamic and user-friendly experience, making the intricacies of financial markets accessible to all users. For portfolio tracking, Basil equips individuals with real-time analytics and comprehensive data related to their investments. Its dashboard showcases asset allocation, investment performance, and historical growth trends, enabling users to monitor a variety of securities, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), with continuous updates. Additionally, customizable notifications alert users to significant changes and potential opportunities within their portfolios. In terms of investment research, Basil stands out as a robust tool that consolidates financial data, market insights, and detailed analyses, empowering users with advanced statistics to inform their investment decisions. With its comprehensive features, Basil not only aids in tracking investments but also enhances the overall understanding of the market landscape, making it an invaluable resource for anyone looking to navigate the world of finance effectively.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$5.99/month/user
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

otris software

Date Founded

1998

Company Location

Germany

Company Website

www.otris.com/products/otris-corporate-investment-management/

Company Facts

Organization Name

Basil Finance

Date Founded

2022

Company Location

United States

Company Website

basil.fi

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

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

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