ACBTracking
Curated by SignalWealth management software suite calculating adjusted cost bases for investments.
Overview
ACBTracking is a wealth management software suite aimed at Canadian accountants, investment advisors, and investors. It focuses on calculating the adjusted cost bases of various listed Canadian investment products. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. ACBTracking maintains a comprehensive database with over 100,000 lines of data, enabling users to input buy and sell information for accurate calculations. The software addresses the complexities of tax-related calculations, aiming to streamline operations, ensure compliance, and improve client engagement.
Key facts
- Founded
- 2006
- Headquarters
- Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 2 products and services
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