PortfolioAnalyst
Curated by SignalPortfolio management software delivering analytics and reporting for investors.
Overview
PortfolioAnalyst is a portfolio management software that caters to both individual and institutional users. It offers features such as advanced reporting, benchmarks, risk metrics, and GIPS verified returns. The platform is designed to address various challenges associated with portfolio management and analytics, and it is available at no cost. The target audience includes individual investors and institutional clients, with the aim of facilitating informed decision-making through its analytics capabilities. The introduction of PortfolioAnalyst Beta adds real-time reporting features to the platform. Additionally, it provides multi-custody solutions and global accessibility, which may assist users in optimizing their investment strategies.
Key facts
- Founded
- 2002
- Headquarters
- Greenwich, United States
- Stage
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- Industry
- Financial Technology
Business model
- GTM channel
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- 5 products and services
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