Investors WorkStation

Investors WorkStation


Wer nutzt diese Software?

Independent investment advisors and individual investors who invest for themselves.

Durchschnittliche Bewertung

1 Bewertung
  • Gesamt 5/5
  • Benutzerfreundlichkeit 5/5
  • Kundenservice 5/5
  • Funktionen
  • Preis-Leistungs-Verhältnis


  • Startpreis 350,00 $/einmalig
  • Kostenlose Version Nein
  • Gratis Testen Ja
  • Einsatz Installiert - Windows
  • Training Live Online
  • Kundenbetreuung Support während der Geschäftszeiten

Angaben zum Hersteller

  • Gegründet 1989

Über Investors WorkStation

Create, manage, modify, monitor, and measure investment portfolios; user defined and modifiable investment databases, model portfolio templates, and allocation table matrix; allocate, rebalance, reallocate, and blend individual, selected, or global investment portfolios as investor investment profiles, current market conditions, relative investment values, and market outlook change; decision making, action taking reports; to take advance of change rather than to be the victim of change.

Investors WorkStation Funktionen

  • Anleihen / Aktien
  • Benchmarking
  • Compliance Berichterstattung
  • Datenimport/-export
  • Fondsverwaltung
  • Für Anlageberater
  • Für Investoren & Händler
  • Immobilien
  • Kundenmanagement
  • Kundenportal
  • Leistungskennzahlen
  • Modellierung & Simulation
  • Portfolio-Neuausrichtung
  • Rechnungsführung
  • Risikomanagement
  • Warentermingeschäfte

Die hilfreichsten Reviews für Investors WorkStation

As other users have told me, if you get it, there is none better. I get it!

Bewertet am 2.9.2015
Teresa C.
Quelle des Nutzers 
Eigenschaften & Funktionalitäten

Kommentare: Works as described and does it better than any other portfolio management program I have tried over the years.
There is a learning curve; but, once you get the basics, the process is a breeze.
Though program accounts for every penny, it is not intended as a 'back office' accounting program; as explained to me, it is intended as a 'client communication program' (their words) to help me show clients the detail of how I create and manage investment portfolios; create portfolios in a second; right in front of clients; perfect!

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