Wealth Management Platform
Durchschnittliche Bewertung5 Bewertungen
- Gesamt 3.5 / 5
- Benutzerfreundlichkeit 4 / 5
- Kundenservice 3 / 5
- Funktionen 4 / 5
- Preis-Leistungs-Verhältnis 4.5 / 5
- Startpreis 7,95 $/Monat
Cloud, SaaS, Web
Angaben zum Hersteller
- Gegründet 2006
- San Francisco
Über Wealth Management Platform
Ready-to-use presentation of financial analytics that can be distributed instantly including free asset allocation and portfolio optimization
Wealth Management Platform Funktionen
- Anleihen / Aktien
- Compliance Berichterstattung
- Für Anlageberater
- Für Investoren & Händler
- Modellierung & Simulation
Die hilfreichsten Reviews für Wealth Management Platform
Bewertet am 27.6.2016
Great Optimization Module
Kommentare: There are way too many tools for a novice investors. The one I like the most is the watchlist risk adjusted returns analysis. I'm actually impressed when they ask me to specify a "reasonable number of assets as computing power is limited". That means to me that they are actually crunching the numbers they say they're crunching.
Vorteile: Free tools actually add value
Nachteile: Sometimes a bit slow. Would like more help/directions on some exotic pages such as correlation analysis or backtesting
Bewertet am 26.6.2016
Impressive tools and visual analytics
Kommentare: Macroaxis made it possible for me to use the tools the big money managers on Wall Street use. That's what the site promises and with their one-week free trial I've been able to confirm it risk-free.
Vorteile: Comprehensive analyses I can run at any time, all day long
Nachteile: No account aggregation.
Bewertet am 20.5.2016
Macroaxis is a creditcard scam.
Kommentare: Macroaxis is a scam. They have been overcharging my credit card for 140 dollars. Last year I registered for a paid silver account. Because I did not use it, I cancelled my subscription a month later. However, they have continued to charge my credit card for the last 7 months. My attempts to contact macroaxis by phone and email are deliberately ignored. Do NOT give Macroaxis your credit card details.
Bewertet am 4.5.2017
Provides interesting insight into holdings.
Kommentare: Correlation matrix
Vorteile: The correlation function. I selected this software because I was having difficulty finding correlation functionality in other software that I use.
Nachteile: A bit cumbersome to navigate. Navigation is not quite as intuitive as I would like. Fewer steps to load and save portfolios would be nice.