Buy Now – Fund / Portfolio / Investment Manager Software
We can even customize this it further to fit your exact requirement. However, fill up the form at our contact page to discuss this further. Check out the information below to see what you’ll receive when you buy Investment Manager Software for your trading firm. Besides, please do not hesitate to chat with us in case you have any queries.
We can even customize it further to fit your exact requirement. Fill up the form at our contact page to discuss this further.
| Recurring | One time | |
|---|---|---|
| Software Type | Preset | Preset |
| Hosted | Our Server | Any Server |
| Storage Space | 10 GB | NA |
| Bandwidth | 100 GB | NA |
| Admins/Users | Unlimited | Unlimited |
| Source Code | No | Yes |
| Setup | FREE | $250 |
| Price | $300/year | $550/one time |
| Try Demo | Buy Now | Buy Now |
Fund / Portfolio / Investment Manager Software CRM includes
Investment Manager can have the ability to create –
1] Unlimited Investors / client creation
2] Unlimited Funds records
3] Unlimited Pipeline
4] Unlimited Portfolios
5] Unlimited Documents to be uploaded into the CRM
6] Unlimited Comments per Module and per record
CRM Expert Help on Investment Manager Software
* Additionally, you can increase your Hard Disk Space in increments of 5GB costing USD50/month.
Find more about out CRM before you get started with our Fund Manager Software.
Moreover, all plans come with a USD35/hour of telephone support in the event you wish to speak to someone from our technical team to help you out with something or any customization request.