FundExpert is a feature-rich investment management software deployed for managing financial assets and investment portfolio of the financial sector. The investment portfolio management software ensures paperless onboarding, portfolio re-balancing and one-click mandates for financial advisors and sub-brokers.
The financial management software is a trusted choice amongst investment, fund and private wealth managers for undertaking both auto-communications & multi-asset portfolio management. FundExpert financial management software also provides a multi-asset platform and end to end customized solutions for goal tracking & portfolio monitoring.
The investment portfolio management software further makes it easy to upload CSDL/NSDL files, download investment proofs and track goal-based investments. FundExpert investment management software lets you access integrated tools for tracking audit compliance, investment funds and portfolio activities. You can also use the software for collecting marketing insights.
The latest version of FundExpert is primarily used for portfolio monitoring, tracking, re-balancing and management. It has an intuitive interface and is simple to use. FundExpert can be easily integrated with your existing systems to ensure a smooth workflow. For more information, you can also refer to user manuals and take online FundExpert demo at Techjockey.com.
Get started with FundExpert in 5 simple steps:
Step 1: Buy FundExpert installation key from techjockey.com
Step 2: Directly login through the official website
Step 3: Sign up & create your account
Step 4: Add users & assign permissions
Step 5: Get started with FundExpert
FundExpert price in India starts at ₹5900. FundExpert comes with multiple pricing plans and caters to the diverse customer base.
The pricing of FundExpert may vary based on factors like customization, additional features required, number of users, and the deployment type. For subscription-related details and offers on premium packages, please request a call back from our product experts.
Mutual Fund Investment
FundExpert covers equities, fixed income, net asset value and ETFs for managing mutual fund portfolios.
The investment management software helps businesses go paperless by letting you send investment proposals to clients.
The investment portfolio management software monitors portfolios for mitigating the risks associated with making investments.
The stock manager software helps manage audit compliance, and portfolio activities for tracking investment goals.
Best UI & UX
The UX, design and UI of FundExpert financial management software is simple with frequent app updates.
FundExpert provides trading tools and workflow automation for doing both financial planning and portfolio re-balancing.
Use the feature for portfolio construction, risk monitoring, compliance and client onboarding.
The financial management software supports operational controls for establishing clearer approval processes.
The module calculates the ROI for assessing the efficiency of different investments made.
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Q. Which operating system does FundExpert support?
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