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InvestmentPro

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What is InvestmentPro?

Built on a robust architecture InvestmentPro is a fully integrated portfolio management & risk management solution. With integrated front, middle and back office features the solution delivers transparency and consistency across business functions and departments.

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InvestmentPro Starting Price

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Key Features of InvestmentPro

Here are the powerful features that make InvestmentPro stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

Asset Management Software Order Management Software Portfolio Management Software Trading Software Business Process Management Software

3PL Management
Access control
Access Request Management
Account Management
Activity Log
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Allocation
Analytics
Approval Workflow
Archiving & Retention
Asset Allocation
Asset Budgeting
Asset Discovery
Asset Lifecycle Management
Asset performance management
Asset Sharing
Asset Tagging
Asset Tracking
Audit Management
Audit Trail
Auditing
Automated Review & Approval
Automated Routing
Automatic Device Recognition
Automatic Scans
Availability Management
Backup Log
Backup Management
Backup Scheduling
Bandwidth Monitoring
Barcode Generation
Barcode Scanning
Barcode Support
Barcoding / RFID
Baseline Manager
Behavioral Analytics
Big Data Analytics
Billing & Invoicing
Billing for Data
Billing for Voice
Budgeting & Forecasting
Business Process Control
Buy Side (Suppliers)
Calibration Management
Calibration Schedules
Call Monitoring
Capacity Analytics
Capacity Monitoring
Case Management
Cataloging / Categorization
Census Data Integration
Certification Management
Change Calendar
Change Management
Change Planning
Chargeback Tracking
Check-in / Check-out
Checkpoint Tracking
CMMS
Collaboration
Commercial Leases
Commercial Properties
Complaint Classification
Completion Tracking
Compliance Management
Compliance Tracking
Compression
Condition Monitoring
Configuration Management
Conflict Tracking
Consolidation
Contact Management
Container Shipping
Content Management
Contract Lifecycle Management
Contract Management
Contract Negotiation
Contract/License Management
Contractor Management
Controls Testing
Corrective / Preventive Actions
Corrective Actions (CAPA)
Cost Management
Cost Tracking
CPU Monitoring
Credential Management
CRM
Cross Reference System
Custom Labels
Custom Patches
Custom Rate Plans
Customer Complaint Tracking
Customer DataBase
Customer Management
Customer Portal
Dashboard
Data Collection
Data Discovery
Data Management
Data Search
Data Visualization
Demand Monitoring
Deployment Management
Depreciation Management
Depreciation Tracking
Design Management
Desktop Virtualization
Device Auto Discovery
Device History
Device management
Diagnostic Testing
Diagnostic Tools
Discount Management
Dispatch Management
Disposal Management
Disposal Tracking
Dock Management
Document Management
Driver Management
Due date tracking
Electronic Signature
Employee Lifecycle Management
Employee Management
Encryption
Endpoint Management
Energy Management
Environmental Compliance
Environmental Management
Environmental Risk Assessment
Equipment Maintenance
Equipment Management
Equipment Tracking
ERP
Event Logs
Event Management
Event Tracking
Evidence Management
Exception Alerts
Exceptions Management
Expense Management
Facility Management
Facility Scheduling
Fee Maintenance
Feedback Management
File Access Control
Filtered Search
Fixed Asset Management
Fixed Line Compatibility
Floor Plans & Maps
For Facility Management
For Offices
For Retail
Forecasting
Forms Management
Freight Shipping
Fuel Management
Fuel Tracking
Full Transaction Diagnostics
Gage Management
Gate/Access Control
Geocoding
GIS
Government Contracts
GPS tracking
Hardware Inventory
Help Desk
Hierarchical Mapping
HIPAA Compliance
Historical Reporting
History Tracking
Image Editing
Image Exporting
Image Management
Import/Export Data
Incident Management
Incident Reporting
Incremental Backup
Individualized Assessments
Industrial Safety Management
Injury Reporting
Inspection Management
Insurance Management
Internal Cost Allocation
Internet Mapping
Internet Usage Monitoring
Interoperability
Intrusion Detection System
Inventory control
Inventory Management
Inventory Tracking
Investigation Management
IP Address Monitoring
IP Protection
ISO Compliance
Issue & Return Management
Issue Management
Issue Tracking
IT Asset Management
IT Budgeting
IT Risk Management
Item Management
Job Costing
Job Management
Key & Lock Management
Keyword Search
Knowledge Base
Knowledge Capture
Knowledge Management
Label Printing
Label Templates
Labeling
Labor Projection
Landlord Database
Late Fee Calculation
Lease Management
Letter generation
License Management
License Tracking
Live Chat
Local Server Options
Location Tracking
Location-Based Mapping
Logistics Management
Mailroom Management
Maintenance History
Maintenance Management
Maintenance Scheduling
Maintenance Tracking
Map Creation
Map Exporting
Map Sharing
Material Management
Measurement Readings
MES
Metered Billing
Mileage Tracking
Mobile Access
Motor Pool
Move / Add / Change Options
MSDS
Multi-Cloud Management
Multi-Location
Multi-Patch Deployments
Multi-Platform
Multi-Station Management
Multi-User
Multi-User Collaboration
Multiple System Support
Network Diagnosis
Network Logs
Network Resource Management
Network Scanning
Network Wide Management
Node management
Occupancy Management
Occupational Health Management
On-Demand Mapping
Online Booking
Operational Risk Management
Order Management
OSHA Compliance
OSHA Recordkeeping
Out-of-Tolerance Notification
Package Tracking
Parcel Shipping
Parts Inventory Management
Parts Management
Password Management
Patch Management
Performance Analytics
Performance Appraisal
Performance Control
Performance Management
Performance Monitoring
Photos In Reports
Planning & Zoning
Policy Creation Wizard
Policy Management
Portable License
Portfolio Management
Pre-built Templates
Predictive Maintenance
Preventive Maintenance
Preventive Maintenance Scheduling
Print on Site
Prioritization
Problem Management
Procurement Management
Product Activation
Project Management
Property Management
Purchasing
QR Codes
Quality Management
Quotes / Estimates
Rate Management
Real Time Monitoring
Real Time Synchronization
Real Time Tracking
Receiving Labels
Receiving/Putaway Management
Recurring Appointments
Recurring Rentals
Relationship Mapping
Release & Deployment Management
Release Management
Reminders
Remote Access
Remote Protection
Remote Server Options
Remote Systems Monitoring
Remote Update / Installation
Renewal Management
Rent Tracking
Repair Tracking
Report Templates
Reporting
Requisition Management
Reservations Management
Residential Leases
Residential Properties
Resource Management
Retail Leases
Returns Management
RFID
Risk Alerts
Risk Assessment
Risk Management
Role Management
Room Scheduling
Root-Cause Diagnosis
Routing
Safety Management
Safety Risk Assessment
Sarbanes-Oxley Compliance
Scheduling
Scoring
Screen Sharing
Search Within Document
Secure Data Storage
Security Event Log
Self Service Portal
Self-Updating Maps
Sell Side (Customers)
Serial Number Tracking
Server Monitoring
Server Performance
Service Catalog
Service History
Service History Tracking
Service Reporting
Service Request Management
Session Recording
Session Transfer
Shadow IT Detection
Shelf Planning
Shipment Tracking
Shipping Labels
Shipping Management
Short / Long Term Rental
Signature Capture
SKU / UPC codes
SLA Monitoring
Software Inventory
Software License Management
Software Management
Spatial Analysis
Specialty Contracts
Speech Recognition
Spend Management
Split Billing
Statistical Data Reporting
Status Tracking
Sublease Management
Subscription Management
Subscription Services
Supplier Management
Survey Management
Surveys & Feedback
Synchronization Management
Syslogs
Task Management
Task Tracking
Tax Management
Technician Management
Tenant Database
Territory Management
Test / Quiz Creation
Ticket Management
Time & Attendance
Timing Rights
Tire Management
To-Do List
Tool Kitting
Trace individual transactions
Trailer Management
Training Management
Trial License
Uptime Monitoring
Usage Reporting
Usage Tracking / Analytics
User Access Permissions
User Activity Monitoring
User Provisioning
Vacancy Tracking
Variable Workforce
Vehicle Information
Vehicle Tracking
Vendor Management
Version Control
VIN Lookup
Violation History
Violation Tracking
Virtual Machine Monitoring
Visualization
Vulnerability Assessment
Vulnerability Scanning
Warehouse Management
Warranty Management
Warranty Tracking
Waste Management
Web Access / Restoration
Web Logs
Web Traffic Reporting
Weed Abatement Control
Whitelisting / Blacklisting
Wireless Network Support
Work order management
Workflow Management

Catalog Management
Order Fulfillment
3PL Management
Accounting Integration
Advertising Management
Air Shipping
Applications Management
Approval Workflow
AS2 Capability
Automated Scheduling
Back Order Management
Barcoding/RFID
Best Price Estimating
Bills of Lading
Bindery Estimating
Campaign Management
Capacity Planning
Catalog Management
Channel Management
Collaboration
Content Management
Cost Tracking
CRM
Cross Selling Functionality
Custom Product Attributes
Customer DataBase
Customizable Catalogs
Data Format Translation
Data Security
Data Synchronization
Demand Planning
Discounts Management
Dispatch Management
Document Management
Electronic Data Interchange
Email Marketing
Employee Management
Forecasting
Freight Shipping
Fuel Management
GPS tracking
Ground Shipping
Import/Export Management
Inventory control
Inventory Management
Inventory Tracking
Invoices
Item Management
Kitting
Lead Management
Maintenance Management
Mileage Tracking
Mobile Access
Mobile Commerce
MRP
Multi-Location
Multi-Store Management
Multiple Version Calculations
Newsletters
Onsite Printing
Opportunity Management
Order entry (OE)
Order Fulfillment
Order Management
Order Processing
Order Tracking
Parcel Shipping
Performance Metrics
Point of Sale (POS)
Pre-Press Estimating
Pre/Post Service Calculations
Presentation Management
Price Optimization
Pricing Management
Process Ink Calculation
Procurement Management
Product configurator
Promotions Management
Proposal Management
Purchase Orders
Quality Management
Quotes / Estimates
Real Time Comparisons
Receiving/Putaway Management
Recurring Orders
Remote Access
Remote Order Entry
Reorder Management
Reporting/Analytics
Returns Management
Reviews Management
Routing
Sales & Operations Planning
Sales Forecasting
Sales Orders
Sales Tax Management
Scheduling
Search
Serial Number Tracking
Shipment Tracking
Shipping Labels
Shipping Management
Shopping Cart
SKU / UPC codes
Special Order Management
Supplier Management
Ticket / Order Fulfillment
Tire Management
Touch Screen
Transportation Management
Usage Reporting
Vehicle Tracking
VIN Lookup
Virtual Keyboard
Warehouse Management
What-if Analysis
Work order management

Application Sharing
Applications Management
Budget Management
Capacity Management
Client Management
Collaboration
Compliance Management
Contact Management
Dashboard
Data warehousing
For Investment Advisors
For Traders
Gantt Charts
Investor Accounting
Investor Reporting
Issue Management
Issue Tracking
IT / Software Projects
Milestone Tracking
Multiple Projects
Online Activation
Order Management
P&L Calculation
Partnership Accounting
Percent-Complete Tracking
Performance Analysis
Planning Tools
Portfolio Accounting
Portfolio Analysis
Portfolio Management
Portfolio Rebalancing
Project Comparison
Project Planning
Project Templates
Project Tracking
Projections
Real Time Comparisons
Requirements Management
Resource Allocation
Resource Management
Risk Management
Status Tracking
Task Management
Task Planning
Task Scheduling
Task Tracking
Technical Analysis
Time & Expense Tracking
Time Tracking by Project
Timesheets
To-Do List

Account management and funding
Algorithmic trading
Charting and technical analysis
Forex trading
Futures trading
Integration with brokerage accounts
Level 2 quotes and market depth
Market news and analysis
Market scanning and filtering
Market sentiment indicators
Mobile trading app
Multiple order types (limit
stop
market
etc.)
Online Brokers and Trading
Options trading
Order placement and execution
Paper trading
Portfolio Management
Price alerts and notifications
Real-time market data
Risk management tools
System security and data protection
Trade confirmation and settlement
Trade execution tracking
Trade history and statements
Trade journal and performance tracking
Trade order management
Trading automation and scripting
Trading Journals
Trading signals and indicators
Trading simulator
Trading strategy backtesting
Watchlist management

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Call Parking
Call Recording
Cash Management
Check Writing
Checking Account
Contact Database
Contact Management
CRM
Encryption
General Ledger Entry
Overpayment Processing
Savings Account
Web Conferencing
Access Controls/Permissions
Accounting
Accounts payable
Accounts Receivable
Ad hoc Analysis
Ad hoc Query
Ad Hoc Reports
Agile Project Management Tools
Alerts/Notifications
Appointment Management
Approval Process Control
Archiving & Retention
AS2 Capability
Assessment
Asset Planning
Audit Management
Audit Trail
Automated Review & Approval
Availability Management
Balance Sheet
Behavioral Analytics
Benchmarking
Billing and invoicing
Blended Learning
Brainstorming
Budgeting & Forecasting
Business Bank Accounts
Business Management
Business Performance Management
Business Phone Systems
Business Plan Templates
Business Process Automation
Business Process Management
Business Rules Management
Business VoIP
Buy Side (Suppliers)
Campaign Management
Case Management
Change Management
Channel Analytics
Channel Management
Checklist
Claim Resolution Tracking
Cloud PBX
CMDB
Collaboration
Compliance Management
Compliance Reporting
Compliance Tracking
Compression
Configuration Management
Consolidation/Roll-Up
Content Management
Contract Lifecycle Management
Contract/License Management
Corrective / Preventive Actions
CRM
Cultural Alignment
Customer DataBase
Customer Management
Dashboard
Data Analysis
Data Cleansing
Data Discovery
Data Mapping
Data Visualization
Data warehousing
Defect Tracking
Diagramming
Dispatch Management
Document Archiving
Document Control
Document Filtering
Document Indexing
Drag & Drop
EDI Testing
Electronic Claims
Email Integration
Email Marketing
Employee Alignment
Employee Lifecycle Management
Employee Management
Environmental Compliance
Environmental Management
Environmental Risk Assessment
Equipment Management
Equipment Tracking
Feedback Management
Financial Management
Financial Projections
Financial Templates
Flowchart
Forecasting
Forms Management
Full Transaction Diagnostics
General Ledger
Goal Setting / Tracking
Graphical Data Presentation
HIPAA Compliance
Idea Management
Incentive Management
Incident Management
Income Statements
Industrial Safety Management
Injury Reporting
Inspection Management
Internal Controls Management
Inventory Management
ISO Compliance
ISO Standards Management
IT Asset Management
IT Risk Management
Job Costing
Job Scheduling
Key Performance Indicators
Knowledge Base
Knowledge Capture
KPIs
Lead Management
Lifecycle Management
Machine Learning
Maintenance Management
MES
Metadata Management
Mobile Access
Mobile Learning
Modeling & Simulation
Multi-Company
Multi-Department/Project
Multi-Store Management
Multi-User Collaboration
Multiple Data Sources
No-Code Approach
Occupational Health Management
OKR
OLAP
Onboarding
Operational Risk Management
Opportunity Management
Optimize Management
Order Management
Organizational Charting
OSHA Compliance
OSHA Recordkeeping
Paper-Based Claims
Partner Management
Performance Appraisal
Performance Control
Performance Management
Performance Metrics
Pitch Presentation
Policy Administration
Policy Management
Policy Training
Predictive Analytics
Predictive Modeling
Print on Site
Prioritization
Problem Management
Process Analysis
Process Capture
Process Management
Process Management
Process Mapping
Process Modeling & Design
Process Simulation
Process/Workflow Automation
Procurement Management
Product Management
Profit/Loss Statement
Profitability Analysis
Purchasing
Qualitative Analysis
Quality Control
Quality Management
Quantitative Analysis
Referral Partner List
Release & Deployment Management
Remediation
Remote Document Access
Report Templates
Reporting
Requirements-Based Testing
Reseller Management
Resource Management
Returns Management
Reward Distribution
RFP Creation
Risk Alerts
Risk Management
Roadmapping
Root-Cause Diagnosis
Rules-Based Workflow
Safety Management
Safety Risk Assessment
Sales Forecasting
Sarbanes-Oxley Compliance
Scorecarding
Self Service Portal
SEO Management
Shipping Management
SLA Management
Social Integration
Social Sharing
Speech Recognition
Stakeholder Defined Attributes
Status Tracking
Strategic Planning
Subcontractor Management
Summarization
Supply Chain Management
Synchronous Learning
Tagging
Talent Intelligence
Task Management
Team Management
Templates
Text Analysis
Text Editing
Thresholds
Time & Attendance
Time & Expense Tracking
Trace individual transactions
Traceability
Training
Training Management
Trend / Problem Indicators
Vendor Management
Version Control
Visual Workflow Management
Warehouse Management
What If Scenarios
Workflow Management

InvestmentPro Specifications

Get a closer look at the technical specifications and system requirements for InvestmentPro. Find out if it's compatible with your operating system and other software.

Deployment :

Any

Subscription Plan :

SAAS

Accessibility :

Customization

Mobile Support

Desktop Platforms :

Web app

MacOs

Windows

Language Support :

English

Business :

Freelancers

StartUps

SMBs

Agencies

Enterprises

Available Support :

InvestmentPro Categories on SoftwareSuggest :

Order Management Software Portfolio Management Software Trading Software Business Process Management Software

Company Details :

Company Name : Miles Software

Headquarter : Mumbai

Website : Visit Website

InvestmentPro Description

Here's the comprehensive description of InvestmentPro. Gain a brief understanding of its unique features and exceptional benefits.

Fund & portfolio managers can view sophisticated reports around portfolio valuation, performance and attribution, investment compliance as well as risk analytics all from a single solution. Managers can extend online portfolio reporting to their clients over multiple channels making their offering transparent and providing superior customer experience. Automated order management workflows enable managers to perform pre-deal analysis & compliance on their portfolios as well rebalance them before execution. Orders can be placed and trade acknowledgement feeds can be received over a FIX protocol directly with brokers across the world. Available on market leading cloud infrastructure with extensive investment management capabilities, InvestmentPro offers a modular based approach for subscribing to the features that suite your business needs.

Key Business Benefits

A model designed to adapt you firms growth
Comprehensive asset class coverage – Equity, Fixed Income, Funds, Derivatives
Integrated solution for Order Management, Investment Compliance & Risk management
Full Fledged Fund and Portfolio accounting with detailed financial statements
Workflow based pre order, pre trade compliance checks and notifications
Direct broker connectivity via FIX based interface, Bloomberg EMSX enabled.
Integrated reference data with leading market data providers
Managed Services – We handle your operation while you focus on your investment strategies
24/7 access to portfolio and client reports – Mobile enabled
Subscribe based on need – Module based architecture

InvestmentPro Resources

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InvestmentPro FAQs

What type of customer support is available from InvestmentPro?

The available support which InvestmentPro provides is:

Where is the headquarters/company of InvestmentPro located?

The headquarters/company of InvestmentPro is located at Mumbai.

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