Macroaxis vs InvestNext
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Overview
Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce risk. Our suggestion module synthetically manufactures efficient portfolios out of your existing portfolios based on market risk reduction through examining of asset correlation and utilizing mean-variance portfolio optimization. The bottom line is: we provide few alternatives for investors of all levels to find optimal portfolios that work for them
Macroaxis uses power of Mathematics to analyze investments and offer various tweaks to increase the returns, help to diversify portfolios and reduce...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat
InvestNext helps businesses streamline front and back-office operations and manage portfolios via a unified portal. Clients can create customized reports and dashboards, view historical data, get notification alerts, and set up automated workflows.
InvestNext helps businesses streamline front and back-office operations and manage portfolios via a unified portal. Clients can create customized...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat
Images
Pricing
Starting from
US$39.40/month
- Free Version
- Free Trial
- Subscription
Starting from
US$299.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.5/ 5Features
4/ 5Customer Service
3.5/ 5Value for Money
4.3/ 5Ease of Use
4.5/ 5Features
4.7/ 5Customer Service
4.7/ 5Value for Money
4.7/ 5Features
Total features 22
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts/Notifications
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Benchmarking
- Bonds/Stocks
- CRM
- CRM Integration
- Cap Table Management
- Cash Flow Analysis
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Contribution Tracking
- Critical Date Alerts
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Synchronization
- Data Visualization
- Deal Management
- Digital Signature
- Document Management
- Document Review
- Document Storage
- Drag & Drop
- Electronic Payments
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Reminders
- Email Templates
- Email Tracking
- Expense Tracking
- Fee Management
- File Sharing
- Financial Analysis
- Financial Management
- For Commercial Real Estate
- For Investment Advisors
- For Investors & Traders
- For Real Estate
- Forms Management
- Fund Management
- Goal Setting/Tracking
- Interaction Tracking
- Investments Tracking
- Investor Reporting
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Mobile Access
- Modeling & Simulation
- Multi-Currency
- Omnichannel Communications
- Online Forms
- Opportunity Management
- Payment Processing
- Performance Metrics
- Pipeline Management
- Portfolio Management
- Portfolio Rebalancing
- Private Equity
- Progress Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Requirements Management
- Reviewer Portal
- Risk Analysis
- Risk Assessment
- Risk Management
- Risk Reporting
- Role-Based Permissions
- Segmentation
- Self Assessment
- Self Service Portal
- Status Tracking
- Task Management
- Template Management
- Third-Party Integrations
- Transaction History
- Transaction Management
- User Management
- Vendor Management
- Visual Analytics
- Workflow Management
Total features 110
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts/Notifications
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Benchmarking
- Bonds/Stocks
- CRM
- CRM Integration
- Cap Table Management
- Cash Flow Analysis
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Contribution Tracking
- Critical Date Alerts
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Synchronization
- Data Visualization
- Deal Management
- Digital Signature
- Document Management
- Document Review
- Document Storage
- Drag & Drop
- Electronic Payments
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Reminders
- Email Templates
- Email Tracking
- Expense Tracking
- Fee Management
- File Sharing
- Financial Analysis
- Financial Management
- For Commercial Real Estate
- For Investment Advisors
- For Investors & Traders
- For Real Estate
- Forms Management
- Fund Management
- Goal Setting/Tracking
- Interaction Tracking
- Investments Tracking
- Investor Reporting
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Mobile Access
- Modeling & Simulation
- Multi-Currency
- Omnichannel Communications
- Online Forms
- Opportunity Management
- Payment Processing
- Performance Metrics
- Pipeline Management
- Portfolio Management
- Portfolio Rebalancing
- Private Equity
- Progress Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Requirements Management
- Reviewer Portal
- Risk Analysis
- Risk Assessment
- Risk Management
- Risk Reporting
- Role-Based Permissions
- Segmentation
- Self Assessment
- Self Service Portal
- Status Tracking
- Task Management
- Template Management
- Third-Party Integrations
- Transaction History
- Transaction Management
- User Management
- Vendor Management
- Visual Analytics
- Workflow Management
Integrations
Not provided by vendor
- Constant Contact
- HubSpot CRM
- Zapier
