Areii Overview

Areii is an investment management software that provides tools for tracking, analyzing, and optimizing investment portfolios. Designed for asset managers, financial advisors, and investors, Areii includes features like portfolio tracking, performance analysis, and risk assessment, allowing users to make informed investment decisions. The software’s intuitive dashboard provides real-time insights into market trends, asset allocation, and portfolio health, helping users stay ahead in a dynamic market environment. Areii’s reporting tools generate detailed financial statements, allowing users to assess portfolio returns and track performance against benchmarks. With integration options for data feeds and financial planning tools, Areii supports a holistic approach to investment management. Ideal for both individual investors and institutional firms, Areii enhances portfolio management efficiency, improves investment outcomes, and enables users to navigate complex financial landscapes.

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Areii Screenshot & Video

Contact Details

  • Vendor Name Areii
  • Founded
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Investment Management, Real Estate, Venture Capital

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Areii Features

  • Arrow Icon Referral Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Contact Database
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Management
  • Arrow Icon Campaign Management
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Client Management
  • Arrow Icon Email Marketing
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Lead Nurturing
  • Arrow Icon Interaction Tracking
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Activity Tracking
  • Arrow Icon Document Management
  • Arrow Icon Appointment Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Calendar Management
  • Arrow Icon Lead Generation
  • Arrow Icon Lead Distribution
  • Arrow Icon Client/Property Matching
  • Arrow Icon Task Management
  • Arrow Icon Segmentation
  • Arrow Icon Lead Capture
  • Arrow Icon Email Tracking
  • Arrow Icon For Real Estate
  • Arrow Icon Property Database
  • Arrow Icon Omnichannel Communications
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon For Real Estate
  • Arrow Icon Accounting
  • Arrow Icon Commission Management
  • Arrow Icon Financial Reporting
  • Arrow Icon Expense Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Accounts Payable
  • Arrow Icon Accounts Receivable
  • Arrow Icon General Ledger
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Tax Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Insurance Management
  • Arrow Icon Electronic Payments
  • Arrow Icon Payment Processing
  • Arrow Icon Credit Check
  • Arrow Icon Lease Management
  • Arrow Icon Rent Tracking
  • Arrow Icon Residential Properties
  • Arrow Icon Vacancy Management
  • Arrow Icon Document Management
  • Arrow Icon Task Management
  • Arrow Icon Inspection Management
  • Arrow Icon Tax Management
  • Arrow Icon Work Order Management
  • Arrow Icon Reminders
  • Arrow Icon Contact Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Communication Management
  • Arrow Icon Contract/License Management
  • Arrow Icon Tenant Portal
  • Arrow Icon Listing Management

Areii Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Rookie

$15 Per Month

Areii FAQs

Areii is an investment management software that provides tools for tracking, analyzing, and optimizing investment portfolios. Designed for asset managers, financial advisors, and investors, Areii includes features like portfolio tracking, performance analysis, and risk assessment, allowing users to make informed investment decisions. The software’s intuitive dashboard provides real-time insights into market trends, asset allocation, and portfolio health, helping users stay ahead in a dynamic market environment. Areii’s reporting tools generate detailed financial statements, allowing users to assess portfolio returns and track performance against benchmarks. With integration options for data feeds and financial planning tools, Areii supports a holistic approach to investment management. Ideal for both individual investors and institutional firms, Areii enhances portfolio management efficiency, improves investment outcomes, and enables users to navigate complex financial landscapes.

  • Yes, Areii offers a free version.

  • Yes, Areii offers a free trial.

  • No, Credit Card details are not required for the Areii trial.

  • Areii offers the following pricing plans & packages:

    Rookie

    $15 Per Month

  • Areii supports the following payment frequencies:

    • Monthly Subscription

  • No, Areii does not offer an API.

  • Areii offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Areii offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • Areii supports the following languages:
    • English

  • Following are the typical users of the Areii:
    • Self-Employed , Small-Business , Midsize-Business

  • Areii supports the following deployment:
    • Cloud Hosted

  • Areii supports the following devices and operating systems:
    • Web-Based