c*neo Overview

c*neo is a comprehensive investment management software designed to support financial institutions and wealth managers in managing their investment portfolios. The software offers tools for tracking assets, analyzing market trends, and optimizing investment strategies. With real-time data integration, c*neo provides accurate insights into portfolio performance, helping users make informed decisions. The software also automates key processes such as trade execution, compliance monitoring, and reporting, reducing manual efforts and minimizing errors. c*neo is highly customizable, allowing firms to tailor the platform to their specific needs and regulatory requirements. Ideal for asset managers, hedge funds, and financial advisors, c*neo enhances operational efficiency while driving better investment outcomes for clients.

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Contact Details

  • Vendor Name Cogendi
  • Founded
  • Location France

Support

  • Chat Chat

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

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

Languages Supported

English


Industries

Banking, Insurance, Investment Management

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c*neo Features

  • Arrow Icon Optical Character Recognition
  • Arrow Icon Data Import/Export
  • Arrow Icon Document Management
  • Arrow Icon Image Capture
  • Arrow Icon Data Replication
  • Arrow Icon Phonetic Variation Detection
  • Arrow Icon Mis-Keyed Variation Detection
  • Arrow Icon Task Management
  • Arrow Icon Customizable Forms
  • Arrow Icon Data Quality Control
  • Arrow Icon Abbreviation Detection
  • 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 Time on Site Tracking
  • Arrow Icon User Interaction Tracking
  • Arrow Icon Referral Tracking
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon Multiple Site Management
  • Arrow Icon Campaign Management
  • Arrow Icon Web Traffic Reporting
  • Arrow Icon Pageview Tracking
  • Arrow Icon Site Search Tracking
  • Arrow Icon Keyword Tracking
  • Arrow Icon Heatmaps
  • Arrow Icon Funnel Analysis

c*neo Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

c*neo FAQs

c*neo is a comprehensive investment management software designed to support financial institutions and wealth managers in managing their investment portfolios. The software offers tools for tracking assets, analyzing market trends, and optimizing investment strategies. With real-time data integration, c*neo provides accurate insights into portfolio performance, helping users make informed decisions. The software also automates key processes such as trade execution, compliance monitoring, and reporting, reducing manual efforts and minimizing errors. c*neo is highly customizable, allowing firms to tailor the platform to their specific needs and regulatory requirements. Ideal for asset managers, hedge funds, and financial advisors, c*neo enhances operational efficiency while driving better investment outcomes for clients.

  • No, c*neo does not offer a free version.

  • Yes, c*neo offers a free trial.

  • No, Credit Card details are not required for the c*neo trial.

  • No, c*neo does not offer an API.

  • c*neo offers support with the following options:
    • Chat

  • c*neo supports the following languages:
    • English

  • Following are the typical users of the c*neo:
    • Self-Employed , Small-Business , Midsize-Business