Monexo Overview

Monexo is an investment management software platform that simplifies portfolio tracking, asset allocation, and investment analysis for financial advisors and individual investors. Designed to streamline the investment process, Monexo offers tools for managing diverse asset types, monitoring market trends, and generating performance reports. The software enables users to analyze portfolio risk and returns, helping them make informed decisions aligned with financial goals. With its user-friendly interface, Monexo makes it easy to create and adjust portfolios while providing real-time market insights. The platform also offers customizable alerts and notifications, keeping users informed of significant changes in the market or individual assets. Monexo is ideal for anyone looking to enhance their investment management capabilities, optimize their financial strategies, and increase the efficiency of their investment operations through data-driven insights and automated tools.

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Contact Details

  • Vendor Name Monexo
  • Founded
  • Location India

Support

    NA


Training

  • NA

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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Monexo Features

  • 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

Monexo Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Monexo FAQs

Monexo is an investment management software platform that simplifies portfolio tracking, asset allocation, and investment analysis for financial advisors and individual investors. Designed to streamline the investment process, Monexo offers tools for managing diverse asset types, monitoring market trends, and generating performance reports. The software enables users to analyze portfolio risk and returns, helping them make informed decisions aligned with financial goals. With its user-friendly interface, Monexo makes it easy to create and adjust portfolios while providing real-time market insights. The platform also offers customizable alerts and notifications, keeping users informed of significant changes in the market or individual assets. Monexo is ideal for anyone looking to enhance their investment management capabilities, optimize their financial strategies, and increase the efficiency of their investment operations through data-driven insights and automated tools.

  • No, Monexo does not offer a free version.

  • Yes, Monexo offers a free trial.

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

  • No, Monexo does not offer an API.

  • Monexo supports the following languages:
    • English

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

  • Monexo supports the following deployment:
    • Cloud Hosted

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