Pinnakl Overview

Pinnakl is a sophisticated investment management software designed to assist financial professionals in managing their portfolios and investments effectively. This platform provides users with a comprehensive set of tools for tracking performance, analyzing market trends, and making informed investment decisions. Pinnakl offers real-time data analytics, enabling users to monitor their investments across multiple asset classes and identify opportunities for growth. The software's user-friendly interface allows for easy navigation and customized reporting, ensuring that users can generate insights tailored to their specific needs. Additionally, Pinnakl includes compliance management features, helping organizations adhere to regulatory requirements and industry standards. By utilizing Pinnakl, investment managers can enhance their decision-making processes, optimize portfolio performance, and ultimately achieve their financial goals.

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Contact Details

  • Vendor Name Pinnakl
  • Founded 2015
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

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

Financial Services

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Pinnakl Features

  • Arrow Icon Risk Assessment
  • Arrow Icon Document Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Portfolio Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Monitoring
  • Arrow Icon Contact Management
  • Arrow Icon Profit/Loss Statement
  • 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

Pinnakl Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Pinnakl FAQs

Pinnakl is a sophisticated investment management software designed to assist financial professionals in managing their portfolios and investments effectively. This platform provides users with a comprehensive set of tools for tracking performance, analyzing market trends, and making informed investment decisions. Pinnakl offers real-time data analytics, enabling users to monitor their investments across multiple asset classes and identify opportunities for growth. The software's user-friendly interface allows for easy navigation and customized reporting, ensuring that users can generate insights tailored to their specific needs. Additionally, Pinnakl includes compliance management features, helping organizations adhere to regulatory requirements and industry standards. By utilizing Pinnakl, investment managers can enhance their decision-making processes, optimize portfolio performance, and ultimately achieve their financial goals.

  • No, Pinnakl does not offer a free version.

  • Yes, Pinnakl offers a free trial.

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

  • Pinnakl supports the following payment frequencies:

    • Annual Subscription

  • No, Pinnakl does not offer an API.

  • Pinnakl offers support with the following options:
    • 24x7 Support , Email , Phone

  • Pinnakl offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • Pinnakl supports the following languages:
    • English

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

  • Pinnakl supports the following deployment:
    • Cloud Hosted

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