PortfolioPilot Overview

PortfolioPilot is an investment management software that provides a comprehensive platform for individuals and financial professionals to manage their portfolios effectively. The software offers tools for tracking asset allocation, performance analysis, and risk management, helping users optimize their investment strategies. PortfolioPilot supports a wide range of asset types, including stocks, bonds, mutual funds, and ETFs, allowing users to build diversified portfolios. The platform provides real-time market data and alerts, ensuring that users are always up-to-date with their investments. PortfolioPilot also includes advanced analytics and reporting tools, which enable users to assess portfolio performance over time, identify trends, and make informed investment decisions. With its intuitive interface and user-friendly design, PortfolioPilot is suitable for both novice investors and seasoned professionals. The software’s robust security features, such as two-factor authentication and encrypted data storage, ensure that users’ financial information remains safe. PortfolioPilot helps investors stay on track with their financial goals while simplifying portfolio management.

Read More

Contact Details

  • Vendor Name Global Predictions
  • Founded
  • Location United States

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

You May Also Like

AdvisorEngine CRM

AdvisorEngine CRM

$65 Per month

AppFolio Investment Manager

AppFolio Investment Manager

$650 Per month

Backstop

Backstop

Contact Vendor

Betterment

Betterment

Contact Vendor

PortfolioPilot 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

PortfolioPilot Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

PortfolioPilot FAQs

PortfolioPilot is an investment management software that provides a comprehensive platform for individuals and financial professionals to manage their portfolios effectively. The software offers tools for tracking asset allocation, performance analysis, and risk management, helping users optimize their investment strategies. PortfolioPilot supports a wide range of asset types, including stocks, bonds, mutual funds, and ETFs, allowing users to build diversified portfolios. The platform provides real-time market data and alerts, ensuring that users are always up-to-date with their investments. PortfolioPilot also includes advanced analytics and reporting tools, which enable users to assess portfolio performance over time, identify trends, and make informed investment decisions. With its intuitive interface and user-friendly design, PortfolioPilot is suitable for both novice investors and seasoned professionals. The software’s robust security features, such as two-factor authentication and encrypted data storage, ensure that users’ financial information remains safe. PortfolioPilot helps investors stay on track with their financial goals while simplifying portfolio management.

  • No, PortfolioPilot does not offer a free version.

  • Yes, PortfolioPilot offers a free trial.

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

  • No, PortfolioPilot does not offer an API.

  • PortfolioPilot supports the following languages:
    • English

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

  • PortfolioPilot supports the following deployment:
    • Cloud Hosted

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