TheBizPlanner Overview

TheBizPlanner is a robust investment management software designed to streamline financial planning and investment tracking for both individual and institutional investors. With its user-friendly interface, the software allows users to create detailed investment portfolios, analyze performance metrics, and generate comprehensive reports. It supports a wide range of asset classes, enabling users to diversify their investments effectively. TheBizPlanner's advanced analytics tools offer real-time insights into market trends, helping investors make informed decisions. Additionally, the software integrates seamlessly with various financial data providers, ensuring users have access to the most accurate and up-to-date information. Its customizable dashboards allow users to visualize their investment performance at a glance, while automated alerts notify them of significant market movements or portfolio changes. With TheBizPlanner, investors can enhance their investment strategies, optimize returns, and manage risk effectively, ultimately driving better financial outcomes.

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Contact Details

  • Vendor Name TheCapitalNet
  • Founded 2017
  • Location United States

Support

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

Training

  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based
  • Windows Windows

Typical Customers

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

Languages Supported

English


Industries

Wholesale

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TheBizPlanner Features

  • Arrow Icon Financial Templates
  • Arrow Icon Business Plan Templates
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon Step-by-Step Wizard
  • Arrow Icon Collaboration Tools
  • Arrow Icon Data Visualization
  • Arrow Icon Pitch Presentation
  • Arrow Icon Investor Management
  • Arrow Icon Financial Modeling
  • Arrow Icon Progress Tracking
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Financial Reporting
  • Arrow Icon Competitive Analysis
  • Arrow Icon Vesting Management
  • Arrow Icon Cap Table Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Document Storage
  • Arrow Icon Financial Modeling
  • Arrow Icon Valuation Management
  • Arrow Icon Private Equity
  • Arrow Icon Deal Management
  • Arrow Icon Public Equity
  • Arrow Icon Client Portal
  • Arrow Icon CRM
  • Arrow Icon Compliance Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Collaboration Tools
  • Arrow Icon Ideation
  • Arrow Icon Engagement Tracking
  • Arrow Icon Polls/Voting
  • Arrow Icon Discussions/Forums
  • Arrow Icon Idea Ranking
  • Arrow Icon Gamification
  • Arrow Icon Evaluation Management
  • Arrow Icon Trend Analysis
  • Arrow Icon Feedback Management
  • 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

TheBizPlanner Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

TheBizPlanner FAQs

TheBizPlanner is a robust investment management software designed to streamline financial planning and investment tracking for both individual and institutional investors. With its user-friendly interface, the software allows users to create detailed investment portfolios, analyze performance metrics, and generate comprehensive reports. It supports a wide range of asset classes, enabling users to diversify their investments effectively. TheBizPlanner's advanced analytics tools offer real-time insights into market trends, helping investors make informed decisions. Additionally, the software integrates seamlessly with various financial data providers, ensuring users have access to the most accurate and up-to-date information. Its customizable dashboards allow users to visualize their investment performance at a glance, while automated alerts notify them of significant market movements or portfolio changes. With TheBizPlanner, investors can enhance their investment strategies, optimize returns, and manage risk effectively, ultimately driving better financial outcomes.

  • Yes, TheBizPlanner offers a free version.

  • Yes, TheBizPlanner offers a free trial.

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

  • TheBizPlanner supports the following payment frequencies:

    • Monthly Subscription

  • No, TheBizPlanner does not offer an API.

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

  • TheBizPlanner offers training with the following options:
    • Documentation , Videos

  • TheBizPlanner supports the following languages:
    • English

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

  • TheBizPlanner supports the following deployment:
    • Cloud Hosted , On-Premise

  • TheBizPlanner supports the following devices and operating systems:
    • Web-Based , Windows