V3locity Overview

V3locity is a sophisticated investment management software designed to help financial professionals manage portfolios and optimize investment strategies. The platform offers tools for portfolio tracking, risk assessment, and performance analytics, providing users with real-time insights into market trends and investment opportunities. V3locity features customizable dashboards that allow users to visualize their investments and monitor key performance indicators. With its robust reporting capabilities, the software enables financial advisors to generate detailed reports for clients, enhancing transparency and communication. By leveraging V3locity, investment managers can improve decision-making, maximize returns, and strengthen client relationships.

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V3locity Screenshot & Video

Contact Details

  • Vendor Name Vitech Systems Group
  • 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

Banking, Insurance, Investment Management

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V3locity Features

  • Arrow Icon Self Service Portal
  • Arrow Icon Vacation/Leave Tracking
  • Arrow Icon Performance Management
  • Arrow Icon Disability Insurance Administration
  • Arrow Icon Time Off Requests
  • Arrow Icon Document Management
  • Arrow Icon Applicant Tracking
  • Arrow Icon Life Insurance Administration
  • Arrow Icon Health Insurance Administration
  • Arrow Icon Attendance Tracking
  • Arrow Icon Benefits Management
  • Arrow Icon Compliance Management
  • Arrow Icon Retirement Plan Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Recruitment Management
  • Arrow Icon Deduction Management
  • Arrow Icon Online Benefits Enrollment
  • Arrow Icon Compensation Management
  • Arrow Icon HR Management
  • Arrow Icon Employee Database
  • Arrow Icon Sick Leave Tracking
  • Arrow Icon Payroll Management
  • Arrow Icon HIPAA Compliant
  • Arrow Icon Employee Management
  • Arrow Icon Training Management
  • Arrow Icon Compliance Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Payor Management
  • Arrow Icon Workflow Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Case Management
  • Arrow Icon Claims Tracking
  • Arrow Icon Customer Management
  • Arrow Icon Claims Adjuster Management
  • Arrow Icon Electronic Claims
  • Arrow Icon HIPAA Compliant
  • Arrow Icon Reminders
  • Arrow Icon Paper-Based Claims
  • Arrow Icon Self Service Portal
  • Arrow Icon Client Portal
  • Arrow Icon Risk Assessment
  • Arrow Icon Payment Processing
  • Arrow Icon For Insurance Industry
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Partnership Accounting
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Accounts Receivable
  • Arrow Icon Expense Tracking
  • Arrow Icon Financial Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Donation Tracking
  • Arrow Icon Payroll Management
  • Arrow Icon Accounts Payable
  • Arrow Icon Financial Reporting
  • Arrow Icon Real-Time Reporting
  • Arrow Icon Compliance Management
  • Arrow Icon Purchasing & Receiving
  • Arrow Icon Activity Dashboard
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Donor Management
  • 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 Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Rating Engine
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forms Management
  • Arrow Icon Renewal Management
  • Arrow Icon Cancellation Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Claims Tracking
  • Arrow Icon Policy Issuance
  • Arrow Icon Reinstatement Tracking
  • Arrow Icon Underwriting Management
  • Arrow Icon Quotes/Estimates
  • 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

V3locity Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

V3locity FAQs

V3locity is a sophisticated investment management software designed to help financial professionals manage portfolios and optimize investment strategies. The platform offers tools for portfolio tracking, risk assessment, and performance analytics, providing users with real-time insights into market trends and investment opportunities. V3locity features customizable dashboards that allow users to visualize their investments and monitor key performance indicators. With its robust reporting capabilities, the software enables financial advisors to generate detailed reports for clients, enhancing transparency and communication. By leveraging V3locity, investment managers can improve decision-making, maximize returns, and strengthen client relationships.

  • No, V3locity does not offer a free version.

  • Yes, V3locity offers a free trial.

  • No, Credit Card details are not required for the V3locity trial.

  • No, V3locity does not offer an API.

  • V3locity supports the following languages:
    • English

  • Following are the typical users of the V3locity:
    • Self-Employed , Small-Business , Midsize-Business

  • V3locity supports the following deployment:
    • Cloud Hosted

  • V3locity supports the following devices and operating systems:
    • Web-Based