ZUPUT Overview

ZUPUT is a sophisticated Investment Management Software designed to help financial advisors, asset managers, and investment firms manage their portfolios with precision and efficiency. It offers a comprehensive platform for tracking investments, analyzing performance, and making informed decisions to maximize returns and minimize risks. ZUPUT features intuitive tools for portfolio construction, allowing users to allocate assets, monitor market trends, and adjust investment strategies based on real-time data. The software includes robust analytics and reporting capabilities, providing detailed insights into portfolio performance, risk assessments, and compliance metrics, enabling managers to optimize their investment strategies and ensure regulatory adherence. Additionally, ZUPUT supports seamless integration with financial data providers, CRM systems, and trading platforms, ensuring smooth data synchronization and operational coherence. The platform also offers customizable dashboards and automated alerts, keeping investment managers informed about critical market movements and portfolio changes. With its user-friendly interface and powerful functionality, ZUPUT empowers investment professionals to enhance their portfolio management processes, improve client satisfaction, and drive superior investment outcomes effectively.

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Contact Details

  • Vendor Name ZUPUT
  • Founded
  • Location Germany

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

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

Languages Supported

English


Industries

Financial Services, Investment Management

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ZUPUT 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

ZUPUT Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

ZUPUT FAQs

ZUPUT is a sophisticated Investment Management Software designed to help financial advisors, asset managers, and investment firms manage their portfolios with precision and efficiency. It offers a comprehensive platform for tracking investments, analyzing performance, and making informed decisions to maximize returns and minimize risks. ZUPUT features intuitive tools for portfolio construction, allowing users to allocate assets, monitor market trends, and adjust investment strategies based on real-time data. The software includes robust analytics and reporting capabilities, providing detailed insights into portfolio performance, risk assessments, and compliance metrics, enabling managers to optimize their investment strategies and ensure regulatory adherence. Additionally, ZUPUT supports seamless integration with financial data providers, CRM systems, and trading platforms, ensuring smooth data synchronization and operational coherence. The platform also offers customizable dashboards and automated alerts, keeping investment managers informed about critical market movements and portfolio changes. With its user-friendly interface and powerful functionality, ZUPUT empowers investment professionals to enhance their portfolio management processes, improve client satisfaction, and drive superior investment outcomes effectively.

  • No, ZUPUT does not offer a free version.

  • Yes, ZUPUT offers a free trial.

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

  • No, ZUPUT does not offer an API.

  • ZUPUT supports the following languages:
    • English

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