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Stock Portfolio Management Software
Fund Manager reviews and summary
Fund Manager by Beiley Software is a versatile portfolio management tool designed to cater to a wide range of users from individual investors to professional traders. Its functionality encompasses comprehensive portfolio tracking, performance analytics, and dividend monitoring across various asset classes. A notable feature includes detailed broker fee calculation, helping users accurately assess the cost impact of their trading activities. The software likely supports multi-account aggregation, tax-lot accounting, and customizable reporting. It serves as a centralized system for managing investment records, analyzing returns, and making informed decisions based on a comp... This tool is intended for individual DIY investors, financial advisers, acti...
Best for
This tool is intended for individual DIY investors, financial advisers, active traders, and investment clubs who need a robust, all-in-one portfolio management system with detailed cost analysis and reporting capabilities.
Starting price
$99.00 One-Time
Category
Stock Portfolio Management Software
Vendor
Beiley Software
Key takeaways
Our verdict
Our verdict is that Fund Manager is a solid, well-rounded portfolio management solution that balances depth of features with accessibility. Its inclusion of broker fee calculation is a practical advantage for cost-conscious investors and professionals alike.
Quick facts
Fund Manager at a glance
Starting price
$99.00 One-Time
Vendor
Beiley Software
Founded
1993
Location
United States
Category
Stock Portfolio Management Software
Ratings
Fund Manager ratings
There is not enough rating data for this software yet. Rating details will appear when reviews or reliable aggregate rating data are available.
Decision notes
Fund Manager pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
- Starting price is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
Buyer fit
Who uses Fund Manager?
This tool is intended for individual DIY investors, financial advisers, active traders, and investment clubs who need a robust, all-in-one portfolio management system with detailed cost analysis and reporting capabilities.
Feature research
Fund Manager features
These are common features buyers compare in Stock Portfolio Management Software. Product-specific availability should be confirmed with the vendor.
System Notifications
In-system alerts and automated notifications to keep users informed of updates.
Customer Relationship Administration
Organize and streamline communication and relationships with existing clients.
Fiscal Performance Analysis
Assesses financial data, including units, projects, and budgets, to determine performance and inherent risk.
Investment Advisor Tools
Designed for use by financial advisors and professional money managers.
Trader Solutions
Specialized tools and platforms designed to support the unique needs of financial traders.
Investment Performance Tracking
Monitors the profits and losses associated with investments within a portfolio.
Strategic Portfolio Oversight
Assess project portfolios to ensure alignment with high-level strategic business goals.
Asset Rebalancing
Adjusting asset allocation to align with evolving investment objectives or market dynamics.
Risk Assessment & Mitigation
Detect, assess, and develop strategies to minimize organizational risks.
Equity Portfolio Administration
Oversees the acquisition, disposal, and retention of stock holdings.
Tax Compliance Tracking
Monitors tax-related transactions and ensures adherence to tax regulations.
Wash Sale Violation Detection
Identifies possible violations related to wash sales.
Pricing
Fund Manager pricing
Starting price
$99.00 One-Time
Visit Website
Pricing model: Flat Rate
Pricing can change. Confirm current plans and terms with the vendor.
Compare
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Software reviews
Fund Manager software reviews
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FAQ
Fund Manager FAQs
Fund Manager by Beiley Software is a versatile portfolio management tool designed to cater to a wide range of users from individual investors to professional traders. Its functionality encompasses comprehensive portfolio tracking, performance analytics, and dividend monitoring across various asset classes. A notable feature includes detailed broker fee calculation, helping users accurately assess the cost impact of their trading activities. The software likely supports multi-account aggregation, tax-lot accounting, and customizable reporting. It serves as a centralized system for managing investment records, analyzing returns, and making informed decisions based on a comp...
This tool is intended for individual DIY investors, financial advisers, active traders, and investment clubs who need a robust, all-in-one portfolio management system with detailed cost analysis and reporting capabilities.
Fund Manager pricing is listed from $99.00 One-Time. Pricing can change. Confirm current plans and terms with the vendor.
Fund Manager is listed in Stock Portfolio Management Software.
Fund Manager is listed with Beiley Software as the vendor.
Buyers often compare Fund Manager with other Stock Portfolio Management Software tools such as Excel Price Feed, Cubits, Tamarac, EquityStat. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for Fund Manager.
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