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Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.
AllInvestView is a web platform that provides useful insights about your investments in a user friendly dashboard.
Here's a quick rundown of AllInvestView features:
AllInvestView: Investment Dashboard 📊
Unified Dashboard 🖥️: See all your investments at a glance! Enjoy user-friendly graphs and metrics like historical charts, annual returns, IRR, daily P&L, and much more. Dive deep with analytics like the efficient frontier and correlation matrix.
Multiple Portfolios 📂: Have multiple strategies? No problem! Create as many portfolios as you need. Experiment with new ideas or track different strategies separately.
Asset Diversity 🌍: Whether it's Bonds, ETFs, Stocks, Cryptocurrencies, or Funds, we've got you covered.
Bond Management 📈: Our advanced bond calculator and tools have got your back! Track individual bonds, portfolio duration, coupon details, and more.
Booking System 🎫: Keep tabs on every transaction! Whether you use our manual system or Automatic CSV import, every detail is at your fingertips.
Dividends & Corporate Actions 💰: Dividends and Corporate Actions like Splits are automatically added. View past and upcoming dividends with visually appealing charts.
FileInvite AllInvestViewNo features have been listed yet.
AllInvestView's answer:
Initially I wanted to build my own app to track my own investments, specially I wanted something that helped me with my individual bond investing with detailed metrics alog with my stock performance. Soon the idea become an app where a small group of developers where working full time to make it available to everyone.
AllInvestView's answer:
AllInvestView is straightforward web app designed to help tracking your investments. We’ve been working on this project to create a web platform that can handle many assets and provide useful insights in a user friendly dashboard.
Here's a quick rundown of AllInvestView features:
One Unified Dashboard: All your investments displayed on one simple screen with friendly graphs and metrics to track your performance easily (i.e historical performance chart, annual returns, IRR, daily P&L, allocation by country, industry, asset, broker..., dividend management graphs, advanced analytics such as efficient frontier, correlation matrix, and much more!)
Multiple Portfolios: you can create as many portfolio as strategies you have and track them separately or test new ideas.
Support for Many Assets: Bonds, ETFs, stocks, funds, cryptocurrencies - you name it.
Bond Features: An advanced bond calculator and management tools to help you track individual bonds such as bond ladder graphs, weighted yield to maturity, portfolio duration, coupon tracking, etc.
Booking System: A simple ticketing system that allows to view all details of each transaction at any time. Currently we have a nice manual booking system and Automatic CSV import. We will add automatic connection to brokers next (if feasible).
Automatic Dividends and Corporate Actions: Your dividends and Corporate Actions (e.g Splits) are automatically added to your portfolio and you can easily track them. You can also track your historical and upcoming dividends in nice charts. Nice dividend features are coming next too.
AllInvestView's answer:
AllInvestView stands out by offering support for various asset classes and specialized tools for fixed income and yield tracking. It features an efficient ticketing system, allowing quick access and edits to every transaction details. We also provide advanced tools for optimal asset allocation, including efficient frontier analysis, and plan to offer next support for tax reporting, making financial management easier for our users
AllInvestView's answer:
Python, Javascript, HTML & CSS
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