Freshsales CRM
Pipedrive
Zoho CRM
Copper
SugarCRM
Alore CRM
Insightly
Base CRM
Diversiview Online
Portfolio Optimization
Riskturn
Accounts
RiskValue
BeamsERP Finance & Accounting Software
Portfolio Optimization Software
ForecastThis
Diversiview is a Portfolio Analysis and Optimisation software that allows investors to analyse and optimise their investment portfolios. It uses state of the art, AI-driven technology on top of Nobel prize winning research from Harry Markowitz, to enable users to check the health and the performance of their portfolios, review the expected risk-return position, view the granular diversification at investment level, and optimise the asset allocation to achieve their financial goals in line with their investment risk tolerance level - all in a few simple steps.
Diversiview is free to use for one portfolio analysis, and it uses a credit points paid system for further analyses and asset allocation optimisations. All Australian, US and Indian securities are available for cross-market analysis and optimisation. More markets coming soon.
Give it a try and analyse your portfolio today! Only by knowing where you stand you know what you can improve.
Freshsales CRM Diversiview OnlineNo features have been listed yet.
Based on our record, Freshsales CRM seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
This template will show you how to build apps that uses the Customer data from the CRM product of Freshworks called Freshsales. This sample app will showcase the various apis and interfaces you can use to interface with the CRM product. If you are not familiar with these apis or if your are just starting to build an app using the CRM capabilities, this is the starter template you should be using. - Source: dev.to / almost 2 years ago
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
Portfolio Optimization - Portfolio rebalancing and optimization
Zoho CRM - Omnichannel CRM for Businesses of all sizes
Riskturn - The first risk-based software dedicated to investment valuation, capital budgeting and project portfolio management. Discover a user-friendly solution for all kinds of businesses.
Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.
Accounts - Simple. Powerful. Affordable
