The only investor management software you'll ever need. Say goodbye to quarterly reports and ugly spreadsheets. Nosis gives your members a window into their portfolio and fund updates, all in one place bringing a whole new level of transparency to the managed account model.
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Since I started using Nosis to help better communicate and report to my investors, our fund has seen a rise in investor engagement. The trading bots have also allowed us to safely enter the crypto market through their smart trading strategies.
Nosis has been a game-changer for me. It's easy to use, and the updates are always on point. Would recommend it to anyone💯
We were an advisory business who always wanted to offer managed management services but the costs are just way too high. We started using Nosis which allowed us to offer the products and services that we wanted out of the box. We cant charge % based fees which is a shame because the way Nosis works we never actually take custody of the users funds but regardless of that we were able to charge double over night so it doesnt really matter.
Based on our record, YouNeedABudget seems to be more popular. It has been mentiond 55 times 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.
You'll be going into a tight budget time, so get a really good system in place. If you don't have that you love already, I recommend YNAB (youneedabudget.com). It's envelope based and is really good for planning ahead for irregular expenses and for "rolling with the punches" if something comes up. It works differently than traditional monthly budget, so take time to use all the resources to learn the system. ... Source: 12 months ago
I also said in a comment below, I use YNAB to track my financial life. This strategy only works if you have enough confidence in your finances to know that if I gave you a card with 100k credit limit, you would never spend more on it than what you have in your bank and has been budgeted for. If not, I cannot overstate how important it is to get your budget in order beforehand. There’s zero money saved if you pay... Source: about 1 year ago
If you aren’t already giving every dollar you make a job, earning more money will only get you so far. Check out YNAB, read all the free content about learning to plan and budget. Source: about 1 year ago
Track it by hand or in software. I started out with just a spreadsheet, but since then moved my whole budget to YNAB (youneedabudget.com), where you track all your individual savings goals as well as how your money will be used to cover regular (and irregular) expenses. Now the whole plan is in one place, and covers everything from how much is set aside for gardening supplies for this summer to the big... Source: about 1 year ago
Aside from all the other advice, get a subscription to YNAB (youneedabudget.com) and start using it religiously. It will help prevent any backsliding and will put you in a much better financial situation going forward. Source: about 1 year ago
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