Dion Portfolio Tracker

Dion Portfolio Tracker

Dion Global Solutions
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About

One Solution To Serve All Your Asset Management Technology Needs. We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners and Service Providers. Our Mission is to Simplify the Investment Process. Our offering seamlessly integrates front, middle, and back-office solutions customized for a wide array of financial firms including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, Asset Managers and Asset Owners can manage complex portfolios from a single view allowing for confident decision making.

About

Keeping track of multiple investments’ performance and consolidate all the investments in a single location for quick and easy access is a huge time-consuming hassle. Dion’s intelligent Portfolio Tracker is designed to help investors manage their investments across multiple asset classes with a simple and easy-to-use online platform. Thousands of investors and financial advisors in India now use Dion’s Portfolio Tracking and Reporting tools to manage and analyze their investment portfolios across different asset classes, such as equities, mutual funds, FDs, loans, real estate, derivatives, borrowings, and commodities, etc. Portfolio Tracker consolidates all investments automatically, which enables Investors & their RM to monitor the performance of their investments with just a few clicks across all devices, accessible from anywhere, anytime. Offers intelligent, value-added reports like transaction reports (date, yearly, or industry-wise), annualized returns, etc.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investment managers and family offices

Audience

Financial advisors and end investors requiring a solution to make informed investment decisions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Nirvana Solutions
Founded: 2007
United States
www.nirvanasolutions.com

Company Information

Dion Global Solutions
Founded: 1994
India
www.dionglobal.com/portfolio-tracker.html

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VISE

VISE

Vise

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim Nirvana Solutions and update features and information
Claim Nirvana Solutions and update features and information
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Claim Dion Portfolio Tracker and update features and information