PORTAX
Overview
About PORTAX
PORTAX is an investment management solution that helps financial planners and their clients evaluate and improve the performance of portfolios. It is an on-premise solution that assists with a long-term strategic analysis of taxable portfolios, asset allocation and cash flow planning. The platform also helps manage corporate project funds and solve the spending requirements of both taxable and non-taxable institutions. The forecast feature of the software handles per-period asset return time series, reducing the work needed to generate statistics. Additionally, its cash flow projection module is used to calculate the expenditures and capital appreciation of a specific portfolio over time. Pricing is based on annual or monthly subscriptions and support is extended via em...
PORTAX Pricing
Pricing starts at $89 per month per user
Starting price:
$89.00 per month
Free trial:
Available
Free version:
Not Available
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