Ridgewood Corporate Square,
11900 N.E. 1st Street, Suite 300, Building G,
Bellevue, Washington 98005, United States of America.
Tel: +1 (425) 523-9362
Fax: +1 (302) 351-8845
Find the best Investment Portfolio Management Software for your business. Compare top ERP, CRM, POS Software systems with customer reviews, pricing and get a free demo.
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Pegasus is an advertising agency solution that caters to midsize and large design, creative and advertising firms. Users can import content from media suppliers, access details for reports to source transactions, write reports, manage discounts, complete transactions using multiple currencies and more. The solution also allows users to manage and track documents, site traffic, estimates, costs and overruns. Additionally, Pegasus features capacity planning tools, task allocation, financial reporting, leave management and offers the capability to make real-time entries in timesheets. The solution can either be deployed on-premise or hosted in the cloud and also offers users mobile applications for iOS and Android devices.
Get up and run your small business in less time with one of the secured and powerful CRM with essential set of customizations required for your business.
What Is Investment portfolio management software?
Investment portfolio management software, also known as wealth management software, tracks and manages investor portfolios. These solutions are used by investment professionals to build, track, and manage their clients’ investment portfolios. Investment portfolio management software includes communication tools to facilitate client investor communication and is designed to be used by investors, financial advisors, and their clients.
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