Investment Management Software For Individuals – Seraph will guide you through a few simple steps to get your money moving. Get an overview, develop insights and generate reports in no time.
Designed by an early-stage entrepreneur with over 25 years of fund creation and management experience, Seraf successfully navigates the complexities of today’s early-stage investment landscape.
Investment Management Software For Individuals
Developed to meet the needs of early stage investors, Seraf provides the right tools you need to properly manage your portfolio.
Benefits Of Utilizing An Investment Management Software
Our expert resource center with hundreds of articles, downloadable templates, checklists, books and video interviews on the basics of investing for the first time. Learn best practices and gain powerful knowledge to help you achieve better investment results.
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Find out why organizations around the world use Seraf’s professional tools for portfolio management, analysis, reporting and intelligence. Build, monitor and manage the performance of your investment portfolios, see the whole picture and make better investment decisions.
Manage the performance of your investment portfolios, reduce risk and streamline internal processes. The investment portfolio management solution combines performance management, financial management and risk management into a single integrated tool that enables organizations to see the whole picture, make better investment decisions and improve performance.
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It is a digital tool that enables organizations to manage, monitor, track and optimize their investments. The solution provides organizations with comprehensive insight into their investments and investment performance. It is ideal for asset management companies, private equity firms, venture capital firms, hedge funds and other investment professionals. Users can track portfolio performance on custom dashboards, track investments, conduct investment portfolio analysis, manage investment risk, generate reports and more.
The solution can be used as an indicator solution or in combination with other solutions. Built on a business management platform, investment fund management systems can be extended to other areas of business management, such as compliance management, enterprise risk management, corporate performance management, strategic management, board management or internal audit management, all in one system.
The solution comes with an intuitive user interface that makes it easy for users to download the solution. Its comprehensive access control system ensures that sensitive information is properly protected.
Have a complete picture of investment banking performance on the investment banking dashboard. View an overview, view consolidated financial results, track the progress of your projects and check your metrics. Sort your investments by asset class, security type and other criteria for a customized performance view. Always optimize your investment strategies based on your risk tolerance.
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Avoid analysis paralysis. Choose to display only the data that is relevant to you, your team, your department or your business unit. Create an overview of your investments and analyze your investments based on selected criteria. See financial analysis by industry and geography. Dashboards allow you to choose which KPIs you want to see and how you want them displayed. Choose from a wide range of data visualization options including charts, graphs, heat maps and more.
Organizations can add business context to their financial data, so they can see the whole story and make informed investment decisions. See the details (appearance, status, assessments and similar programs) behind each KPI in your portfolio and understand the relationship between them. Link your KPIs to your corporate strategy, perform investment portfolio analysis, assess risk tolerance and use data insights to optimize your investments.
Eliminate the administrative burden of creating reports from different spreadsheets. Your teams can feed data, information and insights into the system so you can generate investment performance reports for your management team, investors and other stakeholders. . Include an executive summary, data overview, and important portfolio updates. Add information on key parameters, financial results, thesis/outlook, investment and capital structure, current events, decision-making processes and risk assessment results.
Fund management software is pre-configured with industry-leading frameworks, models and features required for effective investment fund management.
Investment Portfolio Management Software
Go beyond traditional dashboards. Configure custom business dashboards to display relevant information, KPIs and other metrics. No code required.
Connect, collect, organize, view and analyze your data in a business context to uncover actionable insights and make data-driven decisions.
Create comprehensive reports in a variety of popular formats, including Word, Excel, PPT and PDF. Include visuals such as charts and risk heat maps.
Create custom alerts to notify key stakeholders when a KPI moves above or below a certain threshold, a goal is met, or a new issue arises.
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Create meeting invitations, create topics, mark topics for review and discussion, add attachments, and send meeting invitations to participants.
Take a digital snapshot of your organization. it has an agile, flexible configuration environment that is directly managed by end users.
Visualize your data with charts, graphs, risk heatmaps, strategy maps and more. Add your signature colors and design elements.
Let there be one source of truth. and a powerful data integration engine designed to integrate large amounts of data from multiple sources.
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Set custom user access based on user activity and manage user permissions to control content viewing and access to specific dashboards and features.
Authenticate users with single sign-on (SSO). SSO allows users to sign in with a single set of credentials across multiple platforms.
All solutions built on the business management platform can be seamlessly integrated with each other, so you can start with one solution and expand later as your needs grow. With , it’s fast, easy and hassle-free for end users.
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Get an accurate picture of your net worth — what you own besides debt. Knowing this number will help you make informed decisions about money management.
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Not sure if you’re saving enough to meet your retirement planning goals? A savings plan can show you an annual savings range that represents a 70% chance of reaching your retirement goals.
Automatically organize your expenses and savings by date, category or merchant. Set a clear and easy spending goal to see if you’re on or under your plan.
See what happened in the last 30 days and what’s left of it to stay on top of your spending and savings goals.
Check if your retirement savings reach your retirement date and calculate your monthly income.
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We’ll help you estimate and plan how much money you’ll need to save today to pay for your education later.
See how your investments are performing and how to improve them with the Investment Insights tool. Compare your current asset allocation with an optimal target allocation designed to minimize risk and maximize returns to achieve your financial goals.
This new tool creates a customized approach to your financial planning priorities, helping you stay on track with your goals.
A personal strategy is a personalized multi-component class portfolio with a combination that is directly aligned with your financial goals.
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It’s one thing to save for retirement. But smart withdrawals can help you spend your retirement savings more efficiently. Stick to a budget, minimize taxes and optimize your finances during retirement.
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