Excella advisory software

Excella advisory software

Sold by : KICMS PVT LTD

What is Excella advisory software?

Excella, an innovative advisory software designed for RIAs, PMS, and Family Portfolio Managers. With Excella, managing asset transactions and generating detailed reports becomes effortless. Our software provides a wide range of performance indicators and strategies to support informed decision-making. Simplify your financial operations and elevate your portfolio management with Excella.

Excella advisory software Resources

Excella advisory software Pricing

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Company Details

Company Name : KICMS PVT LTD
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Key Features of Excella advisory software

  • Real Time Portfolio Tracking
  • Performance Analytics
  • Risk Management Tools
  • Asset Allocation
  • Customizable Dashboards
  • Automated Rebalancing
  • Tax Optimization
  • Client Reporting
  • Scenario Analysis
  • Compliance Monitoring
  • Fee Management
  • Document Management
  • Integration With Custodians
  • Mobile Access
  • Multi Currency Support
  • Trade Order Management
  • Client Portal
  • Data Import/export
  • Benchmarking
  • Alerts And Notifications
  • Show More

Specifications

Run On Mobile Browser : Yes
Available Support : Email
Languages Available : English

Description

Excella advisory software, the solution for all your accounting needs. Stay compliant with GST regulations and streamline your billing and invoicing with our user-friendly platform. Our software is specifically designed for registered investment advisors under SEBI and PMS, providing you with robust tools to manage your clients' investments efficiently. Say goodbye to manual processes and hello to Excella, the software for your advisory business.
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Excella advisory software FAQ's

The top 5 features of Excella advisory software include:

  • Real Time Portfolio Tracking
  • Performance Analytics
  • Risk Management Tools
  • Asset Allocation
  • Customizable Dashboards

Excella advisory software supports a variety of platforms including: Email.

Excella advisory software serves a wide range of businesses including Freelancers, Enterprises.

The top three competitors of Excella advisory software are HyperSoft PMS, Invest Plus and Invrep. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Excella advisory software is available exclusively in English, providing a streamlined experience for English-speaking users.

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