Overview
Aumni
Learn from this experienced panel about the changing LP demands as it relates to diversity expectations, improved portfolio analytics, and SEC registration.
Media
Core Features
Stock Portfolio Management Features
  • Client Management
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Watchlists
Pricing
Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Quote Based
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Windows
  • Mac
  • Linux
Support
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
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