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Simplify club administration and portfolio management using Manage Invest’s comprehensive set of features for portfolios with multiple investors.
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Easily track the contributions and withdrawals of all members to simplify club administration. Manage Invest creates accounts for members as they are added so you will be able to get to all of the important information quickly and easily. |
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Assign assets to a single investor or subset of investors easily. Manage Invest can manage these assignments separately for each parcel of investments giving you full control.
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Print and share reports and performance figures with other members. Manage Invest contains a vast array of reports, all of which can be customised and exported to PDF, XLS, DOC and RTF formats. Manage Invest’s informative can be saved as an image.
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Handle all types of assets including stocks, options, CFDs, futures, warrants, real estate, art, coins, wine and more. There's no need to purchase and learn a whole new system if and when you add new asset types to your portfolio, and you avoid having to re-key your entire investment transaction history. |
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A fully integrated system means you can throw away all those bits of paper, secret spreadsheets and calculators. Manage Invest is the most powerful portfolio manager ever built, yet supports customisation, giving you complete and ultimate control.
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Control your risk by managing specific exposure goals including those through managed investments such as mutual funds. Define, track and manage your exposure to various asset classes and market sectors. You can record exact category splits for every single asset. Once you have set your goals, Manage Invest's dashboard will always keep you informed as to your actual profile relative to your targets.
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Focused performance analysis gives you the ability to list out every single income or expense item associated with a particular asset, advisor, fund manager, broker, etc. so you will always know how much value each is adding to your wealth.
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A professional-strength general ledger underpins Manage Invest's operations. It allows you to record the ultimate detail of transactions and supports flexible and powerful summaries. Manage Invest does most of the accounting work for you, so you can spend less time in front of your accountant and more time enjoying your asset growth.
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Attach documents to any transaction to keep a full and comprehensive record. Incorporate valuations, inspections, contracts, rental agreements, receipts, quotes, trading notes, meeting minutes and any other document in any electronic format such as Acrobat PDF or Word document.
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You'll never hit limits in Manage Invest. You can have unlimited entities, portfolios, accounts, up to 1000 asset classes per portfolio and unlimited assets per class.
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Free, automatic revaluation of financial assets is built in. Manage Invest automatically retrieves end-of-day values1 for your assets held on more than fifty exchanges around the world, converts the value into local currency using live exchange rates, and updates your portfolio values. And best of all, it's free – there are no ongoing data charges!
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Scrutinise capital gains and capital gains tax liabilities before acting on any parcel of assets. Tax rules for Australia, New Zealand, United Kingdom, Ireland, United States, Canada and Hong Kong are already built in. Plus, Manage Invest's power and flexibility means you can add the tax rules for any other jurisdiction. No matter where you are, you're covered by Manage Invest.
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Record transactions easily from any currency, too, using Manage Invest's built-in ForEx calculator that can convert funds according to the rate as at a particular date. Never rummage for your pocket calculator and exchange reports again! |
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Appraise returns of your assets, advisors, fund managers, brokers, asset classes and more against each other and against benchmarks. There is no limit in the number you can use. Never be in the dark again about performance. Make effective decisions based on empirical analysis of performance.
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Import and export data to and from Manage Invest instantly to save re-keying transaction data, and to incorporate Manage Invest financial, asset and investor reports and charts in other documents. Manage Invest supports CSV, PDF, DOC, XLS and other formats.
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Comprehensive help and tutorials assist you to make the most use of Manage Invest and its intuitive, straight-forward interface. Brush up on the finer details you need, when you need to.
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A thorough suite of reports and charts helps you review your situation at any time. Extensive customisation means you can create a report or chart with the level of summary or detail matching your exact needs. Create Income Statements (P&Ls) for any date period you want, and compare periods. Consolidate multiple portfolios into a single report with no extra manual work. Turn reports into charts to visualise your position more easily.
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30 day money-back guarantee!
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