AccounTrex Overview
AccounTrex is a revolutionary automated Portfolio, Back-office and Subscription Management system that finally addresses the information technology needs of Syndicate Trading funds. Centralized portfolio management is enabled through automatic download of balance and transaction data from all Cash and Prime Broker accounts in a Funds system, interrelating multiple Prime, DVP and Cash account activity via patent-pending automatic transaction matching algorithms.
Financial Investment funds and traders that actively trade the US Equity and Fixed Income Syndicate market
AccounTrex Details
AccounTrex Platforms supported
Cloud, SaaS, Web-Based
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
On-Premise Linux
On-Premise Windows
AccounTrex Support options
AccounTrex Training options
Documentation
In-Person
Live Online
Videos
Webinars
AccounTrex Related Categories
AccounTrex Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
AccounTrex Features
Most valued AccounTrex features by users
Portfolio Rebalancing
Client Management
Risk Management
For Investment Advisors
Alerts/Notifications
Financial Analysis
For Traders
Portfolio Accounting
Portfolio Management
Stock Management
Tax Management
Wash Sale Detection
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