AccounTrex Overview

AccounTrex

By AccounTrex

0.00★★★★★(0 Ratings)Write review

What is AccounTrex?

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.

Who is AccounTrex best for?

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 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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