You can use this software to optimize savings and investment philippines telegram strategies and make better trading decisions. Finding a solution with process automation features will enhance efficiency even more, helping you minimize errors and drive more profits for your clients.
Take a look at the following first-class trading and portfolio management tools for your financial services business:
Bloomberg Terminal: Bloomberg Terminal provides many tools for financial professionals to access the Bloomberg platform for current global trade and investment data and analytics. Registering for these invaluable insights will cost you $2,000 per user per month.
Eikon: With Eikon, traders and portfolio managers can easily monitor and analyze trades and investments using several cutting-edge tools developed by Refinitiv. Users can access industry-leading Eikon tools for as little as $3,600 per year.
Advent Portfolio Exchange (APX): APX software is part of the Advent Investment Suite and offers instant portfolio performance data for quicker market change responses. Pricing is quotation-based and according to your business needs.
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Financial planning and analysis (FP&A)
Screenshot of Workday Adaptive Planning, the best FP&A software for financial services companies
Analyzing market behavior, identifying potential investment peaks and dips, and planning for future investment opportunities are often essential parts of a financial services company’s offerings. But, great financial planning and analysis (FP&A) software can make the job far easier.