Calculate Personalized Rate of Return from cash flows
Calculating accurate and reliable Internal Rate of Return (IRR) for client reporting is quickly moving from a "nice-to-have" feature to... Engage and Educate Investors through Goal Tracking
For many, investing is like watching paint dry. Goal tracking solutions a way better model where investors get into... Produce Professional and Compliant Documentation
At every stage of a relationship with an investor, documents are required to either comply with regulations or deliver the information...