1 Level
811 Review
26 Karma
Review on TheInvestorNet by Chris Dildine
I have worked with many financial technology companies over the years, and am continually impressed with how quickly TheInvestorNet has grown and developed.
I have worked with many financial technology companies over the years, and am continually impressed with how quickly TheInvestorNet has grown and developed. It's a great product with many features that enable investment professionals to manage their business efficiently, cost effectively, and securely. A standout feature for me was the reporting capabilities that allow for easy access to data that enables us to make informed decisions regarding our investments. With the combination of detailed historical and current performance data, insightful commentary, and practical information on potential pitfalls, my firm now has a toolset that allows us to take control of our portfolio management process.
Pros
- Reporting is very flexible allowing for customizations and reports that can be viewed in a variety of formats such as Excel and PDF
- TheInvestorNet's ability to handle large amounts of data without impacting system performance makes this an ideal tool for those managing multiple portfolios
- User friendly design that doesn't require an extensive technical knowledge base
Cons
- User interfaces aren't always intuitive or well thought out.
- There isn't a mobile app available.
- Not every feature is fully integrated (some only work through third party add-ins)
