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47 Karma

Review on TheInvestorNet by Warren Hess

Revainrating 5 out of 5

InvestedNet is a robust platform that enables investment managers to easily track and analyze their investments.

It’s great to see a new product launch! This has been a long time coming. Investednet is extremely intuitive, user friendly, and provides a powerful interface to perform essential functions such as monitoring, research, portfolio management, risk analysis, and analytics. The biggest strength of the software is its ability to capture every aspect of the investment manager’s workflow including: managing their entire universe of investors; tracking their portfolios; reporting their performance; analyzing and mitigating risks; analyzing industry trends; and providing insight into other data points such as net asset value (NAV), returns, correlations, market volatility, etc. In addition, the ability to access real-time information regarding the performance of each investor is invaluable when making decisions on behalf of clients. This feature allows the manager to act proactively, identify potential opportunities, mitigate risk, and increase profits for his/her clients.

img 1 attached to TheInvestorNet review by Warren Hess



Pros
  • Great support and updates on this product.
  • The platform allows users to integrate various sources and report directly to Excel sheets.
Cons
  • The mobile app needs improvement.
  • Not sure about how the export of charts is handled.