Is360

is360 is a comprehensive solution provided by Valemobi for monitoring managed portfolios and investment funds. According to the vendor, this software solution is designed for the wealth management industry, asset management firms, family offices, and investment managers. It is aimed at small to large-sized companies in the financial services industry. Professionals such as wealth managers, asset managers, family offices, and investment managers can use is360 to efficiently manage their portfolios, monitor performance and risks, and maintain high ethical and quality standards in the management of funds.

Key Features

Comprehensive Portfolio Monitoring: According to the vendor, is360 provides a solution for monitoring managed portfolios and investment funds. Users can gain a 360-degree view of all investments in a secure and transparent manner.

Real-Time Market Tracking: The vendor claims that is360 allows individual investors to access real-time market tracking and monitoring. This feature enables users to stay updated on market trends and make informed investment decisions.

Wide Range of Investment Options: According to the vendor, is360 offers access to a wide range of investment options, including stocks, funds, and fixed income. This feature enables investors to diversify their portfolios and choose investments that align with their financial goals.

Portfolio Consolidation: The vendor states that users can consolidate their portfolios within is360, making it easier to track and manage their investments. This feature streamlines the process of monitoring and analyzing portfolio performance.

Seamless Integration with Partner Brokers: According to the vendor, is360 allows for seamless integration with partner brokers, enabling users to place orders directly from the platform. This integration eliminates the need for manual order placement and aims to improve efficiency.

TradeChat Feature: is360 includes a TradeChat feature that facilitates real-time conversations and information sharing among users, according to the vendor. This feature promotes collaboration and allows investors to discuss market trends and investment strategies.

Automation System for Fiduciary Control and Administration: The vendor claims that is360 offers an automation system for fiduciary control and administration. This feature streamlines processes such as suitability, onboarding, and regulatory compliance, aiming to ensure efficient and compliant operations.

Fund Processing and Distribution: According to the vendor, the asset and wealth management feature of is360 provides a complete solution for fund processing, performance management, and distribution. This enables asset managers and distributors to effectively manage funds and reconcile information.

Comprehensive Solution for Brokers and Distributors: is360 offers a comprehensive solution for brokers and distributors, according to the vendor. It includes features such as order processing, compliance management, risk management, and client portals. The integrated homebroker platform allows for efficient onboarding processes and partner management.