Name: Is360
Author: Valemobi

Help Desk

Web and Video Conferencing

Customer Support

Help Authoring

JavaScript Frameworks

Mind Mapping

Mobile App Development

Push Notifications

Software Configuration Management

Development

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Embedded Business Intelligence (BI)

Enterprise Generative AI

Partner Relationship Management

Enterprise

Accounting

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Content Delivery Networks (CDN)

Data Quality

Data Virtualization

Distributed Denial of Service (DDoS) Protection

Extended Detection and Response (XDR)

Fraud Detection

Identity Governance and Administration

Identity Management

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Print

Mobile Data Security

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Relational Databases

Scale-Out Storage

Secure Email Gateway

Smart Contracts

Tower Servers

Virtual Private Network (VPN)

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Appointment Scheduling

Competitive Intelligence

Content Management

Direct Mail Automation

Email Marketing

Email Testing

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Virtual Event

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales Intelligence

Sales

Antivirus

Security

Estate Planning

Insurance Policy Administration Systems

Insurance Underwriting and Rating

Mental Health

Public Transportation

Trucking Software

Vertical-Specific

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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.

Is360

Stock Option Plan Administration is for administering stock option plans.

Stock Option Plan Administration

Valemobi

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

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Stock Option Plan Administration Software

Is360

Overview

What is Is360?