Name: PortfolioNet
Author: Galeo

Customer Identity and Access Management (CIAM)

Help Desk

Web and Video Conferencing

Customer Support

Classroom Management

Online Learning

Education

Barcode

Business Intelligence (BI)

Collaboration

Contract Management

Data Extraction

Risk Management

VoIP

Workspace Planning

Enterprise

Accounting

Crypto Asset Management

Invoicing

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

HR Management

Leadership Development

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Browser

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Collaboration

Data Masking

Desktop Outsourcing

Fraud Detection

Hyper-Converged Infrastructure

IT Asset Disposal

Integration Platform as a Service (iPaaS)

License Management

Log Management

MLOps

Managed IT Service

Network Monitoring

Network Performance Monitoring

Packet Analyzer

Password Management System

Release Management

Remote Support

Secret Managers

Software Distribution

Threat Intelligence

Web Portal

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Audience Intelligence

Content Management

Creative Collaboration

Domain Registration Services

Email Marketing

Gamification

Heatmap and Session Recording

Marketing Automation

Social Media Management

Social Media Monitoring

Survey & Forms Building

Swag Management

Video Marketing

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Architecture

Debt Collection

Public Sector Software

Real Estate

Vertical-Specific

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PortfolioNet is a wealth care solution offered by Galeo that leverages wealth tech solutions. According to the vendor, this platform provides customised services for managing both financial and non-financial assets. It caters to various businesses, including financial advisors, legal and accounting professionals, and private asset managers. With its advanced features and coordination capabilities, PortfolioNet aims to facilitate collaboration among teams and trusted advisors.

## Key Features

**Customised Wealth Care**: According to the vendor, PortfolioNet offers customised wealth care services for all assets, financial and non-financial. It provides a range of services tailored to the client's structure and objectives, aiming to protect their wealth. Clients can connect with their assets and the Galeo team through a digital platform developed and maintained in Switzerland.

**Ecosystem Coordination**: The vendor claims that Galeo facilitates collaboration among teams and trusted advisors by coordinating and centralizing information. This feature enables interaction with multi-disciplinary professionals such as financial advisors, legal and accounting experts, and private asset managers.

**Financial and Non-Financial Asset Monitoring**: PortfolioNet utilizes digital technologies to monitor and analyze financial and non-financial assets, as per the vendor. It enables the onboarding of assets with years of history, including trades, valuation, and performances. The platform monitors various financial assets such as bonds, equities, funds, alternative investments, and private equity. It also monitors non-financial assets like art collections, real estate properties, boats, cars, aircraft, and wine.

**Proactive Wealth Supervision**: According to the vendor, PortfolioNet proactively supervises all aspects of a client's wealth. It provides monthly reporting and alerts when actions are required. The platform aims to ensure that mandates and asset allocations are respected, performance is aligned with market conditions, and fees are correctly applied. It also generates specific reports based on sudden unexpected market events, without requiring client requests.

**Advanced Analytical Tools**: PortfolioNet offers advanced analytical tools based on AI technology, according to the vendor. These tools automatically generate reports on expenses, budget monitoring, and cash flow analysis, providing insights for effective wealth management. The platform also enables monitoring of expenses such as salaries and social charges paid to employees, even for complex structures like trusts.

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

ECOS

PortfolioNet

Investment Portfolio Management

Galeo

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Investment Portfolio Management Software

PortfolioNet

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What is PortfolioNet?