About InvestmentPro
InvestmentPro by Miles Software is a cloud-based portfolio and investment management platform designed for financial institutions seeking efficiency, scalability, and data-driven decision-making.
InvestmentPro Details
Vendor
Miles Software
Year Launched
Location
Suraksha Ace, 34/3, Andheri Kurla Road Chakala, JB Nagar, Andheri (East) Mumbai 400 059, India
Deployment
cloud, web browser
Training Options
live online, in person, demo
Countries Served
All Countries
Languages
English
Users
Compliance Officers, Risk Managers, Portfolio Managers, Traders, Operations Managers, Legal Counsel, Asset Managers, Chief Financial Officers, Chief Compliance Officers., Wealth Managers, Portfolio Managers
Industries Served
Financial Services, Investment Management, Wealth Management, Banking, Insurance
Tags
investment management, compliance, reporting, regulatory, risk management, financial services
InvestmentPro's In-App Market Place
Does InvestmentPro have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), CAD ($), AUD ($), CHF (CHF), CNY (¥), SEK (kr), INR (₹), SGD ($), HKD ($), NOK (kr), KRW (₩), MXN ($)
Pros & Cons
- Offers end-to-end portfolio automation improving efficiency for wealth managers significantly.
- Cloud-based system enables secure remote access and scalability for growing firms easily.
- Strong analytics tools help institutions make informed and data-driven investment decisions.
- Supports multiple asset classes for diversified investment portfolio management needs.
- Enhances reporting accuracy with automated and customizable financial reporting tools.
- Primarily designed for large institutions making it less suitable for small businesses.
- Customization capabilities are not clearly detailed which may concern advanced users.
- User interface modernity and ease of use are not clearly highlighted in materials.
- May require significant onboarding effort due to complexity of enterprise features.
- Dependence on vendor ecosystem may limit flexibility with external platforms.
InvestmentPro's Support Options
Email Address
info@milessoft.comContact
+91-22-68331464