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Excella advisory software

Sold by : KICMS PVT LTD

What is Excella advisory software?

Excella: a advisory software built for RIAs, PMS, and Family Portfolio Managers. Seamlessly manage asset transactions and generate comprehensive reports with ease. This software offers a comprehensive range of performance indicators and strategies to enhance decision-making. Simplify your financial processes and elevate your portfolio management with the help of Excella.

Key Features of Excella advisory software

  • Real Time Portfolio Tracking
  • Performance Analytics
  • Risk Management Tools
  • Asset Allocation
  • Customizable Dashboards
  • Automated Rebalancing
  • Tax Optimization
  • Client Reporting
  • Scenario Analysis
  • Compliance Monitoring
  • Fee Management
  • Document Management
  • Integration With Custodians
  • Mobile Access
  • Multi Currency Support
  • Trade Order Management
  • Client Portal
  • Data Import/export
  • Benchmarking
  • Alerts And Notifications
  • Show More

Excella advisory software Resources

Excella advisory software Pricing

To receive a personalized quote

Specifications

Company Name icon
Company Name
KICMS PVT LTD
Run On Mobile Browser icon
Run On Mobile Browser
Yes
Available Support icon
Available Support
Email
Languages Available icon
Languages Available
English

Excella advisory software Description

Excella is a accounting software designed specifically for registered investment advisors under SEBI and PMS guidelines. Stay up-to-date with GST regulations and simplify your billing and invoicing processes with our intuitive platform. With Excella, you can efficiently manage your clients' investments with powerful tools at your fingertips. Save time and effort by eliminating manual processes and embrace Excella as the solution for your advisory business.

Excella advisory software FAQ's

The top 5 features of Excella advisory software include:

  • Real Time Portfolio Tracking
  • Performance Analytics
  • Risk Management Tools
  • Asset Allocation
  • Customizable Dashboards

Excella advisory software supports a variety of platforms including: Email.

Excella advisory software serves a wide range of businesses including Freelancers, Enterprises.

The top three competitors of Excella advisory software are HyperSoft PMS, Invest Plus and Invrep. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Excella advisory software is available exclusively in English, providing a streamlined experience for English-speaking users.

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