Certainty vs Horizon Portfolio Management

Certainty

Visit

Horizon Portfolio Management

Visit

Description

Certainty

Certainty

Certainty is a software tool designed to help businesses collect data, manage processes, and ensure compliance with regulations and standards. It’s built to make the management of critical business in... Read More
Horizon Portfolio Management

Horizon Portfolio Management

Horizon Portfolio Management is designed to make life easier for financial advisors and investors managing multiple assets. Our software takes the complexity out of organizing your investments, allowi... Read More

Contact Info

Year founded :

2020

+1 905-770-1704

Not Available

Canada

http://www.linkedin.com/company/certainty-corp

Year founded :

Not Available

Not Available

Not Available

Not Available

Not Available

Features

User-Friendly Interface

Intuitive Design
Customizable Dashboard

Collaboration Tools

Team Sharing
Comment Threads

Security Features

Access Control
Data Encryption

Data Accuracy

Error Detection
Real-time Updates

Integration Capabilities

Import/Export Options
API Support

Risk Management

Risk Assessment Tools
Alert Systems
Diversification Analysis

Client Management

Activity Logs
Communication Tools
Client Profiles

Financial Planning

Goal Setting
Retirement Planning
Cash Flow Analysis

Investment Tracking

Real-Time Updates
Portfolio Overview
Detailed Reporting

Pricing

Certainty logo

Pricing Not Available

Horizon Portfolio Management logo

Pricing Not Available

Metrics History

Metrics History

Comparing teamSize across companies

Trending data for teamSize
Showing teamSize for all companies over Max