Horizon Portfolio Management vs Onspring
Description
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
Onspring
Onspring is a versatile software solution designed to simplify how businesses operate. Created with the user in mind, Onspring offers a platform that brings together various tools and applications use... Read More
Contact Info
Year founded :
Not Available
Not Available
Not Available
Not Available
Not Available
Year founded :
2010
+1 913-601-4900
Not Available
United States
http://www.linkedin.com/company/onspring-technologies
Features
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
Workflow Automation
Customizable Workflows
Automation Rules
Collaboration Tools
File Sharing
Task Assignments
Risk and Compliance
Risk Identification
Compliance Tracking
Data Management
Advanced Reporting
Centralized Data Repository
Pricing
Pricing Not Available
Pricing Not Available
Metrics History
Metrics History
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