Who is this service for?

Independent investment advisors and individual investors who invest for themselves.

About Investors WorkStation

Create, manage, modify, monitor, and measure investment portfolios; user defined and modifiable investment databases, model portfolio templates, and allocation table matrix; allocate, rebalance, reallocate, and blend individual, selected, or global investment portfolios as investor investment profiles, current market conditions, relative investment values, and market outlook change; decision making, action taking reports; to take advance of change rather than to be the victim of change.

Average rating 5/5

Total score
5
“Ease of use
5
User support
5
Features
0

Product details

Starting price:

1usd / per month
more about prices

Free trial:

Yes, get demo

Desktop & Mobile Platforms:

Windows

Training:

Documentation

Online

Support:

Working hours

Online

Software Developer

mhj3.com
http://www.mhj3.com
Set up in 1989
United States

Features

Accounting
Benchmarking
Bonds / Stocks
Client Management
Client Portal
Commodity Futures
Compliance Tracking
Data Import/Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Rebalancing
Real Estate

Risk Management
Other categories uses in

Alternatives Investors WorkStation


T
Teresa C.

«As other users have told me, if you get it, there is none better. I get it!»

Usability

Support

Features

5

Overall rating

In sum:

Works as described and does it better than any other portfolio management program I have tried over the years. There is a learning curve; but, once you get the basics, the process is a breeze. Though program accounts for every penny, it is not intended as a 'back office' accounting program; as explained to me, it is intended as a 'client communication program' (their words) to help me show clients the detail of how I create and manage investment portfolios; create portfolios in a second; right in front of clients; perfect!

May 23, 2021
Feedback source: the Internet