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Fund Investors: Funds of funds, Pension Funds, Endowments & Foundations, Private Banks, OCIOs, RIAs, Family Offices, Consultants. Fund Managers: Hedge Fund Managers, Mutual Fund Managers
TOGGLE serves both professional and individual investors, improving investors ability to make timely adjustments to their portfolio in response to fundamental and market data
Very good experience, very happy with this - I think it was a good investment for the company.
Morningstar Direct made this available at no extra cost and, given the comparability in cost between the two softwares, it is difficult to justify spending more on a cloud option.
Super easy to use and great IT support. We will definitely be continuing to use their performance review software following our free trial.
I understand the impetus for charging for the cloud option, but with a larger provider it would likely be provided at no additional cost.
Flexibility of the programming team. Analysis of the portfolio is very impressive and the live update with time window's adjustments is very important and useful.
Sometimes, when using the software it can get a bit laggy when typing in fund information, causing a delay.
Great feature set, very responsive support team, and excellent APIs enable us to build highly customized solutions.
So it makes me often check my weights (model 2) over the time line to see if there is no data missing.
Beth S.: Hi, my name is Beth. I am the owner and solopreneur of a small management company, where I specialize in website design and social media management. I personally use TOGGLE every single day, every moment of the day. It gives a five star in my book. So previous to TOGGLE, I was using embarrassing Google Sheets. I would simply enter my start time and end time, and have a formula essentially constructing what my log time needed to be. It was clunky, it didn't work. The main reasons that I love to use TOGGLE is because you have the ability to not only log your time by project, but also by client. It also helps me stay more on track with my operational time, my invoicing time, and making sure that I'm giving the full dedication to all of my clients, and so that we're all staying completely transparent in the work that is being done. Even if you're a non-tech person, I personally am. But the onboarding is so intuitive. It's essentially you add a project, add a client, and you're ready to go. You can go into the more in depth features. There is a premium plan as well, and the reporting even on the free area is wonderful. Onboarding is easy, it's very intuitive. If you are a former recovering workaholic like myself, and you need something to help you stay transparent about the time that you're spending on certain projects, or if you're just simply looking for a really easy solution to quickly implement, TOGGLE would absolutely be the best option for you and your business, or maybe even just your personal time.
AlternativeSoft
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AlternativeSoft
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