mhj3.com

Investors WorkStation

5 / 5 1 review

Who Uses This Software?

Independent investment advisors and individual investors who invest for themselves.


Average Ratings

1 Review
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $350.00/one-time/user
  • Free Trial
    Yes
  • Deployment
    Installed - Windows
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • mhj3.com
  • www.mhj3.com
  • Founded 1989
  • United States

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.


Investors WorkStation Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

Investors WorkStation Reviews

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

Sep 02, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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!