Macroaxis

Wealth Management Platform

3.5 / 5 5 reviews


Average Ratings

5 Reviews
  • 3.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 3 / 5
    Customer Service

Product Details

  • Starting Price
    $7.95/month/user
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    No
  • Support
    Online

Vendor Details

  • Macroaxis
  • www.macroaxis.com
  • Founded 2006
  • United States

About Wealth Management Platform

Ready-to-use presentation of financial analytics that can be distributed instantly including free asset allocation and portfolio optimization


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Wealth Management Platform 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

Wealth Management Platform Reviews Recently Reviewed!

Provides interesting insight into holdings.

May 04, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: The correlation function. I selected this software because I was having difficulty finding correlation functionality in other software that I use.

Cons: A bit cumbersome to navigate. Navigation is not quite as intuitive as I would like. Fewer steps to load and save portfolios would be nice.

Overall: Correlation matrix

Great Optimization Module

Jun 27, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: Free tools actually add value

Cons: Sometimes a bit slow. Would like more help/directions on some exotic pages such as correlation analysis or backtesting

Overall: There are way too many tools for a novice investors. The one I like the most is the watchlist risk adjusted returns analysis. I'm actually impressed when they ask me to specify a "reasonable number of assets as computing power is limited". That means to me that they are actually crunching the numbers they say they're crunching.

Recommendations to other buyers: Frankly I find most modules to be quite amazing. You might want to give the macroaxis.com a whirl to see what I mean.

Impressive tools and visual analytics

Jun 26, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Comprehensive analyses I can run at any time, all day long

Cons: No account aggregation.

Overall: Macroaxis made it possible for me to use the tools the big money managers on Wall Street use. That's what the site promises and with their one-week free trial I've been able to confirm it risk-free.

Recommendations to other buyers: This is not a most digital or robo advisers out there... you have to acquire a taste to this software, but when you do you will stick to it.

Macroaxis is a creditcard scam.

May 20, 2016
1/5
Overall
3 / 5
Ease of Use
1 / 5
Customer Support

Comments: Macroaxis is a scam. They have been overcharging my credit card for 140 dollars.

Last year I registered for a paid silver account. Because I did not use it, I cancelled my subscription a month later. However, they have continued to charge my credit card for the last 7 months.

My attempts to contact macroaxis by phone and email are deliberately ignored.

Do NOT give Macroaxis your credit card details.

Apr 26, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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