Vumi
Wealth management solution that helps businesses aggregate client data to automate portfolio monitoring and financial reporting.
What is Vumi?
Vumi is a technological solution that consolidates all investors' financial assets on a single platform in an automated and real-time manner and includes automatic calculations of metrics and personalized reports. We seek to automate manual and complex processes and provide a global perspective of the client's assets.
Screenshots
Categories
Features
FAQ
The official website of Vumi is https://www.vumi.io/
Vumi is a technological solution that consolidates all investors' financial assets on a single platform in an automated and real-time manner and includes automatic calculations of metrics and personalized reports. We seek to automate manual and complex processes and provide a global perspective of the client's assets.
Vumi belongs to the Dashboard, Data Analysis, Data Management, Data Visualization, Equity Management, Financial CRM, Financial Services, Fixed Asset Management, Investment Management category.
Vumi offers features such as Data Import/Export, Reporting/Analytics, Reporting & Statistics, Client Portal, Investor Reporting, Private Equity, Valuation Management, Client Management, Compliance Management, Financial Analysis, Fund Management, Investments Tracking, Performance Metrics, Portfolio Management.
No, Vumi does not offer a free trial.
Pricing
Starting at:
Euro 850/per month
Free Trial Available
Reviews(0)
Write a reviewVumi alternatives
PayPal
PayPal helps businesses manage digital payments, invoicing, and mobile transactions across eCommerce and service workflows. Its most used by marketing, IT services, and retail teams. Reviewers highlight its mobile access and real-time alerts, but...load more
Jira
Jira is particularly well suited to software development and agile teams. Its versatility, however, extends beyond software development to product management, IT operations, and customer support, and it offers robust issue tracking and task...load more
Canva
Canva helps small businesses create branded visuals quickly using editable templates and AI-powered design tools. Its most used by marketing, design, and admin teams in SMBs that need fast, repeatable content. Reviewers highlight its ease of use and...load more
Wix
Wix empowers small businesses to build and manage websites quickly. Most users rely on it for designing, blogging, and marketing. Its drag-and-drop editor and mobile access stand out for ease of use, while limitations in SEO and advanced...load more
Google Analytics 360
Google Analytics 360 is an enterprise-level analytics platform with in-depth performance indicators, such as ROI analysis reports. The app's primary function is to provide insights into customer behavior interactions with websites and apps to...load more
Zoho CRM
Zoho CRM is a customer relationship management (CRM) tool primarily used by small businesses in IT services, marketing, and software. It helps teams manage leads, automate sales workflows, and centralize customer data. Reviewers highlight its...load more
Dynamics 365
Dynamics 365 helps manage customer relationships, business operations, and reporting through centralized tools. Its most used by administrative and IT teams in software services and support roles. Its contact database and integrated business...load more
Acuity Scheduling
Self-service appointment scheduling with the world's friendliest scheduling tool, so you can save time for the rest of your to-do list.
monday.com
monday.com helps small businesses manage projects, tasks, and workflows with customizable boards. Its popular in marketing, IT services, and software services, especially among administrative and creative teams. Users value its team collaboration...load more