OASIS Investment Management Software

Powerful Investment Management Tools, Detailed and Customized Reporting, Portfolio Tracking and Rebalancing Tools.

OASIS is ideal for investment advisors who want to:

1. Eliminate hand data entry into forms and applications of all kinds
2. Eliminate trying to figure out how to rebalance portfolios by hand or with a spreadsheet
3. Produce customized client sales material and investment policy statements in minutes instead of hours
4. Streamline complex and labor intensive portfolio tracking and investor reporting systems

Why OASIS is so far ahead of the competition:

• Completely web-based. Accessible anywhere on the planet 24/7/365.
• Extremely easy to learn and use. All point and click interface. Virtually NO typing.
• Unparalleled reliability, security and performace with NO IT overhead.
• Industry-leading tools for analyzing, tracking and rebalancing both stock and mutual fund portfolios.
• Extensive, customizable built-in reports.
• Comprehensive portfolio risk analysis.
• Import client data from any back office or custodian.

Click HERE to view our video demo


Contact us today for a completely free, no obligations, fully operational demonstration.