Unify Invest is a specialized product designed to help individuals, financial advisors, and investment professionals manage their investment portfolios effectively. This software provides tools and features that assist in analyzing, tracking, and optimizing investment strategies.
With this product, Data Intellect aims to help you track and manage your portfolio across stocks, bonds, mutual funds, real estate, and other assets. Unify Invest offers performance metrics such as returns, volatility, risk-adjusted measures, and benchmarks to assess the success of your investment strategies. It helps you allocate your investments based on risk tolerance, investment goals, and market conditions, and provide recommendations for creating a diversified portfolio.
Unify Invest helps you analyze the risk exposure of your investments and assess potential downsides. It offers tax optimization by assisting you to strategize and minimize tax liabilities. It also enables you to create an investment goal such as retirement, education funding, or major purchases and helps you in attaining them.