Equity Management Software Glossary: Key Terms & Concepts
List of Equity Management Software features
Portfolio Management
Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfolio management (PPM) is used by project managers a...read more
e-Signature
A legal means of obtaining permission or approval on electronic documents or forms is to use an electronic signature, often known as an e-signature. It can be used to replace a handwritten...read more
Mobile App
A marketing automation app for mobile devices is a software application that allows marketers to automate and manage marketing activities. These processes can range from sending out a seri...read more
Dashboard
A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives, as well as provide insight into what they can ...read more
Analytics
Analytics is a math-based field that aims to uncover patterns in marketing data to gain actionable knowledge that can be used in your marketing strategy to improve your marketing performan...read more
White Labeling
When a product's maker utilises the buyer's or marketer's branding instead of its own, this is known as white labelling. The finished product appears to have been created by the buyer. Whi...read more
Reporting
Reporting provides complete visibility of the project and a clear grasp of what has to be done to the on-site personnel. The reporting process involves everyone on site, and all duties and...read more
AI based Chatbots
AI-based chatbots, also known as virtual assistants, are computer programs that leverage artificial intelligence (AI) technology to interact with users through natural language processing ...read more
Electronic Signature
Electronic signature is a technology that allows individuals to sign electronic documents and transactions in a legal and secure manner. It eliminates the need for physical signatures on p...read more
KPI Monitoring
KPI Monitoring, also known as Key Performance Indicator Monitoring, is a critical feature of many software programs that helps businesses track and analyze their performance. KPIs are quan...read more
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].