Advizr
Flinks
Fast409A
Paro
Mint
Plaid
Aranca
RightCapital
InvestWell Software
Flinks
RightCapital
Fast409A
Paro
Brixx
Mint
Plaid
InvestWell Financial Planning Software for IFAs & RIAs is one of most reliable cost effective tool. This Mutual Fund Software works for both Investors and Distributors.
Mutual Fund Software is used by Mutual Fund Distributors to provide value added services to their investors. A good software must have strong Portfolio tracking capabilities, robust CRM and reliable data accuracy.
InvestWell has been at the forefront of the Mutual Fund industry in providing solutions to Mutual Fund Distributors since the last 18+ years. They have Cloud as well On-Premise solution for Portfolio Management of all assets for your Investors.
Advizr InvestWell SoftwareNo InvestWell Software videos yet. You could help us improve this page by suggesting one.
Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
RightCapital - RightCapital is a financial and tax planning software solution.
Paro - Paro helps businesses manage their finances so business owners can focus on growth.
Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.
Plaid - Infrastructure that powers financial technology by enabling applications to connect with users' bank accounts.
