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Calxa VS InvestWell Software

Compare Calxa VS InvestWell Software and see what are their differences

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Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

Calxa logo Calxa

Calxa offers budgeting and forecasting solutions for small businesses and non-profits.

InvestWell Software logo InvestWell Software

InvestWell Mutual Fund Software simplify process, manages client portfolios & help them to grow. Financial Planning Software provides customized Portfolio Services, MIS, Sales Tools & more.
  • Calxa Landing page
    Landing page //
    2019-08-02
  • InvestWell Software Landing page
    Landing page //
    2021-07-28

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.

Calxa videos

+ Add

Step 5 - Cashflow Settings in Calxa

More videos:

  • Review - Step 3 - Analyse Reports in Calxa
  • Review - Use Account Trees in Calxa for really flexible reporting

InvestWell Software videos

No InvestWell Software videos yet. You could help us improve this page by suggesting one.

+ Add video

Category Popularity

0-100% (relative to Calxa and InvestWell Software)

Calxa

InvestWell Software

Budgeting And Forecasting
100 100%
Budgeting And Forecasting
0% 0
Financial Planner
0 0%
Financial Planner
100% 100
Data Dashboard
100 100%
Data Dashboard
0% 0
Finance
0 0%
Finance
100% 100

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What are some alternatives?

When comparing Calxa and InvestWell Software, you can also consider the following products

FUTRLI - FUTRLI is the all in one forecasting & reporting tool for business owners and accountants.

Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.

tm5 - Homepage - BELLIN | Treasury that Moves You. | Meet the BELLIN Community 500 companies love working with BELLIN The latest from ...

RightCapital - RightCapital is a financial and tax planning software solution.

arcplan Edge - arcplan Edge is an integrated budgeting, planning, and forecasting solution.

Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.

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