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Fathom VS InvestWell Software

Compare Fathom VS InvestWell Software and see what are their differences

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Fathom logo Fathom

Financial intelligence and performance reporting

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.
  • Fathom Landing page
    Landing page //
    2023-07-14
  • 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.

Fathom videos

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2019 Giant Fathom Test Ride and Review

More videos:

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  • Review - Giant Fathom 2 2019 MTB Hardtail Initial Review!

InvestWell Software videos

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

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Category Popularity

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

Fathom

InvestWell Software

Financial Reporting
100 100%
Financial Reporting
0% 0
Finance
0 0%
Finance
100% 100
Accounting & Finance
95 95%
Accounting & Finance
5% 5
Financial Planner
0 0%
Financial Planner
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Fathom and InvestWell Software

Fathom Reviews

8 Live Website Traffic Tracking Tools to Use in 2023
Fathom uses a lightweight script that is faster, quicker, and better; it never slows down. No matter how many visitors you get, your website and fathom dashboard will never get slow, which is best for your website’s SEO. Fathom will notify you of certificate renewals and generate SSL certificates for custom domains.
Source: geekflare.com
The 6 Best AI Meeting Tools
The next AI meeting tool is Fathom. It allows its users to create meeting recordings in Zoom and transcripts of those meetings afterwards. Through actively clicking on a button, you can highlight moments in your meeting that will then be marked in the transcript.
Source: www.meetjamie.ai
10 Best Google Analytics Alternatives (Free & Paid)
Fathom claims to provide more detailed insights into your website traffic and performance than Google Analytics. In addition, it segments your traffic and examine data to see how different groups of users interact on your website.
Source: www.socialpros.co

InvestWell Software Reviews

We have no reviews of InvestWell Software yet.
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What are some alternatives?

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

Jirav - Cloud Financial Reporting and Analytics for High Growth Companies

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

Qvinci - Financial consolidation, reporting & benchmarking software

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

Oracle Essbase - Oracle Essbase is an OLAP (Online Analytical Processing) Server that provides an environment for deploying pre-packaged applications or developing custom analytic and enterprise performance management applications.

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

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