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FloatApp VS InvestWell Software

Compare FloatApp VS InvestWell Software and see what are their differences

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Contents:
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  3. » Alternatives

FloatApp logo FloatApp

Float is a cash flow forecasting solution for Xero, QuickBooks and FreeAgent.

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.
  • FloatApp Landing page
    Landing page //
    2023-09-28
  • 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.

Category Popularity

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

FloatApp

InvestWell Software

Data Dashboard
100 100%
Data Dashboard
0% 0
Finance
72 72%
Finance
28% 28
Financial Planner
0 0%
Financial Planner
100% 100
Budgeting And Forecasting
100 100%
Budgeting And Forecasting
0% 0

User comments

Share your experience with using FloatApp and InvestWell Software. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, FloatApp seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

FloatApp mentions (1)

  • Cash Flow Frog for cash flow tracking
    I tried Cash Flow Frog, but it wasn't giving me the information I was looking for. I ended up going with Float. floatapp.com. Source: about 3 years ago

InvestWell Software mentions (0)

We have not tracked any mentions of InvestWell Software yet. Tracking of InvestWell Software recommendations started around Mar 2021.

What are some alternatives?

When comparing FloatApp 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.

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

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

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

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

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