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Fluidly VS InvestWell Software

Compare Fluidly VS InvestWell Software and see what are their differences

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Fluidly logo Fluidly

Intelligent cashflow for SMEs powered by machine learning

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.
  • Fluidly Landing page
    Landing page //
    2023-06-29
  • 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.

Fluidly videos

+ Add

Fluidly Demonstration with Luke Hemsley

More videos:

  • Review - Fluidly - a great way to start forecasting
  • Review - Cash planning for business recovery with Fluidly

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 Fluidly and InvestWell Software)

Fluidly

InvestWell Software

Online Payments
100 100%
Online Payments
0% 0
Finance
0 0%
Finance
100% 100
Financial Planner
29 29%
Financial Planner
71% 71
Banking Tech
100 100%
Banking Tech
0% 0

User comments

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What are some alternatives?

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

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

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

Rebank - A single dashboard for startup founders and CFOs to manage their business bank accounts, understand spend and send payments anywhere, fast.

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

Brixx - Utilise a financial modelling tool to forecast your cash flow, build budgets, create business plans, and model multiple scenarios.

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

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