InvestWell Software
Flinks
RightCapital
Fast409A
Paro
Advizr
Brixx
Mint
Aranca
Simple 409a
Armanino Consulting
Kruze Consulting
AndersenTax
Fast409A
Economics Partners
Teknos
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.
InvestWell Software| Categories |
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|---|---|
| Website | investwellonline.com |
| Pricing URL | Official InvestWell Software Pricing |
Aranca| Categories |
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| Website | aranca.com |
| Pricing URL | Official Aranca Pricing |
Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
Simple 409a - The clients of Simple409A have received reliable 409A valuations for their growing companies, ranging in size from a company weeks after inception to mature
RightCapital - RightCapital is a financial and tax planning software solution.
Armanino Consulting - Armanino is one of the top 25 largest independent accounting and business consulting firm in the United States.
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
Kruze Consulting - CPA working with 180+ Seed, Series A and Series B startups. Kruze provides Accounting, Tax, 409A Valuations&Financial Modeling for VC backed startups.
