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InvestWell Software VS arcplan Edge

Compare InvestWell Software VS arcplan Edge and see what are their differences

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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.

arcplan Edge logo arcplan Edge

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

Not present

Category Popularity

0-100% (relative to InvestWell Software and arcplan Edge)

InvestWell Software

arcplan Edge

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

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What are some alternatives?

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

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

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

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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