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.
Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
LeadMD - LeadMD is the revenue performance consultancy that cuts through the BS by making your vision actionable and your outcomes measureable
RightCapital - RightCapital is a financial and tax planning software solution.
Code Zero - Code Zero is a rich-featured Kubernetes platform for quickly and easily delivering cloud-native software solutions to perform various operations like integrating Debugging, testing, building, containerizing, and others.
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
Navisite Services - Navisite Services is one of the modern managed cloud service providers that drive the digital transformation for thousands of growing and established global brands.