InvestWell Software
Flinks
RightCapital
Fast409A
Paro
Advizr
Mint
Plaid
Brixx
RightCapital
FloatApp
Liveplan
Fluidly
Simple 409a
Poindexter
Keap
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.
Brixx is used by people with a range of different levels of financial experience and expertise. Whether you’re planning your first startup or are a seasoned finance professional, there’s a set of features in the Brixx toolbox that’s right for you. You can build flexible financial timelines, collaborate with other users, test different scenarios, and more!
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Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
RightCapital - RightCapital is a financial and tax planning software solution.
FloatApp - Float is a cash flow forecasting solution for Xero, QuickBooks and FreeAgent.
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
Liveplan - LivePlan helps entrepreneurs and small-to-medium size business owners build dynamic business plans and track performance against their goals.
Paro - Paro helps businesses manage their finances so business owners can focus on growth.
