InvestWell Software VS Cashvue

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.

Cashvue is the ultimate cloud-based application for business cash flow management. Use Cashvue to forecast, track and manage all cash activity. Gain insight about future trends and make decisions faster. No credit card needed, Start a free trial today!

Almost all companies, business owners and executives do cash projections and make every day operational decisions. Some do it better than others. After talking to several companies and financial professionals we built Cashvue to help our clients make better decisions that extend their working capital longer. Now we are offering this as a SAAS application.

What is the difference between bookkeeping and cash flow management? Bookkeeping is historical record keeping for tax purposes. Cash flow management is current and future cash activity tracking and expectation management.

Who needs cash flow management? Almost every business that operates on cash basis needs cash flow management.

Some common scenarios where cash flow process plays a big role, Your business is growing but you seem to not have enough cash in the bank You are not sure if you can make payroll after making a big purchase or a vendor delays a payment Profit vs Growth. How to plan for growth vs how much profit to take out of the business