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.
No InvestWell Software videos yet. You could help us improve this page by suggesting one.
Based on our record, Cushion seems to be more popular. It has been mentiond 6 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I used Cushion for this and I can’t recommend it enough. It does exactly what you’re describing without the need to build out a system in another project management software and it’s designed for freelancers out of the box. It also has built in invoicing and income projections for the year which I found indispensable for just…making sure I made enough money. It does cost money (I want to say $119 a year?) but for... Source: 12 months ago
Have you tried a service like https://cushionapp.com/? Source: about 1 year ago
I have created several shortcuts for logging time and creating timers for my time tracker of choice, Cushion. Source: about 2 years ago
Cushionapp.com has great timelines and charts. Source: over 2 years ago
I’ve previously tried Harvest and found that it was just quite heavily geared towards teams (whereas I’m just one person). I’ve also tried Cushion (cushionapp.com), which does seem great and do most of what I want, but doesn’t integrate with Xero (thought it says it does - the integration doesn’t work). Source: over 2 years ago
Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
Runway - A free, visual tool to help startup founders understand, manage and extend their cash runway.
RightCapital - RightCapital is a financial and tax planning software solution.
Bonsai - One platform to streamline your entire business
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
Penny - Penny is a personal finance app that takes the pain out of keeping track of your finances.