InvestWell Software VS Cuttles.io

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.

Cuttles is an online web app that helps entrepreneurs and startups turn their idea into profitable businesses. In Cuttles you can create your canvas, write your business plan, do budgets and forecasts and keep track of your runway. The app guides you every step of the way in a fun and easy-to-understand language and with real-life examples, making it much simpler and much faster to do all the business stuff.

We've developed Cuttles with a focus on design, personalization and great UX. Once users create a startup and upload a logo, the whole app changes into their own brand design. Users can export or share their canvas, business plan and budgets privately or publicly with anyone they want.

We want anyone with an idea to be able to plan their business and meet investors with confidence - no matter the experience level.

We launched on the 9th of March. We hope you'll give it a try!