InvestWell Software
Flinks
RightCapital
Fast409A
Paro
Advizr
Brixx
Mint
eMoney
Riskalyze
Morningstar Advisor Workstation
SimCorp Dimension
Spreadsheet Server
Ziggma
Visible
CXi-Registry
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.
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Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
RightCapital - RightCapital is a financial and tax planning software solution.
Morningstar Advisor Workstation - Morningstar Advisor Workstation helps people settle on better speculation choices all alone with evenhanded, free information, and investigation.
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
SimCorp Dimension - Investment Portfolio Management