InvestWell Software
Flinks
RightCapital
Fast409A
Paro
Advizr
Brixx
Mint
Ernst & Young
Leap the Pond
McAfee Security Services
OneNeck IT Solutions
Bench
PricewaterhouseCoopers (PwC)
Microsoft Cybersecurity Protection
Healy Consultants
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.
InvestWell Software Ernst & YoungFlinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
Leap the Pond - AcctTwo is focused on delivering the future of finance and accounting to our customers.
RightCapital - RightCapital is a financial and tax planning software solution.
McAfee Security Services - With a global professional services organization, McAfee provides security consulting, security education, and product and solution deployment services to customers around the world.
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
OneNeck IT Solutions - OneNeck provides a comprehensive suite of enterprise-class IT solutions that are customized to fit your specific needs.
