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InvestWell Software VS Fathom

Compare InvestWell Software VS Fathom and see what are their differences

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InvestWell Software logo InvestWell Software

InvestWell Mutual Fund Software simplify process, manages client portfolios & help them to grow. Financial Planning Software provides customized Portfolio Services, MIS, Sales Tools & more.

Fathom logo Fathom

Financial intelligence and performance reporting
  • InvestWell Software Landing page
    Landing page //
    2021-07-28

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.

  • Fathom Landing page
    Landing page //
    2023-07-14

InvestWell Software videos

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Fathom videos

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2019 Giant Fathom Test Ride and Review

More videos:

  • Review - 2020 Giant Fathom 2 27.5 Best Entry Level Mountain Bike?
  • Review - Giant Fathom 2 2019 MTB Hardtail Initial Review!

Category Popularity

0-100% (relative to InvestWell Software and Fathom)

InvestWell Software

Fathom

Finance
100 100%
Finance
0% 0
Financial Reporting
0 0%
Financial Reporting
100% 100
Financial Planner
100 100%
Financial Planner
0% 0
Productivity
0 0%
Productivity
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare InvestWell Software and Fathom

InvestWell Software Reviews

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Fathom Reviews

8 Live Website Traffic Tracking Tools to Use in 2023
Fathom uses a lightweight script that is faster, quicker, and better; it never slows down. No matter how many visitors you get, your website and fathom dashboard will never get slow, which is best for your website’s SEO. Fathom will notify you of certificate renewals and generate SSL certificates for custom domains.
Source: geekflare.com
The 6 Best AI Meeting Tools
The next AI meeting tool is Fathom. It allows its users to create meeting recordings in Zoom and transcripts of those meetings afterwards. Through actively clicking on a button, you can highlight moments in your meeting that will then be marked in the transcript.
Source: www.meetjamie.ai
10 Best Google Analytics Alternatives (Free & Paid)
Fathom claims to provide more detailed insights into your website traffic and performance than Google Analytics. In addition, it segments your traffic and examine data to see how different groups of users interact on your website.
Source: www.socialpros.co

What are some alternatives?

When comparing InvestWell Software and Fathom, you can also consider the following products

Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.

Jirav - Cloud Financial Reporting and Analytics for High Growth Companies

RightCapital - RightCapital is a financial and tax planning software solution.

Qvinci - Financial consolidation, reporting & benchmarking software

Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.

Oracle Essbase - Oracle Essbase is an OLAP (Online Analytical Processing) Server that provides an environment for deploying pre-packaged applications or developing custom analytic and enterprise performance management applications.

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