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InvestWell Software VS FloatApp

Compare InvestWell Software VS FloatApp 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.

FloatApp logo FloatApp

Float is a cash flow forecasting solution for Xero, QuickBooks and FreeAgent.
  • 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.

  • FloatApp Landing page
    Landing page //
    2023-09-28

Category Popularity

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

InvestWell Software

FloatApp

Finance
27 27%
Finance
73% 73
Data Dashboard
0 0%
Data Dashboard
100% 100
Financial Planner
100 100%
Financial Planner
0% 0
Budgeting And Forecasting
0 0%
Budgeting And Forecasting
100% 100

User comments

Share your experience with using InvestWell Software and FloatApp. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, FloatApp seems to be more popular. It has been mentiond 1 time 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.

InvestWell Software mentions (0)

We have not tracked any mentions of InvestWell Software yet. Tracking of InvestWell Software recommendations started around Mar 2021.

FloatApp mentions (1)

  • Cash Flow Frog for cash flow tracking
    I tried Cash Flow Frog, but it wasn't giving me the information I was looking for. I ended up going with Float. floatapp.com. Source: about 3 years ago

What are some alternatives?

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

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

FUTRLI - FUTRLI is the all in one forecasting & reporting tool for business owners and accountants.

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

Calxa - Calxa offers budgeting and forecasting solutions for small businesses and non-profits.

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

arcplan Edge - arcplan Edge is an integrated budgeting, planning, and forecasting solution.

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