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.
Ideanote is the #1 rated Idea Management solution for companies of all sizes. Its simplicity, fast onboarding and smart automation features mean you can accelerate your innovation without compromises. More than 100+ idea management features let you build your innovation funnel just the way you like.
Collect and manage ideas, engage customers and employees in your innovation, automate workflows and report on your innovation impact. Ideanote supports your business with easy idea and innovation management, open innovation challenges, continuous innovation and by lifting your employee engagement.
Use goal-driven idea collections to capture ideas from anyone in seconds - and end up with ideas that you’ll actually want to act on.
Use goal-driven idea collections to capture ideas from anyone in seconds - and end up with ideas that you’ll actually want to act on.
Use goal-driven idea collections to capture ideas from anyone in seconds - and end up with ideas that you’ll actually want to act on.
No features have been listed yet.
No InvestWell Software videos yet. You could help us improve this page by suggesting one.
I've been using Ideanote for less than 6 months but it really helpful with my job! I work as Project Manager, Designer for Game Development company and everyday I work with our community members, Ideanote helps me to gather ideas and innovation from community, brainstorming with them and see what they need because the members can write their ideas too!
Based on our record, Ideanote 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.
From real-time whiteboards to goal-oriented idea collections with idea management. - Source: dev.to / over 2 years ago
Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
The Guide - The Guide is a two-pane outliner - a program that allows you to arrange text notes in a tree-like...
RightCapital - RightCapital is a financial and tax planning software solution.
Monkkee - Keep a private journal securely on the Internet – to provide a convenient user experience your...
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
Brightidea - With over 2 million users worldwide and $15+ billion in recorded business impact, Brightidea is ranked as the #1 Idea Management Platform globally and is the market leader in innovation management.