InvestWell Software
Flinks
RightCapital
Fast409A
Paro
Advizr
Brixx
Mint
Jirav
Fathom
Oracle Essbase
Qvinci
PayPie
Checkmybooks
Infor F9
Reach Reporting
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| Categories |
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| Website | investwellonline.com |
| Pricing URL | Official InvestWell Software Pricing |
Jirav| Categories |
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| Website | jirav.com |
| Pricing URL | Official Jirav Pricing |
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Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
Fathom - Financial intelligence and performance reporting
RightCapital - RightCapital is a financial and tax planning software solution.
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.
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
Qvinci - Financial consolidation, reporting & benchmarking software
