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.
Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
Bench - Bench is the online bookkeeping service.
RightCapital - RightCapital is a financial and tax planning software solution.
Ernst & Young - Ernst & Young is the world’s most global professional services firm.
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
Healy Consultants - Healy Consultants Group PLC is the best in the world at business set up in every country on the planet.