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.
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Based on our record, LiveChat seems to be more popular. It has been mentiond 2 times 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.
Some of it is going to depend on your budget and needs. Many (most?) livechat providers offer WP functionality. For example, livechat.com has a free WP plugin to offer livechat on WP sites:. Source: about 2 years ago
I am free to use any existing library or whatnot, what I was wondering is how easy it is to implement and deploy. I'm not being asked to build a full live chat from scratch, just try and implement a solution that won't add monthly charges to the predicted monthly cost of the website (ie pre-made solutions such as livechat.com that would cost atleast $16/mo). Source: about 3 years ago
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