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.
Looker is a business intelligence platform with an analytics-oriented application server that sits on top of relational data stores. The Looker platform includes an end-user interface for exploring data, a reusable development paradigm for creating data discovery experiences, and an extensible API set so the data can exist in other systems. Looker enables anyone to search and explore data, build dashboards and reports, and share everything easily and quickly.
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Based on our record, Looker seems to be more popular. It has been mentiond 14 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.
Then in the "foldername" you can have 5 folders, each one for each of the groups. This means that when group1 enters looker.com, his default page will be the "foldername", which contains group1folder (he cannot see the rest of the folders if you have set the permissions correctly for each folder). Source: over 1 year ago
Even if you want to make Wide Tables, combining fact and dimensions is often the easiest way to create them, so why not make them available? Looker, for example, is well suited to dimensional models because it takes care of the joins that can make Kimball warehouses hard to navigate for business users. - Source: dev.to / over 1 year ago
We take daily snapshots of test results, aggregate them, and send Looker dashboards to the appropriate teams. - Source: dev.to / over 2 years ago
Dashboard: I like to use Datastudio because it's easy (just like using google sheets), but you can also try out Looker. Source: over 2 years ago
For Growth and larger, I would recommend Looker. The only reason I wouldn't recommend it for the smaller company stages is that the cost is much higher than alternatives such as Metabase. With Looker, you define your data model in LookML, which Looker then uses to provide a drag-and-drop interface for end-users that enables them to build their own visualizations without needing to write SQL. This lets your... - Source: dev.to / over 2 years ago
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