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InvestWell Software VS Loqate

Compare InvestWell Software VS Loqate and see what are their differences

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Contents:
  1. » Base Details
  2. » Reviews
  3. » Alternatives

InvestWell Software logo InvestWell Software

InvestWell Mutual Fund Software simplify process, manages client portfolios & help them to grow. Financial Planning Software provides customized Portfolio Services, MIS, Sales Tools & more.

Loqate logo Loqate

The Standard in Global Address Verification
  • InvestWell Software Landing page
    Landing page //
    2021-07-28

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.

  • Loqate Landing page
    Landing page //
    2023-08-20

Loqate is the most advanced software for capturing, verifying and enriching address data globally - delivering the unrivalled precision businesses need.

Category Popularity

0-100% (relative to InvestWell Software and Loqate)

InvestWell Software

Loqate

Finance
100 100%
Finance
0% 0
Address Verification API
0 0%
Address Verification API
100% 100
Financial Planner
100 100%
Financial Planner
0% 0
Delivery Management System
0 0%
Delivery Management System
100% 100

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Reviews

These are some of the external sources and on-site user reviews we've used to compare InvestWell Software and Loqate

InvestWell Software Reviews

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Loqate Reviews

18 Top Google Places API Alternatives for Points of Interest Data in 2022
Using Loqate’s location software, you can allow your users to find the nearest retail store, hotel, restaurant or other venue near them.
Source: traveltime.com

What are some alternatives?

When comparing InvestWell Software and Loqate, you can also consider the following products

Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.

Smarty - Smarty provides address validation, autocomplete, geocoding and reverse geocoding services covering addresses in over 240+ countries.

RightCapital - RightCapital is a financial and tax planning software solution.

AccuZIP - AccuZIP Postal Software and Data Cleansing For Direct Mail Marketing

Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.

Melissa Data Quality - Melissa helps companies to harness Big Data, legacy data, and people data (names, addresses, phone numbers, and emails).

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