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.
OneNeck IT Solutions - OneNeck provides a comprehensive suite of enterprise-class IT solutions that are customized to fit your specific needs.
RightCapital - RightCapital is a financial and tax planning software solution.
Microsoft Cybersecurity Protection - Our security operates at a global scale, analyzing 6.5 trillion signals a day to make our platform more adaptive, intelligent, and responsive to emerging threats.
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
Sophos Professional Services - Our IT security experts help you get the most out of Sophos technology, so you can see ROI sooner.