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.
Orderwerks is a complete platform allowing your business to manage their orders, inventory and shipments with a simple and easy to use interface. Orderwerks has many features, but these are just some of the main ones:
Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
DelivApp - Software for managing online ordering, delivery and loyalty for multi-unit restaurants
RightCapital - RightCapital is a financial and tax planning software solution.
Pepperi - Unified commerce integrated solution for companies to plan, execute & analyze their B2B sales. Find out why the most innovative brands in the world use Pepperi.
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
Showcase Sales - Create catalogs, manage sales orders, and marketing material in the Showcase sales app for iOS and Android. For sales reps, marketing teams and trade shows.