Software Alternatives & Reviews

InvestWell Software VS Pefin

Compare InvestWell Software VS Pefin and see what are their differences

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.

Pefin logo Pefin

World's first AI financial advisor
  • 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.

  • Pefin Landing page
    Landing page //
    2022-10-02

InvestWell Software videos

No InvestWell Software videos yet. You could help us improve this page by suggesting one.

+ Add video

Pefin videos

Pefin on the Future of Financial AI

More videos:

  • Review - 2017 AARP Innovation@50+ LivePitch: Pefin Startup Pitch (Financial Technology)
  • Review - Pefin - "Buzzwords"

Category Popularity

0-100% (relative to InvestWell Software and Pefin)
Finance
100 100%
0% 0
Fintech
0 0%
100% 100
Financial Planner
63 63%
37% 37
Personal Finance
39 39%
61% 61

User comments

Share your experience with using InvestWell Software and Pefin. For example, how are they different and which one is better?
Log in or Post with

What are some alternatives?

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

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

Runway - A free, visual tool to help startup founders understand, manage and extend their cash runway.

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

Notifinio ETF - Know when to Buy or Sell a stock

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

Relief - The free app that gets rid of your credit card debt