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.
Rebank provides a single dashboard for international startup founders and CFOs to manage all their business bank accounts, understand spend and send payments anywhere, fast. Users can replace multiple logins with one secure login and see cash balances in real-time across all accounts. Users can make inter-company, bill payments or pay salaries with over 30 currencies using the lowest exchange rates possible. Notifications can be set up to view balances and transactions in apps including Slack and WhatsApp.
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It's an incredibly useful tool to keep track of how your money flows across multiple accounts and currencies. It's easy to use and has a very flat learning curve.
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