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InvestWell Software VS Solium

Compare InvestWell Software VS Solium and see what are their differences

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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.

Solium logo Solium

Solium is an equity plan management software.
  • 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.

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InvestWell Software videos

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Solium videos

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Solium B10 opening box setup and camera review

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Category Popularity

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

InvestWell Software

Solium

Finance
100 100%
Finance
0% 0
Equity Management
0 0%
Equity Management
100% 100
Financial Planner
100 100%
Financial Planner
0% 0
Cap Table Management
0 0%
Cap Table Management
100% 100

User comments

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What are some alternatives?

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

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

eShares - eShares cap table management software. Next-day 409A valuations, ASC 718 reporting, and employee liquidity.

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

Carta - Carta’s platform of software and services lays the groundwork so you can focus on building the future.

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

Capshare - Capshare is a cloud-based stock issuance, cap table and equity management platform.

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