InvestWell Software
Flinks
RightCapital
Fast409A
Paro
Advizr
Brixx
Mint
Xignite
Plaid
Bank Account Starter API
Credit Offers API
MYOB AccountRight API
Financial Modeling Prep
SmartAPI
Quandl - Financial Data API
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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Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
Plaid - Infrastructure that powers financial technology by enabling applications to connect with users' bank accounts.
RightCapital - RightCapital is a financial and tax planning software solution.
Bank Account Starter API - This API enables users to open a 360 Savings Account or a 360 Money Market Account.
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
Credit Offers API - Our Credit Report API offers a secure, easy, and effective tool to access consumer credit data from either 1, 2, or all 3 Credit Bureau's.
