Software Alternatives & Reviews
Register | Login

InvestWell Software VS Zoho Analytics

Compare InvestWell Software VS Zoho Analytics and see what are their differences

Qrvey
Embedded Analytics built exclusively for SaaS applications. featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

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.

Zoho Analytics logo Zoho Analytics

Zoho Analytics is a self-service BI, reporting and analytics software which helps you create dashboards and analyze data. Sign up free.
  • 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.

  • Zoho Analytics Landing page
    Landing page //
    2023-10-11

InvestWell Software videos

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

+ Add video

Zoho Analytics videos

+ Add

Create a dashboard in under two minutes with Zoho Analytics

More videos:

  • Review - Zoho Analytics - On Premises: Overview
  • Review - Zoho Analytics - Self-service BI and analytics software

Category Popularity

0-100% (relative to InvestWell Software and Zoho Analytics)

InvestWell Software

Zoho Analytics

Finance
100 100%
Finance
0% 0
Data Dashboard
0 0%
Data Dashboard
100% 100
Financial Planner
100 100%
Financial Planner
0% 0
Business Intelligence
0 0%
Business Intelligence
100% 100

User comments

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

Reviews

These are some of the external sources and on-site user reviews we've used to compare InvestWell Software and Zoho Analytics

InvestWell Software Reviews

We have no reviews of InvestWell Software yet.
Be the first one to post

Zoho Analytics Reviews

10 Best Big Data Analytics Tools For Reporting In 2022
Zoho Analytics is a self-service BI and analytics software used by the likes of Hyundai, Ikea, HP, and Philips. Their freemium plan is a bit feature lite but you can add up to 2 users, input up to 10K rows/records, and access unlimited reports and dashboards. This is a pretty sturdy offering for free-to-use data analysis. Zoho Analytics comes with a library of pre-built...
Source: theqalead.com
25 Best Reporting Tools for 2022
Zoho Analytics is a SaaS-based Business Intelligence (BI) and Reporting tool that is best suited for non-tech-savvy people. It comes with an easy-to-use interface and powers the Reporting with Machine Learning, Artificial Intelligence, and NLP for augmented analytics. Moreover, Zoho Analytics offers 500+ the box integration that allows companies to seamlessly integrate apps...
Source: hevodata.com
The Best Data Visualization Tools - Top 30 BI Software
Zoho Reports is an online reporting and business intelligence tool that helps you get new insights from your business data. It allows you to easily create and share powerful, ad hoc reports in minutes, with no IT help. Data can be imported from applications and databases, even behind firewalls.
Source: improvado.io
7 Free Project Management Software Options to Keep Your Team On-Track
Zoho Reports is easy to use and lets you create comprehensive dashboards and data visualizations to ensure your projects are on-track. You can import data from outside files, cloud drives, applications, and in-house apps, enabling you to create more accurate cross functional reports. (Zoho Reports is a HubSpot integration partner).
Source: blog.hubspot.com

What are some alternatives?

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

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

Chartio - Chartio is a powerful business intelligence tool that anyone can use.

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

Tableau - Tableau can help anyone see and understand their data. Connect to almost any database, drag and drop to create visualizations, and share with a click.

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

Sisense - The BI & Dashboard Software to handle multiple, large data sets.

Loading...