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.
Categories |
|
---|---|
Website | volle-kraft-voraus.de |
Pricing URL | - |
Details $ |
Categories |
|
---|---|
Website | investwellonline.com |
Pricing URL | Official InvestWell Software Pricing |
Details $ | - |
No InvestWell Software videos yet. You could help us improve this page by suggesting one.
Based on our record, Kraft seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
If it does not have to be one package: Kraft (https://volle-kraft-voraus.de/), NextCloud to collect expenses and Kimai to collect billable hours. It's working for me and really low maintenance. Source: over 1 year ago
QuickBooks - Business runs better with QuickBooks, the #1 accounting solution for small business.
Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
Payify - Online billing software to simplify your business.
RightCapital - RightCapital is a financial and tax planning software solution.
Cashvue - Agile Finance: Cash flow prediction & management platform. A finance team at a company can project, adjust and manage all current and upcoming cash activity and provide a live up to date runway and a future vision of company's financial health.
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.