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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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Based on our record, Paro 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.
Just heard about these guys: Https://paro.ai/. Source: over 1 year ago
Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
Leap the Pond - AcctTwo is focused on delivering the future of finance and accounting to our customers.
RightCapital - RightCapital is a financial and tax planning software solution.
Advizr - Advizr is a financial planning solution for financial institutions and independent practitioners.
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.