RightCapital
Spreadsheet Server
eMoney
Morningstar Direct
Envestnet Platform
Visible
BlackRock Aladdin
F3
InvestWell Software
Flinks
Fast409A
Paro
Advizr
Brixx
Mint
Plaid
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.
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Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
Morningstar Direct - Morningstar Direct is a web-based investment management software that offers you a wide range of features and tools to invest in potential opportunities.
Paro - Paro helps businesses manage their finances so business owners can focus on growth.