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Sheetlist VS InvestWell Software

Compare Sheetlist VS InvestWell Software and see what are their differences

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Contents:
  1. » Base Details
  2. » Reviews
  3. » Alternatives

Sheetlist logo Sheetlist

Discover free Google Sheets for marketing, finance and more

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.
  • Sheetlist Landing page
    Landing page //
    2021-09-24
  • 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.

Category Popularity

0-100% (relative to Sheetlist and InvestWell Software)

Sheetlist

InvestWell Software

Productivity
100 100%
Productivity
0% 0
Finance
0 0%
Finance
100% 100
Spreadsheets
100 100%
Spreadsheets
0% 0
Financial Planner
0 0%
Financial Planner
100% 100

User comments

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What are some alternatives?

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

Grist - Grist makes it easy to transform spreadsheets into a custom database where data is truly actionable.

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

Rows - The spreadsheet where teams work faster

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

ActionDesk - Build powerful automations with just your spreadsheet skills

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

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