Thrifty
GnuCash
HomeBank
Receipts
Marcus by Goldman Sachs
Wealthfront
CountAbout
Money Manager Ex
InvestWell Software
Flinks
RightCapital
Fast409A
Paro
Advizr
Brixx
Mint
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.
Thrifty InvestWell SoftwareGnuCash - A personal and small-business financial-accounting software, licensed under GNU/GPL and available for Linux, Windows, Mac OS X, BSD, and Solaris.
Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
HomeBank - Access Financial Services. Easy, fee-free banking for entrepreneurs Get the financial tools and insights to start, build, and grow your business.
RightCapital - RightCapital is a financial and tax planning software solution.
Receipts - Smart document collection for macOS
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
