Average Ratings 0 Ratings
Average Ratings 0 Ratings
API Access
Has API
API Access
Has API
Integrations
Dropbox
Envestnet Portal
Google Drive
Microsoft Excel
Microsoft Outlook
MoneyGuidePro
Practifi
Redtail CRM
RightCapital
Riskalyze
Integrations
Dropbox
Envestnet Portal
Google Drive
Microsoft Excel
Microsoft Outlook
MoneyGuidePro
Practifi
Redtail CRM
RightCapital
Riskalyze
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$500 per month
Free Trial
Free Version
Deployment
SaaS
iPhone
iPad
Android
Windows
Mac
Linux
Deployment
SaaS
iPhone
iPad
Android
Windows
Mac
Linux
Support
Phone Support
24/7 Live Support
Online
Support
Phone Support
24/7 Live Support
Online
Training
Documentation
Webinars
Live Online
In Person
Training
Documentation
Webinars
Live Online
In Person
Vendor Details
Company Name
AdvisorEngine
Country
United States
Website
www.advisorengine.com
Vendor Details
Company Name
CircleBlack
Founded
2013
Country
United States
Website
www.circleblack.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management