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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Addepar
AdvisoryWorld
Asset-Map
Axos Invest
Black Diamond Wealth Platform
ByAllAccounts
Covr
FIS Hedge Fund Portfolio Manager
FinFolio
Morningstar
Orion
Practifi
PreciseFP
ProTracker Advantage
Redtail CRM
Riskalyze
SmartOffice CRM
TD Ameritrade
Tamarac
XLR8 RMS

Integrations

Addepar
AdvisoryWorld
Asset-Map
Axos Invest
Black Diamond Wealth Platform
ByAllAccounts
Covr
FIS Hedge Fund Portfolio Manager
FinFolio
Morningstar
Orion
Practifi
PreciseFP
ProTracker Advantage
Redtail CRM
Riskalyze
SmartOffice CRM
TD Ameritrade
Tamarac
XLR8 RMS

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

AdvisoryWorld

Founded

1987

Country

United States

Website

www.advisoryworld.com

Vendor Details

Company Name

MoneyGuide

Country

United States

Website

www.moneyguidepro.com/ifa/Home/MoneyGuidePro#product-pro

Product Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

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

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

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