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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

We take immense pride in our dedicated team of IT engineers who are eager to tackle your IT challenges and fulfill your business requirements. By managing comprehensive IT infrastructures, we enable you to concentrate on expanding your enterprise. Our team actively engages with end-users, providing timely support and developing an IT strategy that aligns seamlessly with your business objectives. Additionally, we offer specialized assistance to help complete specific projects effectively. Our solutions are thoughtfully designed to be product-oriented and tailored to meet the unique needs of every business. With our expertise in vertical solutions, your organization can enhance workflow efficiency and boost productivity. Regardless of your industry, BESTIND has you covered with compliant solutions that cater to your specific needs. We also offer the convenience of remote access to your PC or server, allowing us to resolve numerous issues instantly, eliminating the need for a technician to be dispatched. With over 30 years of experience in IT outsourcing, we have cultivated a profound understanding of various technologies, industries, and application types, equipping us to serve you better. This extensive knowledge empowers us to provide innovative solutions that not only meet but exceed your expectations.

Description

GeoWealth stands out as a premier financial technology and asset management platform, offering a fully integrated system alongside top-tier portfolio solutions. Our adaptable open-architecture platform, combined with a diverse range of proven investment strategies, effectively meets the crucial needs of both investment advisors and institutional investors, enabling them to enhance their growth and serve clients with greater efficiency. The all-in-one, purpose-built technology platform we offer delivers a comprehensive solution that simplifies complex investment management. By utilizing our expert trading team, advisors can manage their clients’ portfolios with improved effectiveness and reduce the burden of time-intensive tasks through outsourcing, leading to enhanced operational efficiency as they expand. No matter your advisory structure, we possess the solutions and extensive experience necessary to optimize your clients' wealth, streamline your practice's operations, and bolster your profitability while adapting to the ever-evolving financial landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Pontera No 

Integrations

Pontera Yes 

Pricing Details

$470.00/one-time
$199/year as maintinance
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BESTIND

Founded

2013

Country

India

Website

best.ind.in

Vendor Details

Company Name

GeoWealth

Country

United States

Website

geowealth.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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