Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
API Access
Has API
Integrations
Pontera
Pricing Details
$470.00/one-time
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
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