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
No
API Access
Has API
No
Integrations
Pontera
No
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