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ease
features
design
support

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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

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MoneyGuidePro
Nitrogen
ProTracker Advantage
RightCapital

Integrations

MoneyGuidePro
Nitrogen
ProTracker Advantage
RightCapital

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone App
iPad App
Android App
Windows
Mac
Linux

Deployment

SaaS
iPhone App
iPad App
Android App
Windows
Mac
Linux

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

SS&C Advent

Founded

1983

Country

United States

Website

blackdiamond.advent.com

Vendor Details

Company Name

Fi-Tek

Founded

1999

Country

United States

Website

www.fi-tek.com/globalwealthes

Product Features

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

Alternatives

Alternatives

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FINARTIS