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features
design
support

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Average Ratings 0 Ratings

Total
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
Black Diamond Wealth Platform
Blueleaf
ByAllAccounts
CircleBlack
Envestnet Analytics
Envestnet Portal
FIS Hedge Fund Portfolio Manager
Morningstar
NetX360
Orion
Practifi
ProTracker Advantage
Redtail CRM
Riskalyze
SmartOffice CRM
XLR8 RMS
eMoney

Integrations

Addepar
AdvisoryWorld
Asset-Map
Black Diamond Wealth Platform
Blueleaf
ByAllAccounts
CircleBlack
Envestnet Analytics
Envestnet Portal
FIS Hedge Fund Portfolio Manager
Morningstar
NetX360
Orion
Practifi
ProTracker Advantage
Redtail CRM
Riskalyze
SmartOffice CRM
XLR8 RMS
eMoney

Pricing Details

$120 per year
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

Boldin

Founded

2015

Country

United States

Website

www.boldin.com/retirement/enterprise/home/

Vendor Details

Company Name

MoneyGuide

Country

United States

Website

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

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

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