Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

Cisco ACI
Dell EMC NetWorker
EGrAMS
Engaged CRM
Fortinet SD-WAN
Huawei FusionStorage
IBM Cloud
Juniper Booking Engine
LivePreso
OX Securities
OnAvaya
Oracle Cloud Infrastructure
Palo Alto Networks NGFW
SuperCore
Veritas NetBackup
VideoSign
Virtual Cabinet

Integrations

Cisco ACI
Dell EMC NetWorker
EGrAMS
Engaged CRM
Fortinet SD-WAN
Huawei FusionStorage
IBM Cloud
Juniper Booking Engine
LivePreso
OX Securities
OnAvaya
Oracle Cloud Infrastructure
Palo Alto Networks NGFW
SuperCore
Veritas NetBackup
VideoSign
Virtual Cabinet

Pricing Details

No price information available.
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

Comarch

Founded

1993

Country

Poland

Website

www.comarch.com/finance/banking/comarch-wealth-management/

Vendor Details

Company Name

Iress

Founded

1993

Country

Australia

Website

www.iress.com

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Product Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

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

Fundamental Portfolio Manager Reviews

Fundamental Portfolio Manager

Fundamental Software

Alternatives

Co-Pilot Reviews

Co-Pilot

FIX Flyer
VestmarkONE Reviews

VestmarkONE

Vestmark