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

Description

Comarch Wealth Management is a multi-module platform that allows you to give the best investment advice to your clients no matter who they may be or how they change. In minutes, you can make next steps. Keep in touch. Establish lasting relationships. Our system is designed to help clients and advisors make the right investment decisions step by step. No matter how many clients or which segment they are from, your service will remain at the highest level, no matter how experienced your advisors. It will take you less time than it takes. It takes only a glance to see the entire client's investment picture. This allows you to make accurate recommendations in one meeting. It will be easier to reach you. Think client app, online meetings and shared investment ideas. It's important to remember that it will be easier for you to keep your finger on what's happening.

Description

Consolidate your client accounts through tailored integrations to generate insightful reports that showcase your value to clients. Highlight the potential impact of your suggestions on a prospect's financial growth by providing hypothetical sales scenarios that incorporate elements like investments, withdrawals, reinvestment of dividends, taxes, and more. Align your clients' aspirations with comprehensive firmwide strategies that are directed towards achieving their financial goals using investment models, lists, and methodologies. Additionally, utilize Monte Carlo simulations to demonstrate the potential success of various strategies. With Morningstar Goal Bridge, you can engage in goals-oriented discussions with clients and seamlessly link those ambitions to a clear and effective investment strategy, all within an intuitive and robust workflow. This approach not only enhances client engagement but also reinforces their confidence in your expertise.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Airstack
ArcGIS
Check Point Quantum Network Security
Dell EMC NetWorker
Fortinet SD-WAN
Huawei FusionStorage
Juniper Booking Engine
Microsoft 365
MoneyGuidePro
Palo Alto Networks NGFW
ProTracker Advantage
Redtail CRM
Salesforce
TD Ameritrade
Trend Micro Endpoint Encryption
VMware Cloud

Integrations

Airstack
ArcGIS
Check Point Quantum Network Security
Dell EMC NetWorker
Fortinet SD-WAN
Huawei FusionStorage
Juniper Booking Engine
Microsoft 365
MoneyGuidePro
Palo Alto Networks NGFW
ProTracker Advantage
Redtail CRM
Salesforce
TD Ameritrade
Trend Micro Endpoint Encryption
VMware Cloud

Pricing Details

No price information available.
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

Comarch

Founded

1993

Country

Poland

Website

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

Vendor Details

Company Name

Morningstar

Country

United States

Website

www.morningstar.com/products/advisor-workstation

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

Alternatives

Fundamental Portfolio Manager Reviews

Fundamental Portfolio Manager

Fundamental Software

Alternatives

inStream Reviews

inStream

inStream Solutions
Co-Pilot Reviews

Co-Pilot

FIX Flyer
VestmarkONE Reviews

VestmarkONE

Vestmark