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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

Airstack
ArcGIS
Dell EMC NetWorker
EGrAMS
Fortinet SD-WAN
HPE Consumption Analytics
Huawei FusionStorage
IBM Cloud
Juniper Booking Engine
Microsoft 365
MoneyGuidePro
Palo Alto Networks NGFW
ProTracker Advantage
Red Hat Cloud Suite
Salesforce
Symantec Advanced Authentication
TD Ameritrade
Trend Micro Endpoint Encryption
VMware Cloud

Integrations

Airstack
ArcGIS
Dell EMC NetWorker
EGrAMS
Fortinet SD-WAN
HPE Consumption Analytics
Huawei FusionStorage
IBM Cloud
Juniper Booking Engine
Microsoft 365
MoneyGuidePro
Palo Alto Networks NGFW
ProTracker Advantage
Red Hat Cloud Suite
Salesforce
Symantec Advanced Authentication
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

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

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

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