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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

Airstack
ArcGIS
Check Point Quantum Network Security
Cisco ACI
HPE Consumption Analytics
Huawei FusionStorage
Juniper Booking Engine
Microsoft 365
MoneyGuidePro
Red Hat Cloud Suite
RightCapital
Symantec Advanced Authentication
TD Ameritrade
Trend Micro Endpoint Encryption
VMware Cloud
Veritas NetBackup
eMoney

Integrations

Airstack
ArcGIS
Check Point Quantum Network Security
Cisco ACI
HPE Consumption Analytics
Huawei FusionStorage
Juniper Booking Engine
Microsoft 365
MoneyGuidePro
Red Hat Cloud Suite
RightCapital
Symantec Advanced Authentication
TD Ameritrade
Trend Micro Endpoint Encryption
VMware Cloud
Veritas NetBackup
eMoney

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

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

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