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

Airstack
ArcGIS
Charles Schwab
Check Point Quantum Network Security
Cisco ACI
EGrAMS
HPE Consumption Analytics
Huawei FusionStorage
Microsoft 365
Nitrogen
Oracle Cloud Infrastructure
Palo Alto Networks NGFW
Symantec Advanced Authentication
Trend Micro Endpoint Encryption
VMware Cloud
Veritas NetBackup

Integrations

Airstack
ArcGIS
Charles Schwab
Check Point Quantum Network Security
Cisco ACI
EGrAMS
HPE Consumption Analytics
Huawei FusionStorage
Microsoft 365
Nitrogen
Oracle Cloud Infrastructure
Palo Alto Networks NGFW
Symantec Advanced Authentication
Trend Micro Endpoint Encryption
VMware Cloud
Veritas NetBackup

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

Vise

Founded

2016

Country

United States

Website

vise.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

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

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

Alternatives

Fundamental Portfolio Manager Reviews

Fundamental Portfolio Manager

Fundamental Software

Alternatives

Co-Pilot Reviews

Co-Pilot

FIX Flyer
Fundamental Portfolio Manager Reviews

Fundamental Portfolio Manager

Fundamental Software
VestmarkONE Reviews

VestmarkONE

Vestmark
PackHedge™ Reviews

PackHedge™

FinLab Solutions SA