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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Airstack
Altruist
Check Point Quantum Network Security
Cisco ACI
Dell EMC NetWorker
EGrAMS
Fidelity
Fortinet SD-WAN
Huawei FusionStorage
IBM Cloud
Juniper Booking Engine
Nitrogen
Oracle Cloud Infrastructure
Palo Alto Networks Next-Generation Firewalls
Symantec Advanced Authentication
Trend Micro Endpoint Encryption
Veritas NetBackup

Integrations

Airstack
Altruist
Check Point Quantum Network Security
Cisco ACI
Dell EMC NetWorker
EGrAMS
Fidelity
Fortinet SD-WAN
Huawei FusionStorage
IBM Cloud
Juniper Booking Engine
Nitrogen
Oracle Cloud Infrastructure
Palo Alto Networks Next-Generation Firewalls
Symantec Advanced Authentication
Trend Micro Endpoint Encryption
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

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