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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Is your investment strategy lacking the asset class that the affluent favor? For more than three decades, real estate has consistently outperformed the stock market, all while exhibiting lower daily fluctuations. Move away from the unpredictable nature of the stock market and enhance your wealth through real estate investments. The most affluent individuals have relied on real estate for wealth accumulation for many years. Now, it’s your opportunity to join them. At DiversyFund, we simplify the process of acquiring shares in a thoroughly screened portfolio of multifamily real estate. With just a click, you can become a part-owner of our fund, which encompasses various properties. Your investment portfolio will be tailored with a singular objective: to increase your net worth like the top 1%. DiversyFund is revolutionizing how ordinary investors accumulate wealth. Discover how we enable the 99% to achieve financial independence and break free from traditional barriers. Our foundation is built on the conviction that everyone should have access to the wealth-building resources that the affluent have utilized to develop and maintain wealth across generations. Embrace this opportunity to transform your financial future today.

Description

MoneyWare is a comprehensive Wealth Management platform that empowers wealth managers to manage their entire business operations seamlessly, from the front office to the back office, eliminating the need for various disparate systems. This platform caters to a diverse array of client segments, including ultra-wealthy individuals, high net worth clients, and both single and multi-family offices. The software suite is designed to be adaptable and tailored to meet the specific needs of its users, addressing aspects such as client management, financial advisory, portfolio oversight, compliance, and comprehensive client reporting and accounting. Additionally, systems like MoneyWare facilitate a range of services, including discretionary, non-discretionary, and advisory options, ensuring that wealth management firms can effectively support their clients’ diverse financial needs. By integrating all these functionalities into one platform, MoneyWare enhances efficiency and streamlines operations for wealth management professionals.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

DiversifyFund

Founded

2014

Country

United States

Website

diversyfund.com

Vendor Details

Company Name

Miles Software (EbixCash)

Founded

1999

Country

India

Website

www.milessoft.com/wealth-management-solution/

Product Features

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

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