Average Ratings 0 Ratings
Average Ratings 13 Ratings
API Access
Has API
API Access
Has API
Integrations
Adobe Acrobat Sign
Alfresco Digital Business Platform
Assecco SEE Fidelity
Automation Anywhere
BILL
Bloomberg Tax & Accounting Fixed Assets
Encompass
Formstack
LSEG Due Diligence Centre
Microsoft Dynamics 365
Integrations
Adobe Acrobat Sign
Alfresco Digital Business Platform
Assecco SEE Fidelity
Automation Anywhere
BILL
Bloomberg Tax & Accounting Fixed Assets
Encompass
Formstack
LSEG Due Diligence Centre
Microsoft Dynamics 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$500
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
Equisoft
Founded
1994
Country
Canada
Website
www.equisoft.com/products/wealth-planning-plan
Vendor Details
Company Name
FundCount Americas
Founded
2001
Country
United States
Website
fundcount.com
Product Features
Product Features
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
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