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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

Addepar
AdvisoryWorld
Axos Invest
Black Diamond Wealth Platform
Blueleaf
CircleBlack
Covr
Envestnet Analytics
Envestnet Portal
Envestnet | Yodlee
FIS Hedge Fund Portfolio Manager
FinFolio
Morningstar
Morningstar Advisor Workstation
NetX360
ProTracker Advantage
Pulse
SmartOffice CRM
XLR8 RMS
eMoney

Integrations

Addepar
AdvisoryWorld
Axos Invest
Black Diamond Wealth Platform
Blueleaf
CircleBlack
Covr
Envestnet Analytics
Envestnet Portal
Envestnet | Yodlee
FIS Hedge Fund Portfolio Manager
FinFolio
Morningstar
Morningstar Advisor Workstation
NetX360
ProTracker Advantage
Pulse
SmartOffice CRM
XLR8 RMS
eMoney

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

MoneyGuide

Country

United States

Website

www.moneyguidepro.com/ifa/Home/MoneyGuidePro#product-pro

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

Alternatives

Moneytree Reviews

Moneytree

Moneytree Software

Alternatives

eMoney Reviews

eMoney

eMoney Advisor
Moneytree Reviews

Moneytree

Moneytree Software
SIMON Reviews

SIMON

SIMON Markets
MoneyGuidePro Reviews

MoneyGuidePro

MoneyGuide