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Average Ratings 0 Ratings

Total
ease
features
design
support

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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MoneyGuidePro
ProTracker Advantage
Redtail CRM
RightCapital
Salesforce
TD Ameritrade
eMoney

Integrations

MoneyGuidePro
ProTracker Advantage
Redtail CRM
RightCapital
Salesforce
TD Ameritrade
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

Morningstar

Country

United States

Website

www.morningstar.com/products/advisor-workstation

Product Features

Product Features

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