Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Run your business according to your vision, and let us assist you in scaling your established advisory practice without treating you merely as a salesperson. We offer all the resources you need for success while allowing you to take the reins. Our innovative platform handles the tedious tasks, enabling you to concentrate on guiding clients with wealth-building strategies. Spend more time crafting futures and less time managing paperwork, as we eliminate administrative burdens for both you and your clients. Our user-friendly dashboard enhances your visibility and control over operations, along with an all-in-one account aggregation feature. You will also have access to personalized coaching sessions and an elite practice management training program aimed at client acquisition and business growth. With a dedicated webpage, a flexible monthly marketing budget, and state-of-the-art digital prospecting tools, we equip you with everything necessary for success. Additionally, our centralized marketing team and advanced technology platform are designed to enhance your prospecting efforts and improve client experiences, ensuring you have all the support you need to thrive in your business.
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
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
Farther
Country
United States
Website
www.farther.com/for-advisors
Vendor Details
Company Name
Miles Software (EbixCash)
Founded
1999
Country
India
Website
www.milessoft.com/wealth-management-solution/
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
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