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Average Ratings 0 Ratings

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ease
features
design
support

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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Blueleaf
ByAllAccounts
CircleBlack
Covr
Dynamic Planner
Engaged CRM
Envestnet Analytics
Envestnet Portal
Envestnet Yodlee
Morningstar
NetX360
Orion
PreciseFP
ProTracker Advantage
Redtail CRM
Riskalyze
SmartOffice CRM
SuperCore
Tamarac
Virtual Cabinet

Integrations

Blueleaf
ByAllAccounts
CircleBlack
Covr
Dynamic Planner
Engaged CRM
Envestnet Analytics
Envestnet Portal
Envestnet Yodlee
Morningstar
NetX360
Orion
PreciseFP
ProTracker Advantage
Redtail CRM
Riskalyze
SmartOffice CRM
SuperCore
Tamarac
Virtual Cabinet

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

Iress

Founded

1993

Country

Australia

Website

www.iress.com

Vendor Details

Company Name

MoneyGuide

Country

United States

Website

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

Product Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting 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

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

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