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design
support

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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

Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Dynamic Planner
Engaged CRM
Fidelity
LivePreso
OX Securities
Robinhood
SoFi
SuperCore
Vanguard
VideoSign
Virtual Cabinet
Wells Fargo Business Checking
ecotime

Integrations

Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Dynamic Planner
Engaged CRM
Fidelity
LivePreso
OX Securities
Robinhood
SoFi
SuperCore
Vanguard
VideoSign
Virtual Cabinet
Wells Fargo Business Checking
ecotime

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$75 per month
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

Provisian

Website

provisian.com

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

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