Average Ratings 0 Ratings
Average Ratings 0 Ratings
API Access
Has API
API Access
Has API
Integrations
Taiki
Utluna
Chartlog
Fyn
Provisian
SoFi Credit Card
SoFi at Work
TabaPay
Integrations
Taiki
Utluna
Chartlog
Fyn
Provisian
SoFi Credit Card
SoFi at Work
TabaPay
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
Merrill Edge
Founded
2010
Country
United States
Website
www.merrilledge.com
Vendor Details
Company Name
SoFi
Founded
2011
Country
United States
Website
www.sofi.com
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