Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Addepar
AdvisoryWorld
Altruist
Axos Invest
Covr
Envestnet Analytics
Envestnet Portal
FinFolio
Morningstar
NetX360
Orion
PreciseFP
ProTracker Advantage
Redtail CRM
Riskalyze
SmartOffice CRM
TD Ameritrade
Tamarac
XLR8 RMS
eMoney

Integrations

Addepar
AdvisoryWorld
Altruist
Axos Invest
Covr
Envestnet Analytics
Envestnet Portal
FinFolio
Morningstar
NetX360
Orion
PreciseFP
ProTracker Advantage
Redtail CRM
Riskalyze
SmartOffice CRM
TD Ameritrade
Tamarac
XLR8 RMS
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

MoneyGuide

Country

United States

Website

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

Vendor Details

Company Name

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

Alternatives

eMoney Reviews

eMoney

eMoney Advisor

Alternatives

Prospero Reviews

Prospero

FINARTIS
Moneytree Reviews

Moneytree

Moneytree Software
Tower Reviews

Tower

TechRules
SIMON Reviews

SIMON

SIMON Markets
SOLIAM Reviews

SOLIAM

VERMEG