Average Ratings 0 Ratings
Average Ratings 0 Ratings
API Access
Has API
API Access
Has API
Screenshots View All
Screenshots View All
Integrations
Altruist
Asset-Map
Axos Invest
Black Diamond Wealth Platform
Blueleaf
Envestnet Analytics
FIS Hedge Fund Portfolio Manager
FinFolio
MAUI
Morningstar
Integrations
Altruist
Asset-Map
Axos Invest
Black Diamond Wealth Platform
Blueleaf
Envestnet Analytics
FIS Hedge Fund Portfolio Manager
FinFolio
MAUI
Morningstar
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$149 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
MoneyGuide
Country
United States
Website
www.moneyguidepro.com/ifa/Home/MoneyGuidePro#product-pro
Vendor Details
Company Name
Simplicitree
Country
United States
Website
www.simplicitreeplan.com
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