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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

Agility
AssetMark
Axos Invest
Blueleaf
Bridge
CircleBlack
Fidelity
FinFolio
Interactive Brokers
Morningstar
Morningstar Advisor Workstation
NetX360
Nitrogen
Orion
Pulse
Redtail CRM
SmartOffice CRM
TD Ameritrade
Tamarac
Wealthbox

Integrations

Agility
AssetMark
Axos Invest
Blueleaf
Bridge
CircleBlack
Fidelity
FinFolio
Interactive Brokers
Morningstar
Morningstar Advisor Workstation
NetX360
Nitrogen
Orion
Pulse
Redtail CRM
SmartOffice CRM
TD Ameritrade
Tamarac
Wealthbox

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$139.95 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

Pepper

Country

United States

Website

onpepper.com

Vendor Details

Company Name

RightCapital

Country

United States

Website

www.rightcapital.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

Product Features

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