Comarch Wealth Management Description
Comarch Wealth Management is a multi-module platform that allows you to give the best investment advice to your clients no matter who they may be or how they change. In minutes, you can make next steps. Keep in touch. Establish lasting relationships. Our system is designed to help clients and advisors make the right investment decisions step by step. No matter how many clients or which segment they are from, your service will remain at the highest level, no matter how experienced your advisors. It will take you less time than it takes. It takes only a glance to see the entire client's investment picture. This allows you to make accurate recommendations in one meeting. It will be easier to reach you. Think client app, online meetings and shared investment ideas. It's important to remember that it will be easier for you to keep your finger on what's happening.
Comarch Wealth Management Alternatives
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NaviPlan
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HiddenLevers
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Integrations
Company Details
Company:
Comarch
Year Founded:
1993
Headquarters:
Poland
Website:
www.comarch.com/finance/banking/comarch-wealth-management/
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
In Person
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Comarch Wealth Management Features and Options
Stock Portfolio Management Software
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Comarch Wealth Management User Reviews
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