Contemi Wealth Intelligence Description

Wealth Intelligence (WIN), a suite of integrated wealth management solutions that covers the front, middle, and back offices. The integrated Wealth Intelligence system allows asset and wealth management firms to manage their entire business life cycle from one platform.

Pricing

Free Version:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Contemi Solutions
Headquarters:
United States
Website:
contemi.com

Media

Contemi Wealth Intelligence Screenshot 1
Contemi Wealth Intelligence Screenshot 1 Contemi Wealth Intelligence Screenshot 2
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Product Details

Platforms
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
Type of Training
Documentation
Live Online
Webinars
In Person
Videos
Customer Support
Phone Support
Online

Contemi Wealth Intelligence Features and Options

Investment Management Software

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