MoneyWare Description

MoneyWare is a comprehensive Wealth Management platform that empowers wealth managers to manage their entire business operations seamlessly, from the front office to the back office, eliminating the need for various disparate systems. This platform caters to a diverse array of client segments, including ultra-wealthy individuals, high net worth clients, and both single and multi-family offices. The software suite is designed to be adaptable and tailored to meet the specific needs of its users, addressing aspects such as client management, financial advisory, portfolio oversight, compliance, and comprehensive client reporting and accounting. Additionally, systems like MoneyWare facilitate a range of services, including discretionary, non-discretionary, and advisory options, ensuring that wealth management firms can effectively support their clients’ diverse financial needs. By integrating all these functionalities into one platform, MoneyWare enhances efficiency and streamlines operations for wealth management professionals.

Pricing

Free Version:
Yes
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Miles Software (EbixCash)
Year Founded:
1999
Headquarters:
India
Website:
www.milessoft.com/wealth-management-solution/

Media

MoneyWare Screenshot 1
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Product Details

Platforms
Web-Based
Windows
Mac
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Live Rep (24/7)
Online Support

MoneyWare 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

MoneyWare User Reviews

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