MoneyWare Description
MoneyWare is an integrated Wealth Management platform that allows wealth managers to manage their entire business life cycle, from front office to backoffice, without the need to use multiple systems. It allows wealth management firms to serve all types of client segments, including high-net worth individuals, single and multi-family offices as well as highly affluent clients. The wealth management software suite can be customized to address client management, portfolio management, compliance, client reporting and accounting. MoneyWare is a wealth management system that provides advisory, discretionary, and non-discretionary services.
Pricing
Free Version:
Yes
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
EbixCash
Year Founded:
1999
Headquarters:
India
Website:
www.milessoft.com/wealth-management-solution/
Media
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Product Details
Platforms
SaaS
Windows
Mac
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
24/7 Live Support
Online
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