iDEAL Wealth & Funds Description

The solution has been used by a large number of customers over the past decade. It is well-known for its extensive range of business lines and rich features. The solution covers all aspects of investment management operations, from front office features such as pre-deal analysis, real time portfolio position and cashflow tracking, profitability monitoring, deal settlements, corporate actions posting, MTM valuation, accounting, and NAV generation. FundSense - the business insight tool - makes it easier to make business decisions faster and more collaborative. Drag-and-drop makes it easy to integrate data from multiple sources. In order to make informed decisions, users can create and view interactive dashboards and data visualizations. Fund Sense provides rapid analytics and an associative user experience right from your desktop.

Pricing

Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Credence Analytics
Year Founded:
1993
Headquarters:
India
Website:
www.credenceanalytics.com/products/ideal-wealth-and-funds

Media

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Product Details

Platforms
SaaS
Windows
Mac
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Customer Support
Phone Support
Online

iDEAL Wealth & Funds 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