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About

Data-driven alternative investment insights, faster, with greater transparency, and at scale. From acquisition to analytics, redefining alternative investing. Accelex allows investors and servicers in alternative assets to quickly and easily acquire, extract, and analyze investment data. Using artificial intelligence and machine learning, Accelex allows clients to automate the accessing, extracting, organizing, and analyzing of data from alternative investment portfolios. This offers clients a more complete picture of investments from the overall portfolio all the way down to the underlying assets. The Accelex platform empowers portfolio insights and better investment decisions, faster, more accurately, and securely. Accelex's cutting-edge technology allows investors and servicers to integrate data from their private investment portfolios. Firms can automate the process of accessing, extracting, and organizing unstructured performance and transaction data.

About

RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors requiring a solution to easily acquire, extract and analyze investment data

Audience

Organizations needing a solution to manage and improve their financial planning operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$139.95 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Accelex
United Kingdom
www.accelextech.com

Company Information

RightCapital
United States
www.rightcapital.com

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting

Categories

Categories

Integrations

Addepar
Agility
Axos Invest
Betterment
Black Diamond Wealth Platform
CircleBlack
Envestnet | Tamarac
FIS Integrated Banking Solution (IBS)
Fidelity
Interactive Brokers
Morningstar Advisor Workstation
NetX360
Nitrogen
Orion
Redtail CRM
S&P Global Marketplace
SS&C Loan Services
SimCorp One
SmartOffice
Wealthbox

Integrations

Addepar
Agility
Axos Invest
Betterment
Black Diamond Wealth Platform
CircleBlack
Envestnet | Tamarac
FIS Integrated Banking Solution (IBS)
Fidelity
Interactive Brokers
Morningstar Advisor Workstation
NetX360
Nitrogen
Orion
Redtail CRM
S&P Global Marketplace
SS&C Loan Services
SimCorp One
SmartOffice
Wealthbox
Claim Accelex and update features and information
Claim Accelex and update features and information
Claim RightCapital and update features and information
Claim RightCapital and update features and information