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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Firms and companies in need of a wealth management platform to improve their operations

Audience

Private banks and financial institutions seeking a solution to streamline their services and improve their wealth management business

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

No information available.
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

AdvisorEngine
United States
www.advisorengine.com

Company Information

Axisoft
Founded: 1998
China
www.axisoft.com

Alternatives

Alternatives

Tower

Tower

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NexJ CRM

NexJ Systems Inc.
WealthMapper

WealthMapper

tietoevry
enVisual360

enVisual360

enSynergy Professional Services
SIMON

SIMON

SIMON Markets

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Square POS

Integrations

Square POS
Claim AdvisorEngine and update features and information
Claim AdvisorEngine and update features and information
Claim Axisoft and update features and information
Claim Axisoft and update features and information