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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

Independent advisors seeking a solution to manage clients, investment options, and services

Audience

Enterprises in need of a front-to-back investment management platform to optimize transactions, management and accounting data

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

AssetMark
United States
www.assetmark.com

Company Information

FNZ
Founded: 2003
New Zealand
www.fnz.com/what-we-do/the-fnz-platform-as-a-service

Alternatives

Third Financial

Third Financial

Third Financial Software

Alternatives

VestmarkONE

VestmarkONE

Vestmark
Fusion Invest

Fusion Invest

Finastra

Categories

Categories

Investment Management Features

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

Integrations

Appway Digital Banking
RightCapital

Integrations

Appway Digital Banking
RightCapital
Claim AssetMark and update features and information
Claim AssetMark and update features and information
Claim FNZ and update features and information
Claim FNZ and update features and information