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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

Companies seeking a solution to improve their reporting, billing & invoicing, trading and rebalancing processes

Audience

Investors, professional users, and anyone requiring a tool to transform their personal finances into insights

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

$195.00/month
Free Version
Free Trial

Pricing

$75 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

Blueleaf
www.blueleaf.com

Company Information

Provisian
provisian.com

Alternatives

Alternatives

NetX360

NetX360

Pershing
Third Financial

Third Financial

Third Financial Software
MoneyGuidePro

MoneyGuidePro

MoneyGuide
Axys

Axys

SS&C Advent
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies

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

Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Everysk
Fidelity
MoneyGuidePro
RightCapital
Riskalyze
Robinhood
SoFi
Vanguard
Wells Fargo Business Checking
ecotime

Integrations

Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Everysk
Fidelity
MoneyGuidePro
RightCapital
Riskalyze
Robinhood
SoFi
Vanguard
Wells Fargo Business Checking
ecotime
Claim Blueleaf and update features and information
Claim Blueleaf and update features and information
Claim Provisian and update features and information
Claim Provisian and update features and information