MoneyWare

MoneyWare

Miles Software (EbixCash)
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About

ClientWare is an all-in-one client/case management software, from keeping cases organized to time management and billing we can bring organization and order to even the busiest of law firms. ClientWare is a world-class, comprehensive system designed for solo to medium size law firms. Our unique technology keeps your data on your local network, not in the cloud, and your authorized staff has access to all your data through the shareable database. We are excited to announce payment processing integration is now available within ClientWare. Through a partnership with National Processing cost effective credit card payments can now be accepted directly from your client's case page. Clients can pay over the phone or at your office and their balances will stay updated in ClientWare. ClientWare started out in 1993 as a DOS based software package that was written for an individual law firm. The software quickly became popular among local attorneys.

About

MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices. The wealth management software suite is flexible and customizable helping clients address client management, financial advisory, portfolio management, compliance and client reporting & accounting. Wealth management systems like MoneyWare support discretionary, non–discretionary and advisory services.

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

Law firms and legal professionals seeking a solution to manage their cases

Audience

Wealth managers

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

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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

ClientWare
Founded: 1980
United States
www.clientwarelaw.com

Company Information

Miles Software (EbixCash)
Founded: 1999
India
www.milessoft.com/wealth-management-solution/

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Alternatives

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WINGS

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FamilyWealthGuru

FamilyWealthGuru

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SOLIAM

SOLIAM

VERMEG
Prospero Suite

Prospero Suite

FINARTIS
MoneyWare

MoneyWare

Miles Software (EbixCash)
BITA Risk

BITA Risk

corfinancial

Categories

Categories

Law Practice Management Features

Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

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

No info available.

Integrations

No info available.
Claim ClientWare and update features and information
Claim ClientWare and update features and information
Claim MoneyWare and update features and information
Claim MoneyWare and update features and information