MoneyWare

MoneyWare

Miles Software (EbixCash)
Complex Interests MoneyWare

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Complex Interests:

About

The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.
MoneyWare:

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.
Complex Interests:

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
MoneyWare:

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Complex Interests:

Audience

Professionals in need of a solution for stewardship of complex family wealth
MoneyWare:

Audience

Wealth managers
Complex Interests:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported
MoneyWare:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Complex Interests:

API

Offers API Not Supported
MoneyWare:

API

Offers API Not Supported
Complex Interests:

Screenshots and Videos

MoneyWare:

Screenshots and Videos

Complex Interests:

Pricing

$2000.00/year
Free Version Not Supported
Free Trial Not Supported
MoneyWare:

Pricing

No information available.
Free Version Supported
Free Trial Supported
Complex Interests:

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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MoneyWare:

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
Complex Interests:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported
MoneyWare:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Complex Interests:

Company Information

Complex Interests
Founded: 2012
United States
complexinterests.com
MoneyWare:

Company Information

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

Alternatives

FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
MoneyWare:

Alternatives

Complex Interests:
MoneyWare:
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Complex Interests:
MoneyWare:
SOLIAM

SOLIAM

VERMEG
Complex Interests:
MoneyWare:
Prospero Suite

Prospero Suite

FINARTIS
Complex Interests:
MoneyWare:
BITA Risk

BITA Risk

corfinancial
Complex Interests:

Categories

Estate Planning Supported
Family Office Supported
MoneyWare:

Categories

Family Office Supported
Wealth Management Supported
MoneyWare:

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Not Supported
Complex Interests:

Integrations

No info available.
MoneyWare:

Integrations

No info available.
Complex Interests:
Claim Complex Interests and update features and information
Claim Complex Interests and update features and information
MoneyWare:
Claim MoneyWare and update features and information
Claim MoneyWare and update features and information