MoneyWare

MoneyWare

Miles Software (EbixCash)
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About

Is your portfolio missing the preferred asset class of the wealthy? For over 30 years, real estate beat the stock market by a significant margin with less daily volatility. Diversify away from the stock market’s roller-coaster ride and grow value with real estate. The wealthiest have invested in real estate for decades. Now it’s your turn. At DiversyFund, we make it easy to buy shares in a portfolio of fully vetted, multifamily real estate. With the click of a button, you could own a piece of our fund across multiple properties. Your portfolio will be designed to function with one goal in mind, to grow your net worth like the 1%. DiversyFund is changing the way the everyday investor builds wealth. Find out how we empower the 99% to reach financial freedom. Our company was founded on the belief that everyone deserves access to the same wealth-building tools that have long been used by the 1% to create and sustain generational wealth.

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 Not 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

Platforms Supported

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

Audience

Investors in need of a diversified investment and REIT funds solution to build their portfolio with tangible private market assets

Audience

Wealth managers

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Supported
Free Trial Supported

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:

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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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

DiversifyFund
Founded: 2014
United States
diversyfund.com

Company Information

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

Alternatives

Alternatives

FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
SOLIAM

SOLIAM

VERMEG
Prospero Suite

Prospero Suite

FINARTIS
BITA Risk

BITA Risk

corfinancial

Categories

Real Estate Supported

Categories

Family Office Supported
Wealth Management Supported

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

Integrations

No info available.

Integrations

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