Equisoft/plan

Equisoft/plan

Equisoft
MoneyWare

MoneyWare

EbixCash
+
+

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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 wanting a platform to build a comprehensive financial portrait of their client

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

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

Equisoft
Founded: 1994
Canada
www.equisoft.com/products/wealth-planning-plan

Company Information

EbixCash
Founded: 1999
India
www.milessoft.com/wealth-management-solution/

Alternatives

Alternatives

Tower

Tower

TechRules
Prospero

Prospero

FINARTIS
MoneyGuidePro

MoneyGuidePro

MoneyGuide
Contemi Wealth Intelligence

Contemi Wealth Intelligence

Contemi Solutions
Aladdin Wealth

Aladdin Wealth

BlackRock

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

No info available.

Integrations

No info available.
Claim Equisoft/plan and update features and information
Claim Equisoft/plan and update features and information
Claim MoneyWare and update features and information
Claim MoneyWare and update features and information