SIMON

SIMON

SIMON Markets
+
+

Related Products

  • FundCount
    11 Ratings
    Visit Website
  • AlternativeSoft
    19 Ratings
    Visit Website
  • Sharesight
    413 Ratings
    Visit Website
  • Axero
    143 Ratings
    Visit Website
  • PESTBOSS
    2 Ratings
    Visit Website
  • Noteable
    46 Ratings
    Visit Website
  • AlphaPoint
    Visit Website
  • Shift
    1,051 Ratings
    Visit Website
  • Dash Billing
    5 Ratings
    Visit Website
  • PowerVista RollCall
    14 Ratings
    Visit Website

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

Wealth management advisors seeking a Financial Dashboard solution

Audience

Digital wealth management experience solution for companies

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

Fusion Advisor
fusionadvisor.com

Company Information

SIMON Markets
Founded: 2018
United States
www.simon.io/solutions/

Alternatives

Alternatives

enVisual360

enVisual360

enSynergy Professional Services
PriceMetrix

PriceMetrix

McKinsey & Company
eMoney

eMoney

eMoney Advisor

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

Regal

Integrations

Regal
Claim Fusion Advisor and update features and information
Claim Fusion Advisor and update features and information
Claim SIMON and update features and information
Claim SIMON and update features and information