Related Products
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Platforms Supported
Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook
|
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Audience
Businesses in need of a white-labelled solution to manage and grow their mutual fund business efficiently
|
Audience
Wealth advisors and professionals seeking a solution to manage multi-asset portfolio design, analytics and client engagement
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Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
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Reviews/
|
Reviews/
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Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
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Company InformationOptimum Financial Solutions
India
optimumfintech.com
|
Company InformationJacobi
United States
www.jacobistrategies.com/site/
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Amazon Web Services (AWS)
Google Cloud Platform
Microsoft Azure
|
Integrations
Amazon Web Services (AWS)
Google Cloud Platform
Microsoft Azure
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