IMiX

IMiX

Investment Software Group
OpenSolution

OpenSolution

Openfinance
IMiX OpenSolution

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IMiX:

About

IMiX is a comprehensive front-to-back wealth management platform designed to help financial institutions manage the entire investment management lifecycle from a single cloud-based solution. The platform supports multi-currency, multi-asset, and multi-tenant operations while providing real-time connectivity across investment and client management processes. It offers digital client onboarding capabilities with customizable workflows, KYC and AML checks, and lifecycle management tools that streamline client acquisition and servicing. IMiX includes portfolio management, rebalancing, trade order management, compliance monitoring, performance measurement, and reporting functionalities. The platform also supports taxation, transaction processing, settlement management, reconciliation, and corporate action handling to improve operational efficiency.
OpenSolution:

About

OpenSolution by Openfinance is a comprehensive wealth management platform that covers the entire life cycle of managing client assets. This modular, no-code solution allows financial institutions to automate portfolio management, reporting, advisory services, and more. By ensuring regulatory compliance from start to finish, OpenSolution helps businesses manage risk, enhance client satisfaction, and optimize their commercial activities. With flexible integration options, clients can customize the platform to meet their unique needs while benefiting from powerful tools for managing portfolios, assets, and client interactions.
IMiX:

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
OpenSolution:

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
IMiX:

Audience

Wealth management firms, investment managers, financial advisors, private banks, asset management companies, and financial institutions seeking a comprehensive platform for investment operations, portfolio management, compliance, and client lifecycle management
OpenSolution:

Audience

Wealth management firms, financial advisors, investment fund managers, and financial institutions looking for a customizable, no-code solution to automate portfolio management, ensure compliance, and enhance client service
IMiX:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
OpenSolution:

Support

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

API

Offers API Not Supported
OpenSolution:

API

Offers API Not Supported
IMiX:

Screenshots and Videos

No images available
OpenSolution:

Screenshots and Videos

IMiX:

Pricing

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

Pricing

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

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
OpenSolution:

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
IMiX:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
OpenSolution:

Training

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

Company Information

Investment Software Group
Founded: 2008
United Kingdom
www.investmentsoftwareltd.com/imix
OpenSolution:

Company Information

Openfinance
Founded: 2002
Spain
openfinance.es/index.php/en/explore-opensolution/
IMiX:

Alternatives

OpenSolution:

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
IMiX:
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
OpenSolution:
IMiX:
Third Financial

Third Financial

Third Financial Software
OpenSolution:
Tower

Tower

TechRules
IMiX:
Pacer

Pacer

SS&C Technologies
OpenSolution:
IMiX:
OpenSolution:
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
IMiX:

Categories

Wealth Management Supported
OpenSolution:

Categories

Wealth Management Supported
IMiX:

Integrations

Vertalo Not Supported
OpenSolution:

Integrations

Vertalo Supported
IMiX:
Claim IMiX and update features and information
Claim IMiX and update features and information
OpenSolution:
Claim OpenSolution and update features and information
Claim OpenSolution and update features and information