iDEAL Wealth & Funds

iDEAL Wealth & Funds

Credence Analytics
+
+

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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

Wealth advisors and professionals seeking a solution to manage multi-asset portfolio design, analytics and client engagement

Audience

Anyone looking for an investment Management platform

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Jacobi
United States
www.jacobistrategies.com/site/

Company Information

Credence Analytics
Founded: 1993
India
www.credenceanalytics.com/products/ideal-wealth-and-funds

Alternatives

iDEAL Wealth & Funds

iDEAL Wealth & Funds

Credence Analytics

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FamilyWealthGuru

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Costars

Costars

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The Archway Platform

The Archway Platform

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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

Amazon Web Services (AWS)
Google Cloud Platform
Microsoft Azure

Integrations

Amazon Web Services (AWS)
Google Cloud Platform
Microsoft Azure
Claim Jacobi and update features and information
Claim Jacobi and update features and information
Claim iDEAL Wealth & Funds and update features and information
Claim iDEAL Wealth & Funds and update features and information