MoneyWare

MoneyWare

Miles Software (EbixCash)
MoneyWare Objectway

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MoneyWare:

About

MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices. The wealth management software suite is flexible and customizable helping clients address client management, financial advisory, portfolio management, compliance and client reporting & accounting. Wealth management systems like MoneyWare support discretionary, non–discretionary and advisory services.
Objectway:

About

The front-to-back intelligent and modular platform designed to answer to the increasing wealth management innovation demand is available on the cloud. Based on 30 years of experience and product innovation we empower you to master today’s challenges and seize tomorrow’s opportunities as we cast a vision for your future growth. Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution. 360° view of client data, investments, assets and relationships, document store, and tracking. Enhance prospect conversion and strengthen client relationships through integrated digital capabilities. Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine. Reduce complexity and proactively manage more clients through omnichannel processes. Increase advisor productivity and enhance process efficiency.
MoneyWare:

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Objectway:

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
MoneyWare:

Audience

Wealth managers
Objectway:

Audience

Investors and advisors searching for a solution to improve performance, manage portfolio, and ensure security and compliance
MoneyWare:

Support

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

Support

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

API

Offers API Not Supported
Objectway:

API

Offers API Not Supported
MoneyWare:

Screenshots and Videos

Objectway:

Screenshots and Videos

MoneyWare:

Pricing

No information available.
Free Version Supported
Free Trial Supported
Objectway:

Pricing

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

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
Objectway:

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
MoneyWare:

Training

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

Training

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

Company Information

Miles Software (EbixCash)
Founded: 1999
India
www.milessoft.com/wealth-management-solution/
Objectway:

Company Information

Objectway
Italy
www.objectway.com/objectway-wealthtech-suite/
MoneyWare:

Alternatives

Objectway:

Alternatives

MoneyWare:
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Objectway:
MoneyWare:
SOLIAM

SOLIAM

VERMEG
Objectway:
MoneyWare:
Prospero Suite

Prospero Suite

FINARTIS
Objectway:
Summit

Summit

Summit Wealth Systems
MoneyWare:
BITA Risk

BITA Risk

corfinancial
Objectway:
Thomson ONE Wealth

Thomson ONE Wealth

LSEG Data & Analytics
MoneyWare:

Categories

Family Office Supported
Wealth Management Supported
Objectway:

Categories

Wealth Management Supported
MoneyWare:

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Not Supported
MoneyWare:

Integrations

No info available.
Objectway:

Integrations

No info available.
MoneyWare:
Claim MoneyWare and update features and information
Claim MoneyWare and update features and information
Objectway:
Claim Objectway and update features and information
Claim Objectway and update features and information