MoneyWare

MoneyWare

Miles Software (EbixCash)
+
+

Related Products

  • Nexo
    18,395 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • FreshBooks
    5,506 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Sage Intacct
    8,532 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • LabWare LIMS
    113 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website

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.

About

With QPLIX as an innovation partner, banks can digitally transform portfolio management in their wealth business. We open a universe of opportunities and enable new business cases. Offer your clients a cutting-edge, digital experience. Manage non-bankable assets and assets at other banks for your most valuable clients. Scale your business and serve more clients with the given resources. As portfolio management software, our digital platform brings everything together, accounts and custodians, all asset classes investment guidelines, distribution across countries and currencies as well as ownership structures. No matter how complex, you always maintain a complete overview of the current total assets of each client and create valid analyses and forecasts. This enables you to improve your investment strategy, offer suitable products and increase the share of your wallet. QPLIX improves collaboration with your clients, within your team, and with external service providers.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Wealth managers

Audience

Financial institutions searching for a solution to manage, streamline and improve their wealth business and investment strategies

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

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

Company Information

QPLIX
Germany
www.qplix.com

Alternatives

Alternatives

NAVCalc

NAVCalc

DYNAM Dynamic Asset Management s.r.o.
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
SOLIAM

SOLIAM

VERMEG
Prospero Suite

Prospero Suite

FINARTIS
Assetmax

Assetmax

Fimax AMS
BITA Risk

BITA Risk

corfinancial

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

No info available.

Integrations

No info available.
Claim MoneyWare and update features and information
Claim MoneyWare and update features and information
Claim QPLIX and update features and information
Claim QPLIX and update features and information