MoneyWare

MoneyWare

Miles Software (EbixCash)
TNET FrontOffice

TNET FrontOffice

HWA International
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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

Robust wealth management CRM capabilities to manage and analyze customer interactions with the goal of improving business relationships with clients and COIs, assisting in client retention, and driving sales growth. Fully customizable trust and wealth management workflows covering the full life cycle of client operations. A suite of fully customizable workflows to simplify compliance and risk management execution. Full life-cycle wealth management workflows, from referrals to pipeline, fee exception approvals, sales management, account & client onboarding, custom incentive plans, and service tools to help you deliver value to clients.

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

Trust professionals looking for an innovative CRM, workflow and compliance software

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

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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

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

Company Information

HWA International
Founded: 1977
United States
www.hwainternational.com/tnet-frontoffice

Alternatives

Alternatives

Clio

Clio

Themis Solutions
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Law Ruler

Law Ruler

ProfitSolv
SOLIAM

SOLIAM

VERMEG
Prospero Suite

Prospero Suite

FINARTIS
CosmoLex

CosmoLex

ProfitSolv
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

Java

Integrations

Java
Claim MoneyWare and update features and information
Claim MoneyWare and update features and information
Claim TNET FrontOffice and update features and information
Claim TNET FrontOffice and update features and information