+
+

Related Products

  • AlternativeSoft
    19 Ratings
    Visit Website
  • FundCount
    11 Ratings
    Visit Website
  • Allvue
    5 Ratings
    Visit Website
  • ConnectWise PSA
    646 Ratings
    Visit Website
  • SafetyIQ
    27 Ratings
    Visit Website
  • Virtuous
    241 Ratings
    Visit Website
  • Mortgage Automator
    160 Ratings
    Visit Website
  • Ganttic
    232 Ratings
    Visit Website
  • ConnectWise Identify Assessment
    Visit Website
  • Squaretalk
    162 Ratings
    Visit Website

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

Businesses interested in a secure Wealth Management software

Audience

Investors, professional users, and anyone requiring a tool to transform their personal finances into insights

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

$75 per month
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

Performativ
Denmark
www.performativ.com

Company Information

Provisian
provisian.com

Alternatives

Alternatives

NetX360

NetX360

Pershing
MoneyGuidePro

MoneyGuidePro

MoneyGuide

Categories

Categories

Integrations

Ally Invest
Authorize.Net
Bloomberg
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
Robinhood
Salesforce
SoFi
Vanguard
Wells Fargo Business Checking
ecotime

Integrations

Ally Invest
Authorize.Net
Bloomberg
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
Robinhood
Salesforce
SoFi
Vanguard
Wells Fargo Business Checking
ecotime
Claim Performativ and update features and information
Claim Performativ and update features and information
Claim Provisian and update features and information
Claim Provisian and update features and information