+
+

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

Businesses looking for a data-driven Wealth Management platform to consolidate and manage all their assets

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

Performativ
Denmark
www.performativ.com

Company Information

WealthArc
www.wealtharc.com

Alternatives

Alternatives

MoneyWare

MoneyWare

EbixCash
Axia Suite

Axia Suite

Profile Software
Assetmax

Assetmax

Fimax AMS

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

Apiax
Bloomberg
Salesforce

Integrations

Apiax
Bloomberg
Salesforce
Claim Performativ and update features and information
Claim Performativ and update features and information
Claim WealthArc and update features and information
Claim WealthArc and update features and information