Audience
Wealth managers
About MoneyWare
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.
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Pricing
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
EbixCash
Founded: 1999
India
www.milessoft.com/wealth-management-solution/
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Product Details
Platforms Supported
SaaS
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online
MoneyWare Frequently Asked Questions
MoneyWare Product Features
Investment Management
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Accounting Management
Benchmarking
Client Management
Commodities
Fund Management
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management