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
Miles Software (EbixCash)
Founded: 1999
India
www.milessoft.com/wealth-management-solution/
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Product Details
Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online
MoneyWare Frequently Asked Questions
Q: What kinds of users and organization types does MoneyWare work with?
MoneyWare works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does MoneyWare support in their product?
MoneyWare supports these languages: English.
Q: What kind of support options does MoneyWare offer?
MoneyWare offers support via phone support, 24/7 live support, and online.
Q: Does MoneyWare have a mobile app?
Yes, MoneyWare has a mobile app for iPhone, Android, and iPad.
Q: What type of training does MoneyWare provide?
MoneyWare provides training in the form of documentation, live online, webinars, and in person.
Q: Does MoneyWare offer a free trial?
Yes, MoneyWare offers a free trial.
MoneyWare Product Features
Investment Management
Bonds / Stocks
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Modeling & Simulation
Supported
Accounting Management
Not Supported
Benchmarking
Not Supported
Client Management
Not Supported
Commodities
Not Supported
Fund Management
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Not Supported
Risk Management
Not Supported
