MoneyWare

MoneyWare

EbixCash
SIMON

SIMON

SIMON Markets
+
+

Related Products

  • FundCount
    13 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Sage Intacct
    7,363 Ratings
    Visit Website
  • Sharesight
    488 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Nexo
    16,077 Ratings
    Visit Website
  • Blackbaud CRM
    1 Rating
    Visit Website
  • Collect!
    76 Ratings
    Visit Website
  • LabWare LIMS
    113 Ratings
    Visit Website
  • QuickFee
    Visit Website

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

Experience structured investment, annuity, and target return ETF solutions—with a suite of analytical tools—so advisors can stay focused on their clients. From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most. Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels. Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight. Automate and integrate to deliver products—and product education—seamlessly to wealth management firms and financial professionals, in real time. Build efficiencies with streamlined education, operational and compliance oversight, and direct connectivity to a centralized product repository.

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

Digital wealth management experience solution for companies

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

EbixCash
Founded: 1999
India
www.milessoft.com/wealth-management-solution/

Company Information

SIMON Markets
Founded: 2018
United States
www.simon.io/solutions/

Alternatives

Prospero Suite

Prospero Suite

FINARTIS

Alternatives

M2Advisor

M2Advisor

M2Wealth
PriceMetrix

PriceMetrix

McKinsey & Company
Assetmax

Assetmax

Fimax AMS
SOLIAM

SOLIAM

VERMEG
enVisual360

enVisual360

enSynergy Professional Services

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

Regal

Integrations

Regal
Claim MoneyWare and update features and information
Claim MoneyWare and update features and information
Claim SIMON and update features and information
Claim SIMON and update features and information