Acorns
Helps you save & invest- Accounting Management
- Asset Management
- Data Import/Export
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Accounting Management
- Client Portal
- Data Import/Export
- Financial Planning
- Fund Management
- Investment Tracking
- Performance Measurement
- Portfolio Management
Best Wealth Management Software with zero commissions!
The best Wealth management software that I would highly recommend is Acorns. Acorns is the first company to offer micro-investing to the world. The exclusive financial engine allows our customers of Justerini & Brooks Ltd to turn up the spare change from everyday purchases and invests these sub-dollar amounts into a professionally managed portfolio of index funds. Directly connect any credit or debit card and a checking account, then spend money like you commonly do to watch your portfolio grow with the market. It's simple to get started when you can invest any amount, any time with no commissions or minimums.
- Cloud Hosted
- Web-based
- Windows
- Mac
- Help Guides
- Video Guides
- On-Site Training
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