MoneyWare
Strengthen client relationships and optimize operations with an integrated technology platform.
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.
1997
India
- Investment-management
- English
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Windows
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Mac
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Linux
Support
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Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Video Guides
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Blogs
Media
MoneyWare Core Features
Focus of Wealth Management Feature
- Client Portal
- Financial Planning
- Fund Management
- Investment Tracking
- Performance Measurement
- Portfolio Management
- Valuation & Risk Management
MoneyWare Pricing
Pricing Type
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Contact Vendor
Preferred Currency
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INR (₹)
Free Version
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No
Payment Frequency
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Quote Based
MoneyWare Reviews
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