MoneyWare

Strengthen client relationships and optimize operations with an integrated technology platform.

Visit website

Write a Review

Unclaimed Profile

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.

Screenshot & Video

1/2

LICENSING & DEPLOYMENT

Open Source
Cloud Hosted
Windows
Mac
Linux

SUPPORT

Phone
24x7 Support

Training

Webinar

Knowledge Base

Help Guides
Video Guides
Blogs

MoneyWare Core Features

Wealth Management

Client Portal
Financial Planning
Fund Management
Investment Tracking
Performance Measurement
Portfolio Management
Valuation & Risk Management

Stock Portfolio Management

Client Management
Data Warehousing
Multi-Currency Support
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis

MoneyWare Pricing

Pricing Type

Contact Vendor

Preferred Currency

INR (₹)

Free Version

Payment Frequency

Quote Based

Vendor pricing page

MoneyWare Reviews

No reviews submitted yet.

Be the first one to review

This profile is not claimed

Do you own or represent this business? Enter your business email to claim your GoodFirms profile.