iDEAL Wealth & Funds
One stop solution for all investment management needs.
Ideal Wealth & Funds is one stop solution for all investment management needs. Industry standard end to end investment management solution for multiple business lines under a single roof. Given its large customer base over the last decade, the solution is mature in terms of its breadth of business line offerings as well the depth of its rich features. From Front Office features like pre-deal analysis, real time portfolio position and cash flow tracking, profitability monitoring to Back office operations like deal settlements, corporate action posting, MTM valuation, accounting and NAV generation, the solution covers the entire gamut of investment management operations.
1993
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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Email
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Phone
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24x7 Support
Training
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In-person
Knowledge Base
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Help Guides
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Video Guides
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Blogs
Media
iDEAL Wealth & Funds Core Features
Focus of Wealth Management Feature
- Asset Reporting
- Data Import/Export
- Financial Planning
- Fund Management
- Investment Tracking
- Portfolio Management
- Valuation & Risk Management
iDEAL Wealth & Funds 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
iDEAL Wealth & Funds Reviews
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