iDEAL Wealth & Funds

One stop solution for all investment management needs.

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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.
Credence Analytics
1993
India
1 Industry
1 Language
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LICENSING & DEPLOYMENT

  • Open Source
  • Cloud Hosted
  • Windows
  • Mac
  • Linux

SUPPORT

  • Email
  • Phone
  • 24x7 Support

Training

  • In-person

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

iDEAL Wealth & Funds Core Features

Wealth Management

  • Asset Reporting
  • Data Import/Export
  • Financial Planning
  • Fund Management
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management

Investment Management

  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Portfolio Management
  • Reporting
  • Risk Management

iDEAL Wealth & Funds Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • INR (₹)

Free Version

  • No

Payment Frequency

  • Quote Based

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