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NetWorth

INNOVATIVE TECHNOLOGY THAT MOVES YOUR INVESTMENTS FORWARD.

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NetWorth Advising Platform Our suite of SaaS applications will give you the insight you need to stay ahead of your investments and maximize your wealth. Financial advisors are under growing pressure to up-scale their books of business in order to outpace rising costs. In order for RIA firms to be truly competitive, NetWorth’s digital technology provides true workflow efficiency, client collaboration, and delivers real interplay between the operational and investment management side of the business.
networth
2004
United States
  • Investment-management
1 Industry
  • English
1 Language

Screenshot & Video

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LICENSING & DEPLOYMENT

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

SUPPORT

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

NetWorth Core Features

Stock Portfolio Management

  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis
  • Watchlists

NetWorth Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Quote Based
Vendor pricing page

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