Compare Tier1 Financial Solutions vs InvestWell

Tier1 Financial Solutions 12 Financial Services	InvestWell 0 Financial Services
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Crozscore 85% what is this? User Happiness: 100% Press Buzz: 38% User Trend: interest falling	Crozscore 77% what is this? Press Buzz: 35% User Trend: interest falling
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About Tier1 Financial Solutions Global leader in CRM software for capital markets & investment banking. Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk. Trusted by 20,000+ CRM users worldwide, Tier1 delivers workflow-optimized experiences, prompted insights & a centralized view of client interactions that drive revenue-generating engagements, all on a capital markets grade security engine for large enterprises & specialist firm alike.	About InvestWell InvestWell is a complete white-labeled platform under your brand name, with features loaded to unload your work. This Mutual Fund Software helps to access your client’s portfolio and many more details anywhere, anytime. Other facilities are also available like getting hassle-free online transaction facility and complete access to software under your brand name with a website and apps.
Features 2-Factor Authentication API Batch Permissions & Access Customer Management Data Export Data Import External Integrations Multi-Currency Multi-User Notifications BitCoin PayPal Stripe	Features 2-Factor Authentication API Batch Permissions & Access Customer Management Data Export Data Import External Integrations Multi-Currency Multi-User Notifications BitCoin PayPal Stripe
Summary TRACK: Clients, deals, emails, data, pipelines, progress, tasks COMMUNICATE: Engage the right people, build lasting relationships MOBILE: Stay connected anywhere, any time DATA: Security Industry-specific, battle tested security SHARED ACCESS: Collaborate easily, 360 client view INTEGRATE: Connect to the apps you already use daily AUTOMATE: Save time and effort ANALYTICS: Receive actionable insights and drive revenue	Summary No key features associated with this application.
	Pricing CORE $100.00 1 server(s) / month Included in plan: Financial Portfolio Reports CRM Capabilities Goal Centric Financial Planning Online Transaction All Asset Classes Online Portfolio Access Analytics Goal Centric reports
FAQs Does this service offer an API? Yes Does this service offer guides, tutorials and or customer support? Yes What is this service generally used for? Account and contact management, list management, event management, deal management, and prospecting. What platforms does this service support? Salesforce Who are the main user groups of this service? Salespeople, Traders, Research Analysts, Corporate Access, Event Coordinators, Conference Coordinators, Portfolio Managers, Investment Bankers, Prime Brokerage Specialists Does this service integrate with any other apps? Yes What are some applications this service is commonly used in tandem with? We have multiple product partners that we work with to connect our solutions. Does this service offer multi-user capability (e.g. teams)? Yes	FAQs Does this service integrate with any other apps? Yes * NSE N MF II * BSE Star MF * Morningstar Advisor Workstation * Value Express Analytics * Omnimax Financial Planning What is this service generally used for? It is used to provide wealth management back office for Financial Advisors. What platforms does this service support? Windows, Mac, iPhone, Andriod What are some applications this service is commonly used in tandem with? Microsoft Excel Adobe PDF Microsoft Word Microsoft Outlook Who are the main user groups of this service? Financial Advisors and Wealth Management professionals like CFPs, RIAs, MFDs. and their Investors. Does this service offer multi-user capability (e.g. teams)? Yes this financial planning software for distributors in India offers Multi-User Capability. Does this service offer an API? Yes this financial Planning Software Offers API Service Does this service offer guides, tutorials and or customer support? Yes InvestWell Software for Financial Advisors Offers all guides and 24*7 tech support.
Vendor Information Founded: - Based in: - Employees: - Likes: Followers: 268	Vendor Information Founded: - Based in: - Employees: - Likes: Followers: 177
Other Who uses Tier1 Financial Solutions SMEs Enterprises Desktop Platforms: Web App Windows Macintosh Mobile Platforms: iOS Android Languages: English Regional Restrictions: No restrictions.	Other Who uses InvestWell Startups Enterprises Desktop Platforms: Web App Mobile Platforms: iOS Android Languages: English Regional Restrictions: No restrictions.