Compare Valutico vs InvestWell

Valutico 26 Financial Services	InvestWell 0 Financial Services
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Crozscore 85% what is this? User Happiness: 90% Press Buzz: 36% User Trend: interest falling	Crozscore 77% what is this? Press Buzz: 35% User Trend: interest falling

About Valutico Founded in Austria, Valutico is a web based valuations platform providing the financial services industry and valuation practitioners with data-driven tools to conduct analysis more efficiently. With headquarters in Vienna and subsidiaries in the UK & USA Valutico empowers businesses and experts to perform accurate valuations in minutes while sol- ving the issue of complex tools, lack of data sources and time consuming reporting. Valutico provides access to reliable market data from leading financial databases, cross-checks business plans and provides useful suggestions to promote consistency and plausibility. With over 15 of the world’s leading valuation methodologies to choose from and saving experts precious time transferring results from spreadsheet to slides, Valutico is carving a new generation in valuations.	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 No key features associated with this application.	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 No FAQs associated with this application.	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: 201	Vendor Information Founded: - Based in: - Employees: - Likes: Followers: 177
Other Who uses Valutico SMEs Enterprises Desktop Platforms: Web App Languages: German, 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.