Compare Payrix vs InvestWell

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79%
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Crozscore

77%
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interest falling
Payrix screenshot InvestWell screenshot

About Payrix

Payrix is on a mission to be the global leader in embedded payments for vertical software businesses. We are committed to giving our clients more freedom and peace of mind with a proven solution that helps eliminate friction, unleash their possibilities with new revenue, and make their customers’ lives easier.

Payrix clients including Real Green Systems, Storable, and Resman have harnessed our unique, all-in-one platform — combined with a white-glove approach — that enables them to capitalize on the opportunities within embedded payments for growth, innovation, and transformation.

Whether you’re new to payments, or plan to become a full payment facilitator, we’re the only partner your software business will need to monetize your payment experience and fuel your business for real growth.

Payrix is headquartered in Atlanta, GA with an office in Brisbane, Australia, and more than 100 employees worldwide.

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

    Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • Who are the main user groups of this service?
  • SaaS platforms, CRM/ERP systems and payment facilitators focusing on specific vertical markets.

  • Does this service offer guides, tutorials and or customer support?
  • Yes

  • What is this service generally used for?
  • Integrated payments, payment facilitation, embedded payments

  • Does this service offer an API?
  • Yes

  • Does this service integrate with any other apps?
  • 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:
327

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
177

Other

Who uses Payrix
  • Startups
  • Enterprises
Desktop Platforms:
  • Web App
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.
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