Compare Zil Bank vs InvestWell

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Crozscore

90%
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Crozscore

77%
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interest falling
Zil Bank screenshot InvestWell screenshot

About Zil Bank

Zil is a cloud-based banking platform with free ACH and Wire transfers, free Check Drafts, eChecks, and Checks by Mail Service. Zil provides instant money transfers between Zil accounts. In addition, the bank provides free 100 check stock papers on your first deposit of $1000 in the account. Zil also provides a customizable employee visa card/payroll card.

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

    Who are the main user groups of this service?
    • Business Owners
    • Freelancers
    • Startups
    • Modern Businesses
  • What is this service generally used for?
    • Online Banking
    • Online Payment
    • Payroll Management
    • Payment & Invoicing
    • Online Banking
    • Physical Card
    • Virtual Card
    • Multi Business Acc.
    • Bank for Foreigners
    • Get Paid Early
  • What platforms does this service support?
    • Web App
    • iOS
    • Windows
    • Android
    • Macintosh
    • WinPhone
    • Blackberry

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:
36

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
176

Other

Who uses Zil Bank
  • Personal
  • Freelance
  • Startups
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
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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