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.
