bullFinch wealth management software

What is bullFinch wealth management software?

Bullfinch Wealth Suite is a SaaS-enabled, integrated, front-to-back omnichannel system that supports all asset classes to manage the complete wealth management lifecycle.

Bullfinch Wealth Suite is a SaaS-enabled, integrated, front-to-back Omni channel system that includes a diversified range of asset classes to manage the complete wealth management lifecycle.

Bullfinch helps to unlock insights and gets you on an exponential growth trajectory through its advanced analytics and personalized recommendations.

It serves all client segments from retail to high net-worth investors and fully supports the provision of discretionary and non-discretionary, advisory services from a single platform.



bullFinch wealth management software currently scores 72/100 in the Investment Management category. This is based on press buzz (38/100), and other relevant information on bullFinch wealth management software gathered from around the web.

The score for this software has stayed the same over the past month. What is this?
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  • bullFinch wealth management software

bullFinch wealth management software Product Overview

  • A 360 degree end-to-end solution for wealth advisors

  • Frictionless digital client on-boarding

  • Comprehensive workflow-based CRM

  • Robust hyper personalization to your clients

  • Seamless bi-directional client business communication

  • Dynamic report building for clients and MIS

  • Machine learning and AI for significant performance uplift


Languages Supported: English

bullFinch wealth management software Features

  • 2-Factor Authentication
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Scheduling
  • Tax Management
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