Overview
Key features
Pricing
Other Details
User reviews
Integratons
Media & Screenshots
Alternatives
| Description | Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and ... Read More | Assetmax is a comprehensive wealth management platform built for independent asset managers, banks, and family offices. Thanks to its multi-custody portfolio management, invoicing, client ... Read More |
|---|---|---|
| Pricing Options |
|
|
| Total Features | 0 Features | 0 Features |
|---|---|---|
| Unique Features | No features | No features |
| Pricing Option | ||
|---|---|---|
| Starting From |
|
|
Pricing Pans Monthly Plans Yearly Plans |
|
|
| Pricing Page | Pricing information not available  | Pricing information not available |
| Organization Types supported |
|
|
|---|---|---|
| Platforms Supported |
|
|
| Modes of support |
|
|
| API Support |
|
|
| User Ratings | 4 ( 28 ) | 5 ( 1 ) |
|---|
| Integration with other apps | No Integration information available. | No Integration information available. |
|---|
| Screenshots | No screenshots available. | No screenshots available. |
|---|---|---|
| Videos | No videos available. |  |
Add to Compare
Compare similar Apps
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
