| Product | |||
|---|---|---|---|
| Review & Ratings |
No reviews available |
No reviews available |
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| Description |
AdvisorEngine CRM is a sophisticated software platform designed specifically for financial advisors and wealth management professionals. It integrates advanced customer relationship management (CRM) capabilities with financial planning tools, creating a comprehensive solution for managing client relationships and investment portfolios. Key features include detailed client profiles, portfolio manag... Read more about AdvisorEngine CRM |
EndoTech is an advanced investment management software solution that uses artificial intelligence (AI) and machine learning (ML) to assist investors and financial institutions in making data-driven investment decisions. The platform provides sophisticated tools for portfolio management, risk assessment, asset allocation, and trade execution. EndoTech uses predictive algorithms to analyze market tr... Read more about EndoTech |
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| Free Trial |
NA |
NA |
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| Starting Price |
$65 Per Month |
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| Category Features | |||
| Other Information | |||
| Deployment | Cloud Hosted | Cloud Hosted | |
| Devices Supported | Web-Based, iPhone, Android, | Web-Based, | |
| Pricing Model | Per User | Usage Based | |
| Support | 24x7 Support, Chat | Email, Knowledge Base, FAQs/Forum | |
| Target Company Size |
Self-Employed,
Small-Business,
Midsize-Business,
Large-Enterprise-Business
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Self-Employed,
Small-Business,
Midsize-Business,
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