MoneyWare eCompliance Overview

MoneyWare eCompliance is a robust investment management software designed to assist financial institutions and advisors in managing compliance and regulatory requirements. This platform provides tools for monitoring investments, ensuring adherence to industry regulations, and generating detailed reports for audits. With its user-friendly interface, MoneyWare eCompliance enables users to track client portfolios, assess risk exposure, and implement compliance checks seamlessly. The software includes features for managing documentation, monitoring transaction activities, and automating reporting processes, enhancing operational efficiency. Additionally, MoneyWare eCompliance supports integration with various financial systems, ensuring a cohesive approach to investment management. By adopting this software, organizations can enhance compliance practices, reduce risks, and drive operational excellence in investment management.

Read More

Contact Details

  • Vendor Name Miles Software Solutions
  • Founded 1997
  • Location India

Support

  • 24x7 Support 24x7 Support
  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Banking, Insurance, Investment Management

You May Also Like

AdvisorEngine CRM

AdvisorEngine CRM

$65 Per month

AppFolio Investment Manager

AppFolio Investment Manager

$650 Per month

Backstop

Backstop

Contact Vendor

Betterment

Betterment

Contact Vendor

MoneyWare eCompliance Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

MoneyWare eCompliance Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • INR (₹) INR (₹)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • Annual Subscription Annual Subscription

MoneyWare eCompliance FAQs

MoneyWare eCompliance is a robust investment management software designed to assist financial institutions and advisors in managing compliance and regulatory requirements. This platform provides tools for monitoring investments, ensuring adherence to industry regulations, and generating detailed reports for audits. With its user-friendly interface, MoneyWare eCompliance enables users to track client portfolios, assess risk exposure, and implement compliance checks seamlessly. The software includes features for managing documentation, monitoring transaction activities, and automating reporting processes, enhancing operational efficiency. Additionally, MoneyWare eCompliance supports integration with various financial systems, ensuring a cohesive approach to investment management. By adopting this software, organizations can enhance compliance practices, reduce risks, and drive operational excellence in investment management.

  • Yes, MoneyWare eCompliance offers a free version.

  • Yes, MoneyWare eCompliance offers a free trial.

  • No, Credit Card details are not required for the MoneyWare eCompliance trial.

  • MoneyWare eCompliance supports the following payment frequencies:

    • Annual Subscription

  • No, MoneyWare eCompliance does not offer an API.

  • MoneyWare eCompliance offers support with the following options:
    • 24x7 Support , Chat

  • MoneyWare eCompliance offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • MoneyWare eCompliance supports the following languages:
    • English

  • Following are the typical users of the MoneyWare eCompliance:
    • Self-Employed , Small-Business , Midsize-Business

  • MoneyWare eCompliance supports the following deployment:
    • Cloud Hosted

  • MoneyWare eCompliance supports the following devices and operating systems:
    • Web-Based