PureFacts Wealth Management

PureFacts Wealth Management

von PureFacts Financial Solutions

(0)

Wer verwendet PureFacts Wealth Management?

Large banks, wealth management firms, investment advisories

Was ist PureFacts Wealth Management?

PureFacts provides a full suite of wealth management software, along with consulting and custom digital solutions to help financial services firms increase productivity, reduce costs and create exceptional client experiences at every touchpoint. Firms in Canada and the U.S.A. rely on PureFacts for data accuracy and ease of software implementation. Our digital solutions include digital onboarding and goals-based investing, along with mobile-friendly client and advisor portals.

PureFacts Wealth Management – Details

PureFacts Financial Solutions

https://www.purefacts.com

Gegründet 1995

PureFacts Wealth Management – Preisübersicht

PureFacts Wealth Management bietet keine Gratisversion, aber eine kostenlose Testversion. Weitere Preisinformationen für PureFacts Wealth Management findest du unten.

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

PureFacts Wealth Management Funktionen

Anlagenverwaltung Software
Anleihen / Aktien
Benchmarking
Compliance Berichterstattung
Daten-Import / -Export
Fondsverwaltung
Für Anlageberater
Für Investoren & Händler
Immobilien
Kundenmanagement
Kundenportal
Leistungskennzahlen
Modellierung & Simulation
Portfolio-Neuausrichtung
Rechnungsführung
Risikomanagement
Warentermingeschäfte