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Image Relay App InvestWell Mutual Fund Sofwtare App

Features

Offering a ton of features just to say we offer a ton of features? Not our style. Why get bogged down with feature bloat? Float through your tasks instead. *Unlimited users *Granular permission control *Keywording search *Share files, folders or collections to outside agencies w/o requiring a password *Integrates w/ Basecamp, YouTube & Issuu *Serve assets direct to web *Set expiration dates on files *Create easy upload links for external users *Custom branded portals *Upload at hi-res and recipient gets download resolution options *Clean and intuitive interface

Features

All Asset classes, CRM, Financial Planning, Goal Mapping, Lead Generation in one software. Cloud as well On-Premise solution for Portfolio Management of all assets for your Investors.

suitable For

Freelancers
Startups
Agencies
SMBs
Enterprises

suitable For

Freelancers
Startups
Agencies
SMBs
Enterprises

Languages

English

Languages

English

Integrates With

Integrates With

Pricing

  • Monthly pricing starting at $99 for Users
  • BIG plans take advantage of integrating with our API, include dedicated launch support and a metadata librarian, massive bandwidth, and more. ENTERPRISE gets SSO, custom URLs and extended portal customizations. Starts At $99 Per Month.

Pricing

  • Monthly pricing starting at $99 for 1 Users
  • Yearly pricing starting at $1199 for 1 Users
  • All the essential automation to kick-start your Financial Advisory.
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