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MediaValet App InvestWell Mutual Fund Sofwtare App

Features

Browsing: Our user-friendly interface enables users to quickly and securely: Browse assets by customizable categories or use predefined categories. Change their view options to specify how many assets they see per page. Sort assets by name, size, and title. Filter assets by rating, type, approval status, and more.

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

No Integrations

Integrates With

Pricing

  • By Quote

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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