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What is Range?

Range is a holistic wealth management platform designed to provide modern financial advice across various domains, including investment strategies, tax optimization, retirement planning, cash flow oversight, and real estate ventures. Tailored for affluent professionals such as executives, entrepreneurs, healthcare providers, and tech specialists, Range offers a vast range of services to help clients maximize their investments, improve tax efficiency, prepare adequately for retirement, and monitor their overall financial health. The platform features sophisticated projections that generate thousands of detailed scenarios, taking into account market changes and individual circumstances, thereby uncovering new growth opportunities and potential advantages. In its pursuit of transparency, Range operates on a flat-fee pricing model, eliminating the burden of Assets Under Management (AUM) fees, which enables clients to retain a greater portion of their wealth over time. Furthermore, users can effortlessly integrate all their financial accounts into one convenient dashboard that refreshes automatically, alleviating the complexities of managing multiple accounts and fragmented information. This forward-thinking method not only streamlines financial oversight but also equips clients with the insights necessary to make educated decisions regarding their financial futures, ultimately enhancing their financial well-being.

What is Global WealthES?

Global Wealth Enterprise Solution, commonly known as Global WealthESâ„¢ and formerly called TrustPortal, provides a comprehensive Wealth Management platform tailored for both large and medium-sized financial organizations, enabling them to function with optimal efficiency. This solution boasts an extensive array of features that are intricately interconnected to ensure seamless processing, resulting in enhanced scalability and operational effectiveness. The application offers a diverse range of functionalities, which include Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting, Securities Processing, Automated Compliance Reviews, Reporting and Statements, a Client Access Portal, Performance Measurement, and sophisticated data analytics aimed at improving business intelligence. Furthermore, it facilitates trading through an integrated FIX engine, linking to over 400 brokers for immediate trade execution and confirmations. With its extensive reporting capabilities, the platform provides both internal and client-facing reports and statements, along with integrated data mining tools, ensuring mobile accessibility across all devices, thus making it an adaptable solution for contemporary wealth management requirements. In summary, Global WealthESâ„¢ is an indispensable tool for financial institutions aspiring to enhance their wealth management offerings, and its comprehensive nature positions it as a leader in the industry.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$1,475 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Range

Date Founded

2020

Company Location

United States

Company Website

www.range.com

Company Facts

Organization Name

Fi-Tek

Date Founded

1999

Company Location

United States

Company Website

www.fi-tek.com/globalwealthes

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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