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Media

Media

Integrations Supported

AdvisoryWorld
Altruist
Asset-Map
Blueleaf
ByAllAccounts
Covr
Envestnet Analytics
Envestnet Portal
FinFolio
Morningstar
NetX360
Orion
Practifi
Pulse
Redtail CRM
Riskalyze
SmartOffice CRM
Tamarac
Wealthbox
XLR8 RMS

Integrations Supported

AdvisoryWorld
Altruist
Asset-Map
Blueleaf
ByAllAccounts
Covr
Envestnet Analytics
Envestnet Portal
FinFolio
Morningstar
NetX360
Orion
Practifi
Pulse
Redtail CRM
Riskalyze
SmartOffice CRM
Tamarac
Wealthbox
XLR8 RMS

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Ampsys Consulting Pvt Ltd.

Company Website

www.wealtherp.net

Company Facts

Organization Name

MoneyGuide

Company Location

United States

Company Website

www.moneyguidepro.com/ifa/Home/MoneyGuidePro#product-pro

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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