Unim vs Wealth Intelligence

Rating

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Starting Price

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Best For

Business management solution for enterprises of all sizes which helps with team collaboration, appointment reminders, time tracking and more.

Dions award-winning wealth management solution, Wealth Intelligence (WIN) aims to help Wealth Managers, Financial Advisors, Asset & Wealth Management Firms, Stockbroking & financial institutions.

Ideal number of Users

1 - 1000+

50-99

Ease of Use

Customer Support

Features & Functionality

Value for Money

Product Features

  • close Billing & Invoicing
  • check Customer Management
  • close Employee Management
  • close Financial Management
  • close Inventory Management
  • check Marketing Management
  • close Order Management
  • close Performance Metrics
  • close Project Management
  • close Purchasing
  • check Scheduling
  • close Time & Expense Tracking
  • check Training Management
  • close Vendor Management
Not provided by vendor

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

Not provided by vendor
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

Not provided by vendor
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Unim vs Wealth Intelligence

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