JIRA vs Wealth Intelligence

Starting Price

$10.00/month

Not provided by vendor

Best For

Jira Software is trusted by agile teams looking to capture & organize issues, assign work & track team activity. The software is designed so Scrum, Kanban, & hybrid models are all successful.

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

Rating


4.5 / 5
(7426)

(0)

Ideal number of Users

1 - 1000+

50-99

Ease of Use


4 / 5

Customer Support


4 / 5

Features & Functionality


4.5 / 5

Value for Money


4 / 5

Product Features

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

Screenshots

View 5 screenshots 139612 thumb
View 5 screenshots 146245 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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JIRA vs Wealth Intelligence

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