JIRA vs Wealth Intelligence

Best For

Who Uses This Software?

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.

Target Customer Size (Users)

1 - 1000+

50-99

Pricing

Starting Price

$10.00/month

Not provided by vendor

Free Trial

Yes Yes

Free Version

No Yes

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Point of Sale (POS)
  • Purchasing
  • Time & Expense Tracking
  • Training Management
  • Vendor Management
Not provided by vendor

Screenshots

View 5 screenshots 139612 thumb
View 5 screenshots 146245 thumb

Ratings

Overall


4.5 / 5
(5816)
(0)

Ease of Use


4 / 5

Customer Service


4 / 5

Features & Functionality


4.5 / 5

Value for Money


4 / 5

Training & Support

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

share Share Your Comparison of Wealth Intelligence vs JIRA


JIRA vs Wealth Intelligence

Wealth Intelligence

by Dion Global Solutions

Best For

Who Uses This Software?

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.

Target Customer Size (Users)

1 - 1000+

50-99

Pricing

Starting Price

$10.00/month

Not provided by vendor

Free Trial

Yes Yes

Free Version

No Yes

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Point of Sale (POS)
  • Purchasing
  • Time & Expense Tracking
  • Training Management
  • Vendor Management
Not provided by vendor

Ratings

Overall


4.5 / 5
(5816)
(0)

Ease of Use


4 / 5

Customer Service


4 / 5

Features & Functionality


4.5 / 5

Value for Money


4 / 5

Training & Support

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

Share Your Comparison of Wealth Intelligence vs JIRA