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We serve RIA's, BD representatives, Asset Managers, Portfolio Managers, and Portfolio Analysts.
WOWS caters to startups, SMEs, and a diverse range of investors such as Angels, VCs, Private Equity, Family Offices, and Funds.
Ease of use, integrations with Wealth Vision, and quick ability to add investments through customer support.
I am having trouble understanding the risk analysis side of the software. It is difficult to analyze a "risk score" and to track if a client is on track with their set risk score.
This has been a great proposal tool that we have used with our clients, and the customizable proposal is very attractive.
It was confusing and complicated to use at first.
The support team at Hidden Levers, specifically those handling the chat support, has been outstanding in their responsiveness to any questions we had about the software.
I don't like the thumbnail icons and a lot of it just looks goofy.
Very positive and an excellent method for documenting fiduciary recommendations.
Lack of calculated fields. Don't know if a function of application or a setup choice.
Dashboard is totally awesome and provides every single information that is easy to understand. Perfect application for startup because this application helps alot in funds raising.
The only thing i dislike about the software is its pricing. The pricing is slightly high for small teams with limited budget.
The customer support from WOWS Invest has been one of the best, as they're very user-friendly, proactive and supportive 24/7.
Not so much but sometimes, it lags, and also the price is not good for everyone.
WOWS Invest is an amazing tool for fundraising for start-up companies. The platform is designed in a way that helps companies to raise capital seamlessly.
Its limited to Southest Asia which is conservative approach.
Wow investment is meeting the expectations of the customers. It's good for fundraising and key investment deals.
In order to use the service, members must pay a monthly fee. Income is reduced as a result.
HiddenLevers
WOWS Investment Portal
Top FeaturesHiddenLevers
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WOWS Investment Portal
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