NüWorkflow vs InvestmentPro

Starting Price

$1.00/year

Not provided by vendor

Best For

Investment firms looking to automate certain business processes, and perform data validation checks on a regular basis. Importing custodial transactions is also available.

Banking, Financial Services & Insurance companies across South Asia, Middle East, Africa & UK markets. Primary users are Private Banks, AMC's, Portfolio Managers, Wealth Managers, Fund Mgrs.

Ideal number of Users

1 - 1000+

100-499

Rating


5 / 5
(3)
(0)

Ease of Use


4.7 / 5

Customer Support


5 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Product Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import/Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
Not provided by vendor

Screenshots

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

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NüWorkflow vs InvestmentPro

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InvestmentPro vs NüWorkflow