Comarch

Comarch Wealth Management



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About Comarch Wealth Management

Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients.


Comarch Wealth Management Features

  • Billing & Invoicing
  • Client Management
  • Data Warehousing
  • For Investment Advisors
  • For Traders
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Technical Analysis
  • Wash Sale Detection

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