Who Uses This Software?

Indian Subcontinent, Sub Saharan Africa, Asia Pacific and Middle East, Philippines, Sri Lanka, Nigeria, Vietnam, Mauritius, West Africa, Zambia, Zimbabwe, United Kingdom

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Live Online
    In Person
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Credence Analytics
  • www.credenceanalytics.com
  • Founded 1993
  • India

About iDEAL Wealth & Funds

iDEAL Wealth & Funds Unified Investment Management System is a modular, scalable, holistic Investment management platform supporting operations of any type of financial entity like Asset Management, Fund Management, UITF, IAMs/IFAs, Insurance, Sovereign wealth Funds, Pension Funds and Family Offices. The modular nature of the platform allows & supports deployment as standalone installations or can work with institutions existing infrastructure. It has multi-entity, multi-currency and multi

iDEAL Wealth & Funds 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

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