KAEM - Accounts Management Software vs Wealth Intelligence
Description
KAEM - Accounts Management Software
KAEM is a user-friendly accounts management software specifically designed for small to mid-sized businesses. Our platform aims to simplify the often complex world of bookkeeping, providing you with a... Read More
Wealth Intelligence
Wealth Intelligence is a powerful software tailored specifically for investors and financial advisors looking to streamline and enhance their decision-making process. Built to simplify complex data, t... Read More
Contact Info
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Year founded :
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Canada
http://www.linkedin.com/company/wealthintelligence
Features
Transaction Management
Automated Billing
Expense Tracking
Customer Management
Communication Logs
Contact Database
Security and Compliance
Regulatory Compliance
Data Encryption
Dashboard and Reporting
Real-Time Dashboard
Customizable Reports
Integration and Compatibility
Third-Party Integrations
Mobile Accessibility
Wealth Tracking
Transaction Monitoring
Goal Setting
Asset Overview
Investment Insights
Portfolio Analysis
Investment Recommendations
Market Updates
Financial Planning
Tax Optimization
Budgeting Tools
Retirement Planning
Pricing
Pricing Not Available
Pricing Not Available
Metrics History
Metrics History
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