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BullFinch Wealth Suite

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    BullFinch Wealth Suite

    Score7.3 out of 10
    N/ABullfinch XG is a portfolio monitoring and management software solution designed to serve Wealth Service, PMS, and Family Offices. This unified wealth management suite integrates front, middle, and back-office solutions for managing clients' entire investment portfolios. It is presented as a comprehensive, customer-centric package, which offers customers with interaction portal, fund manager utility, wealth, asset, and portfolio management. The wealth management suite integrates front,…N/A
    Pricing
    BullFinch Wealth Suite
    Editions & Modules
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    Pricing Offerings
    BullFinch Wealth Suite
    Free Trial
    No
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    No
    Entry-level Setup FeeNo setup fee
    Additional Details—
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