BullFinch Wealth Suite

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
BullFinch Wealth Suite
Score 7.3 out of 10
N/A
Bullfinch 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
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BullFinch Wealth Suite
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
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BullFinch Wealth Suite
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