Overview
What is BullFinch Wealth Suite?
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…
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What is BullFinch Wealth Suite?
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…
Entry-level set up fee?
- No setup fee
Offerings
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Competitors
- Tech Details
What is BullFinch Wealth Suite?
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, middle, and back-office solutions for managing the client's entire investment portfolio.
BullFinch Wealth Suite Competitors
- WealthSpectrum
- Temenos Wealth
- Valuefy
- Miles software
BullFinch Wealth Suite Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
