Name: BullFinch Wealth Suite
Rating: 7.3 (1 reviews)
Author: KGiSL

Customer Identity and Access Management (CIAM)

Help Desk

Web and Video Conferencing

Customer Support

Feature Management

Mind Mapping

Push Notifications

Development

Business Intelligence (BI)

Calendar

Collaboration

Org Chart

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Bot Mitigation

Business Rules Management

Cloud Storage

Cybersecurity Consulting

Data Center Infrastructure Management

Data Observability

Deception Technology

Desktop Management

Desktop Outsourcing

Electronic Data Interchange (EDI)

File Sync and Share

Fraud Detection

Hyper-Converged Infrastructure

Identity Management

Industrial IoT

Integration Platform as a Service (iPaaS)

Interoperability

Network Performance Monitoring

Network Troubleshooting

Operating Systems

Remote Support

Secure Access Control

Single Sign-On

Static Code Analysis

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Content Creation

Direct Mail Automation

Email Marketing

Event Management

Graphics

IP Geolocation

Influencer Marketing

Intent Data

Market Research

Marketing Automation

Social Media Management

Survey & Forms Building

Usability Testing

Video Streaming

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Intelligence

eCommerce

Sales

Agriculture

Equation Editors

Healthcare Learning Management

Homeowner's Association (HOA) Management

Smart Cities

Vertical-Specific

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Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

Covercy

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

BullFinch Wealth Suite

Investment Portfolio Management

KGiSL

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Investment Portfolio Management Software

BullFinch Wealth Suite

Overview

What is BullFinch Wealth Suite?