Name: iDEAL Wealth & Funds
Author: Credence Analytics

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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iDEAL Wealth & Funds is a comprehensive investment management solution that empowers wealth managers and provides a comprehensive overview of their clients' investments. This solution is suitable for wealth management firms of all sizes, catering to professionals in the wealth management, asset management, investment advisory, banking, and financial institution sectors.

## Key Features

**Integrated Retail and Foreign Currency Solution**: iDEAL Wealth & Funds offers an integrated solution for both the Retail Business Unit (RBU) and the Foreign Currency Business Unit (FCBU) of a bank. It supports a wide range of financial products, including money market instruments, bonds, equities, derivatives, and foreign exchange transactions.

**Comprehensive Risk Management**: The solution provides extensive risk management capabilities, enabling banks to track, assess, and optimize strategies. It offers real-time tracking of portfolio positions and cash flows, profitability monitoring, and integrated risk reporting.

**Decision Support Tools**: iDEAL Wealth & Funds provides decision-making support tools for wealth managers, including pre-deal analysis, real-time portfolio position tracking, and cash flow monitoring.

**Efficient Workflow for Customer Foreign Exchange**: The solution includes a browser-based workflow management solution for customer foreign exchange transactions. It enables straight-through processing and automation of retail foreign exchange products, such as traveler's checks, demand drafts, prepaid FX cards, wire transfers, and remittances.

**Robust Reporting and Data Visualization**: iDEAL Wealth & Funds offers a reporting and data visualization tool that provides comprehensive insights into investment portfolios. It allows for customizable reporting, data analysis, and visualization of key performance indicators.

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

ECOS

iDEAL Wealth & Funds

Investment Portfolio Management

Credence Analytics

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

iDEAL Wealth & Funds

Overview

What is iDEAL Wealth & Funds?