
iDEAL Wealth & Funds
Deployment
Best for
Overview
About iDEAL Wealth & Funds
Ideal Wealth & Funds is one stop solution for all investment management needs. Industry standard end to end investment management solution for multiple business lines under a single roof. Given its large customer base over the last decade, the solution is mature in terms of its breadth of business line offerings as well the depth of its rich features. From Front Office features like pre-deal analysis, real time portfolio position and cash flow tracking, profitability monitoring to Back office operations like deal settlements, corporate action posting, MTM valuation, accounting and NAV generation, the solution covers the entire gamut of investment management operations.
At a glance
Software information
Industries served, licensing and the support iDEAL Wealth & Funds provides.
Industries
- Investment-management
Licensing
- Open Source
- Quote Based
Support
- Phone
- 24x7 Support
Training
- In-person
Knowledge Base
- Help Guides
- Video Guides
- Blogs
Capabilities
iDEAL Wealth & Funds features
The full feature set, grouped by module.
Plans
iDEAL Wealth & Funds pricing
Media
Screenshots & video
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