iDEAL Wealth & Funds

India HQFounded 1993

Deployment

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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

  • Email
  • Phone
  • 24x7 Support

Training

  • In-person

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (1)
English
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Capabilities

iDEAL Wealth & Funds features

The full feature set, grouped by module.

Wealth Management Software

  • Asset Reporting
  • Data Import/Export
  • Financial Planning
  • Fund Management
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management

Investment Management Software

  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Portfolio Management
  • Reporting
  • Risk Management

Plans

iDEAL Wealth & Funds pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
INR (₹)

Media

Screenshots & video

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