Bullfinch Wealth Management

Bullfinch Wealth Management

Sold by : kgisl

What is Bullfinch Wealth Management?

Bullfinch XG - a comprehensive wealth management platform designed for Wealth, PMS, and Family Offices. Our all-in-one solution streamlines portfolio monitoring and management with integrated front, middle, and back-office functionalities. With Bullfinch XG, you can easily manage your entire wealth portfolio, making it the ultimate choice for efficient wealth management.

Bullfinch Wealth Management Pricing

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Company Details

Company Name : kgisl
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Key Features of Bullfinch Wealth Management

  • Account Aggregation
  • Performance Reporting
  • Risk Analysis
  • Tax Optimization
  • Investment Tracking
  • Client Portal
  • Document Management
  • Compliance Monitoring
  • Fee Billing
  • Trade Order Management
  • Asset Allocation
  • Goal Planning
  • Cash Flow Analysis
  • Scenario Analysis
  • Customizable Dashboards
  • Mobile Access
  • Data Import/export
  • Client Communication
  • Portfolio Rebalancing
  • Integration With Custodians
  • Portfolio Management
  • Goal Setting / Tracking
  • Order Management
  • Fund Management
  • Portfolio Modeling
  • Portfolio Analysis
  • For Investment Advisors

Specifications

Run On Mobile Browser : Yes
Available Support : Email,Phone
Languages Available : English

Description

Bullfinch XG - the solution for seamlessly monitoring and managing portfolios, catering to the needs of Wealth Service, PMS, and Family Offices. This advanced wealth management suite offers a holistic approach to portfolio management, integrating front, middle, and back-office solutions to efficiently handle clients' investments. With a customer-centric package that includes an interactive portal, fund manager utility, and wealth, asset, and portfolio management features, Bullfinch XG is the ultimate choice for comprehensive wealth management.
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Bullfinch Wealth Management FAQ's

The top 5 features of Bullfinch Wealth Management include:

  • Account Aggregation
  • Performance Reporting
  • Risk Analysis
  • Tax Optimization
  • Investment Tracking

Bullfinch Wealth Management supports a variety of platforms including: Email, Phone.

The top three competitors of Bullfinch Wealth Management are HyperSoft PMS, Invest Plus and Invrep. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Bullfinch Wealth Management is available exclusively in English, providing a streamlined experience for English-speaking users.

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