ATWeb

Sold by : Archway

What is ATWeb?

ATWeb is a robust wealth management solution tailored for family offices and financial institutions catering to affluent individuals. is a simplifies complex financial tasks such as accounting, investment data aggregation, and personalized reporting. Efficiently track and manage your high-net-worth clients' wealth with confidence using ATWeb, the essential platform for streamlining financial operations.

Key Features of ATWeb

  • Portfolio Management
  • Risk Management
  • Performance Analytics
  • Compliance Monitoring
  • Trade Order Management
  • Client Reporting
  • Data Integration
  • Customizable Dashboards
  • Real Time Data Feeds
  • Scenario Analysis
  • Fee Management
  • Document Management
  • Client Portal
  • Mobile Access
  • Multi Currency Support
  • Tax Optimization
  • Benchmarking
  • Cash Flow Analysis
  • Investment Research
  • User Access Controls
  • Asset Management
  • Accounts Payable
  • Accounts Receivable
  • General Ledger
  • Performance Metrics
  • Billing & Invoicing
  • Budgeting & Forecasting
  • Activity Tracking
  • Order Management
  • Data Warehousing
  • Partnership Accounting
  • Performance Analysis
  • Investor Reporting
  • P&l Calculation
  • Portfolio Analysis
  • Investor Accounting
  • Commodity Futures
  • Portfolio Rebalancing
  • Portfolio Accounting

ATWeb Pricing

To receive a personalized quote

Specifications

ATWeb FAQ's

The top 5 features of ATWeb include:

  • Portfolio Management
  • Risk Management
  • Performance Analytics
  • Compliance Monitoring
  • Trade Order Management

ATWeb supports a variety of platforms including: Email.

ATWeb serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

The top three competitors of ATWeb are Macroaxis, TeamWox and MProfit for Accounting. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

ATWeb is available exclusively in English, providing a streamlined experience for English-speaking users.

Alternatives of ATWeb

Macroaxis
TeamWox
MProfit for Accounting
Prospero 365
XStocks
Origin
Buxfer
Bullfinch Wealth Management
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