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Bullfinch Wealth Management

Sold by : kgisl

What is Bullfinch Wealth Management?

Bullfinch XG is a wealth management platform ideal for Wealth, PMS, and Family Offices. Our all-in-one solution simplifies portfolio monitoring and management with a combination of front, middle, and back-office capabilities. Effortlessly oversee your entire wealth portfolio with Bullfinch XG, making it the ultimate tool for efficient wealth management.

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

Bullfinch Wealth Management Pricing

To receive a personalized quote

Specifications

Company Name icon
Company Name
kgisl
Run On Mobile Browser icon
Run On Mobile Browser
Yes
Available Support icon
Available Support
Email,Phone
Languages Available icon
Languages Available
English

Bullfinch Wealth Management Description

Bullfinch XG is a solution for seamlessly monitoring and managing portfolios for Wealth Service, PMS, and Family Offices. Our advanced wealth management suite offers a holistic approach to portfolio management, streamlining front, middle, and back-office solutions for efficient handling of client investments. With our customer-centric package, which includes an interactive portal, fund manager utility, and wealth, asset, and portfolio management tools, Bullfinch XG is the comprehensive choice for all your wealth management needs.

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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