Average Ratings 2 Ratings
Average Ratings 0 Ratings
Description
Claritus offers a technology-focused private wealth management solution that enables you to monitor, comprehend, and manage your financial resources seamlessly! We at Claritus strive to ensure that you can easily grasp the details of your assets and investments without needing an advanced finance education! Understanding how crucial privacy and security are for you, we uphold the highest standards of data protection and encryption. With Claritus, your information is strictly confidential and accessible only to you. Our platform empowers you to manage, track, and maintain complete oversight of your investment portfolio, all through a single, user-friendly interface. In a confusing landscape filled with numerous apps, services, and spreadsheets, Claritus serves as your guiding light. By providing real-time data from over 17,000 global financial institutions, brokerages, and other financial entities, tracking your portfolio has never been more straightforward or effortless! Plus, our commitment to user-friendly design ensures that everyone can benefit from financial clarity without any hassle.
Description
Comarch Wealth Management is a multi-module platform that allows you to give the best investment advice to your clients no matter who they may be or how they change. In minutes, you can make next steps. Keep in touch. Establish lasting relationships. Our system is designed to help clients and advisors make the right investment decisions step by step. No matter how many clients or which segment they are from, your service will remain at the highest level, no matter how experienced your advisors. It will take you less time than it takes. It takes only a glance to see the entire client's investment picture. This allows you to make accurate recommendations in one meeting. It will be easier to reach you. Think client app, online meetings and shared investment ideas. It's important to remember that it will be easier for you to keep your finger on what's happening.
API Access
Has API
No
API Access
Has API
No
Integrations
Airstack
No
ArcGIS
No
Charles Schwab
Yes
Chase Business Complete Banking
Yes
Cisco ACI
No
Dell EMC NetWorker
No
Fidelity
Yes
Fortinet SD-WAN
No
IBM Cloud
No
Interactive Brokers
Yes
Integrations
Airstack
Yes
ArcGIS
Yes
Charles Schwab
No
Chase Business Complete Banking
No
Cisco ACI
Yes
Dell EMC NetWorker
Yes
Fidelity
No
Fortinet SD-WAN
Yes
IBM Cloud
Yes
Interactive Brokers
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Claritus
Country
United States
Website
claritus.io
Vendor Details
Company Name
Comarch
Founded
1993
Country
Poland
Website
www.comarch.com/finance/banking/comarch-wealth-management/
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
Yes
Data Warehousing
Yes
For Investment Advisors
Yes
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No