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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Comarch ERP Enterprise is for companies that are looking to improve their ERP system's technological capabilities in the areas of process transformation, business diversification and openness to new markets. The system is well-suited for international companies with a well-developed company structure. Particular attention is paid to Polish-German businesses. Comarch ERP enterprise will help you maximize the potential of your business in all areas. Comarch ERP Enterprise (CEE), is one of a select group of open-architecture systems that can be used in any IT environment. This solution allows the system to be customized to meet the needs of each company. The tool is highly functional and covers all areas of business activity. The system can be used for both capital groups and single entities.

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 

Screenshots View All

Screenshots View All

Integrations

Airstack No 
ArcGIS No 
Check Point Cloud Firewall No 
Dell EMC NetWorker No 
EGrAMS No 
Fortinet SD-WAN No 
HPE Consumption Analytics No 
Huawei FusionStorage No 
IBM Cloud No 
Juniper Booking Engine No 
Microsoft 365 No 
Oracle Cloud Infrastructure No 
Palo Alto Networks Next-Generation Firewalls No 
Symantec Advanced Authentication No 
VMware Cloud No 

Integrations

Airstack Yes 
ArcGIS Yes 
Check Point Cloud Firewall Yes 
Dell EMC NetWorker Yes 
EGrAMS Yes 
Fortinet SD-WAN Yes 
HPE Consumption Analytics Yes 
Huawei FusionStorage Yes 
IBM Cloud Yes 
Juniper Booking Engine Yes 
Microsoft 365 Yes 
Oracle Cloud Infrastructure Yes 
Palo Alto Networks Next-Generation Firewalls Yes 
Symantec Advanced Authentication Yes 
VMware Cloud Yes 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Comarch

Founded

1993

Country

Poland

Website

www.comarch.com/erp/comarch-erp-enterprise/

Vendor Details

Company Name

Comarch

Founded

1993

Country

Poland

Website

www.comarch.com/finance/banking/comarch-wealth-management/

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management 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 

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