About iDEAL Wealth & Funds
iDEAL Wealth & Funds is an enterprise platform for managing institutional investment operations.
iDEAL Wealth & Funds Details
Vendor
Credence Analytics
Year Launched
Location
604, B-Wing, Eureka Towers, New Link Road, Malad West, Mumbai, Pin: 400064
Deployment
cloud, web browser
Training Options
documentation, videos, in person, demo
Countries Served
India, Philippines, UAE, Nigeria
Languages
English
Users
Financial Advisors, Portfolio Managers, Wealth Managers, Financial Planners
Industries Served
Insurance, Asset Management, Banking
Tags
Asset Management, Fund Accounting, Wealth Tech, Compliance
iDEAL Wealth & Funds's In-App Market Place
Does iDEAL Wealth & Funds have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
EUR (€), USD ($), INR
Pros & Cons
- Highly specialized in managing the specific regulatory and banking requirements of emerging markets.
- The cloud-hosted (SaaS) model significantly reduces the need for expensive on-site server infrastructure.
- Replaces multiple siloed systems by handling front, middle, and back-office tasks under one roof.
- The SaaS version requires stable, high-speed connectivity for real-time MTM valuations.
- Onboarding often requires professional services from Credence to map legacy data properly.
- The depth of the software means the initial configuration and team training can be time-intensive.
iDEAL Wealth & Funds's Support Options
Email Address
info@credenceanalytics.comContact
(+91) 22 4190 4190