Miles Software

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Portfolio Management

HQ

United States of America

Miles Software, now an integral part of EbixCash was founded in 1999 with a vision to be a techno-business partner delivering excellence and value to financial services globally. We bring a wealth of experience and expertise in the financial services space and have built a flagship product MoneyWare which is a true reflection of innovation, deep understanding of the financial services sector, and commitment to excellence.
MoneyWare caters to the complete business life cycle of Wealth, Asset, and Portfolio Management.

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Chief Investment Officer

Multi Family Office in the US

Some companies with in depth profiles

WIZE by TeamWork

Portfolio Management

HQ

Switzerland

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.

Addepar

Consolidated Reporting

HQ

United States of America

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

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Company Finder

Miles Software

Category

Portfolio Management

HQ

United States of America

Buying software should be like testing social media, where you log in and check it out if it works for you. Easy and transparent.

Chief Investment Officer

Multi Family Office in the US

WIZE by TeamWork

Category

Portfolio Management

HQ

Switzerland

Addepar

Category

Consolidated Reporting

HQ

United States of America

Simple solutions for complex times.

Insights

Companies

Miles Software

Company Finder

Miles Software

Category

Portfolio Management

HQ

United States of America

Buying software should be like testing social media, where you log in and check it out if it works for you. Easy and transparent.

Chief Investment Officer

Multi Family Office in the US

WIZE by TeamWork

Category

Portfolio Management

HQ

Switzerland

Addepar

Category

Consolidated Reporting

HQ

United States of America

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