---
title: iDEAL Wealth & Funds Reviews
meta_title: 'iDEAL Wealth & Funds Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how iDEAL Wealth & Funds works for a business like yours.
date_modified: '2026-06-04'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# iDEAL Wealth & Funds Reviews
**Vendor:** Credence Analytics  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About iDEAL Wealth & Funds
One stop solution for all investment management needs






- [View iDEAL Wealth & Funds pricing details and edition comparison](https://www.g2.com/products/ideal-wealth-funds/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-17+16%3A28%3A11+-0500&secure%5Bsession_id%5D=2a063769-504c-499d-9ce5-4412e9a426fd&secure%5Btoken%5D=3e90b17c0f8bd2e8996dbf95d8cef45e073eec1f9ba8cf3fee0ff647930db789&format=llm_user)

## iDEAL Wealth & Funds Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

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  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (284 reviews)