List of Investment Portfolio Management Software

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Stratosphere.io is a powerful, one-stop-shop solution meant to equip investors with the vital financial data they need to make informed decisions. Gain access to 10 years' worth of North American stock data, as well as exclusive company metrics and KPIs that you cannot find anywhere else. Get a ...

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BuildGrowth: Filter & Contact Without Subscription Find investors and journalists easily with BuildGrowth's powerful technology. Our one-time payment gives you access to over 3,000 reporters and outlets, without any need for monthly subscriptions. Discover countries, investment stages, and ...

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Seeking Alpha brings investors the crucial news, analysis and tools they need to manage their investments and stay ahead of the stock market. Along with subscriptions providing a variety of investing styles and tailored options, we offer access to breaking market news, analysis and newsletters ...

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Riskturn is an innovative web-based application that offers portfolio planning, enterprise risk management and structured finance services in a simplified way by leveraging Monte Carlo Simulation. Enjoy secure and improved business output without having to alter an existing approach. Unlock the ...

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Allvue is an industry-leading software solution that is designed to support and assist alternative investment fund managers, investors, and administrators. Our innovative, adjustable platform eliminates common data and information barriers, allowing for better decision making and process ...

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Snowball Analytics is a revolutionary SaaS Aggregator tool that delivers powerful one-click portfolio rebalancing. With its dividend calendar, investors can stay in control and make accurate predictions about their future income. Tracking changes in dividends is easy, allowing you to compare ...

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TikrBuddy is the perfect choice for retail investors! Build BY retail investors, this software equips you with data pointed insights directly from S&P Global and offers access to analyst estimates such as revenue, earnings per share and more. No more second guessing, gain confidence in you ...

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Global Predictions provides the ultimate portfolio building experience to take charge of your investments in the modern economy. Our intuitive and user-friendly platform allows you to import various assets such as 401k, cryptocurrency, and real estate with ease. Equip your portfolio with the ...

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Orion Advisor Trading is an efficient platform for trading and rebalancing solutions. This cutting-edge suite has the tools needed to personalize client portfolios, rebalance with tax intelligence, and reimagine portfolio strategy through its SMA optimizer and model marketplace. Free up ...

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Portseido is a revolutionary and complete portfolio administration platform that simplifies the monitoring of investments and offers precise performance measurement. With Portseido, users can conveniently access all their investments in a single place, eliminating the complexity of managing ...

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Alto gives everyday investors an opportunity to diversify their portfolios and get into alternative investments like venture capital, crypto, and real estate. With traditional, Roth, and SEP IRAs, Alto makes these types of investments more accessible and cost-effective for the average investor ...

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Investipal simplifies the process of investing in the stock market. For first-timers, there is no need to be intimidated - with research, creating a custom portfolio that matches individual goals and reflects unique personalities is well within reach. Research different types of investments, ...

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With NotionInvest, users can effortlessly keep track of the latest asset prices with regular updates to the database found in their workspace. Its flexible functionality allows the user to add a relation to the database fast, making it easier to stay on top of investments. Experienced or novice ...

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Portfoliopilot is the perfect tool for investors and asset managers seeking to stay ahead of the market. With its comprehensive data monitoring and analysis capabilities, users can easily identify macroeconomic events and trends relevant to their portfolios. Portfoliopilot facilitates smart ...

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Pluto is an innovative event management software that will help coordinate and execute virtual events with ease. It offers features like personalisation of a virtual world, spatial audio, chat, access to dedicated portals, customisable mic and camera settings, arrow keys and sound radius ...

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EasyQuant is a revolutionary investment tool designed for novice and experienced investors alike. With our platform, you can invest with a clear plan in mind, ensuring a safe and rewarding journey towards financial growth. Unlike other brokers, we simplify the investment process by providing ...

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. Claritus, a revolutionary SaaS product, has a mission to remove the haze surrounding investments for users. In today's constantly shifting market, investors struggle to have a clear view of their assets. Claritus bridges this gap by integrating past data and current portfolio information, ...

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Introducing Jika.io, the perfect investing platform designed by retail investors. Our platform offers a variety of challenges for users to choose from, ranging from easy to hard. Put your investing and valuation skills to the test as you progress through more difficult challenges. With Jika.io, ...

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Shootih is the ultimate solution for businesses looking to invest their idle cash quickly and easily. With just one click, you can explore a 360-degree view of your investment holdings and keep track of gains all in one place. Say goodbye to the hassle of managing multiple bank accounts - ...

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Teaser is a cutting-edge technology solution that is revolutionizing MENA investment. Founded in 2018, Teaser Research Company is a rapidly growing market research and business intelligence firm focused on gathering, aggregating and harmonizing difficult-to-find data and information on MENA ...