Assetmax is a comprehensive wealth management platform built for independent asset managers, banks, and family offices. Thanks to its multi-custody portfolio management, invoicing, client relationship management and reporting capabilities, Assetmax helps financial institutions streamline their operations. Since 2016,... Read more about Assetmax
Assetmax Pricing
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Assetmax offers custom pricing plan
Ziggma is a set of financial Portfolio Management software tools. It comes with a portfolio manager, a portfolio display tool, a global market place for Trading stocks, ETF, Mutual Funds and Futures using the ETS Exchange trading system. It also comes with a Stock Analyzer tool, a mutual funds analyzer tool and a... Read more about Ziggma
Ziggma Pricing
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Ziggma offers custom pricing plan
KoreConX is the one-stop solution for managing all capital markets activities. It offers a secure dashboard to control investments,track portfolios and optimize exposure management with real-time reports. Not only that, it also promises immediate access to legal,compliance and funding resources, making it the perfect... Read more about KoreConX
KoreConX Pricing
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KoreConX offers custom pricing plan
. Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker and Reporting Platform," this platform offers a great way for investors to keep track of stock prices, trades, performance, and taxes. It's a convenient and user-friendly... Read more about Sharesight
Sharesight Pricing
Free Trial not available
Starts from $12/Month, also offers free forever plan
MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, flexible sourcing of data, powerful import capabilities, and much more, MProfit can help to visualize investments to make better investment decisions. MProfit is designed to... Read more about MProfit
MProfit Pricing
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MProfit offers custom pricing plan
Morningstar Direct is a new software platform for investment portfolio management built upon the award-winning Morningstar Portfolio Manager software. Morningstar Direct brings the simplicity, features, and flexibility of direct investment management services to investors using portfolio software. It enables users to... Read more about Morningstar Direct
Morningstar Direct Pricing
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Morningstar Direct offers custom pricing plan
Aikido Finance is a revolutionary new way to build your investment portfolio in a matter of minutes. This SaaS Aggregator company aims to democratize Wall Street by providing evidence-based solutions that have been tried and tested over the last 20 years. With Aikido Finance, you can easily create a portfolio and... Read more about Aikido Finance
Aikido Finance Pricing
Free Trial available
Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and public investment fund managers. Morningstar Office is an advanced Power Portfolio Management System (PMS) that provides more... Read more about Morningstar Office
Morningstar Office Pricing
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Morningstar Office offers custom pricing plan
Croesus Advisor is a portfolio management software for private investors and financial institutions. With an abundance of product value-added services, this software provides users with a wealth of features to assist users in managing their personal or company's portfolio, such as: real-time portfolio information and... Read more about Croesus Advisor
Croesus Advisor Pricing
Free Trial not available
Croesus Advisor offers custom pricing plan
Acorns is a free iOS and Android app to help invest money. With an innovative round-up system, Acorns helps to automatically invest small amounts of money from everyday purchases like coffee or groceries to save money and grow wealth over time. Acorns connects to the existing bank accounts and uses “Round-Ups” to... Read more about Acorns
Acorns Pricing
Free Trial not available
Starts from $1/Month
Robinhood is a zero-commission stock trading app that lets user buy and sell stocks, ETFs, options, and cryptos commission-free. Allowing them to invest freely. By cutting the fat that comes with traditional investing, it able to pass the savings directly to user. This makes Robinhood the most cost-effective way to... Read more about Robinhood
Robinhood Pricing
Free Trial not available
Robinhood offers custom pricing plan
Ripsaw
The ultimate wealth management tool for you
Ripsaw is the ultimate solution for effectively managing your wealth. This powerful platform is designed for businesses of all sizes, from large corporations to small companies. It simplifies the management and monitoring process of your assets and revenues by consolidating them into an online, automatically updated... Read more about Ripsaw
Ripsaw Pricing
Free Trial available
Starts from $18.99/Month when Billed Yearly
AIRR
Let the issues related to investments be taken care of by AIRR
AIRR, an all-in-one SaaS platform, takes charge of investment issues so you don't have to. It consolidates data from front and back-office systems, creating strategies that seamlessly align with clients' investment programs. Managing various investment routines becomes simpler as AIRR offers a single platform. This... Read more about AIRR
AIRR Pricing
Free Trial not available
AIRR offers custom pricing plan
Kubera
A Tool to Measure Investments
Kubera is a reliable and secure platform that helps investors, businesses, and individuals measure their investments and net worth. Utilize the software to easily store documents, monitor asset transfers, and connect to online banking and investment accounts to see real-time portfolio values. Not to mention with... Read more about Kubera
Kubera Pricing
Free Trial not available
Starts from $12/Month, also offers free forever plan
Stonksfolio
Analyse your portfolios with perfection using Stonkfolio
Stonksfolio offers an excellent solution for analysing equity and ETF based portfolios in real-time. Keeping an eye on different investments no longer needs to be a complex affair; the portfolio review feature enables an effortless handle on various US and EU stocks and ETFs. Ongoing changes in value, probable... Read more about Stonksfolio
Stonksfolio Pricing
Free Trial not available
Stonksfolio offers custom pricing plan
Allocator-platform
Get access to on-demand investment data seamlessly
Allocator-platform is an innovative investment data management system that can help investors make better decisions with access to comprehensive and updated insights. This platform can convert multiple data sources into an easy-to-read format, simplifying portfolio and fund level monitoring for users. It also supports... Read more about Allocator-platform
Allocator-platform Pricing
Free Trial not available
Allocator-platform offers custom pricing plan
Stratosphere.io
Powerful Investment Research Platform
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 jump on the competition... Read more about Stratosphere.io
Stratosphere.io Pricing
Free Trial available
Starts from $19.99/Month when Billed Yearly, also offers free forever plan
BuildGrowth
Filter by country, investment stage
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 descriptions to accurately... Read more about BuildGrowth
BuildGrowth Pricing
Free Trial not available
Starts from $199
Seeking Alpha
Stock Market Analysis & Tools for investors
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 to get the best out of... Read more about Seeking Alpha
Seeking Alpha Pricing
Free Trial available
Starts from $119/Year
Riskturn
Shelter from risk
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 potential of your team... Read more about Riskturn
Riskturn Pricing
Free Trial available
Starts from $79.16/Month when Billed Yearly