Personal Capital Alternatives and Competitors

Product Description

kopilot is a specialized, easy to use financial analysis software for small and medium-sized enterprises. It allows to easily produce a wide variety of reports and graphs showing business statistics from up to 15 accounting periods. User can also prepare budgets, create statistical analyses and ...

Product Description

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 ...

Product Description

Introducing PMplus, a cutting-edge cloud-native management platform created by industry experts to handle all your wealth and asset management needs. With PMplus, you have access to a wide range of solutions, from audit and director fees to performance fees. Our user-friendly approach allows ...

Product Description

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 - ...

Product Description

Introducing Monse, the ultimate solution for effortless personal finance management. With its simple and automated system, you can easily control your investments in both stocks and cryptocurrencies, knowing the return on each asset at any given time. Say goodbye to financial stress and hello ...

Product Description

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 ...

Product Description

TOGGLE Copilot is a powerful and dedicated dashboard that makes it easy to manage your investments and portfolios. With just one click, it integrates with major investing platforms in the UK, US, and Canada, giving you up-to-date insights and monitoring your portfolio for possible ...

Product Description

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. ...