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Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.
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Product Description
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 ...
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Unique Features
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Pricing
Morningstar Direct offers custom pricing plan
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Product Description
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) ...
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Unique Features
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Pricing
Morningstar Office offers custom pricing plan
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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 ...
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Unique Features
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MProfit offers custom pricing plan
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Product Description
Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, ...
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Personal Capital offers custom pricing plan
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Product Description
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 ...
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Pricing
Stonksfolio offers custom pricing plan
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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 ...
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Unique Features
Alert Notifications
Investment Monitoring
Market Analysis
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Pricing
TOGGLE Copilot offers custom pricing plan
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Product Description
JCurve simplifies the process of managing your portfolio. Its powerful platform helps track performance, analyze metrics, and communicate with portfolio companies. Furthermore, its dashboard is handy for receiving regular updates and sending reminders. Moreover, with JCurve, investors, small ...
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Unique Features
Dashboard
Investor Management
Performance Analysis
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Pricing
Free Trial available, Try Now
Starts from $100/Month
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Product Description
Introducing flowpilot, the ultimate solution for managing your business's cash flow. With its powerful AI algorithms and real-time data, this innovative software provides accurate liquidity forecasts and scenarios. Conveniently visualize your finances through easy-to-read charts and diagrams. ...
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No common features
Unique Features
Dashboard
Financial Management
Cash Management
+ 2 more
Pricing
Free Trial available, Try Now
Starts from $20.98/Month
