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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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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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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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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
7.6
Spot Score
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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 ...
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Unique Features
Investment Monitoring
Transaction History
Spending Limit
+ 5 more
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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 ...
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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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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
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Pricing
Free Trial available, Try Now
Starts from $20.98/Month
Researched by Rajat Gupta
