Empowering your portfolio, one click at a time.
Pricing
Starts from $8.33/Month when Billed Yearly, also offers free forever plan
Free Trial available
Showing 1-10 out of 10
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 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
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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Pricing
Personal Capital offers custom pricing plan
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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 - ...
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Pricing
Shootih offers custom pricing plan
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Product Description
Beanvest is the ultimate portfolio performance tracking tool, making it easier than ever to keep track of and compare investments. It automatically computes returns, allowing users to factor in things like currency conversion, brokerage fees, dividends and more. In addition, it provides an ...
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Benchmarking
Investment Monitoring
Portfolio Management
+ 2 more
Pricing
Free Trial available, Try Now
Starts from $20/Month, also offers free forever plan
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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
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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Pricing
Orion Advisor Trading offers custom pricing plan
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Product Description
DivvyDiary is the ultimate destination for any investor to find accurate metrics and data on global dividend stocks and ETFs. Our data-driven platform allows users to stay up-to-date on future and historical dividends and discover new dividend payers. Easily monitor key figures and ...
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Unique Features
Stock Management
Push Notifications
Calendar Management
+ 1 more
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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
+ 2 more
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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Unique Features
Dashboard
Financial Management
Cash Management
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Pricing
Free Trial available, Try Now
Starts from $20.98/Month
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Product Description
. 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 ...
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Unique Features
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Pricing
Starts from $12/Month, also offers free forever plan
