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TikrBuddy offers custom pricing plan
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Product Description
StyleAnalytics is a free and easy-to-use financial analysis software tool for Excel, Access & LTX. StyleAnalytics applies the simple business theory of Service, Quality and Price to help to put customers in focus and improve their service experience to stay ahead of the competition. ...
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Risk Assessment
Performance Analytics
Industry Analysis
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Pricing
StyleAnalytics 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
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
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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
Snowball Analytics is a revolutionary SaaS Aggregator tool that delivers powerful one-click portfolio rebalancing. With its dividend calendar, investors can stay in control and make accurate predictions about their future income. Tracking changes in dividends is easy, allowing you to compare ...
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Pricing
Free Trial available, Try Now
Starts from $8.33/Month when Billed Yearly, also offers free forever plan
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Product Description
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 ...
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Free Trial available, Try Now
Starts from $19.99/Month when Billed Yearly, also offers free forever 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