98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Quicken and how does it work?
Quicken is a personal finance management tool that helps to organize and manage personal budgets. Get real-time notifications in your Quicken mobile app* when you use your card, including pending transactions, so your spending, budgets and custom alerts are always up to date. Reimbursement for expenses incurred for stolen or damaged phones, if recurring phone bill payments are made with an eligible Mastercard. Pay any bill directly from Quicken. Now Quicken Bill Pay1 is free with Premier and Home, Business & Rental Property plans. No need to go to different websites, remember passwords, and monitor multiple accounts1. Access both e-bills and manual bills on one common dashboard. They protect your data by using a secure Internet connection and the latest SSL encryption technology.
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What is Morningstar Direct and how does it work?
Morningstar Direct сentrаlizes institutional-strength data, рrорrietаry аnаlytiсs, and in-depth investment research in one рlаtfоrm. It helps in орtimizing your investment рrосess whether you need to select, сreаte, or market investments or if you’re а оne-рersоn shор, it does а bit of everything from finding the right investments to sitting down with clients for you. For investment рrоfessiоnаls соmmitted to delivering on investor оbjeсtives in an infоrmаtiоn-sаturаted and соnstаntly evolving market, Morningstar Direct helps drive informed decisions through brоаd and emerging data, independent research, роrtfоliо аnаlytiсs, and customized reроrting. Morningstar Direct users can apply benchmarks and ranking аnаlysis to monitor the performance of custom-grоuр investments and to drive manager selection and peer evaluation to соnduсt due diligence at sсаle. It is a software platform that рrоvides data and analytics to help рrоfеssіоnаl investment managers сrаft new рrоduсts and роrtfоliоs. The product is mainly сlоud-bаsed. Morningstar Direсt’s рriсing is bаsed оn the number оf liсenses рurсhаsed. Fоr сlients, the соmраny generаlly сhаrges аn аnnuаl fee оf $17,500 fоr the first user, $11,000 fоr the second user, аnd $9,500 for eасh аdditiоnаl user.
Read moreWhat is Addepar and how does it work?
Аddeраr is a wealth management platform thаt рrоvides tооls fоr dаtа аnаlytiсs аnd роrtfоliо visuаls. It provides weаlth mаnаgers with reаl-time роrtfоliо reporting and insights required to make аnd imрlement better investment deсisiоn. The соmраny’s рlаtfоrm аggregаtes роrtfоliо, mаrket, аnd сlient dаtа аll in оne рlасe. It рrоvides аsset оwners аnd аdvisоrs а сleаrer finаnсiаl рiсture аt every level, аllоwing them tо mаke mоre infоrmed аnd timely investment deсisiоns. With Аddeраr аs the hub fоr yоur орerаtiоns, уоu hаve а consolidated, “gо-tо” рlасe fоr сritiсаl infоrmаtiоn, eliminаting the need fоr duрliсаtive dаtа entry аnd system сrоss-checks. Аddeраr even allows customers to submit inquiries аnd requests thrоugh its web site оr by рhоne. Аddeраr’s wealth management platform integrаtes with the аррliсаtiоns yоu use every dаy. They’ve рre-built integrations with their extensive mаrket-leаding раrtner netwоrk, sо уоu саn соnnесt Аddeраr tо the tооls you use tо run yоur business.
Read moreWhat is Riskturn and how does it work?
Riskturn is a web application for strategic portfolio planning, enterprise risk management, and structured finance, boosted by a Monte Carlo Simulation. Evolve without disrupting approach.
Read moreWhat is MProfit and how does it work?
MProfit is a portfolio management software designed for investors and financial managers. MProfit allows managing all portfolios through a single platform. Moreover, data from over 700 brokers and financial institutions can be transferred to the software for generating useful insights and procuring capital gains in an ITR format. As far as data importing is concerned, the format in which a particular data exists is seldom an issue of concern. Notes, back-office files for Stocks, Mutual Fund CAS Statements and e-NPS statements from Karvy or NSDL, anything and everything can be transferred with ease using MProfit. Further, it can also be used to import files saved in disparate formats, for instance, those in PDF, Excel, HTML, CSV and TXT versions. The software as a whole act as a complete portfolio manager, offering ample services for managing investments in Stocks, F&O, Mutual Funds, Bonds, Fixed Deposits, NPS, AIS and more. These portfolios can be further grouped under categories for viewing consolidated holdings. For advisors, it becomes extremely convenient to maintain client investments in category-wise and family-wise portfolios.
Read moreWhat is Portseido and how does it work?
Portseido is an innovative and comprehensive portfolio management platform that simplifies the tracking of investments and provides accurate performance measurement. With Portseido, users can easily access all their holdings in one place, eliminating the hassle of managing multiple sources of data. And with the help of its proprietary tracking technology, users can analyze their trades and gain valuable insights with minimal effort. Portseido also provides powerful portfolio analysis tools, allowing users to compare the performance of their portfolios, identify trends and risk points, and find potential opportunities in the market. Additionally, its built-in AI-powered analytics engine helps users get real-time analysis of their portfolios and make more informed decisions. Overall, Portseido is a must-have for any investor looking to gain better control over their investments and get a complete overview of their portfolios. With its superior features and intuitive user interface, it makes the portfolio management process easier and more efficient.
Read moreWhat is TikrBuddy and how does it work?
Built For Retail investors BY Retail Investors. Powered by Data From S&P Global bring access to concensus analyst estimates on metrics such as revenue, EPS and much more. Helping invest with confidence. Financial statements don't have to be confusing. See 5 years of historical data in an EASY to read and understand format.
Read moreWhat is Watch Insiders and how does it work?
Watch Insiders is a software tool that generates complete alerts for receiving notifications during stock trading exchanges. The software can follow a specific stock or an entire sector. The software stores your data analysis algorithms to recognize patterns of purchase. It also manages key metrics and inventory metrics to help grow your business. Thousands of internal company forms are delivered daily to the US Securities Commission (SEC). The platform uses all the information and data available, but only send notifications to you when transactions that relate to you or that match your search criteria is seen. It also likes to decipher the data. The insider trading software collects technical and basic statistics as well as performance indicators from various sources to provide even more commercial ideas.
Read moreWhat is Stockle and how does it work?
Stockle is the revolutionary investing platform that will change the way they manage their investments forever. With Stockle, they can easily track their investment performance over time, learn from their mistakes, and replicate their successes. Gone are the days of spending endless hours on tedious tasks, now they can use their time to find market-beating investments and tailor portfolios according to their unique strategies. No more getting lost in the chaos of multiple accounts and spreadsheets. Stockle allows them to combine all of their investments into one convenient platform. This means less time stressing over the organization and more time focusing on their investing journey. But Stockle offers more than just organization and convenience. With this deep dive feature, they can analyze specific strategies or view their investments as a whole. They understand that every investor is different, and that's why we give they the power to tailor their portfolios and outperform the market with their own unique investing style.
Read moreWhat is Seeking Alpha and how does it work?
Seeking Alpha provides investors with breaking news, analysis and newsletters to follow their investments and the market. We also have a suite of subscription plans that address specific investing styles and user needs.
Read moreWhat is Acorns and how does it work?
Acorns is a finance management platform that is first in the world to provide micro-investing to its users for future benefits and profits. It enables the customers to use its unique financial engine to round up spare cash from daily purchases and put it in a professionally run portfolio of index funds. With Acorns, you can invest spare cash, bank more wisely, and save for retirement, among other things. You can get investment accounts for you and your family, as well as retirement, checking, and methods to make more money, in under 5 minutes. The platform offers Round-Ups feature that allows you to invest spare change, a portion of each paycheck, earn more, and receive money advice on the fly. Users can get access to expert-designed smart portfolios that adapt automatically as they and their money grow. For additional protection, it offers bank-level security, two-factor authentication and 256-bit encryption. Additionally, with smart deposit and no extra charges, and real-time round-ups, you can get the metal debit card that invests and saves for you every time you splurge.
Read moreWhat is AIRR and how does it work?
AIRR is a go-to SaaS solution that can be used to streamline investment management. It consolidates important data from either front or back-office systems and generates strategies to seamlessly fit it within the investment programs to be followed by individual clients. Moreover, it helps users to manage a variety of investment routines from a single platform thus making the entire process a lot easier. This in turn enables the fund management team to work efficiently and stay in the loop with other departments. There is a lot in store for the investors on AIRR who, to begin with, are updated with real-time data and a visual reporting tool that evaluates their investments. For the analysts, they get quite some scope to set up a valuation and analysis process, stay updated with the pipeline and generate brand new opportunities for investment. AIRR further makes it convenient for legal experts and officers to manage detailed records and keep a track of all KYC documents. As far as the job of accountants is concerned, they can easily create reports and keep a track of the financial metrics on every level individually.
Read moreWhat is Pitchago and how does it work?
Designed by a group of entrepreneurship enthusiasts. It's a business assessment tool that swiftly analyses a start-up’s strengths, flaws, and improvement prospects, as well as automating the process of creating a tailored growth and capital-raising action plan.Provides a structured approach for early-stage companies to self-assess their suitability for external funding and auto-advising for entrepreneurs on how to constantly improve their growth potential. The user journey is a three-step process, as shown in the graphic below, with expected outcomes and projected time to experience the advantages.It has a vast list of features such as - Pitchago can help you align your team around strategic priorities so you can meet your financial goals. Tailored suggestions and responsibilities depending on your unique response. Expert guidance and resources specific to your business venture.One of its most beneficial features is their Business Road Mapping - Plan your way to the next milestones and goals that will propel your business forward. Create an action plan that includes action steps, ownership, and deadlines.Complete Privacy - Unless you specify otherwise, nothing you enter into Pitchago will be shared with anybody.
Read moreWhat is Global Predictions and how does it work?
Take control of your portfolio with Global Predictions. A premium platform designed specifically to meet the investment needs of the modern economy, Global Predictions puts power in your hands. Offering an easy-to-use interface and intuitive features, this solution helps users make informed decisions about their investments and diversify their portfolios. Choose from 401k, cryptocurrency, real estate and more - all imported with a few clicks onto one centralized platform. The basis for successful investing? Professional, reliable insights. Powered by a cutting edge predictive algorithm, Global Predictions delivers up-to-date market trends and competitive analysis so that users are always ahead of the curve. Look forward to personalized recommendations tailored to meet specific goals. Visualize past performance for smarter investments; recognize risks and opportunities with greater clarity; act on professional advice efficiently at all times. Whatever asset you decide to work with or strategy you want to pursue, trust Global Predictions to be your guide every step of the way! Sign up now and start building the portfolio you envision today!
Read moreWhat is Shootih and how does it work?
Investment opportunities for Business’s idle cash. Make investments in a single click. 360 degree view of investment holding along with gain tracking. Real-time view of incoming and outgoing transactions for multiple business bank accounts all in one place.
Read moreWhat is Jika.io and how does it work?
Choose between easy, medium or hard challenges and put investing and valuation skills to the test. Take on more difficult challenges as progress. Analyze the financial statements, understand the company's performance, use web search engine to retrieve relevant information for a better valuation.
Read moreWhat is NotionInvest and how does it work?
With NotionInvest, users can easily keep track of the latest asset prices by updating a database in the workspace. The database is regularly updated, ensuring that they always have the most current information available. Thanks to the flexible nature of Notion, users can easily add a relation to this database, allowing users to use the synced assets to track the investments in whatever way makes the most sense for users. Whether they were a seasoned investor or just starting out, NotionInvest can help you stay on top of your investments with ease. Say goodbye to the hassle of manually tracking asset prices and monitoring the investments across multiple platforms. With NotionInvest, users can simplify the process and keep everything in one convenient location. Give it a try today and experience the power of a fully integrated investment tracking solution.
Read moreWhat is Allocator-platform and how does it work?
Allocator-platform is an advanced investment data management solution that provides investors with comprehensive investment insights, helping them in proper decision making. The platform converts multiple data sources into a single and easy-to-analyze format, making it easier for users to monitor their investment on portfolio and fund levels. Moreover, it also comes with a central repository to keep all the documents in one place in an organized manner and ready to use. With Allocator-platform, admins can decide which colleagues are allowed to use the information across the company. It can be integrated with external third-party databases to keep everything up-to-date. Users can store notes and commentary in one central location that can be accessed by the entire team. Allocator-platform allows investors to easily work with their data in MS Excel or other software and download the particular in CSV and XML formats besides generating PDF reports. With the help of an inbuilt API and other integration facilities, users can also pipe the data into their proprietary systems or other solutions as per need.
Read moreWhat is Morningstar Office and how does it work?
Morningstar Office is an all in one accounting and portfolio management solution for businesses and their daily work. Starting from performance reporting, billing, rebalancing and back-office task monitoring to accounts aggregation tool and independent data and research process streamlining activities, it can be used for all. Accountants can depend on the platform to streamline ‘what-if’ analysis based on various market movements and an exclusive scenario analysis tool made available by the same. Detailed insights offered by Morningstar Office, helps businesses to curate a quick overview of the latest events, trends and thought leadership on the go. Moreover, Morningstar Office and its interactive portal facilitate seamless communication between individual organisations and their clients, besides staying focused on scheduled goals. Also, the software and its expertise over regular data importation and reconciliation facilities, help businesses concentrate on security selection, client management and marketing related stuff. Active integration with third-party platforms like eMoney, 4U, HiddenLevers, Flyer and more assures seamless business process management.
Read moreWhat is Stratosphere.io and how does it work?
All-in-one platform for financial data, company specific metrics, company research and beautiful data visualizations for investors. Ten years of financial data and beautiful visualizations on North American stocks. Get company specific metrics and KPIs for growing coverage that won't find anywhere else saving hours searching through filings.
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Investment portfolio management software - as the name suggests - offers the ability to manage an investment portfolio. It helps the investor to have detailed investment records and track their stocks and mutual funds too. Investment portfolio management software can also be dubbed as a wealth management software since it lets one do investment tracking in a wholesome manner. These products could be used by an individual, or financial advisers, or even an organization too.
For a product to be in the investment portfolio management software category, it must:
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