Acorns Alternatives and Competitors

Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide.

Robinhood is on a mission to democratize finance for all. They believe it should work for everyone and not just a few. Customize your portfolio with pieces of different companies and funds to help reduce risk. Trades placed during market hours are executed at that time, so you’ll always know the share price. Advanced traders can execute more sophisticated strategies like iron condors, straddles, strangles, and more.

Introducing FinWise – the modern way to manage their personal finances. At FinWise, they understand that managing your money can be complex, but it doesn’t have to be daunting. This cutting-edge platform provides the tools they need to stay in control no matter what life throws at them. FinWise empowers they with the ability to budget their money quickly and accurately. They get a real-time snapshot of how much is coming in as well as visibility into how much is going out so they can confidently make informed decisions about spending. They will also gain insight on where savings can be made - allowing for greater financial security now and in the future. This net-worth tracking feature takes stock of all assets and liabilities across accounts so that they know exactly how their overall financial health stands at any given time. And with their powerful planning and forecasting tools, they don’t have to worry about unexpected expenses or lack of cashflow destabilizing their financial situation ever again. This options give them peace of mind when it comes managing both short-term and long-term goals, all supported by easy to read reports and insights taking out any guesswork enabling proactive decision making around money matters like investments, mortgages, retirement planning and more. Experience the power of FinWise today – the modern way to take control of their finances and reach their financial goals like a pro!

Rundit is the ultimate global platform for portfolio management and investor reporting. This comprehensive software designed for Venture Capitals, Investment Companies, and Family Offices offers a wealth of important information about their investments in real-time. With this highly advanced resource at fingertips, can access up-to-date reports of the fund's performance. From there get a crystal clear overview of the growth, risk, liquidity and all other aspects of each investment, so can make better informed decisions that optimize the profits and minimize any potential risks. It offers professionals an intelligent solution that simplifies investor reporting while adding granularity insight into their portfolio performance in real time.

Control investments in stocks and cryptos knowing the return of each asset at any time. Control wealth automatically at a glance. Retire young and happy by ensuring financial well-being without being obsessed with money. Reaching the end of the month spending all my money without knowing exactly how or on what.

Introducing portfoliopilot, the essential tool for serious investors and asset managers to get ahead of the market curve. With portfoliopilot, can easily monitor macroeconomic events and trends, giving an unparalleled look into what's affecting the investment portfolio. Whether the customer is investing short-term or long-term, with portfoliopilot will be able to quickly identify anomalies and take action – invest in undervalued assets, adjust course and save a financial headache in the process! portfoliopilot gives ALL the information need right at the fingertips. If this isn't enough it also built watchlists specifically tailored to managing the investments – no more having to flip through endless data sets to find what's needed. The investors have chosen portfoliopilot as their preferred tool for understanding their portfolios!

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.

Ripsaw is an advanced wealth management platform, ideally suited to enterprises of all sizes from large to medium to small for managing and monitoring their assets and revenues. It compiles all of the user's assets and obligations into an online, auto-updated balance sheet that estimates the wealth portfolio's net value. The platform has access to pertinent data for evaluating the risk-return characteristics of each asset and debt on the balance sheet. It creates a wealth portfolio dashboard by combining these separate variables and their relationships. Ripsaw assists in gaining control over the most critical areas of one's financial life. It assists you in making sound financial and investing decisions by taking help of legal policies and schemes.Users can additionally set up targets and goals for their teams to elevate growth rate levels and better performance of the company. It additionally enables the user to track and monitor their investors, data, and subscriptions all at a single customizable dashboard. Ripsaw offers a free trial version of their software to test and try their smart tools.

PocketSmith is a personal finance software that comprises various useful tools, helping people shape their own financial path. The platform lets users know their transaction history, generate insights over it and suggests the key areas where money can be saved. The software assures absolute freedom to users, enabling them to create their own customised plans that work best for them. PocketSmith is safe and secure and it doesn’t ask users to share their personal information while using it. The highly active customer service team of PocketSmith offers assistance in every possible way, enabling users to take full control of their money. The software categorises, labels and annotates the way users spend their money. It also works with multiple currencies and automatically converts them based on the daily rates. PocketSmith provides a budget calendar to schedule upcoming bills. It also allows users to see their daily bank balances up to 30 years into the future.

Pockett helps to track the money effortlessly on the go from expenses and income, to budgets and goals. It has key features like Budget Insights, Stock Portfolio Tracking, Generate Reports, Daily Reminder, Rolling Budget and much more.

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.

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.

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.

KoreConX software is a platform used to manage all digital asset management providing real-time equity and debt information. It is a secure platform with dashboard for managing all investments, portfolio tracking and optimizing exposure management with reports in real-time. Integrate directly with funding, legal and compliance resources for immediate access. Manage, and measure investors to build better relationships with your investors. Investors, Small, Medium and Large companies make use of the software.

FireShot is an on-web screen capture and annotation software with an intuitive user interface, facilitating faster and comfortable use. It can be used to generate how to screenshots, training brochures,, offer assistance to people, convert webpages to PDF and more. A built-in image editor within the particular, allows users to make edits within a screenshot in real-time, annotate them, append headers-footers and add hyperlinks. It can be used to capture screenshots of webpages, users can either capture a selected part or take shots of multiple open tabs in a single click. They can automate bug-tracking and easily upload custom screenshots to FTP and HTTP servers. The software can be used to transform live pages into relevant information by saving the particulars in the form of JPEG, PDF, PNG, GIF or BMP. The saved data can be uploaded on Microsoft OneNote or other external programs. FireShot provides optimum security to user data by storing the screenshots within their PC. It can function without the internet in a seamless manner.

Orion's trading suite, which includes a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace, empowers firms to personalize client portfolios while scaling back-office processes.

Sharesight is a leading tool that tracks stock prices, dividends, trades, performance, and tax. It’s a leading and helpful online tool for tracking and reporting stocks. The platform lets users track their holdings, mutual funds, and stocks all in one place. Investors can import trading history and watch dividends, and stock splits are incorporated automatically. It allows users to see a list of all dividends and distributions over any period. Impact of dividends on total returns at both levels – holding and portfolio, can also be seen easily. Users can easily track DRPs/DRIPs and impact on portfolio performance and growth using the tool. With the taxable income report, investors can see all distributions, dividends, and interest payments that are broken up by local and foreign income. Investors can use the performance report to view dollar and percentage returns of open or closed positions. It helps users organize holdings by preset groupings like industry and market, or even their custom groups.

By leveraging Alto's platform, everyday investors can now diversify their portfolios and invest in alternative assets, such as private equity, venture capital, real estate, crypto, and more. Offering traditional, Roth, and SEP IRAs, Alto is making alternative investments accessible and cost-effective for the average investor, can now access their retirement savings to invest in assets previously only available to high-net-worth individuals.

Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.

ETF Insider is an innovative portfolio analytics and optimization platform designed to help investors make better decisions concerning their portfolios. Far from simply focusing on surface-level attributes of exchange-traded products such as ETFs and mutual funds, ETF Insider dives deep into the underlying holdings of these investments. This can be a daunting task, but users have made navigating this complex system simpler than ever by organizing the data and providing modern data visualization and modeling tools. With ETF Insider, investors are able to easily make out inefficiencies in their current portfolios as well as take advantage of existing opportunities that previously may have been hidden from view. Their proficient technology allows for an informed approach toward portfolio optimization that can undoubtedly improve performance.