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Showing 21 - 20 of 53 Products
Kubera logo
A Tool to Measure Investments Write a Review
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What is Kubera and how does it work?

Kubera software is a platform used to track your net worth. Track investments and store documents to monitor the safe transfer to the beneficiary. Connect your online bank and investments accounts to get the latest portfolio values. Receive portfolio if your account becomes inactive for a certain period of time. It is a secure platform with “Bank Level Security” to protect data. Investors, Small, Medium and Large companies make use of the software.

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Kubera Pricing

  • Free Trial Not Available
  • Starts at $12.00. Offers Free-forever plan.
Ripsaw logo
The ultimate wealth management tool for you Write a Review
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What is Ripsaw and how does it work?

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.

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Ripsaw Pricing

  • Free Trial Available
  • Starts at $18.99.
Assetmax logo
Streamline your business with Assetmax 5 Based on 1 Ratings
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What is Assetmax and how does it work?

Assetmax is a wealth management software for independent asset managers, banks, and family offices, providing multi-custody portfolio management, invoicing, client relationship management and reporting services. Assetmax is a reputable solution that is utilised by several wealth managers and institutions. Also, the software helps with efficient data processing and link-based multi custody solution. Since 2016, Assetmax has been used by independent asset managers and banks. Furthermore, the software provides real-time integration with third-party solutions, enabling additional functionality and programmable through APIs. Assetmax offers a wide range of services, allowing the clients to reach their goals. The implementation of a wealth management platform is a project that encompasses and may transform the whole firm. Assetmax discovers and, where feasible, automatically corrects, enriches, and normalises data before loading it into the business account. Moreover, the platform has a support team that helps customers take full advantage of its functionality. Detailed training sessions are also available.

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Assetmax Pricing

  • Free Trial Not Available
  • Assetmax Offers Custom plan.
Croesus Advisor logo
Manage and prioritise clients’ portfolios just the way you like 3.3 Based on 3 Ratings
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What is Croesus Advisor and how does it work?

Croesus Advisor is a reliable portfolio management software that helps companies deliver exceptional services to their clients and boost productivity levels simultaneously. The portfolio management software turns out of great use in prioritising client communication, getting access to client-specific positions and history in just a few clicks, besides deciding upon business-relevant data in real-time. Businesses can even depend on the same to optimise portfolios. The software helps them to get access to clients’ holdings, assets, risk allocation and history in no time. Besides, Croesus Advisor even helps businesses follow and adapt to differential regulatory changes, where they get to make divisions between time and money, process risk rating feed (external) and conduct compliance reviews with an investment objective or policy as per need. Other notable functionalities loaded within goes as, performance calculation, client wise accounts management, compliance verification, business process identification and more.

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Croesus Advisor Pricing

  • Free Trial Not Available
  • Croesus Advisor Offers Custom plan.
PolicyCo logo
Simplified policy writing Write a Review
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What is PolicyCo and how does it work?

PolicyCo is a cloud-based application that enables its users to collaborate with their team to create and update their organizational policies irrespective of the format and locations of important documents of an organization. Users can control the formatting and fonts of procedures and policies at an administrative level. The software enables users to keep all the policy-related documents version-controlled and organized while keeping it online together at one place. Users can invite their entire team as the app allows unlimited users per organizations and assign appropriate team members to start writing quickly and easily. Intuitive and straightforward text editors enable teams to write collaboratively or individually. The user can submit their completed drafts to the project manager for approval. The software will then add new content to the documents and make the policies available for distribution with PDF exports or direct links.

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PolicyCo Pricing

  • Free Trial Available
  • Starts at $50.00.
Composer logo
Automated Trading and Investment Write a Review
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What is Composer and how does it work?

Introducing Composer - the groundbreaking platform that empowers to harness the power of AI to build, backtest, and execute trading algorithms seamlessly. Say goodbye to the days of complicated coding and endless frustrations. Its believed that trading should be accessible to everyone, regardless of their coding skills. Composer offers the unmatched capability to backtest algorithms. Take them for a spin in the simulated environment and witness their performance before executing them in the real market. Let numbers speak for themselves and trade with confidence. Composer is an ultimate trading partner designed to bring groundbreaking insights, endless possibilities, and unmatched opportunities. This expert team of developers has left no stone unturned to ensure that to have all the tools need to thrive in the fast-paced world of trading. Grab the reins, unleash trading prowess, and dominate the market like never before. Trade with confidence, trade with ease, trade better with Composer.

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Composer Pricing

  • Free Trial Not Available
  • Starts at $24.00. Offers Free-forever plan.
Stratosphere.io logo
Powerful Investment Research Platform Write a Review
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What 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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Stratosphere.io Pricing

  • Free Trial Not Available
  • Starts at $19.99. Offers Free-forever plan.
Pluto logo
Automated Trading For Everyone Write a Review
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What is Pluto and how does it work?

Pluto is the innovative automated investing tool that uses powerful and accessible technologies to make financial planning simpler and more accessible than ever before. With easy-to-use design and setup, professionals of all backgrounds can bring the power of automated investment to their portfolios without any need for complexity and confusion. Pluto's suite of tools will revolutionize retail trading as it provides a wide range of features designed to give precise recommendations based on individual goals. From portfolio balancing to tax optimization strategies, Pluto puts everything into hands in order to maximize returns over the long run and help reach financial success faster than ever before. Leveraging its sophisticated risk management algorithms, this revolutionary investment product simplifies decision making by providing comprehensive analysis that is essential when managing a portfolio. So no matter what the investing ambitions are, Pluto has everything need to take control of future!

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Pluto Pricing

  • Free Trial Not Available
  • Starts at $24.00. Offers Free-forever plan.
Global Predictions logo
Prepare your portfolio for today's economy Write a Review
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What 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!

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Global Predictions Pricing

  • Free Trial Not Available
  • Starts at $400.00. Offers Free-forever and Custom plan.
Tykr logo
ALL IN ONE STOCK SCREENER AND EDUCATION PLATFORM Write a Review
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What is Tykr and how does it work?

Tykr is an all-in-one stock screener and education platform. It assists you in reducing risk and managing your own investments throughout your entire investing journey. Tykr's grading methodology is simple to comprehend, and it explains why a stock is labeled On Sale (possible purchase), Watch, or Overpriced (potential sell). This provides you the confidence to take the next step and establishes you as an expert when you share your knowledge with family, friends, and other investors. Tykr is an investment management tool that includes a stock screener and information platform. Tykr's grading methodology is simple to comprehend, and it explains why a stock is labeled On Sale (possible purchase), Watch, or Overpriced (potential sell). This provides you the confidence to take the next step and establishes you as an expert when you share your knowledge with family, friends, and other investors.

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Tykr Pricing

  • Free Trial Available
  • Starts at $15.83. Offers Custom plan.
Riskturn logo
Shelter from risk 4.6 Based on 11 Ratings
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What 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.

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Riskturn Pricing

  • Free Trial Available
  • Starts at $79.16. Offers Custom plan.
Crafting emails logo
Customer product experience straight to you Write a Review
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What is Crafting emails and how does it work?

Crafting emails is a turnkey solution for converting designs into effective email campaigns. Creating and coding behavioral emails that are linked to your customers' interactions. Transactional and promotional email flows for SaaS and eCommerce that are ready to use. To better understand your users' demands and develop business requirements, start with user research. According to your user's path, map content, determine tone of voice, and improve UX copy. Create reusable components and email design systems that adhere to your company's branding rules. Convert designs to HTML and test for compatibility with popular email clients as well as mobile devices. Every firm relies heavily on email. As a result, Crafting emails ensure that all of your email designs are responsive and work on any device. Connect with people through clear, concise language that is tailored to the user's journey. The inbox is being taken over by Dark Mode. Light and dark interfaces will be supported in your emails, depending on the user's preferences. The same high-end appearance. Crafting emails test on Outlook, Gmail, iOS, and other popular email applications.

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Crafting emails Pricing

  • Free Trial Not Available
  • Starts at $100.00.
PMplus logo
A solution to manage your wealth and assets Write a Review
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What is PMplus and how does it work?

PMplus is a marketing-led, cloud-native investment portfolio management platform designed by industry specialists. It supplies you with a variety of wealth and asset manager/administrator solutions. You may manage a wide range of funds using PMplus, including audit fees, director fees, management fees, and performance fees. High Watermarks and Scales are two approaches for calculating fees. A user-friendly approach allows you to compute and recalculate your NAVs at any time. It offers wealth Managers a wide range of features, such as user-defined groups, onboarding, and migration tools, as well as digital reconciliation of custodian remarks with workflow, productivity, and risk analytics. You get 'board quality' reports in the language/character set of your choice. It can be used by administrators, custodians, and trustees as the asset account record-keeper. Their solution engineers will collaborate closely with you to identify the ideal setup for your business, including connection with your current international infrastructure and procedures. Additionally, they can provide Trustees with solutions such as shadow NAV accounting and compliance reporting in cases when several administrators need to be combined.

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PMplus Pricing

  • Free Trial Not Available
  • PMplus Offers Custom plan.
Rundit logo
The Ultimate Global Platform for Portfolio Management Write a Review
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What is Rundit and how does it work?

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.

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Rundit Pricing

  • Free Trial Not Available
  • Starts at $349.00. Offers Free-forever plan.
Jika.io logo
The investing platform built by retail investors Write a Review
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What 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.

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Jika.io Pricing

  • Free Trial Available
  • Starts at $5.99. Offers Free-forever plan.
Ziggma logo
Manage your investments in a smarter way to get better results 4.9 Based on 9 Ratings
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What is Ziggma and how does it work?

Ziggma is an investment portfolio and risk management software, which helps private investors retain complete control over the investments they make. Users can easily link their investment accounts into the software to benefit from a suite of optimisation and monitoring tools. In-built ETF screener offered by the solution helps users identify the best ETFs and stocks available within the market. Ziggma features a variety of investment portfolio management tools like account aggregation, portfolio analytics, portfolio optimization and more. Professional-grade fundamental data provided by the platform helps users benefit from industry-specific KPIs for insurance, banking and real estate. The software sends real-time alerts, notifying users according to pre-scheduled metrics and recent changes within the market trends. Investors can even go through model portfolios to benchmark their personal goals and find new inspirations. Proprietary scoring system within ZIggma, helps users select the top-graded companies, enhancing their overall investment returns.

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Ziggma Pricing

  • Free Trial Not Available
  • Ziggma Offers Custom plan.
CommonSubDoc logo
Powering your investor onboarding 5 Based on 1 Ratings
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What is CommonSubDoc and how does it work?

Introducing CommonSubDoc - the enterprise technology solution designed to revolutionize the onboarding lifecycle of alternative investment transactions. By partnering with fund administrators and fund managers, CommonSubDoc gives business owners a complete end-to-end investor onboarding solution across all asset classes. From market entry to closing deals at an accelerated pace, CommonSubDoc equips businesses with the tools and resources they need to streamline their operations and stay ahead of the competition. CommonSubDoc simplifies traditional financing models – saving them time and resources that can be better spent elsewhere within their organization. With CSD’s powerful interface, they’ll be able to quickly report back on activity in real-time, giving them greater visibility into their performance. This next-generation platform puts business owners in control of their operations: quickly track investments from origination to close; identify risks before they become issues; develop a stronger client base; reduce errors that lead to disputes; gain enhanced compliance oversight; and more. At CommonSubDoc, they strive to develop innovative solutions that empower business owners everywhere. Their mission is to provide users with intuitive tools that make everyday tasks easier and more efficient empowering them to make quicker decisions, expand their customer base, and save both time and money in the process - all while maximizing opportunities for success.

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CommonSubDoc Pricing

  • Free Trial Not Available
  • CommonSubDoc Offers Custom plan.
AIRR logo
Let the issues related to investments be taken care of by AIRR 4.8 Based on 5 Ratings
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What 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.

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AIRR Pricing

  • Free Trial Not Available
  • AIRR Offers Custom plan.
News Sentinel by Blockbrain logo
Empowering Investments with AI Write a Review
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What is News Sentinel by Blockbrain and how does it work?

Introducing News Sentinel by Blockbrain, an AI-powered platform that empowers investors with real-time data and market trends. With its state-of-the-art AI algorithms, News Sentinel analyzes social media sentiment, news articles, blog posts, and more, providing users with valuable insights that would have otherwise gone unnoticed. According to Blockbrain, the platform's risk analysis is unparalleled in its accuracy, combining historical market data with the latest news and social media updates to give investors a deep understanding of potential risks. News Sentinel goes beyond just providing information; it empowers users to take action by allowing them to customize alerts and create personalized investment strategies easily. Join the ranks of savvy investors leveraging AI's power with News Sentinel, uncovering the hidden trading signals and risk insights that will set you apart from the competition and pave the way to tremendous success.

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News Sentinel by Blockbrain Pricing

  • Free Trial Not Available
  • News Sentinel by Blockbrain Offers Custom plan.
Aikido Finance logo
Build a portfolio in minutes 4.5 Based on 2 Ratings
Lifetime Deal 🚀 + Add to Compare

What is Aikido Finance and how does it work?

Long-term algorithmic trading tactics can be found at Aikido Finance. They offer a library of evidence-based solutions that they have tried over the last two decades. You can create a portfolio in minutes with Aikido and integrate it with your broker to live trade a strategy. Their goal is to democratize Wall Street and make quantitative investing accessible to the general public. There is no code, no hidden costs, and no entrance hurdles! Quantitative investment has a high entry hurdle. It necessitates a significant amount of financial and coding expertise, as well as funds and time. The goal of Aikido Finance is to address this issue. We offer a library of quantitative strategies that customers can utilize to build a portfolio in under 5 minutes. Aikido Finance is ideal for millennials who want to build their own investment portfolio utilizing a disciplined manner. Aikido allows you to develop your portfolio in a methodical, mathematical, rules-based manner. Select from a variety of stock and cryptocurrency investment ideas. Find the greatest stocks with this robust stock screener and research center.

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Aikido Finance Pricing

  • Free Trial Available
  • Starts at $8.25. Offers Free-forever plan.

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