Browse Software
+ List Your Product
Loading...
Refine Results Clear All
Artificial Intelligence
  • (2)
Starting Price
  • (6)
  • (6)
  • (1)
  • (6)
Deployment
  • (2)
  • (47)
  • (8)
  • (9)
Customer Types
  • (5)
  • (4)
  • (43)
  • (47)
  • (47)
Pricing Model
  • (12)
  • (16)
  • (1)
  • (20)
  • (33)
Integrated With
  • (2)
  • (1)
  • (1)
Showing 1 - 20 of 48 Products
Morningstar Office logo
Remake your workday in a seamless manner with Morningstar Office 4 Based on 28 Ratings
Visit Website + Add to Compare

What 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 More

Morningstar Office Pricing

  • Free Trial Not Available
  • Morningstar Office Offers Custom plan.
INDATA Investment Management Software logo
Investment Management Software Write a Review
Visit Website + Add to Compare

What is INDATA Investment Management Software and how does it work?

For a fast-paced and ever-changing financial market, they need software that can keep up. Enter INDATA Investment Management Software, the go-to choice for professional management of their investments. INDATA's software links traders with portfolio managers, executing brokers, compliance officers and operations staff in real time to ensure efficient and error-free trading. With INDATA, they can rest assured that their investments are in safe hands. It's the perfect choice for comprehensive trade analysis and real-time performance reporting. This has never been easier, or more convenient! Across the entire front, middle and back office, data-driven performance monitoring acts as a powerful resource. Trust INDATA to actively and intelligently watch over their investments. INDATA's intuitive, easy-to-use design simplifies the process of entering orders. This helps to reduce the risk of errors, while push notifications ensure that everyone in the team is kept informed throughout the process.

Read More

INDATA Investment Management Software Pricing

  • Free Trial Not Available
  • INDATA Investment Management Software Offers Custom plan.
MProfit logo
MProfit makes Portfolio management a child’s game 4.3 Based on 5 Ratings
Visit Website + Add to Compare

What 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 More

MProfit Pricing

  • Free Trial Not Available
  • MProfit Offers Free-forever plan.
Addepar logo
Tаilоred, teсh-fоrwаrd weаlth mаnаgement sоftwаre Write a Review
Visit Website + Add to Compare

What 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 More

Addepar Pricing

  • Free Trial Not Available
  • Addepar Offers Custom plan.
Portfoliopilot logo
Perfect Tool for Understanding the Portfolios Write a Review
Visit Website + Add to Compare

What is Portfoliopilot and how does it work?

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!

Read More

Portfoliopilot Pricing

  • Free Trial Not Available
  • Portfoliopilot Offers Free-forever plan.
PMplus logo
A solution to manage your wealth and assets Write a Review
Visit Website + Add to Compare

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.

Read More

PMplus Pricing

  • Free Trial Not Available
  • PMplus Offers Custom plan.
Stratosphere.io logo
Powerful Investment Research Platform Write a Review
Visit Website + Add to Compare

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.

Read More

Stratosphere.io Pricing

  • Free Trial Not Available
  • Starts at $19.99. Offers Free-forever plan.

80% 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

MoneyGuidePro logo
Financial Planning Software 4.1 Based on 17 Ratings
Visit Website + Add to Compare

What is MoneyGuidePro and how does it work?

MoneyGuidePro is a sophisticated financial solution for advisors looking to provide their clients with tailored service and support. With the client in mind, MoneyGuidePro empowers advisors to better understand each individual's needs and obligations. Through powerful data gathering algorithms and smart assumptions, advisors are enabled to create comprehensive plans that can be adjusted as reality changes over time. From life insurance planning to retirement income analysis, MoneyGuidePro puts sophisticated tools at an advisor’s fingertips – giving them the insights and abilities they need to help guide their clients through the complexity of today’s financial environment. With MoneyGuidePro®, professionals can make informed decisions with confidence, allowing them to offer superior advice and unparalleled service.

Read More

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features 82%
  • Reviews 60%
  • Momentum 60%
  • Popularity 70%

MoneyGuidePro Pricing

  • Free Trial Not Available
  • MoneyGuidePro Offers Custom plan.
Rundit logo
The Ultimate Global Platform for Portfolio Management Write a Review
Visit Website + Add to Compare

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.

Read More

Rundit Pricing

  • Free Trial Not Available
  • Starts at $349.00. Offers Free-forever plan.
PROFITstar Budget logo
Ideal solution for institutions in need of a comprehensive Write a Review
Visit Website + Add to Compare

What is PROFITstar Budget and how does it work?

PROFITstar Budget​ is an ideal solution for institutions in need of comprehensive yet flexible budgeting, forecasting, and financial reporting system that integrates with any core operating system. Grows with an institution to meet the budgeting needs of both smaller institutions and larger, multibillion-dollar holding companies. Customizes to a financial institution's individual financial information. Provides fast and accurate imports of general ledger and instrument-level cash flow data.

Read More

PROFITstar Budget Pricing

  • Free Trial Not Available
  • PROFITstar Budget Offers Custom plan.
Seeking Alpha logo
Stock Market Analysis & Tools for investors Write a Review
Visit Website + Add to Compare

What 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 More

Seeking Alpha Pricing

  • Free Trial Available
  • Starts at $119.00. Offers Custom plan.
Robinhood logo
Commission-free Stock Trading & Investing App 1.9 Based on 3465 Ratings
Visit Website + Add to Compare

What is Robinhood and how does it work?

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.

Read More

Robinhood Pricing

  • Free Trial Not Available
  • Robinhood Offers Custom plan.
KoreConX logo
All-in-one Platform used to manage Capital Market Activities 4.5 Based on 1 Ratings
Visit Website + Add to Compare

What is KoreConX and how does it work?

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.

Read More

KoreConX Pricing

  • Free Trial Not Available
  • KoreConX Offers Custom plan.
Acorns logo
Your saving and investing assistant 2.9 Based on 148 Ratings
Visit Website + Add to Compare

What 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 More

Acorns Pricing

  • Free Trial Not Available
  • Starts at $1.00.
Personal Capital logo
Get going with seamless financial management and decision making Write a Review
Visit Website + Add to Compare

What is Personal Capital and how does it work?

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.

Read More

Personal Capital Pricing

  • Free Trial Not Available
  • Personal Capital Offers Custom plan.
Orion Advisor Trading logo
Trading and Rebalancing Solutions Write a Review
Visit Website + Add to Compare

What is Orion Advisor Trading and how does it work?

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.

Read More

Orion Advisor Trading Pricing

  • Free Trial Not Available
  • Orion Advisor Trading Offers Custom plan.
Sharesight logo
Online Stock Portfolio Tracker And Reporting Platform For Investors 4.4 Based on 218 Ratings
Visit Website + Add to Compare

What is Sharesight and how does it work?

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.

Read More

Sharesight Pricing

  • Free Trial Not Available
  • Starts at $12.00. Offers Free-forever plan.
Alto logo
Grow Savings Write a Review
Visit Website + Add to Compare

What is Alto and how does it work?

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.

Read More

Alto Pricing

  • Free Trial Not Available
  • Alto Offers Custom plan.
Allvue logo
Alternative Investment Software & Investment Support Write a Review
Visit Website + Add to Compare

What is Allvue and how does it work?

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.

Read More

Allvue Pricing

  • Free Trial Not Available
  • Allvue Offers Custom plan.
Ripsaw logo
The ultimate wealth management tool for you Write a Review
Visit Website + Add to Compare

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.

Read More

Ripsaw Pricing

  • Free Trial Available
  • Starts at $18.99.

We understand SaaS better

SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

icon

Buyers

Looking for the right SaaS

We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.

icon

Makers

Want more customers?

Our experts will research about your product and list it on SaaSworthy for FREE.

Get Listed