BlueMatrix

BlueMatrix Alternatives & Competitors

Looking for alternatives to BlueMatrix? Tons of people want Other Finance & Insurance software. What's difficult is finding out whether or not the software you choose is right for you.

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Top 20 Alternatives & Competitors to BlueMatrix

    #1
    #1
  1. Salesforce Financial Services Cloud

    (66)4.1 out of 5
    Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
  2. Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.

    Salesforce review by Vanessa C.
    "Amazing App: What works best for my company is how fast the updates are, when one person edits the other can see within seconds. Also if there are additional tabs we would like to add and use instantly, salesforce will allow it. Love how it specifys who made changes, the documentation is brillient. The drop down options work well, the drag and drop also makes things easier. Love how it connects well with 'dropbox'. You can also chat with your employees/managers via the chat, which does save us from walking to there desk for a simple question regaurding an assignment. I've found this to be a usefull app ! Five Stars! "
    #2
    #2
  3. HomeBudget

    (16)4.1 out of 5
    HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.
  4. HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.

    HomeBudget review by Peter D.
    "There is a lot of things is better than it ...: The best thing it provides that its accessible so you can access it using your desktop or your smart phone , you can use the user guide for any help , it shows a lot of details ( Income - Expenses ) that helps me in my work like quick summary of ( day - week - month - year ) , and there is PDF and CSV reports , you can add more than one account , there is family sync if you want to share data with your family ."
    #3
    #3
  5. Riskalyze

    (15)3.3 out of 5
    Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
  6. Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.

    Riskalyze review by Kati M.
    "Riskalyze is a very useful tool for determining clients' actual risk tolerance based on real numbers: Riskalyze puts real dollar amounts to gains and losses for clients during the risk assessment. After you enter their portfolio amount, they can see what a certain percentage loss or gain would actually look like in real numbers. It also assigns every holding they have a risk score, and weights their entire portfolio to show whether or not it lines up with what their risk score was, which has been very helpful in illustrating the real need for recommended portfolio allocation changes on more than one occasion. "
    #4
    #4
  7. MoneyGuidePro

    (14)4.2 out of 5
    Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.
  8. Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    MoneyGuidePro review by Elizabeth P.
    "The best financial planning software for fee-only, no-minimum NAPFA advisors: I love : -setting goals as a confirmation that my initial due diligence with the client was correctly "heard" through data -using the budget tool to make annual retirement expenses are "real" -I also like the budget tool for helping our "money management" clients stick to a budget and we review monthly or less frequently to compare monthly averages year-to-date (I used to only use excel or google docs for this) -I love the net worth portion of MGP -I love the social security benefit analysis with certainty -The What-If worksheet is extremely helpful for analyzing different scenarios -We also use MyMoneyGuide with our financial literacy students and it's extremely helpful with the Video Lab -I also use the Plan Summary to add in our regular notes (about 30-40 custom entries per plan, many are duplicates by plan) -I really dig the way our Veo (TDAmeritrade Institutional) accounts sync well into a client's plan too -We also integrate with RedTail CRM"
    #5
    #5
  9. Joist

    (13)4.3 out of 5
    Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.
  10. Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.

    Joist review by Nate N.
    "Respectable but Underdeveloped: It's incredibly easy to use with a low learning curve. It organizes clients and contracts well enough and allows for multiple fields including logo, legal and just about everything else to be manipulated giving a decent amount of control to the user to customize estimates and contracts. It also is easy to use across multiple platforms. I have used it on all my devices including iOS, Andriod and PC with ease. Also, the fact that I can be notified when a client just opens the contract to view it does wonders for my business. It helps me plan strategy for my business much better. For example, if a client who said they were not interested in signing my contract, reviews it a month later, I can speculate they are reconsidering before they even contact me."
    #6
    #6
  11. Simple

    (13)4.7 out of 5
    With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.
  12. With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.

    Simple review by Administrator
    "Online banking gets the job done, but slow support: I've really taken advantage of the Goals feature over the last few years. Having money slowly drip daily into an allocated goal is a super helpful way to set money aside for anything from a large future purchase to a recurring monthly expense. Although there is the Expenses feature as well that is very similar."
    #7
    #7
  13. Creditsafe

    (11)3.9 out of 5
    The world's most used supplier of business credit reports
  14. The world's most used supplier of business credit reports

    Creditsafe review by User
    "A good bargain, but limited data: The best part of Creditsafe is that it is incredibly cheap. Certainly worthwhile for supplemental data to support reports from other credit agencies. Also it includes all legal information (judgements, tax liens, UCC filings) which the other affordable credit agencies don't include, or include for an additional fee."
    #8
    #8
  15. Firm58

    (6)3.9 out of 5
    Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.
  16. Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.

    Firm58 review by User in Financial Services
    "More than a Billing System, plus Excellent Customer Service: This is so much more than a Billing System. As a product manager, I use this to system to get a complete view on the business. It completely aggregates all my volume information, cost information, and revenue detail in an easily, viewable format. "
    #9
    #9
  17. fi360 Toolkit

    (5)4.3 out of 5
    The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.
  18. The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

    fi360 Toolkit review by jaquon r.
    "Good Product and Great Benefits: $2400 – Yearly Subscription, Monthly Data Updates, Fee Disclosure Solution which costs an additional fee to use and you also get one base license. There are other things that I really like about this product such as Fi360 Fiduciary Score® analysis, Customizable Due Diligence Criteria and watch list management capabilities and also Flexible and diverse FINRA-reviewed reporting options. It is easy to understand and use and produces a variety of useful reports clients can understand."
    #10
    #10
  19. Finance Logix

    (6)3.5 out of 5
    Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.
  20. Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

    Finance Logix review by Stephen M.
    "An essential tool for financial planning: I like it because it has some parts in its interface that are very attractive. The software guarantees clarity and speed of analyzing and entering data without using much effort. Also, I like it because it has an efficient workflow, easy reporting and that it provides for the convenience of clients through mobile access choices. The dashboard is equally likeable as it enhances easy location of client profiles. "
    #11
    #11
  21. LendingClub

    (5)2.9 out of 5
    Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.
  22. Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.

    LendingClub review by Austin S.
    "Good idea - too many defaults: I love the idea of having a platform for peer-to-peer lending. It makes it convenient for those with the funds to offer temporary relief to those without funds or in need of lending from a non-traditional source. "
    #12
    #12
  23. Smart RIA

    (5)4.8 out of 5
    Smart RIA software with our proprietary Advisor Alert technology combines back office efficiencies with Federal and State compliance to offer an all-in-one RIA management platform that helps you to remain audit ready and manage your business while saving time and money.
  24. Smart RIA software with our proprietary Advisor Alert technology combines back office efficiencies with Federal and State compliance to offer an all-in-one RIA management platform that helps you to remain audit ready and manage your business while saving time and money.

    Smart RIA review by Vern Bell - I.
    "Essential software for small RIAs: SmartRIA is easy to use, provides a secure repository for all my client data, and provides a wealth of compliance resources and reminders. "
    #13
    #13
  25. Numbrs

    (3)2.8 out of 5
    Numbrs shows all of yourFinances at one glance. It displays hub of all your transactions and account details, available quickly and conveniently.
  26. Numbrs shows all of yourFinances at one glance. It displays hub of all your transactions and account details, available quickly and conveniently.

    Numbrs review by Simon F.
    "Well built although not particularly inspiring PFM app: Sleek interface that is easy to understand. It feels very well built, solid, unflashy, like a German car dashboard."
    #14
    #14
  27. Workplace

    (4)4.7 out of 5
    Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry.
  28. Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry.

    Workplace review by Consultant
    "It's an wonderful tool to communicate within your organization. It is an effective way to replace th: It is an effective way to replace the intranet. As it has the same experience as Facebook, the navigation and experience are easy and well known. There is a very minimal effort you need to understand where to look for specific stuff. It's fun and enjoyable"
    #15
    #15
  29. Thomson Reuters Datastream

    (3)4.3 out of 5
    A powerful financial time series database that allows you to identify and examine trends, generate and test ideas and develop view points on the market.
  30. A powerful financial time series database that allows you to identify and examine trends, generate and test ideas and develop view points on the market.

    Thomson Reuters Datastream review by Consultant in Banking
    "Accurate: Gives most uptodate info about quotes. Gives flexibility to explore relationships and trends. It helps in developing view points on the market. Great source for trading ideas too!"
    #16
    #16
  31. CoBIS Microfinance Software

    (3)5.0 out of 5
    Community Banking Information System
  32. Community Banking Information System

    CoBIS Microfinance Software review by Anisoara D.
    "Incredible Value for Money.: Co B I S is anything but difficult to utilize, we just sent the arrangement AT Start of August 1 2016 yet so far we have figured out how to serve every one of our clients quicker."
    #17
    #17
  33. Money Tree Software

    (2)4.0 out of 5
    Create and deliver financial plans anytime, anywhere with financial planning tools.
  34. Create and deliver financial plans anytime, anywhere with financial planning tools.

    Money Tree Software review by User in Financial Services
    "money tree review: I save my small practice about $1000 per year from my previous financial planning tools. I like that this is an affordable option for my small investment practice, it has the ability to show multiple lines of income and inputs for investments and investment performance. I like the ability to show fixed and variable income, and how the depth of detail in the reports"
    #18
    #18
  35. Equifax BusinessConnect

    (3)3.5 out of 5
    BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform.
  36. BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform.

    Equifax BusinessConnect review by LaTisha H.
    "Great for technical assistance for small businesses : Credit based decisions and customer onboarding made easy "
    #19
    #19
  37. Broadridge Advisor Portal

    (2)4.0 out of 5
    Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.
  38. Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

    Broadridge Advisor Portal review by User in Financial Services
    "Forefield review: i like the newsletter that is sent out annually and monthly. I like how i have access to approved articles for my clients"
    #20
    #20
  39. eVestment

    (2)4.3 out of 5
    eVestment provides a flexible suite of easy-to-use, cloud-based solutions designed to help global investors and their consultants select investment managers, enable asset managers to successfully market their funds worldwide and assist clients to identify and capitalize on global investment trends.
  40. eVestment provides a flexible suite of easy-to-use, cloud-based solutions designed to help global investors and their consultants select investment managers, enable asset managers to successfully market their funds worldwide and assist clients to identify and capitalize on global investment trends.

    eVestment review by User in Financial Services
    "eVestment is solid one stop shop for traditional investments: The best part of eVestment is that it is a one stop shop for investment research. It's very helpful in comparing products and as a source of data."