Top 10 daappa Alternatives & Competitors

Top 10 Alternatives to daappa Recently Reviewed By G2 Community

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Asset-Map
By Asset-Map Holdings, Inc.
4.8/5
(122)
Product Description
Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future.
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Categories in common with daappa:
Financial Analytics

Koyfin
By Koyfin
4.8/5
(105)
Product Description
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com
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Categories in common with daappa:
Financial Analytics

Spreadsheet Server by insightsoftware
By insightsoftware
4.4/5
(79)
Product Description
Connect your ERP to Microsoft Excel in real time, avoiding manual data dumps and updates, to uncover what's truly going on in your organization. Create and refresh any financial or operational report you need with a tool that allows you to mix GL and non-GL data from multiple sources. Drill from summary level to journals, balances, and sub-ledgers to find and fix reconciliation issues quickly.
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Categories in common with daappa:
Financial Analytics
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Amazon Finspace
By Amazon Web Services (AWS)
4.5/5
(65)
Product Description
Amazon FinSpace is a fully managed data management and analytics service tailored for the financial services industry. It streamlines the process of storing, cataloging, and preparing vast amounts of financial data, reducing the time required for analysis from months to minutes. By automating the provisioning, integration, and security of infrastructure for kdb Insights applications, FinSpace enables organizations to efficiently analyze real-time and historical time-series data, facilitating tasks such as options pricing, transaction cost analysis, and backtesting. Key Features and Functionality: - Managed kdb Insights Integration: Simplifies the deployment and management of kdb Insights applications on AWS, eliminating the need to integrate multiple AWS services manually. - Data Cataloging and Management: Allows users to collect and catalog data by relevant business concepts such as asset class, risk classification, or geographic region, making it easy to discover and share data across the organization. - Time-Series Analytics: Optimized for analyzing real-time and multi-petabyte historical time-series data, supporting critical workloads like options pricing and backtesting. - Built-in Financial Functions: Offers a library of over 100 functions, including time bars and Bollinger bands, to prepare data for analysis. - Compliance and Governance: Enforces data access controls and maintains audit logs to support compliance requirements, ensuring secure and compliant data management. Primary Value and User Solutions: Amazon FinSpace addresses the challenges financial services organizations face in managing and analyzing large datasets. By automating infrastructure management and providing integrated tools for data cataloging and analysis, FinSpace reduces the time and effort required to prepare data for analysis. This enables organizations to quickly gain insights, make informed decisions, and respond to market changes with agility. Additionally, FinSpace's compliance features ensure that data access and usage adhere to regulatory requirements, providing peace of mind for organizations handling sensitive financial information.
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Categories in common with daappa:
Financial Analytics

eMoney
By eMoney Advisor, LLC.
4.7/5
(64)
Product Description
Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
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Categories in common with daappa:
Financial Analytics

Irwin
By Platform Group Limited
4.5/5
(57)
Product Description
Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital. With Irwin, you can better manage your IR initiatives and empower your IR team. Our versatile product includes powerful investor targeting, the most comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), and timely research, estimates and transcripts.
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Categories in common with daappa:
Financial Analytics

Carta Fund Management
By Carta
4.1/5
(48)
Product Description
The new standard in fund administration. From transactions to distributions, Carta's unified suite of tools and services helps you run your fund with complete control. Experience the only fully connected platform that unifies portfolio management, fund administration, and LP comms.
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Categories in common with daappa:
Investment Accounting

Backstop Solutions Suite
By ION Analytics
4.7/5
(46)
Product Description
Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms
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Categories in common with daappa:
Investment Accounting

FactSet Workstation
By FactSet Research Systems
4.3/5
(35)
Product Description
Built to optimize data management, analysis, and collaboration, our workstation provides customizable solutions to adapt to your unique needs. Whether you're driving ideas in investment and quantitative research, refining strategies in portfolio management and trading, navigating complexities in risk and performance analysis, or streamlining operations in banking and wealth management, our platform can work for you. From managed services and investor relations to private capital and industry research and analysis, you'll find the tools you need to boost your workflow.
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Categories in common with daappa:
Financial Analytics

G2 Deals

Buying software just got smarter. And cheaper.

This is how G2 Deals can help you:

• Easily shop for curated – and trusted – software
• Own your own software buying journey
• Discover exclusive deals on software

See Exclusive Offers