The Investment Portfolio Management Software solutions below are the most common alternatives that users and reviewers compare with Geneva. Other important factors to consider when researching alternatives to Geneva include reliability and ease of use. The best overall Geneva alternative is Morningstar Direct. Other similar apps like Geneva are Betterment at Work, Morningstar Direct Advisory Suite (formerly Advisor Workstation), Pershing Financial Services, and Koyfin. Geneva alternatives can be found in Investment Portfolio Management Software but may also be in 401(k) Software or Financial Research Software.
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world. Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies. And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $21+ Billion in retirement AUM, we’re a partner your business can rely on. Discover a better way to 401(k) today.
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
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
Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.
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
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.
SimCorp One is powered by: Dimension: Dimension remains the underlying foundation of SimCorp One, delivering a real-time total portfolio view across the full investment value chain and connecting everything together. Axioma: SimCorp’s suite of solutions for portfolio construction, analytics and risk management. Client Communication: SimCorp’s solution automates end-to-end client communication and reporting processes, enhancing client service and efficiency. Data Management Services: SimCorp’s cloud service ecosystem for managing market and reference data. Business Services: SimCorp’s offering of Investment Accounting Services and Investment Operations Services. Through these services, SimCorp assumes responsibility for these operational processes, enabling clients to allocate more resources to value-adding activities. Integrated Ecosystem: SimCorp’s curated partner ecosystem provides access to innovative and complementary solutions and services along the investment management value chain seamlessly integrated into Dimension.
Betterment Advisor Solutions is the all-in-one custodial platform purpose-built for independent RIAs, helping you serve more clients, more efficiently, across investing, retirement, and cash.