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PCS Wealth Management

PCS Wealth Management Alternatives & Competitors

Top Alternatives to PCS Wealth Management

  • Robinhood
  • Riskalyze
  • HiddenLevers
  • Acorns
  • Backstop Solutions Suite

Top 20 Alternatives & Competitors to PCS Wealth Management

    #1
    #1
  1. Robinhood

    (68)4.4 out of 5

    Invest in stocks, ETFs, options, and cryptocurrencies, all commission-free, right from your phone or desktop.

    Categories in common with PCS Wealth Management:
  2. Invest in stocks, ETFs, options, and cryptocurrencies, all commission-free, right from your phone or desktop.

    Categories in common with PCS Wealth Management:

    UI
    Robinhood provides highly useful information about each individual security as well Robinhood allows a user to sort by specific categories when deciding to make investment decisions.
    #2
    #2
  3. Riskalyze

    (42)4.2 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.

    Categories in common with PCS Wealth Management:
  4. 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.

    Categories in common with PCS Wealth Management:

    UF
    Riskalyze is intuitive and so easy to use. Results are very helpful to explain risk tolerance to clients, enabling an easy move to investment management options for clients.
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    #3
    #3
  5. HiddenLevers

    (34)4.5 out of 5

    Explain Risk. Engage Clients.From Hello-to-Close.

    Categories in common with PCS Wealth Management:
  6. Explain Risk. Engage Clients.From Hello-to-Close.

    Categories in common with PCS Wealth Management:

    JM
    The ease at which you can show client risk assessments. There are a lot of available tools which can benefit this industry.
    #4
    #4
  7. Acorns

    (29)4.5 out of 5

    Acorns is the first company to offer micro investing to the world. The proprietary financial engine allows customers to roundup spare change from everyday purchases and invest these sub-dollar amounts into a professionally managed portfolio of index funds. Simply connect any credit or debit card and a checking account, then spend money like you normally do to watch your portfolio grow with the market. It's easy to get started when you can invest any amount, any time with no commissions or minimums.

    Categories in common with PCS Wealth Management:
  8. Acorns is the first company to offer micro investing to the world. The proprietary financial engine allows customers to roundup spare change from everyday purchases and invest these sub-dollar amounts into a professionally managed portfolio of index funds. Simply connect any credit or debit card and a checking account, then spend money like you normally do to watch your portfolio grow with the market. It's easy to get started when you can invest any amount, any time with no commissions or minimums.

    Categories in common with PCS Wealth Management:

    Joseph M.
    JM
    Acorns allows me to create dollars with my left over coins. I used to always waste my change and spend it on depreciating assets. Now I create wealth with what I treated as trash previously.
    #5
    #5
  9. Backstop Solutions Suite

    (21)4.7 out of 5

    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

    Categories in common with PCS Wealth Management:
  10. 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

    Categories in common with PCS Wealth Management:

    UF
    I love being able to aggregate all of the investments into one platform. I also really like the speed at which I am able to upload documents and input data.
    #6
    #6
  11. eMoney

    (20)4.5 out of 5

    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.

    Categories in common with PCS Wealth Management:
  12. 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.

    Categories in common with PCS Wealth Management:

    AF
    Emoney emX is a financial planning software provided to us by our broker dealer LPL FInancial under the name Wealthvision. The tool is the most comprehensive financial planning software we have...Read more
    #7
    #7
  13. Seeking Alpha

    (19)4.0 out of 5

    Seeking Alpha is an industry leader in mining the wisdom of the crowds for insights on every topic of interest to investors. It provides analysis, news, and data to stock market investors, via our website and mobile apps. Seeking Alpha is a fun, dynamic, family-like environment, full of intelligent, innovative, and entrepreneurial-minded individuals.

    Categories in common with PCS Wealth Management:
  14. Seeking Alpha is an industry leader in mining the wisdom of the crowds for insights on every topic of interest to investors. It provides analysis, news, and data to stock market investors, via our website and mobile apps. Seeking Alpha is a fun, dynamic, family-like environment, full of intelligent, innovative, and entrepreneurial-minded individuals.

    Categories in common with PCS Wealth Management:

    UI
    Seeking Alpha offers unparalleled analysis of micro and marco market trends. I personally find the comments written by other users to be of the most value. Other users leave intelligent and...Read more
    #8
    #8
  15. SimCorp Dimension

    (19)4.4 out of 5

    SimCorps portfolio management software gives you real-time investment management analytics and data to help improve decision making. From front to back, our product portfolio delivers the resources you need to manage and optimize your investment performance and increase your operational agility.

    Categories in common with PCS Wealth Management:
  16. SimCorps portfolio management software gives you real-time investment management analytics and data to help improve decision making. From front to back, our product portfolio delivers the resources you need to manage and optimize your investment performance and increase your operational agility.

    Categories in common with PCS Wealth Management:

    Shekhar V.
    SV
    The use of tiles to easily access anything in the software and also the quick search way to search any title or subtitle.
    #9
    #9
  17. Morningstar Advisor Workstation

    (19)4.0 out of 5

    Built for productivity, Morningstar® Advisor Workstationsupports 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.

    Categories in common with PCS Wealth Management:
  18. Built for productivity, Morningstar® Advisor Workstationsupports 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.

    Categories in common with PCS Wealth Management:

    UF
    Morningstar Advisor Workstation has an enormous database of mutual funds, ETFs and annuities, that is easily searched and filtered.
    #10
    #10
  19. Morningstar Office

    (14)4.0 out of 5

    Morningstar Office SMCloud, the new web-based platform for modern advisors.

    Categories in common with PCS Wealth Management:
  20. Morningstar Office SMCloud, the new web-based platform for modern advisors.

    Categories in common with PCS Wealth Management:

    Michael O.
    MO
    This has great tools for analysis on portfolios.
    #11
    #11
  21. Morningstar Direct

    (10)4.1 out of 5

    Our web-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, and connect with investors.

    Categories in common with PCS Wealth Management:
  22. Our web-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, and connect with investors.

    Categories in common with PCS Wealth Management:

    UB
    Different modules offer different functionalities. The presentation studio makes generating reports so easy. Workspace and performance reporting are also used frequently.
    #12
    #12
  23. Dynamo

    (9)3.6 out of 5

    We have served the alternative assets industry with intuitive, highly configurable CRM software and online reporting systems for over 17 years.

    Categories in common with PCS Wealth Management:
  24. We have served the alternative assets industry with intuitive, highly configurable CRM software and online reporting systems for over 17 years.

    Categories in common with PCS Wealth Management:

    UA
    Once the language of the program is learned, the software allows for an easy way to design/layout/ and fix any architectural plans.
    #13
    #13
  25. Ziggma

    (9)4.9 out of 5

    Ziggma is the web-based investment portfolio management software that makes investing easy for experts and beginners alike. * Much of Ziggma tools are completely free. - Portfolio Builder - Investment Portfolio Tracker - Portfolio Analytics - Multi Asset Screener - Company Portfolio - Model Portfolios Connect your investment account to Ziggma to benefit from our comprehensive portfolio management solution. You can also start from one of our model portfolios or import your yahoo portfolios. * Why Ziggma? - Intuitive portfolio visuals convey information more effectively - Innovative monitoring tools to free up your time - Link your investment account to Ziggma to stay on top of your portfolio - Market-leading financial data and performance scores for stock research - Use our model portfolios to benchmark and find inspiration

    Categories in common with PCS Wealth Management:
  26. Ziggma is the web-based investment portfolio management software that makes investing easy for experts and beginners alike. * Much of Ziggma tools are completely free. - Portfolio Builder - Investment Portfolio Tracker - Portfolio Analytics - Multi Asset Screener - Company Portfolio - Model Portfolios Connect your investment account to Ziggma to benefit from our comprehensive portfolio management solution. You can also start from one of our model portfolios or import your yahoo portfolios. * Why Ziggma? - Intuitive portfolio visuals convey information more effectively - Innovative monitoring tools to free up your time - Link your investment account to Ziggma to stay on top of your portfolio - Market-leading financial data and performance scores for stock research - Use our model portfolios to benchmark and find inspiration

    Categories in common with PCS Wealth Management:

    UF
    The tools are really powerful. The smart alerts feature lets me set alerts on portfolio positions so that I don't have to monitor them and can instead focus on my research. No other application out...Read more
    #14
    #14
  27. fi360 Toolkit

    (6)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.

    Categories in common with PCS Wealth Management:
  28. 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.

    Categories in common with PCS Wealth Management:

    jaquon r.
    JR
    $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...Read more
    #15
    #15
  29. Pershing Financial Services

    (3)3.8 out of 5

    NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.

    Categories in common with PCS Wealth Management:
  30. NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.

    Categories in common with PCS Wealth Management:

    Seth L.
    SL
    I like the mobile app for my ipad and iphone
    #16
    #16
  31. Advent Portfolio Exchange (APX)

    (3)3.2 out of 5

    Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm from executives to portfolio managers to operations on the same platform and on the same page.

    Categories in common with PCS Wealth Management:
  32. Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm from executives to portfolio managers to operations on the same platform and on the same page.

    Categories in common with PCS Wealth Management:

    Alexandra R.
    AR
    I think that there’s a lot of thought put into how the place the data and show fields across the board. Searching is quite intuitive.
    #17
    #17
  33. Croesus Advisor

    (3)3.3 out of 5

    Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure.

    Categories in common with PCS Wealth Management:
  34. Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure.

    Categories in common with PCS Wealth Management:

    UF
    I like the backdate feature the best. You can select any date in the portfolio module and instantly see what the account looked like without having to generate a pdf report
    #18
    #18
  35. Betterment

    (2)4.0 out of 5

    Betterment is an independent online financial advisor. Betterment gives personalized, fiduciary advice for retirement planning, building wealth, and other financial goals. Then, invest money, working to lower taxes and increase long-term returns.

    Categories in common with PCS Wealth Management:
  36. Betterment is an independent online financial advisor. Betterment gives personalized, fiduciary advice for retirement planning, building wealth, and other financial goals. Then, invest money, working to lower taxes and increase long-term returns.

    Categories in common with PCS Wealth Management:

    Justin C.
    JC
    Automated rebalancing, tax loss harvesting, tax-coordinated portfolio feature, low costs, index fund approach, fractional ETF shares, incredible user interface. Clients love the mobile app. All in...Read more
    #19
    #19
  37. EquityEffect

    (2)3.5 out of 5

    TruEquity is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.

    Categories in common with PCS Wealth Management:
  38. TruEquity is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.

    Categories in common with PCS Wealth Management:

    Cedric C.
    CC
    The fact that it has updated system to manage large portfolios and data n a very simple and secure way,
    #20
    #20
  39. Morningstar Total Rebalance Expert (tRx)

    (2)3.8 out of 5

    TRX is a rebalancing software solution for RIAs who adhere to Modern Portfolio Theory (asset allocation).

    Categories in common with PCS Wealth Management:
  40. TRX is a rebalancing software solution for RIAs who adhere to Modern Portfolio Theory (asset allocation).

    Categories in common with PCS Wealth Management:

    UI
    The system is very intuitive and I don't have questions about how to place trades.