This product hasn't been reviewed yet! Be the first to share your experience.
Leave a Review
TradingWizard AI Reviews (0)
G2 reviews are authentic and verified.
Here's how.
We strive to keep our reviews authentic.
G2 reviews are an important part of the buying process, and we understand the value they provide to both our customers and buyers. To ensure the value is retained, it's important to make certain that reviews are authentic and trustworthy, which is why G2 requires verified methods to write a review and validates the reviewer's identity before approving. G2 validates the reviewers identity with our moderation process that prevents inauthentic reviews, and we strive to collect reviews in a responsible and ethical manner.
There are not enough reviews of TradingWizard AI for G2 to provide buying insight. Below are some alternatives with more reviews:
1
Crunchbase
4.5
(392)
Crunchbase is a predictive solution that provides intelligence on private companies, powered by the unique combination of live private company data, AI, and market activity from over 80 million users. We predict private market movements that matter to help investors, dealmakers, and analysts make the right decisions.
2
Morningstar Direct
4.1
(348)
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.
3
AlphaSense
4.6
(307)
AlphaSense is a search engine for investment and corporate professionals designed to help users cut through the noise and uncover critical data points that others miss.
4
Acquire.com
4.9
(281)
MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.
5
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
4.1
(270)
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.
6
PitchBook
4.5
(212)
Global Private Equity & Venture Capital Data
7
Asset-Map
4.8
(122)
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.
8
Koyfin
4.8
(105)
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
9
Perplexity
4.6
(102)
Perplexity is the fastest way to get information. It's a tool that empowers everyone in the world to learn anything in their own way, using their own language or at their own level. When you ask a question, we take all the information available, compress it, and build a bridge between you and the information. If you want to learn about nuclear fission and you have a PhD in math, it can be explained. If you want to learn about nuclear fission and you are in middle school, it can be explained. Perplexity is a tool that you use, not an AI you talk to. We don't anthropomorphize the technology but instead give it to you to wield. Imagine having instant access to the world's knowledge in your pocket. Something that everyone should be able to use and the discerning should appreciate.
10
YCharts
4.6
(88)
The Financial Terminal of the Web.
Pricing Options
Pricing provided by TradingWizard AI.
Starter
Free
1 User
Pro
$40.00
1 User Per Month
Premium
$80.00
1 User Per Month
Categories on G2
Explore More
Which remote desktop tool offers the fastest connection speeds?
Top tools for ensuring cloud compliance with GDPR and HIPAA
Top-rated AI chatbot platforms for customer retention
