Top 10 Universal Rebalancer Alternatives & Competitors

The Investment Portfolio Management Software solutions below are the most common alternatives that users and reviewers compare with Universal Rebalancer. Other important factors to consider when researching alternatives to Universal Rebalancer include ease of use and reliability. The best overall Universal Rebalancer alternative is Betterment at Work. Other similar apps like Universal Rebalancer are Morningstar Direct, Morningstar Direct Advisory Suite (formerly Advisor Workstation), Asset-Map, and Koyfin. Universal Rebalancer alternatives can be found in Investment Portfolio Management Software but may also be in Financial Analytics Software or 401(k) Software.

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Best Paid & Free Alternatives to Universal Rebalancer

Betterment at Work
Morningstar Direct
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Asset-Map
Koyfin
Spreadsheet Server by insightsoftware
Nitrogen
TradingView

Top 10 Alternatives to Universal Rebalancer Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Universal Rebalancer stacks up to the competition and find the best product for your business.

Betterment at Work

By Betterment

4.3/5

(538)

Product Description

Categories in common with Universal Rebalancer:

Investment Portfolio Management

Morningstar Direct

By Morningstar

4.1/5

(348)

Product Description

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.

Categories in common with Universal Rebalancer:

Investment Portfolio Management

Morningstar Direct Advisory Suite (formerly Advisor Workstation)

By Morningstar

4.1/5

(270)

Product Description

Categories in common with Universal Rebalancer:

Investment Portfolio Management

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Koyfin

By Koyfin

4.8/5

(110)

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

Categories in common with Universal Rebalancer:

Financial Analytics

Investment Portfolio Management

Spreadsheet Server by insightsoftware

By insightsoftware

4.4/5

(79)

Product Description

Categories in common with Universal Rebalancer:

By Nitrogen

Product Description

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.

Categories in common with Universal Rebalancer:

Investment Portfolio Management

Product Description

Categories in common with Universal Rebalancer:

Financial Analytics

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.

Categories in common with Universal Rebalancer:

Financial Analytics