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Venture360

Venture360 Alternatives & Competitors

Top Alternatives to Venture360

  • Robinhood
  • Carta
  • Riskalyze
  • HiddenLevers
  • Acorns

Top 20 Alternatives & Competitors to Venture360

    #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 Venture360:
  2. Invest in stocks, ETFs, options, and cryptocurrencies, all commission-free, right from your phone or desktop.

    Categories in common with Venture360:

    UE
    Robinhood is very easy to use, and the UI is fantastic. It gives you a lot of visibility into a stock and their analyst ratings seem to be a good gauge for inexperienced retail investors.
    #2
    #2
  3. Carta

    (55)4.3 out of 5

    Carta is modernizing and revolutionizing the way private companies manage and interact with their share- and optionholders.

    Categories in common with Venture360:
  4. Carta is modernizing and revolutionizing the way private companies manage and interact with their share- and optionholders.

    Categories in common with Venture360:

    Mark D.
    MD
    It was so intuitive that we were able to get it stood and operational in less than a day. In addition, it is the good standard for accessing and using company 'data rooms' in all due diligence...Read more
    18%   of software applications aren't well liked by teams using them.
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    #3
    #3
  5. 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 Venture360:
  6. 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 Venture360:

    Steven H.
    SH
    Finally a tool to give an analysis of risk vs reward, for years analysis tools gave can answers and crap reports. Riskalyze allows you to test downturns, present retirement cash flows, evaluate...Read more
    #4
    #4
  7. HiddenLevers

    (34)4.5 out of 5

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

    Categories in common with Venture360:
  8. Explain Risk. Engage Clients.From Hello-to-Close.

    Categories in common with Venture360:

    UF
    The data shown in various graphs and charts.
    #5
    #5
  9. 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 Venture360:
  10. 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 Venture360:

    Ryan S.
    RS
    Easy, effortless investing. A clear interface makes it easy to track the progress of our investments and plan for the future. We've also seen a return on our investment that was beyond what I...Read more
    #6
    #6
  11. Ledgy

    (23)4.9 out of 5
    Optimized for quick response

    Ledgy is the Equity Management platform built for growing companies to manage their cap table, employee shareholdings, financing rounds, and investor relations. A Swiss company built on privacy, accuracy and legal compliance.

    Categories in common with Venture360:
  12. Ledgy is the Equity Management platform built for growing companies to manage their cap table, employee shareholdings, financing rounds, and investor relations. A Swiss company built on privacy, accuracy and legal compliance.

    Categories in common with Venture360:

    MI
    Totally paperless handling of employee stock ownership plans [ESOP].
    #7
    #7
  13. 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 Venture360:
  14. 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 Venture360:

    RW
    The ease of creating multiple portfolios within one instance, along with the ability to create organizations, holdings , enter or upload transactions and calculate returns. it can also be used as...Read more
    #8
    #8
  15. 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 Venture360:
  16. 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 Venture360:

    AI
    Decision center and making planning changes on the fly
    #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 Venture360:
  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 Venture360:

    MM
    Giving my clients monthly reports is very useful. They are able to see a consolidated report of all their linked accounts in one place every month, with the latest portfolio balance.
    #10
    #10
  19. 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 Venture360:
  20. 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 Venture360:

    UI
    With a wide range of topics, there is almost nothing in the investment world that isn't discussed by the contributing analysts. Each offers their own perspective on the condition and direction of...Read more
    #11
    #11
  21. SimCorp Dimension

    (17)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 Venture360:
  22. 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 Venture360:

    UB
    I do like the system can be used very broad front to back
    #12
    #12
  23. Morningstar Office

    (14)4.0 out of 5

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

    Categories in common with Venture360:
  24. Morningstar Office SMCloud, the new web-based platform for modern advisors.

    Categories in common with Venture360:

    Brody B.
    BB
    Custom Portfolios with historical performance visuals
    #13
    #13
  25. 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 Venture360:
  26. 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 Venture360:

    UI
    Clean interface and easy to navigate I also loved the ability to create investment portfolios and backtesting their performance. At the time of my using, backtesting was only available in...Read more
    #14
    #14
  27. 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 Venture360:
  28. 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 Venture360:

    MC
    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
    #15
    #15
  29. 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 Venture360:
  30. 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 Venture360:

    UF
    There is a lot of functionality and probably good for many people.
    #16
    #16
  31. 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 Venture360:
  32. 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 Venture360:

    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
    #17
    #17
  33. 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 Venture360:
  34. NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.

    Categories in common with Venture360:

    Daniel R.
    DR
    The best part about the program is the layout and different reports available to download and use to view account activity.
    #18
    #18
  35. Visible

    (3)4.2 out of 5

    Visible gives companies the power to track, organize & share key performance data with investors, team members, and partners through beautiful dashboards and robust reports that combine numbers, visuals, and narrative to help tell a more effective story.

    Categories in common with Venture360:
  36. Visible gives companies the power to track, organize & share key performance data with investors, team members, and partners through beautiful dashboards and robust reports that combine numbers, visuals, and narrative to help tell a more effective story.

    Categories in common with Venture360:

    Danny E.
    DE
    Visible is the absolute best software tool for communicating with investors. It is extremely easy to have recurring updates with data and metrics to support the updates. Ever since I switched to...Read more
    #19
    #19
  37. 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 Venture360:
  38. 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 Venture360:

    SR
    The UI/UX is simple and intuitive. The ease of transitioning from Portfolio Admin view to CRM view helps in bridging the client context to the assets they own. Ability to create custom client...Read more
    #20
    #20
  39. 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 Venture360:
  40. Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure.

    Categories in common with Venture360:

    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