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Visual FPM

Visual FPM Alternatives & Competitors

Top Alternatives to Visual FPM

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

Top 20 Alternatives & Competitors to Visual FPM

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

    Categories in common with Visual FPM:

    UL
    I am new to the stock market so the simple and user friendly UI is perfect for me.
    #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 Visual FPM:
  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 Visual FPM:

    UF
    The questionnaire that Riskalyze provides for clients to use creates great client engagement and provides an excellent visual for them based on real numbers of growth or decline of their portfolio,...Read more
    18%   of software applications aren't well liked by teams using them.
    Find out how your team feels about your stack with G2 Pulse Surveys.
    Learn More
    #3
    #3
  5. HiddenLevers

    (34)4.5 out of 5

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

    Categories in common with Visual FPM:
  6. Explain Risk. Engage Clients.From Hello-to-Close.

    Categories in common with Visual FPM:

    UF
    Ease to load portfolios, good tech support.
    #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 Visual FPM:
  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 Visual FPM:

    CR
    They have a very slick application on the iPhone with a nicely designed and easy to use. I think that they do a great job showing bells and whistles at the beginning and also provide many upsells...Read more
    #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 Visual FPM:
  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 Visual FPM:

    UI
    Ease of use, built-in calculations and reporting capabilities
    #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 Visual FPM:
  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 Visual FPM:

    UF
    Vast amount of schedules and customization
    #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 Visual FPM:
  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 Visual FPM:

    Sunny S.
    SS
    For me, Seeking Alpha is a platform to review, evaluate and contribute investment ideas to a community of stock market investors. I like that Seeking Alpha categorizes the different opportunities...Read more
    #8
    #8
  15. 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 Visual FPM:
  16. 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 Visual FPM:

    BC
    Ease of use: Anyone from high school interns to seasoned professionals (sometimes worse with technology) can figure out how to create a portfolio and generate a report. There are some more...Read more
    #9
    #9
  17. SimCorp Dimension

    (18)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 Visual FPM:
  18. 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 Visual FPM:

    UF
    User friendly to access and there are various things to expand.
    #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 Visual FPM:
  20. Morningstar Office SMCloud, the new web-based platform for modern advisors.

    Categories in common with Visual FPM:

    UB
    I like that there is big data and long historical series
    #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 Visual FPM:
  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 Visual FPM:

    Matthew G.
    MG
    Morningstar's large database of mutual fund, ETF and equity data. Holdings-based and performance data, well understood methodology for classifying funds across growth/value, and various other...Read more
    #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 Visual FPM:
  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 Visual FPM:

    UC
    The best thing about dynamo is its connectivity with Revit.
    #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 Visual FPM:
  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 Visual FPM:

    Flavia R.
    FR
    What really struck me was how clean and user friendly the entire platform is while covering a lot of ground. Did not take long to get familiarized with all functions/tabs and was able to navigate...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 Visual FPM:
  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 Visual FPM:

    UF
    11 criteria and it is very simple and straight forward to use. The reports are very easy to use. The client is able to understand it easily. In the future we may add the benchmarking feature.
    #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 Visual FPM:
  30. NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.

    Categories in common with Visual FPM:

    Daniel R.
    DR
    The best part about the program is the layout and different reports available to download and use to view account activity.
    #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 Visual FPM:
  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 Visual FPM:

    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
    #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 Visual FPM:
  34. Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure.

    Categories in common with Visual FPM:

    UH
    I like the visual appearance, it is very user-friendly.
    #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 Visual FPM:
  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 Visual FPM:

    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 Visual FPM:
  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 Visual FPM:

    AI
    The Dashboard and Cap Table graphics render quickly and are very helpful. The customer support is excellent and friendly.
    #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 Visual FPM:
  40. TRX is a rebalancing software solution for RIAs who adhere to Modern Portfolio Theory (asset allocation).

    Categories in common with Visual FPM:

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