Invest in stocks, ETFs, options, and cryptocurrencies, all commission-free, right from your phone or desktop.
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.
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.
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
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.
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.
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.
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.
Morningstar Office SMCloud, the new web-based platform for modern advisors.
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.
We have served the alternative assets industry with intuitive, highly configurable CRM software and online reporting systems for over 17 years.
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
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.
NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.
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.
Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure.
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.
TruEquity is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.
TRX is a rebalancing software solution for RIAs who adhere to Modern Portfolio Theory (asset allocation).
