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XWare Trader

XWare Trader Alternatives & Competitors

Top Alternatives to XWare Trader

  • Accounting CS
  • MicroAcquire
  • Joist
  • MoneyGuidePro
  • HomeBudget

Top 20 Alternatives & Competitors to XWare Trader

    #1
    #1
  1. Accounting CS

    (22)3.5 out of 5

    Accounting CS puts your write-up, trial balance, payroll compliance, and client accounting software on a single platform, creating powerful connections between clients, information, and applications.

    Categories in common with XWare Trader:
  2. Accounting CS puts your write-up, trial balance, payroll compliance, and client accounting software on a single platform, creating powerful connections between clients, information, and applications.

    Categories in common with XWare Trader:

    Natalie B.
    NB
    It’s so easy to print reports and keep your clients organized in a reliable way.
    #2
    #2
  3. MicroAcquire

    (22)4.9 out of 5

    MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.

    Categories in common with XWare Trader:
  4. MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.

    Categories in common with XWare Trader:

    Brendan M.
    BM
    I learned about MicroAcquire a few months ago via ProductHunt. On a whim, I decided to post our SaaS startup to the marketplace to see if there'd be any interest (on Christmas Eve no less). In a...Read more
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    #3
    #3
  5. Joist

    (21)4.0 out of 5

    Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.

    Categories in common with XWare Trader:
  6. Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.

    Categories in common with XWare Trader:

    Betty k.
    BK
    This platform it's simple, easy to use and also keep every record. Also it has been an excellent product that have been using for estimation.
    #4
    #4
  7. MoneyGuidePro

    (17)4.1 out of 5

    Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    Categories in common with XWare Trader:
  8. Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    Categories in common with XWare Trader:

    UF
    - What if Worksheet and Supersolve are a great way to show clients how different changes in their plan can change the probability of success - Insurance needs section is useful to calculate if...Read more
    #5
    #5
  9. HomeBudget

    (17)4.0 out of 5

    HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.

    Categories in common with XWare Trader:
  10. HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.

    Categories in common with XWare Trader:

    Julianne S.
    JS
    I like the ease of being able to plan out my budget.
    #6
    #6
  11. Simple

    (15)4.4 out of 5

    With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.

    Categories in common with XWare Trader:
  12. With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.

    Categories in common with XWare Trader:

    Joanndith M.
    JM
    I love that they're fee free. They also have great customer service and very fast service.
    #7
    #7
  13. LendingClub

    (12)3.1 out of 5

    Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.

    Categories in common with XWare Trader:
  14. Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.

    Categories in common with XWare Trader:

    AB
    Very helpful and informative when selecting loan applications.
    #8
    #8
  15. Covisum Social Security Timing

    (8)4.7 out of 5

    Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

    Categories in common with XWare Trader:
  16. Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

    Categories in common with XWare Trader:

    PN
    What I like best is that SST is ALWAYS correct, without fail!
    #9
    #9
  17. Square Deposits

    (7)4.9 out of 5

    Fast deposits come standard. When you take a payment with Square, you get your money in your bank account in one to two business days. Unlike with many other payment processors, this comes standard—no extra fees required.

    Categories in common with XWare Trader:
  18. Fast deposits come standard. When you take a payment with Square, you get your money in your bank account in one to two business days. Unlike with many other payment processors, this comes standard—no extra fees required.

    Categories in common with XWare Trader:

    KP
    Square has always been our go to when we are running events. It is easy to take our square anywhere not only to do transactions but also to deposit our earnings into our local checking account for...Read more
    #10
    #10
  19. Workplace

    (7)4.3 out of 5

    Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry.

    Categories in common with XWare Trader:
  20. Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry.

    Categories in common with XWare Trader:

    MA
    I love being able to post things all in one place! Everyone knows what’s going on.
    #11
    #11
  21. Firm58

    (7)4.1 out of 5

    Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.

    Categories in common with XWare Trader:
  22. Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.

    Categories in common with XWare Trader:

    AC
    Firm58 has been successful in it's attempts to provide billing service. All our needs and adjustments are met and completed by them with little work done on our end.
    #12
    #12
  23. 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 XWare Trader:
  24. 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 XWare Trader:

    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
    #13
    #13
  25. Square Capital

    (5)4.8 out of 5

    For eligible Square sellers, Square Capital offers exclusive access to business loans to grow your business. Whether it’s payments or funding, Square is your trusted financial partner at every step.

    Categories in common with XWare Trader:
  26. For eligible Square sellers, Square Capital offers exclusive access to business loans to grow your business. Whether it’s payments or funding, Square is your trusted financial partner at every step.

    Categories in common with XWare Trader:

    AF
    How easy it is to apply, be approved and receive funds. You get access to a lot of funds based on your sales (which square already has access to so no need for additional proof!). No paperwork, no...Read more
    #14
    #14
  27. Tax Clarity

    (5)4.8 out of 5

    Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way.

    Categories in common with XWare Trader:
  28. Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way.

    Categories in common with XWare Trader:

    AS
    Easy to use. it takes into account all the tax ramifications, such as social security taxation
    #15
    #15
  29. Logix Financial Planning

    (5)3.5 out of 5

    Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

    Categories in common with XWare Trader:
  30. Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

    Categories in common with XWare Trader:

    UA
    This software allows me to spend less time making plans and more time implementing them.
    #16
    #16
  31. Personal Capital Financial Software

    (4)5.0 out of 5

    Financial tools dashboard to monitor your net worth, manage your investment portfolio.

    Categories in common with XWare Trader:
  32. Financial tools dashboard to monitor your net worth, manage your investment portfolio.

    Categories in common with XWare Trader:

    Amanda L G.
    AG
    I love how I can sign into my Personal Capital dashboard, do a few refreshes (if I haven't signed in for 6 months or so) and see exactly how I'm dong financially -- my net worth, assets,...Read more
    #17
    #17
  33. Broadridge Advisor Portal

    (4)4.1 out of 5

    Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

    Categories in common with XWare Trader:
  34. Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

    Categories in common with XWare Trader:

    ML
    Consistently produce excellent educational content for newsletters and standalone concept pieces. Great resource for many topics and easy to export as pdf to send to clients.
    #18
    #18
  35. Equifax BusinessConnect

    (3)3.5 out of 5

    BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform.

    Categories in common with XWare Trader:
  36. BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform.

    Categories in common with XWare Trader:

    UR
    The automatic credit decisions and the ability to track resolutions of cases.. It make it easier to compare data and everything is located on one platform.
    #19
    #19
  37. Clari5 EFM

    (3)3.5 out of 5

    Acclaimed real-time, cross-channel enterprise product that helps banks combat financial fraud and anti-money laundering.

    Categories in common with XWare Trader:
  38. Acclaimed real-time, cross-channel enterprise product that helps banks combat financial fraud and anti-money laundering.

    Categories in common with XWare Trader:

    BS
    Very organized and very easy to use. You have everything setup in very short period of time. Have new hires adapt very quick as well
    #20
    #20
  39. Naviplan

    (3)4.5 out of 5

    Financial planning application

    Categories in common with XWare Trader:
  40. Financial planning application

    Categories in common with XWare Trader:

    Samantha F.
    SF
    I've been using Naviplan for about 6 years now and it has come a long way. It is an incredibly in depth financial planning tool that has an abundance of tools and reports including Monte Carlo. It...Read more