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PORTAX

PORTAX is an investment management solution that helps financial planners and their clients evaluate and improve the performance of portfolios. It is an on-premise solution that assists with a long-term strategic analysis of taxab...Read more about PORTAX

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ETNA Digital Advisor

ETNA Digital Advisor is a cloud-based solution that helps fund managers, RIA and financial institutions manage investments. It enables administrators to monitor assets, portfolio performance, client activities, and communications ...Read more about ETNA Digital Advisor

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Sharesight

Sharesight is an investment portfolio tracker for tracking stocks, dividends, ETFs & more used by over 350,000 investors from around the world. Sharesight syncs with brokers to automatically track dividends, trades, stock splits a...Read more about Sharesight

3.5 (2 reviews)

PaxFamilia

End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations. Managing, monitoring and centralizing client asset information within one secure platform, accessible for users, client...Read more about PaxFamilia

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PU Prime

PU Prime is a stock portfolio management and CFD broker offering clients access to multiple products across multiple asset classes. Traders will have access to FX, Commodities, Indices, Share CFDs and Bonds. With its commitment to...Read more about PU Prime

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Statmetrics

Statmetrics is an investment management and research platform designed for portfolio managers, and independent investors that helps access global market data and perform technical analysis. It helps executives gain insights into t...Read more about Statmetrics

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INDIS

INDIS is a cloud-based platform that helps businesses streamline portfolio strategy, risk management, and annual reporting through front-office functions and analytics. Key features include investment accounting, budgeting, foreca...Read more about INDIS

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Excel Price Feed

Excel Price Feed is distributed as an Excel add-in and is fully integrated with Excel, providing a comprehensive library of new Excel formulas. The Add-in provides real-time and streaming data for a variety of financial products, ...Read more about Excel Price Feed

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Vidrio Financial

Built to meet the changing needs of today’s multi-asset class allocators, for more than a decade Vidrio has been delivering asset allocation technology and data management solutions to cut through the complexity of the investment ...Read more about Vidrio Financial

2.0 (1 reviews)

HedgeGuard

HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers. Our cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve opti...Read more about HedgeGuard

4.6 (8 reviews)

AM-DIS

AM-DIS is a cloud-based investment management solution that helps users calculate risk indicators, track portfolio errors, and generate compliance reports. The integrated information module allows users to leverage all financial a...Read more about AM-DIS

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Active Trader Pro

Active Trader Pro is a cloud-based and on-premise trading solution, which helps investors monitor and gain real-time insights about investments, discover trading opportunities and identify potential risks or rewards through visual...Read more about Active Trader Pro

2.6 (8 reviews)

StockMarketEye

StockMarketEye lets you easily track all of your investments in one place. Get the big picture on your net worth or zoom in to individual investments to see how your choices have performed. You can get started quickly by importi...Read more about StockMarketEye

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HiddenLevers

HiddenLevers is a stock portfolio and financial risk management software that helps organizations generate stress test portfolios, monitor assets, analyze mutual funds, and more from within a unified platform. With the advisory pl...Read more about HiddenLevers

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PortfolioShop

PortfolioShop is portfolio management software that provides tools for investment professionals. The platform offers fund accounting solutions to simplify managing complex fund structures. It provides purpose-built tools for handl...Read more about PortfolioShop

4.8 (4 reviews)

Enfusion

Enfusion breaks through the crowded fintech market with its cloud-native, purposefully designed end-to-end solution that gives our investment management clients the ability to easily access and analyze investment information in re...Read more about Enfusion

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Dolibarr

Dolibarr ERP & CRM is a cloud-based, open-source enterprise resource planning (ERP) solution. It is suitable for small and midsize enterprises, nonprofit organizations and freelancers. Primary features include sales management, hu...Read more about Dolibarr

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AllInvestView

AllInvestView is a cloud-based stock portfolio and investment management software that lets users monitor assets, access analytics, and more on a unified platform. Its user-friendly graphs and metrics like historical charts, annua...Read more about AllInvestView

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Seeking Alpha

Using Seeking Alpha, businesses can link their portfolio to get customized stock screeners, alerts and updates. Professionals can view stock prices, charts, news and more from within a unified platform....Read more about Seeking Alpha

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Pulse

Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help investment advisors save time, deliver precise portfolio reporting, and demonstrate value to clients. From one ce...Read more about Pulse

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