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

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

Tykr is a cloud-based stock portfolio management solution that helps small to large businesses manage their investments on a centralized interface. The platform offers various features such as watchlist alerts, portfolio scanning,...Read more about Tykr

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

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

Beanvest is a cloud-based stock-portfolio performance tracker for investors. The platform allows users to manage all their different portfolios as well as their brokerage accounts in one place. Users are offered tools such as stoc...Read more about Beanvest

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

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

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

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

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

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

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

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

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

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

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

Nuvestan is a financial visualization tool that helps users see the potential value of their spending if that money was invested in stocks and ETFs instead. The platform is designed for individuals looking to optimize their spendi...Read more about Nuvestan

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

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

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

JUMP Front-to-Back is a comprehensive and modular asset management platform covering front-to-back office functions. It streamlines operations for asset managers, wealth managers, insurers, and other financial services firms. The...Read more about JUMP Front-to-Back

PYTHEOS offers a solution to easily work in a team and to pool all the actions carried out for all types of action plans. In a process of seeking consistency and efficiency, PYTHEOS contributes and formalizes the reflection by set...Read more about PYTHEOS

Sterling Trader Pro is an advanced trading platform designed for active traders and broker-dealers. Sterling Trader Pro serves active traders who need robust trading tools as well as broker-dealers who require an end-to-end soluti...Read more about Sterling Trader Pro

Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, maintain shareholder relations and ...Read more about Quoroom

Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. ByAllAccounts provides end-to-end scalability to meet the...Read more about ByAllAccounts

Optimize your investment journey with Navexa, the portfolio performance tracking & investment tax reporting platform that allows investors to track and analyze all their assets in a single account. Using official data from leadi...Read more about Navexa

MarketRisk is a stock portfolio management solution that lets users enter the market price along with your risk tolerance and MarketRisk calculates what your position size should be in each selected asset. MarketRisk is not intend...Read more about MarketRisk

Diversiview is a portfolio analysis and optimization software that helps financial professionals, investors and individuals understand how investment portfolio comes together, analyze results. and visualize the balance of investme...Read more about Diversiview

When you are a broker or a bank finding a trading platform for your clients may become a great deal. Growing costs, low level of security, various professional infrastructure may disperse you from your main focus - earning profits...Read more about Unity

WOW ESOP is a cloud-based solution that helps users manage their custom ESOP programs. It offers the tools to digitize employees' exercise as well as vesting schedules and also offers customized reports and analytics. It also he...Read more about WOWS ESOP

Macabacus is an enterprise-grade, productivity tool for Excel modeling and pitch deck creation. The software helps finance and banking professionals perform data analysis and create presentations. The platform enables managers to ...Read more about Macabacus

Limina is a Portfolio and Order Management Solution with integrated Data Management capabilities. It's designed for institutional investment managers to fit governance processes and oversight requirements, while still reaping the ...Read more about Limina IMS

Simpliza is a restaurant management system that helps businesses automate sale, and streamline daily routine. Simpliza offers various features such as electronic command, POS/cashier front, digital menu, delivery and more. It of...Read more about Simpliza

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

Strike is an analytical tool for the stock market that serves traders and investors who seek to make informed decisions. Its unique indicators and scanners sift through stocks, aiding in investment decisions. Advanced analytics ...Read more about Strike

Nuant Portfolio Management System is a Portfolio and Risk Management, crafted specifically for experts in the field to efficiently track and manage the risk within their portfolios of digital assets. - Holistic Asset Monitoring: ...Read more about Nuant Portfolio Management System

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