Average Ratings 0 Ratings
Average Ratings 6 Ratings
Description
Enhance your financial advisory services with greater ease and efficiency. Run your business more intelligently, set up accounts swiftly, and ensure a delightful experience for your clients. You can initiate accounts online in just a matter of minutes. Effortlessly create tailored model portfolios and engage in commission-free trading of fractional shares. Automate your rebalancing tasks, allowing you to set it and forget it. Finally, enjoy integrated investing and reporting features at a budget-friendly price. The first 100 client accounts are complimentary, with a subsequent charge of only $1 per account each month. Altruist Corp (“Altruist”) offers a powerful software platform designed to help financial advisors achieve superior results. Investment management and advisory services are supplied by Altruist LLC, an SEC-registered investment advisor, while brokerage-related services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Enjoy trading without commissions, meaning you can execute trades for free within brokerage accounts using either web or mobile platforms, although other fees may still apply. This innovative approach is designed to streamline your financial operations and elevate the performance of your advisory practice.
Description
StockMarketEye provides easy-to-use investment management software that is both for advisors and individual investors.
StockMarketEye allows you to track and manage all your investments in one place. You can also keep up to date with the markets and have quick access the information you need for informed investment decisions.
* Import your accounts from brokerages to get started quickly
* View prices, performance, allocations, and many other details.
* Track the change in value over time for your investment portfolios.
* Keep a watchful eye on securities that are on your buy list.
* Analyze historical price data.
* Companion apps available for Android and iOS.
* And many more...
API Access
Has API
API Access
Has API
Integrations
MoneyGuide
Nitrogen
RightCapital
VISE
Pricing Details
$1 per month
Free Trial
Free Version
Pricing Details
$74.99 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Altruist
Founded
2018
Country
United States
Website
altruist.com/product/
Vendor Details
Company Name
StockMarketEye
Founded
2008
Country
United States
Website
www.stockmarketeye.com
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection