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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Interactive Brokers
Kraken
Alight
Betterment
Binance
BoardWorks
CITI Unify
E*TRADE
EquatePlus
First Republic
HTX
Merrill Edge
Poloniex
Robinhood
Stash
Tangerine
Vanguard
Wealthfront
Wells Fargo Business Checking
tastytrade

Integrations

Interactive Brokers
Kraken
Alight
Betterment
Binance
BoardWorks
CITI Unify
E*TRADE
EquatePlus
First Republic
HTX
Merrill Edge
Poloniex
Robinhood
Stash
Tangerine
Vanguard
Wealthfront
Wells Fargo Business Checking
tastytrade

Pricing Details

1% digital trade fee
Free Trial
Free Version

Pricing Details

$25 per month
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Choice

Founded

2010

Country

United States

Website

www.retirewithchoice.com/pro

Vendor Details

Company Name

Utluna

Country

United States

Website

utluna.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

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

Product Features

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

Alternatives

Alternatives

StockMaster Reviews

StockMaster

Supertech