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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Charles Schwab
E*TRADE
Interactive Brokers
Robinhood
TD Ameritrade
TradeStation
Bitstamp
Acorns
Alight
EquatePlus
Fidelity
First Republic
Firstrade
Kraken
Merrill Edge
Poloniex
Shareworks
Stash
TradeZero
tastytrade

Integrations

Charles Schwab
E*TRADE
Interactive Brokers
Robinhood
TD Ameritrade
TradeStation
Bitstamp
Acorns
Alight
EquatePlus
Fidelity
First Republic
Firstrade
Kraken
Merrill Edge
Poloniex
Shareworks
Stash
TradeZero
tastytrade

Pricing Details

Free
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

Kinfo

Country

United States

Website

kinfo.com

Vendor Details

Company Name

Utluna

Country

United States

Website

utluna.com

Product Features

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

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