Average Ratings 0 Ratings
Average Ratings 1 Rating
API Access
Has API
API Access
Has API
Integrations
AlternativeSoft
Broadridge 15(c) Board Reporting
FA Solutions
Magnifi
Molecule
MoneyGuidePro
Pontera
RightCapital
Wealth-Lab
bitsCrunch
Integrations
AlternativeSoft
Broadridge 15(c) Board Reporting
FA Solutions
Magnifi
Molecule
MoneyGuidePro
Pontera
RightCapital
Wealth-Lab
bitsCrunch
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$99 per year
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
Morningstar
Founded
1984
Country
United States
Website
www.morningstar.com
Vendor Details
Company Name
ProTA
Website
beesoft.net
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