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Average Ratings 0 Ratings

Total
ease
features
design
support

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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Wealth-Lab
BCT
Blocktrade
Broadridge 15(c) Board Reporting
Era
FA Solutions
MATCHAIN
Magnifi
Molecule
MoneyGuidePro
Pontera
RightCapital
Secret Network
Sleek
TaxDome
Wealthica
Yahoo DSP
Yahoo Search
cXchange

Integrations

Wealth-Lab
BCT
Blocktrade
Broadridge 15(c) Board Reporting
Era
FA Solutions
MATCHAIN
Magnifi
Molecule
MoneyGuidePro
Pontera
RightCapital
Secret Network
Sleek
TaxDome
Wealthica
Yahoo DSP
Yahoo Search
cXchange

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Yahoo Finance

Country

United States

Website

finance.yahoo.com

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

Atom Reviews

Atom

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