Best Derivatas Platform Alternatives in 2024

Find the top alternatives to Derivatas Platform currently available. Compare ratings, reviews, pricing, and features of Derivatas Platform alternatives in 2024. Slashdot lists the best Derivatas Platform alternatives on the market that offer competing products that are similar to Derivatas Platform. Sort through Derivatas Platform alternatives below to make the best choice for your needs

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    DealMatrix Reviews
    Use the most popular valuation methods to calculate your startup valuation. Our valuation engine provides a solid and simple way to calculate your enterprise's value using the following valuation methods: Berkus Method; Payne Scorecard Method; Startup Rating Method; Venture Capital Method; and the First Chicago Method. Your startup valuation will be calculated using 5 popular valuation methods, according to international valuation guidelines. You can easily share or download a professional report from an outside source to your profile and provide it to your stakeholders. Share valuation reports easily with your investors, team members, and business partners. Our valuation engine will guide and compare your inputs to our calculator. Access reliable data from major financial databases without any additional costs. Valuations require solid market data from third parties.
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    Qval Reviews
    Qval will help you centralize your valuation process and protect your valuation policy. Venture capital, private equity, growth equity, and venture capital firms require accurate intelligence on the portfolio's value to meet investor reporting and audit obligations. Qval is IHS Markit’s unique software-based valuation tool for asset managers who have private market investments. You can update portfolio valuations in record time, answer third-party questions with confidence, as well as ensure that the carrying values reported to your team are consistent with firm-wide valuation policies. Quickly get started with an audit-tested solution, which has processed over 10,000 COI and cap table filings, and automated over 95,000 portfolio valuations. Qval integrates seamlessly with iLEVEL, our entire range of private market solutions. This allows for efficient workflows and automates many manual tasks.
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    Tamarac Reviews
    Tamarac is an open platform that has a growing number of supported integration partners. This gives your firm the flexibility and support it needs to automate more of its business. Tamarac gives you the tools to engage your clients better and show the value you provide with Tamarac's client portal and interactive reporting, customizable PDF reports and document vault. Tamarac also offers integrated financial planning, budgeting tools and a mobile app. Your firm can create end-to-end workflows across multiple platforms thanks to Tamarac's expanding capabilities and central data. Tamarac was established in 2000 as a Software as a Service company. Our focus is on customer service. Tamarac's focus is on innovation and best-in class technology. We can incorporate user feedback and make significant enhancements to our platform. Our field testing keeps us in the forefront of an ever-changing industry.
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    VISE Reviews
    Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.
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    BizEx Reviews

    BizEx

    BizEx Business Brokers

    Free
    There is no need to spend money or time on a business valuation company. Simply fill in the information on the valuation spreadsheet and our software calculates the value of your small company. Our formula is based on the Multiple of Earnings method, which is most commonly used for small businesses to value them. The multiple is similar in concept to the use of a capitalization rate or discounted cash flow used by top business valuation appraisers. This simplified it for small business owners. We offer a free consultation and business evaluation for local business owners thinking of selling their business.
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    PackHedge™ Reviews

    PackHedge™

    FinLab Solutions SA

    $5,000 per year
    3 Ratings
    PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.
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    ValuAdder Reviews

    ValuAdder

    ValuAdder

    $175 one-time payment
    Award-winning software for business valuation powered by cutting-edge tech and standards-endorsed methods to produce professional valuations in record-time. All data and valuation tools in one product. No subscriptions. Comprehensive business valuation using the three standard approaches (asset, income, market) that are proven to be effective. Calculate the business value using earnings estimates and capitalization rates. To calculate the value of business goodwill, and the total business value, use the classic treasury approach. The earning power and risk of a business determine its value. The industry-related sales of comparable businesses can be used to price the business. Calculate the price range, average, median, and market value of the business. A comprehensive business appraisal is created based on the business earnings and key financial and operational value drivers. Use the net present value and internal rates of return to screen business investment projects and select the winners.
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    ValueACompany Reviews
    ValueACompany, the world's leading provider of online business valuations, is your best choice. Our calculator is used by more than 300,000 business owners in 88 countries to calculate, understand, and negotiate their value. We believe entrepreneurs should have the most current valuation available to make informed business decisions about growth and diversification, or exit. That's why we offer an instant valuation guide. Our primary goal as M&A professionals is to educate entrepreneurs from all industries and help them understand the value of their business. A company valuation is important for many reasons. The most common reason is to determine the company's fair market value.
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    Qubit X Reviews
    73Strings combines 25+ years of experience in private capital with powerful machine learning models and real-time analytics. This collaborative platform makes valuation reporting easier, faster, and smarter. Investee companies' financial data is automatically uploaded through data warehouses. Data also comes from market news, social networks, earning call transcripts, and 12+ data sources. These data partners include S&P Capital IQ and Gnews, Apollo, Currency Layer and Spyfu. We also have internal data that can be used for customer review and alternative data sets. AI-powered valuation process that allows users the ability to choose from more than 5 valuation methods that are most relevant for their investment. You can use a combination of workflow tools to arrive at NAV. Each method can be assigned proportion weights. Create custom dashboards and reports with multiple widgets that can be auto-populated with graphic, tabular, and commentary/analysis.
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    Valutico Reviews
    Valutico, a web-based valuations platform founded in Austria, provides the financial services industry with data-driven tools that allow them to perform analysis more efficiently. Valutico, with its headquarters in Vienna and affiliates in the UK and USA, empowers experts and businesses to perform accurate valuations in minutes. It also solves the problem of complex tools and lack of data sources. Valutico gives you access to reliable market data from the most reputable financial databases. It also cross-checks business plans and offers useful suggestions to improve consistency and plausibility. Valutico offers access to over 15 of the most respected valuation methods in the world, saving experts time and transferring results from spreadsheets to slides.
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    eVal Reviews
    eVal's peer company analysis tools and historical valuation multiples are available for free. These include company financial information and Valuation Multiples By Industry sector reports. These can be used in investment and business valuations. eVal also provides financial data and peer company analysis tools. eVal provides expert business, investment and company valuations based upon our proprietary data-driven platform and valuation software. Our investment and business valuation services are designed for investors, business owners, valuation professionals, and investment advisors. We can help you with your business valuations. Our outlier detection tool gives you an overview of the multiple peer group valuations.
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    NetWorth Advising Platform Reviews
    RIA firms today must be able to quickly respond to changing needs of their clients while remaining operationally efficient. Financial advisors are being forced to expand their business to keep up with rising costs. NetWorth's digital technology allows RIA firms to compete effectively by allowing for client collaboration and workflow efficiency. It also provides real interplay between the investment management and operational side of the business. NetWorth Advising Platform helps RIAs to be more competitive by taking advantage the rapid trajectory of Alternative Investments via its sophisticated asset management capabilities and reporting capabilities. Alternative Investments have been gaining prominence in the investment industry due to clients' desire for investments that will provide long-term income and a way to close the retirement income gap.
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    Nirvana Solutions Reviews
    One Solution to All Your Asset Management Technology Needs. We are a financial technology and service provider that provides integrated, multi-asset classes workflow solutions to Asset Managers. Our Mission is to simplify the investment process. Our solution seamlessly integrates front, back, and middle-office solutions tailored for a wide range of financial firms, including Hedge Funds and Asset Managers, Family Offices and Prime Brokers. Nirvana allows clients to consolidate disparate data across multiple counterparties and multiple accounts, as well as multiple asset classes, all from one easy-to-use platform. Our solution also includes a back-office and middle-office service that we provide to our clients to help them manage these tasks. Asset Managers and Asset Owners are able to manage complex portfolios with one view thanks to customized dashboards and integrated compliance. This allows for confident decision making.
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    Wealthica Reviews

    Wealthica

    Wealthica

    $11.99 per month
    1 Rating
    All your financial information in one place. No more logging in to multiple websites. Our financial services connect with your financial institutions to simplify your financial life. We can save your transactions history, balances, and holdings. Wealthica provides a historical view of your net worth over time. This allows you to focus on the big picture and track your progress towards your financial, networth or retirement goals. Track stocks, ETFs and funds, as well as private investments, cryptocurrency, and other investments. You can keep track of your portfolio easily. Wealthica makes it easy and automated. You can create a budget and export it to Google Spreadsheet or Excel. Portfolio, rebalance with Passiv, report capital gains, income, or fees. These are just a few of the Wealthica power-ups. Wealthica is available both as a web app and as a mobile companion app for iOS and Android. Wealthica will ensure that you always have your net worth in hand.
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    Banker Valuation Reviews

    Banker Valuation

    Banker Valuation

    $1,195 per user per year
    Our valuation tool uses all three valuation methods to provide accurate and reliable valuations that our users can rely on to make sound lending decisions. Our subscribers include non-bank lenders, CDCs, CDFIs, Loan Packagers, as well as other lending service providers. Banker Valuation works hard to ensure our business valuation tool, which includes the valuation methodology and technology that runs it is up-to-date with financial and technological trends, is reliable, accurate, and secure. This allows us to offer the best internal valuation source. Before you hire a third-party valuation company, make sure you have checked the purchase prices. For a small annual fee, cost-effective, unlimited comp searches/valuations.
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    INDATA iPM Portfolio Architect AI Reviews
    INDATA's iPM portfolio Architect AI software is the first order and execution management software (oms/ems). It allows portfolio construction (AI portfolio management), modeling and rebalancing as well as reporting solutions based AI and machine learning (AI trade software). Natural language processing (NLP), which Architect AI uses, allows portfolio managers, traders and compliance to perform complex workflows faster. This allows them to save significant time and reduce clicks. Our fund manager software optimizes portfolio management for each firm's unique investment strategies and maximizes productivity. The Investment Management industry is uniquely placed to take advantage of many technology trends that can streamline or enhance the investment management process.
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    Express Business Valuation Reviews
    Express Business Valuation (or ValuSource Pro) is the "lighter" version. It has a summary chart, no DCF method, and fewer options and assumptions. Business valuation software will simplify your valuation process and allow you produce better valuations (analysis and reports) in less time. Express Business Valuation was awarded the CPA Advisor Reader Choice Award for the best business valuation software in 2016. ValuSource's valuation software has a market share of over 90% and has been used by thousands CPA's, financial professionals, and valuators for more than three decades. Perform a thorough financial analysis. Once the financials are entered, a comprehensive financial analysis is automatically calculated. You can download RMA and IRS to be used as industry norms.
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    Valid Value Reviews

    Valid Value

    Valid Value

    €150/€ 100/€ 50 p.m 1/2/other
    Valid Value provides a professional valuation model for business valuation professionals. This model offers a unique combination of standardized calculation with maximum flexibility to analyze, forecast, and determine the value of a business. Here are some key features: Excel-Based Model: The foundation of Valid Value is an Excel-based valuation tool. Users can work within their familiar Excel environment, ensuring comfort and ease of use. Multiple Valuation Methods: The model incorporates all relevant valuation methods, including: - DCF WACC: Discounted Cash Flow (DCF) using the Weighted Average Cost of Capital (WACC). - DCF APV: DCF method with separate calculations for the impact of debt financing. - Multiples: Market multiple method based on proxies like EBITDA. Database Links: While the models run on your local computer, they are linked to databases with relevant support data. This ensures accuracy and relevance in the valuation process. Dynamic Reporting: Generate valuation reports in PowerPoint or Word using an add-in. The link between Excel and PowerPoint/Word is dynamic, allowing changes in the Excel model to be instantly reflected in the reports.
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    BVM Pro Reviews
    Software for business valuation will simplify your valuation process and allow you produce better analyses and reports in less time. Over three decades, thousands of CPAs, valuators, and financial professionals have used Business Valuation Manager Pro (BVM Pro) with more than 90% market share. Adjust income statement and balance sheets. Adjustments can be made to every line item on the income statement or balance sheet. You can make multiple adjustments for each line item and then copy them to other years. Compare financial statements with industry norms (IRS/RMA or custom comparisons). The software integrates the RMA and IRS databases so that they are always at your fingertips. To calculate a value conclusion, weigh the different approaches. After you have completed the valuation methods, you can choose which methods to include in your value calculation.
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    Business Valuation Specialist Reviews
    The award-winning business software system streamlines the process of determining value and creating well-documented valuation reports and business appraisals. It also guides you around the hidden traps, pitfalls, and limitations often found in older valuation software and internal spreadsheets. MoneySoft Business Valuation specialist allows you to increase productivity and manage more BV engagements without sacrificing quality. MoneySoft Business Valuation Specialist removes distractions such as spreadsheets and activity traps. This allows you to focus on the implications of the analysis and key issues that will determine the value of the report. With this clarity and efficiency, your organization can complete more valuation assignments in a shorter time and without compromising quality.
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    ValuSource Pro Reviews
    Software for business valuation will simplify your practice and allow you produce better valuations (analysis and reports) in less time. ValuSource Pro, which is used by NACVA (and ISBA) to train professional valuators, has over 90% market share and has been used by thousands CPA's, financial professionals, and valuators for more than three decades. Adjust income statement and balance sheets. Adjustments can be made to every line item on the income statement or balance sheet. You can make multiple adjustments for each line item and then copy them to other years. Do a thorough financial analysis. Once the financials are entered, a comprehensive financial analysis is automatically calculated. You can download RMA and IRS to be used as industry norms.
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    Business ValueXpress (BVX) Reviews
    Business ValueXpress (BVX), a unique business valuation software, simplifies business valuations and gives objective valuations that are comparable to real-life transactions. BVX integrates price and terms and deal structure and uses optimization techniques in order to meet the needs of all parties in an M&A transaction. It has unique features such as cash vs. financing valuation, stock vs. assets purchase valuation, mezzanine Equity determination and goodwill calculation. BVX allows you to perform interactive live valuations. BVX doesn't use any formulas or market data. Business ValueXpress (BVX), provides highly accurate valuations that are based on real-life buy/sell transactions. This accuracy is directly due to BVX's method of determining business value that meets all parties involved in the purchase and sale of a business. BVX valuations include more than just a numerical value for a business. They also include the terms associated with it.
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    Totem VC Reviews
    Funds-specific operating system. You can connect directly to your back-office and keep track of your investments. Automate the data collection process to track your companies' progress and better serve their needs. With our powerful report builder, you can create custom LP reports or access real-time data from Excel. To align your investment team, centralize your deal pipeline and save hours of manual entry every day. Your firm's network can be leveraged to help you with sourcing deals and recruiting.
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    KoreConX Reviews
    Since 2016, KoreConX has been pioneering the way for private companies seeking funds with its top-tier online platform. It streamlines the entire fundraising process, from issuing securities to managing shareholder relations and cap tables. KoreConX is an All-In-One platform to help companies in their capital raising process. Whether it's a RegCF, RegA+, or RegD offering, we can streamline the way compliantly. Also, our technology boosts investor communications, taking your investor relationships to the next level. Investors, brokers, lawyers, accountants, and investor acquisition experts all benefit from our integrated ecosystem. We also have a lot of educational content to guide companies on their fundraising journey. Our articles, videos, and webinars can assist investors in getting savvy about Private Capital Markets and their opportunities. Perfect for curious minds looking for the latest in Tech and investment insights.
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    PortfolioShop Reviews

    PortfolioShop

    PortfolioShop

    $1500/month
    Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.
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    MProfit Advisor Reviews

    MProfit Advisor

    MProfit Software

    $40 per month
    MProfit allows you to track all of your investments from one place. MProfit allows you to import data from 700+ financial institutions and view detailed portfolio reports. You can also access capital gains in ITR format. MProfit allows you to manage your investments in stocks, F&O mutual funds, bonds fixed deposits, NPS and AIF, as well as F&O, F&O, mutual fund, bonds, fixed deposit, NPS, AIF, and other assets. MProfit is available for web, Android and iOS mobile devices. Manage your investments in Stocks and F&O, Mutual Funds. Traded Bonds, Fixed Deposits. NPS, PMS, AIF, and many other asset classes. Manage your Stocks, F&Os, Mutual Funds and Traded Bonds. Fixed Deposits, NPSs, PMSs, AIFs, and many other asset classes. Investors can manage their own portfolios or create portfolio groups to view all of their consolidated holdings. Advisors can manage client investments in category-wise and family-wise portfolios. From 700+ brokers, auto-import contract notes and back-office files for Stocks & F&O.
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    EquityStat Reviews
    Our stock portfolio tracker makes tracking and analysis of all your investments easy. EquityStat is an easy-to-use investment portfolio application. It was created by investors for investors. EquityStat was founded on the old adage that "necessity, mother of invention". We discovered that the tools available to track, manage, and evaluate investments were not adequate. The brokerage firms' portfolio management tools were too complicated, did not have useful features, and were only geared towards buying and selling stocks. The Fortune 500 investment portfolio application was initially adequate, but over time, the useful features began to disappear. Other applications could only run on Windows computers, which meant that you could only access the portfolio management software from your computer.
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    StockMaster Reviews
    StockMaster was created in 1996. It has grown to be Australia's most popular portfolio management software. It is designed for investors who want to manage and generate tax reports. It features a unique trade record system that allows you to easily record and report trade activity and dividends within a portfolio. You can plot and execute ad-hoc queries on shares online, thanks to its online charting system and query system. StockMaster is more that a portfolio management tool. It also includes property management and cash book. This allows you to track your cash transactions, income, and expenses for investment properties. Real-time tracking of shares, managed funds and warrants, as well as options, CFDs, fixed interest, and other options. Analyze your dividend income cashflow, imputation credit over the next 12 months, as well as asset allocation in your portfolios.
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    Atom Reviews

    Atom

    Atom Finance

    $6.99 per month
    Atom was founded by investment professionals to offer unparalleled access to institutional investing resources. Large institutional investment firms have always been ahead of individual investors. Atom provides individual investors and independent investment groups access to high-quality company data and investing resources. Finance has been slower to innovate than other sectors. Atom embraces modern technology standards, and reimagines legacy terminals' outdated user interface. Our platform provides institutional-grade content, while optimizing for usability to improve workflow efficiency. We understand that investment is not a one-size fits all process. Our platform tailors the research experience to meet your needs. Financial software should be tailored to investors and not vice versa.
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    Ziggma Reviews
    Our lightning-fast stock screener will help you find new investment ideas in seconds. Ziggma's stock screener is free and allows you to find the best stocks in lightning fast time. You can easily change your search parameters with sliding scales to get the most recent search results. Ziggma can provide professional-grade financial data once you have your sights set on a stock or several stocks. Only at Ziggma can you find industry-specific financial information for banks, real estate companies and insurance companies. We are experienced financial analysts who know the importance of key performance indicators and how to present them. Ziggma will not allow you to be distracted by too much information. We will help to focus on the important things.
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    Dion Portfolio Tracker Reviews
    It can be a time-consuming task to keep track of multiple investments and consolidate them in one place for easy access. Dion's intelligent Portfolio Tracker was created to help investors manage multiple asset classes through an easy-to-use online platform. Dion's Portfolio Tracking & Reporting tools are used by thousands of Indian investors and financial advisors to analyze and manage their investment portfolios across various asset classes such as equities and mutual funds, FDs and loans, real estate, derivatives and borrowings. Portfolio Tracker consolidates all investments automatically. This allows Investors and their RM to monitor their investments' performance with just a few clicks on all devices. It is accessible from anywhere, at any time. Intelligent, value-added reports such as transaction reports (date-, yearly or industry-wise), annualized return, etc.
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    Cobalt GP Reviews
    Data drives profits, margins and profitability. Your team, operating companies, LPs, and you can power the intersection. Through a powerful interface, the platform can eliminate data that is trapped in siloed groups, emails, or inaccessible databases. It allows deal, IR and finance teams to collaborate in a cloud-based collaborative environment around common data sets. Providing the best-in-class visualizations and analytical tools to help you tell your story and provide a branded experience for LPs and operating businesses. Our people have deep domain expertise, which is what drives Cobalt's innovation. Our product team is skilled in building powerful private market technology, and our support team is adept at bringing it to life for clients. Request a demo today. We will show you what Cobalt GP can accomplish for your company.
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    ValuTrax Reviews
    ValuTrax™, a unique business transaction professional-only product, uses a variety traditional business brokerage valuation methods such as buyer's test, market methods, and multiple of discretionary earning methods. The Market Data Method, which is based on transactions between businesses within the same industry/SIC code/industry rules of thumb, is the most direct method to value privately held companies. Both brokers and appraisers can use the Market Data Method. This method uses multiples of assets that have been sold in the market. Although the ValuTrax(tm valuation methods are accepted by the valuation community business brokers and other professionals who regularly set listing/selling price for businesses are not required meet the same standards that formal appraisal practices. These professionals can use ValuTrax™.
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    QUO Reviews
    Trade in real-time, manage your portfolios and perform pre-trade checks. Our web platform makes it easy to trade all markets with your banks and brokers. Manage all your investments. Trade 15 million securities in all asset classes worldwide. Automate pre-trade compliance. Referential data covering over 15 million securities. Connect to external systems, access data, and place orders. QUO, a SaaS platform that runs on cloud computing, is the perfect solution for all your work-from home needs. You can manage all client portfolios anywhere. An integrated view of all your positions and exposures, including intraday gains and losses. All OTC and listed assets are accessible without the need to purchase additional data. You can connect seamlessly to your existing systems. We will connect to your existing systems by asking your bank's relationship manager to go live with QUO. Our specialists will help to optimize your alpha by recommending the best workflows.
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    BizPricer Reviews
    Our latest edition books, reports, publications and reference guides, as well as BizPricer's business valuation software, have been carefully chosen to provide you with expert advice, analysis tools, and guidance in order to buy, sell, or appraise the fair market value of any small- or medium-sized company. Our products will save you thousands of dollars on consulting and other professional expenses. We provide the expertise of experts directly to your business without charging you for hourly fees. Before you make a business purchase or sell, learn the inside information that brokers, business valuation appraisers and merger and acquisition experts use. Even if your company is not going to be on the market immediately, now is the time to prepare it for sale.
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    Business Evaluation System (BES) Reviews
    It will allow you value a small business in just four steps and take less than 45 minutes. The program is easy to use and generates a 33+ page evaluation report. Business Evaluation Systems is for business brokers, CPAs and business owners who need to quickly determine a small business's value. Business Valuation Systems is the industry standard in the business brokerage sector for over twenty years. It is used by more business brokers to value small businesses than any other program. It also includes a comprehensive post-sale cash flow analysis.
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    Pulley Reviews

    Pulley

    Pulley

    $100/month for 25 stakeholders
    Pulley makes it easy to manage your equity and cap table. This allows you to focus on your business growth. Pulley allows you to join the company immediately and receive a 409a valuation within five days. Pulley is an easy-to use platform that supports early stage companies starting with incorporation. We offer the flexibility to scale with companies. Pulley automates Form 3921 submissions and Rule 701 compliance. It also supports electronic issuance stock certificates. Complex equity events such as stock splits or complex vesting events can be processed instantly by Pulley. It is not easy to manage a captable. Paralegals and lawyers can get fast support in under five minutes. This will allow them to respond quickly to their clients. It's easier than ever to update a captable thanks to integrations with HRIS systems such as Rippling and Gusto. Join the 1000+ companies that are scaling with Pulley. Learn more at https://pulley.com
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    iLEVEL Reviews
    You can now have greater control and visibility over your investment data. iLEVEL is a transformational software solution that provides new transparency and insight into alternative investment portfolios. iLEVEL is the core of our private markets solutions. It helps general partners and limited partnerships streamline data collection, portfolio monitoring and analytics, valuation, reporting, and valuation. You can manage the flow of data to create a single source for truth and make informed decisions. Services that automate and standardize data management and acquisition will transform your data collection. With our sophisticated technology and experienced data team, we help both GPs as well as LPs to achieve complete and quality information.
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    GuruFocus Reviews
    GuruFocus offers the most comprehensive value investing website. It provides a wide range of data and tools that allow investors to pick stocks based on the performance of the underlying businesses. Investors can make better long-term decisions with the combination of historical, financial, and valuation data, powerful screens, charts, and comparison tools. GuruFocus provides detailed analysis and data on the trading histories and portfolios of institutional investors as well as company executives. It also provides macro-economic data, total market values, industry/sector data, and other data to aid investors in understanding market cycles and overall valuations. GuruFocus provides investors with a range of financial news, investment analysis and opinions from market experts to help them on their investing journey. GuruFocus.com focuses on value investing.
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    Capitaliz Reviews

    Capitaliz

    Capitaliz

    $350 per month per business
    Capitaliz does more that confirm your business's value. Intelligent recommendations guide you to increase that value through business development approaches like process improvement, reducing risk, and creating sustainable growth. Powered by Succession Plus, which is based on millions upon millions of exit planning data points. Capitaliz gives SMEs a purpose-built tool that allows them to benchmark and compare their performance with other industry competitors. This helps to identify over- or underperformance. Business owners have access to real-time benchmarked data about the business's value.
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    bizpep Business Valuation Reviews
    Business Valuation provides an economical, efficient and effective business valuation. It combines relative indicators for future performance with basic financial data (Revenue, Variable and Fixed Costs) to value a business. By uniquely applying your intuitive business and market knowledge a 3 year performance forecast with sensitivity analysis, investment return, and a business valuation is calculated. It is compact, easy to use, and requires minimal inputs.
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    FundTQ Reviews
    Fully Automated Valuation Software to Value Your Business in 10 Minutes for Startups and Medium Enterprises It generates a comprehensive report called Impacteaser that can be instantly shared with investors. This algorithm is unique and will deliver a comprehensive teaser of your business. It will ensure that you don't dilute any more and close deals with confidence. Why should my company use Valuation Software Transparency in investor Negotiation - Get a precise valuation in just 10 minutes - Impacteaser, a comprehensive teaser of all things business 4 reknowned valuation methods
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    Stock Profit Reviews
    Google Sheets™, a free alternative to Sharesight Accurate Capital Gains / Loss Calculator ATO Compliant Any Buy/Sell Combination (cross broker Support) AMIT cost base adjustments (Deferred tax) FIFO LIFO Highest Profit Biggest Loss CGD trades highest profit first CGD trades lowest profit first Non-CGD trades with the highest profit first Non-CGD trades with the lowest profit first
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    Riskturn Reviews

    Riskturn

    Riskturn

    $95.00/month/user
    RISKTURN, a risk-based software, is designed to help with investment valuation, capital budgeting and project portfolio management. RISKTURN is simple and efficient. It allows professionals and enterprises to create a set a sophisticated investment valuation criteria, such as CFaR and VaR, probabilistic NPV and IRR, ROI, and more via an intuitive interface. RISKTURN comes in two versions: Professional and Enterprise.
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    Solvas|Portfolio Reviews
    Portfolio, a multi-asset class portfolio administration and reporting solution for asset managers, alternative investment funds, trustees, fund administrators, and agent banks. Portfolio is used by a large array of leading financial institutions, including hedge fund and asset managers; hedge fund administrators; syndicated, corporate, or real estate loan administrative agents; and agent or trustee banks. You can get detailed support for a wide range of collateral including bonds, factor-based securities, asset-backed securities, syndicated, corporate or real estate loans, credit default swaps, and equities. Trading with purchase lot tracking, global or portfolio trading wizards and pro rata and/or non-pro rata.
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    ATrad Reviews
    ATrad is a stock brokerage and broker back office solution. It specializes in providing services to Frontier and Emerging Markets. ATrad is an innovative and simple investment platform that provides a turnkey solution to Capital markets broker-firms. The solution includes components for the back, middle and front office of Broker firms in frontier and emerging markets. ATrad has a 70% market share in broker-firm usage on the Colombo Stock Exchange, a key frontier market in Asia. ATrad integrates with the Bloomberg EMSX API. This API offers DMA Trading in Colombo Stock Exchange. Options include direct order routing without intervention and manual moderation for broker investment advisors. All orders are automatically verified against the CSE or local stock market regulations by ATrad.
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    StockCentral Reviews
    You need tools to be a successful investor. We are no longer in the age of speculation and slide rules. You need the right tools to interpret the data and get a complete picture of the market. Data is also necessary. Data is what drives the financial engine. You need reliable, consistent data to support your decisions and calculations. You need insight. You are an individual, but you are not alone in this. To help you assess the validity of your opinions and to find new ideas, it is important to harness the power of a community of like-minded people. Get feedback on your company analysis and share stock investing ideas with likeminded people. Take Stock will show you how to invest quickly and easily in the stock market using a proven approach that focuses on high-quality companies.
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    HiddenLevers Reviews

    HiddenLevers

    HiddenLevers

    $300 per user per month
    Leading wealth management firms use HiddenLevers Advisor Platform for clients to assess risk tolerance and stress test portfolios. The platform also allows them to make recommendations that reduce risk while achieving future goals. Advisors can create branded proposals that include risk tolerance, fee assignment, stress tests, style breakdowns, sector breakdowns, and more. HiddenLevers offers true business intelligence to C-Suites of Financial Institutions. It monitors risk to assets (AUM), clients and revenue. It also provides insight into individual advisors' books of business. Executives can manage complexity and growth in real time with customizable monitoring and visualization of risks, asset flows, and asset drift.
  • 49
    JUMP Front-to-Back Reviews
    CONSOLIDATION Centralize all your activities in one single solution while addressing your business issues – including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. AUTOMATION Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes with full-STP workflows and real-time data sharing between all your Front, Middle and Back office teams. PERFORMANCE OPTIMIZATION Steer your performance and mitigate risks thanks to decision making tools based on IBOR real-time calculation engines (simulation, ex post and ex ante market risk monitoring, performance analysis, stress tests) REGULATORY COMPLIANCE Benefit from an embedded library of pre-configured ratios to monitor your regulatory and statutory commitments in pre and post trade CUSTOMER REQUIREMENTS COMPLIANCE Take advantage of a flexible and scalable rules engine to ensure compliance with customer requirements – in terms of risk-taking, asset allocation, blacklists, etc. and automate customized reports generation for each customer
  • 50
    Robinhood Reviews
    Robinhood believes that the financial system should work for everyone. We believe that investing should be done at your own pace and on your terms. We believe everyone should have equal access and use of financial tools. No matter how much money you plan to invest, there will be no account minimums nor commissions for buying or selling stocks, ETFs or options on Robinhood. Robinhood Crypto allows you to buy and sell Bitcoin, Ethereum and Dogecoin 24/7. You can manage your cryptos with confidence. Your coins and personal data are safe. You can immediately use the funds to purchase cryptocurrencies in Robinhood Crypto accounts when you make a deposit or sell investments in your Robinhood Financial brokerage.