Alternatives to Tamarac

Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

Addepar is a wealth management platform specializing in data aggregation and analytics as well as performance reporting. Addepar lets you spend your time on what is most important: building client relationships. Addepar consolidates all financial accounts to give you a comprehensive view of the client portfolios. Our industry-leading analytics and reporting software allows you to tailor insights and conversations to each client and build trusting relationships. Our digital tools allow clients to have encrypted access to their financial information from anywhere and anytime. Our custom reporting functionality can bridge back-office solutions. Our industry experts will help you understand your company's needs and get you up and running. To get started, you can access our online training portal and on-demand help center. Addepar uses best-practice safeguards, including role-based access controls and data encryption at rest as well as in transit.

Professional wealth managers can report, bill, rebalance, and publish client portals. Dashboards, reports and trading. All you need is one app. FinFolio makes wealth management simple. Simple, intuitive, and clean. Not all RIAs are the same. FinFolio is completely customizable. FinFolio embraces a broader definition of portfolio management. This includes reporting, rebalancing and trading, billing, and a mobile-ready client portal. All elements of your backoffice are integrated into one platform. FinFolio offers flexible hosting options that allow you to manage it yourself or let FinFolio handle it. White-labeled with your branding. You can automate the work and monitor data quality if you decide to run FinFolio by yourself. You can extend the software by using an open API, which allows you to customize and interface with external services.

Derivatas provides an end-to-end solution for financial reporting (ASC 820 and ASC 718), tax compliance, IRC 409A, deal analyses, and tax compliance. Derivatas was founded by experienced valuation professionals. It combines industry knowledge with the latest technology in cloud computing, data analytics, and other tools to provide the best valuation platform in the market. Derivatas was founded in 2011 and has been a trusted provider of valuation services by many of the top accounting and venture capital firms. Derivatas is the right partner for you, whether you need valuation services or a self-valuation platform. We specialize in valuations of venture capital funds and the companies that finance them. We are the best at what they do because of our focus. Derivatas takes away the hassles of financial compliance so you can concentrate on growing your business.

Accounting firms offer stock portfolio accounting to clients with high net worth. This important, but labor-intensive function can be difficult to provide at a reasonable cost. Write-Up is the #1 selling stock portfolio software. Write-Up software streamlines and speeds up accounting processes for tracking, recording, and reporting stock transactions for holding corporations, trusts, and estates. Access to historical data and a simplified year-end process Write-Up allows you to close one year in each module and carry forward any open security positions in broker module to the next year. Both modules allow you to view previous years. Write-Up supports multiple currencies and the corresponding foreign currency entries to simplify investment management. Write-Up supports three types of transactions: bank transactions, broker transactions, and adjusting entries.

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.

VestmarkONE®, a platform that simplifies the creation and management of highly-tailored portfolios, can help wealth management organizations and their advisors deliver better outcomes for investors. Our trust is earned by the most respected wealth management firms. Support hundreds of thousands of households. Reduce inefficient legacy systems, and allow advisor efficiency and scalable customization. You can tailor your implementation and adjust the dials to create a solution that meets your needs and objectives. You control the software and services you choose. Even the smallest relationships can benefit from sophisticated solutions. You can enable fixed income modeling, options strategies and UMAs.

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.

SuisseTechPartners, a market-leading cloud-native Portfolio Management System, was developed by industry experts with decades-long market experience. PMplus is a front-to-back wealth and asset management system. We offer a wide variety of products, including: Portofolio management System Accounting and Multi-jurisdictional NAV Investment Book of Record Partnership Accounting OMS Order Management IRM and Regulatory Compliance Management Fees and Billing Cash Management Multi-asset class Integration Data Management Platform Reconciliation Services Client Reporting and Web Portal Customer Onboarding and KYC GIPS Performance and VAR Modeling

We are the preferred share trading software for large portfolio Australian investors. We are trusted by over 60,000 customers worldwide as the backbone to their businesses. StockMarket+ is your trusted partner. Get your risk-free trial now and say goodbye to tedious share tracking spreadsheets. Your portfolio and accountant both will be grateful. Australian investors can use Share Portfolio Management Software. StockMarket Plus is an all-in-one platform that tracks, records, and forecasts your shares and dividends. It also helps you manage property financials. The best share portfolio management software Australia has available. It's easy to manage your portfolio with over 15 professional reports, cash flow forecasting, automatic broker calculation, and the ability track and log your share history. No more complicated spreadsheets, simplify and automate the process.

Since 2016, Kore 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. Kore 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.

AllInvestView is a comprehensive investment dashboard crafted to streamline the management of your complete investment portfolio. It caters to a wide range of investments, including stocks, bonds, mutual funds, and cryptocurrencies, offering a cohesive overview and detailed analytics. The platform is equipped with a fixed income module, automated dividend monitoring, and presents all these features through an intuitive interface. AllInvestView differentiates itself by accommodating a diverse array of asset types along with unique tools tailored for monitoring fixed income and yields. It introduces an effective ticketing system for swift modifications and access to transaction specifics. Additionally, the platform enhances investment strategy with advanced asset allocation tools, such as efficient frontier analysis. Future enhancements include tax reporting support, simplifying financial management for our users further.

The Fundamental Portfolio Manager (FPM), an innovative, end-to-end Investment Management Solution, utilises modern technology. It supports the Front, Middle, and Back Office needs of wealth managers, unit trusts, fund managers, mutual funds, hedges, multi-managers, pension funds, and unit trusts. Many of the top Investment companies in Southern Africa have made us their clients, with assets under management of over R1 trillion. FPM is the most technologically sophisticated end-to-end investment management platform on the market. Our ability to continuously improve FPM and adapt it to the latest international technology has made us a success in a dynamic market.

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.

Comarch Wealth Management is a multi-module platform that allows you to give the best investment advice to your clients no matter who they may be or how they change. In minutes, you can make next steps. Keep in touch. Establish lasting relationships. Our system is designed to help clients and advisors make the right investment decisions step by step. No matter how many clients or which segment they are from, your service will remain at the highest level, no matter how experienced your advisors. It will take you less time than it takes. It takes only a glance to see the entire client's investment picture. This allows you to make accurate recommendations in one meeting. It will be easier to reach you. Think client app, online meetings and shared investment ideas. It's important to remember that it will be easier for you to keep your finger on what's happening.

It's no secret that the finance industry has been slower than most to innovate and break free of the traditional, restrictive ways of doing business. We want to speed that up. Our mission is to power the innovators defining the future of finance through modern data technologies. That means automating the data supply chain with advanced infrastructure and machine learning, delivering high-quality data through cutting-edge tools designed for developers and engineers, and getting it all in the hands of people who are challenging the system. If you're creating the next big thing, we're here to help- see what it means to be #PoweredbyIntrinio Our Equity Data packages includes an extensive network of US company fundamentals and stock market data suitable for all types of business needs and budgets. Our Options fast, simple, real-time stock option pricing data allows users to leverage Intrinio's powerful infrastructure to pull clean options data without the time and cost of connecting to OPRA directly. Intrinio provides a comprehensive global set of consensus ESG ratings constructed by CSRHub. Enhance your ESG expertise, benchmark your firm's ESG ratings against your peers, and provide your clients with the ESG data they need.

Arbor's institutional Portfolio Management System (PMS) allows hedge funds and family offices to manage complex portfolios from one system. We have created a Crypto Portfolio Management (Crypto PMS) that allows you to manage both traditional and digital assets together on one platform, giving you years of future proof investing. This includes complex Crypto derivatives with many exchange connections. Detailed FX products along with many traditional securities like Fixed Income, CFDs, Futures, Options, Loans, Invoices etc. The hedge fund crypto portfolio management system includes comprehensive portfolio analysis, performance contribution, compliance (pre & post trade), order management and middle office functionality. Realtime, mobile and portal reporting give you constant access to your funds. Along with many Crypto exchange connections we provide, API, FIX and multiple market data feed choices enable us to configure the Portfolio Management System exactly as you require.

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

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.

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.

Snowball Analytics is a portfolio track platform that can run detailed reports about your dividends. Snowball Analytics allows you to link your brokerage accounts and receive automatic updates. You can track thousands of stocks, funds, and cryptocurrencies around the globe. This stock tracker supports automatic brokerage connections with more than 1,000 brokers from the US, Europe, UK and Asia. You can track almost any stock, ETF, or Mutual Fund anywhere on the planet. Stock tracker supports all major stock exchanges. It also shows your portfolio performance in 25+ currencies. Snowball Analytics tracker has many tools for analysis and dividend screening Rebalancing, Calculation of the yield on cost and dividend yield Withholding tax custom Dividend rating, Portfolio performance calculation including fees and dividends. Benchmarking, Backtests, Building and testing dividend portfolios, or testing portfolios based on historical data

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.

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.

Marketlog is a product of a project that has been meticulously designed and developed over a period of 2 years by the team that created Myfxbook.com – the leading forex portfolio service. Marketlog has been built from the ground-up to match the quality of our users' experience over the last 15 years. The service is free (with paid plans also available) and allows you analyze and compare your portfolio of stocks in a completely automatic way. It is also very easy to use and allows you to track trading portfolios across different brokerages. (Over 10,000 supported!) You can view all your stock portfolios in one dashboard, and you can even see other traders who share their stock portfolios with you! We've invested more than $3,000,000 in research, development and we hope you like the results as much as us. We are constantly adding new features to the service!

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.

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.

Management of business critical tasks in fixed income portfolios used US banks and other companies. Paragon is an accounting solution for fixed income portfolios. It processes bonds and money market instruments. It's based on three main business functions: trade capture and processing, reporting, and reporting. Banks can manage their exposures through accounting and position-keeping platforms. Old-fashioned paper reports can be difficult to understand and communicate concise information to stakeholders and executive board members. Paragon provides management reports with attractive graphics that include inventory, cash flow and maturity. This will give all stakeholders more insight and help decision makers.

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.

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.

Research-backed and validated equity signals and factors are delivered as an automated data-feed to quantitative and systematic investment professionals that is timely and cost efficient. A derived equity rating score of 0 to 9 with high K Scores indicates higher likelihood of out-performance. Quantitative buyside companies overlay K Score with investment models as buy/sell signal. We used machine learning algorithms and ranking algorithms to rank over 200 factors and signals, including fundamental, price/volume, and alternative data. You can access the most recent researched signals, anomalies, or factors in minutes, rather than weeks. You can save time and money by conducting your own research and validating factors. You will receive an automated data-feed, long-term history, and wide coverage all at your fingertips. An ETF that offers more control. Kavout can help you design index-enhancing portfolios.

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.

Many of our clients and trial users have asked us to demonstrate how to create strategies and portfolios for CubitBlack. You can view the market log returns, conditional volatility and rolling volatility from our risk-controlled environment. The next five-day forecast is made using the auto-regressive algorithm. The training data set is from 2007 to 2014. Thereafter, the testing data set is used to forecast market volatility. We used the VIX front-month futures statistics to generate the hybrid conditional volatility needed for simulations. The simulation shows you the expected distributions of PL using VaR. Once we have a better understanding of the market's volatility forecast and variance risk, we can then explore opportunities in different sectors, industries, or securities.

The Intelligent Portfolio Tracker for Australian Investors. Instant access to our entire suite of investment portfolio tracking and analytics tools. Access on website & mobile app. You can add and analyze stocks and funds from the ASX NASDAQ & NYSE. To automatically update your portfolio with new trades and automate reporting on dividend income, use your account's customized email address.

Trade-Ideas is a leading stock scanning and trading analysis platform that empowers traders to make better decisions, faster. Whether you're an experienced trader or just starting out, Trade-Ideas provides the tools you need to find the best opportunities in the market. Our AI engine, Holly, acts as your virtual trading assistant, analyzing millions of data points and testing strategies daily to deliver high-quality trade ideas. With one of the most powerful real-time stock scanners available, you can customize your scans to match your trading style and receive instant alerts when opportunities arise. Trade-Ideas also offers advanced backtesting to refine your strategies with historical data, and it integrates seamlessly with major brokerage accounts for easy trade execution. Our unique tools, like the Momentum Race and Picture-in-Picture (PIP) charting, help you visualize stock momentum and analyze multiple time frames efficiently. In short, Trade-Ideas is your all-in-one solution for succeeding in today’s fast-paced markets, with the innovation and reliability that traders have trusted for over 20 years.

All your brokers and buy sides are accessible. Execute orders on over 100 markets. All you need, from automated low-touch trading through complete order and risk management. Equities trading has never been more complicated. Advanced technology is essential to grow your business. It can unify your operations, simplify workflows, and increase your efficiency. Fidessa is the perfect solution for all your equities trading needs, no matter if you are a boutique broker, global bank, or both. Our solution offers sophisticated algorithmic trading, order management, seamless processing to the middle-office, integration with third-party technologies, and seamless integration with third-party systems. Instant access to over 6,500 buy-side customers, 600 brokers. You can place orders on more than 100 equity markets.

EquBot AI with Watson assists asset managers navigate the exponentially growing data. EquBot AI with Watson creates explainable and customized AI-powered portfolios as a service (PaaS), indices, and signals that help them navigate the increasing amount of data. EquBot AI with Watson transforms data to better investment outcomes for other asset owners and insurance companies through explainable and customized AI powered portfolios as services (PaaS),indices, and signals. EquBot's custom AI portfolios, indexes, signals, and signals with Watson can be used to not only keep pace with, but also to thrive in an ever-changing world of data. EquBot AI with Watson enables you to harness the power of EquBot AI to build, monitor, and adjust client portfolios in order to help them reach their goals. Personal Investors can harness EquBot AI with Watson's power to transform data into better investment outcomes using AI Powered ETFs.

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

tick Trading Software AG is pleased to announce the TBMX Market Making view, its latest extension to the acclaimed TradeBase MX Platform. TradeBase MX now allows customers to enter native quotes on XETRA or the Vienna Stock Exchange. tick-TS offers a dedicated installation for the TradeBase MX Platform at the companies' premises in Frankfurt/Main. You can connect to tick-TS' multi-member infrastructure. The service includes market data for XETRA. EUREX connectivity can be established using either a broker that is already connected to tick TS such as HSBC or CitiGroup, or connecting a new broker that the client has an existing agreement with. TradeBase MX Frontend, TradeBase MX API, or TradeBase MX FIX Solution can all be used for trading.

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.

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.

Welcome to Co-Pilot. This is the next-generation platform for active wealth managers that offers multi-asset portfolio trading. Flyer provides a complete FIX solution that includes software, integrations and development kits, as well as support. Co-Pilot, a comprehensive investment platform, centralizes portfolio management and order management in one multi-asset application supported by Flyer Trading Network. Developers can quickly create their own trading platform using the Co-Pilot API. They can also connect with trading partners to create an accessible and easy-to-use experience for their users. Advanced order routing and allocation network that standardizes connectivity and workflows, making it easy to trade with brokers and custodians. Advanced trading tools are needed to optimize complex workflows that are inherent in managing large portfolios of mutual funds and equities. The number of possible portfolio combinations is limitless, as well as the possible allocation combinations.

Fund Manager is a powerful portfolio management tool. Fund Manager is available as a personal, professional, and advisor version for the individual investor, professional trader or investment advisor. Screen shots of some graphs are available. For a fully functional trial version of Fund Manager, visit our download page. There are many tutorials available. To quickly learn how to use Fund Manager, you can watch the getting started tutorial. After you have completed an evaluation of the program, you can buy a licensed copy. You can keep track of your transactions for unlimited investments and portfolios. Track stocks, options, bonds and cash. Keep track of all your transactions including purchases, redemptions and distributions. Both long and short positions are supported.

Swissquote Bank Ltd. is more than a broker. The Swiss Federal Banking Commission granted the company banking and transferable securities trading licences in 2001. It is also subjected to supervision by Swiss Financial Market Supervisory Authority FINMA and is a member the Swiss Bankers Association. Since May 2000, Swissquote Group Holding Ltd. (SQN), has been listed on SIX Swiss Exchange. Transfer fees will be reimbursed up to CHF 500 Zero account maintenance fees. Trade over 3 million products at competitive prices Swissquote will open your trading account. Send the bank documents showing the transfer fees to marketing@swissquote.com. We will pay up to CHF 500 for the costs. Our multilingual Customer Care Center can assist you with any technical questions, order placement assistance, and financial advice.

Never pay again for robust, real-time charts. Unlock your trading superpowers. Click on the icons to discover why PHI 1 is the best platform to meet all your trading needs. Why choose PHI 1? PHI 1 is an end-to-end algorithmic trading platform. It automates your mundane tasks so that you can concentrate on the stock market. Have you seen the PHI 1 trading platform in action? To understand the PHI 1 trading platform better, check out our overview video. Use the information from the charts Advanced Charting Basic or advanced screener to make the right decisions about deployments. Strategy editor. Bulk testing, refining and auto-grading Risk controls Ideabook Multibroker Integration Switch brokers live to receive the best rates when placing orders. Use PHI 1's powerful strategy editor to create new strategies. To get an idea of how your strategy might perform, backtest. Evaluate your strategies in multiple scenarios like Bulk Backtesting, Grading

With Morningstar, you can explore new opportunities, navigate market volatility and deliver exceptional client experiences. The gold standard for long-term investment information, Morningstar, will maximize client engagement. Morningstar investment intelligence enables you to conduct thoughtful investment analysis and communicate your insights with adaptable technology. With purpose-built indexes and portfolios, you can meet investors' needs. Morningstar can help you deliver personalized service at scale in a world where changing consumer expectations and modernization of experiences are key components of every business decision. Find new ways to engage clients, increase wallet share with clients, and maximize lifetime customer value for your practice. Morningstar can be your competitive advantage. With world-class investment information, you can build investments, analytics, and a story-telling platform.

Utluna provides valuable insights into your portfolio performance and helps you to mitigate behavioral biases. Register anonymously to sync your accounts at different financial institutions in under 5 minutes. It sounds too good to be true! Try our demo account (view only; no setup required) or sign-up for a 30-day free trial (no credit card, no email required). Monitor all your financial assets without affecting their location or how liquid they are. Any asset class, including. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, including. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10 and beyond. Both bankable and nonbankable assets, listed and not-listed. Using intuitive composition, performance and risk visualizations, you can understand what drives your portfolio. You can customize tags to make your analysis fit your personal view of the world.

After-Tax Portfolio Optimization, Asset Allocation. Multiple Period Investment Horizons with Per-Period Results: Asset Weight and Market Value, Cost Basis Cash Flows, Management Fee Turnover, Taxes, After-Tax Returns For Each Asset. Analyse of up to 100 assets over 120 periods. The period intervals can be from daily to annual. Sub Portfolios for Modelling Different Tax and Ownership Structures. International Asset Class Return Series to Forecast Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios are used to create and compare custom portfolios. International Currencies and Tax Rates to Model Around the World Economic Cycles and Shifts Modelling with time-varying asset returns and standard deviations. Extensive private brand client reporting.

Advisors believe that OTC funds/indices or separately managed accounts are the best options for digital asset exposure, while keeping client assets under advisory. Advisors can manage bitcoin (and other digital assets) directly for clients while keeping assets under advisory. Fidelity Digital Assets(sm) also protects bitcoin. We have the tools to help you trade in bulk or individually. Fidelity Digital Assets (sm) and Komainu are our partners for digital asset security. We can replicate your current billing and advisory fee collection. Choice allows you to trade via Interactive Brokers and Kraken from one retirement or investment account that is in qualified custody. We can also handle REITs, physical assets, real estate, and other alternative assets for clients. You can trade stocks, ETFs, digital assets, and more all from one account. If you wish to provide a login for your client, there is no additional charge.

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.