UNest Description
UNest is transforming the approach families take towards saving and investing for their children's futures by providing a top-tier app designed specifically for parents. We are committed to the idea that every child deserves a financial foundation, not just those from affluent families. Alongside a rapidly expanding community of parents and children, UNest is dedicated to fostering a more promising future for families from all walks of life. This initiative emphasizes inclusivity and accessibility, ensuring that every family can participate in building a secure financial legacy.
UNest Alternatives
Sharesight
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.
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NaviPlan
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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Total Return
SS&C GlobeOp’s Total Return is a comprehensive system for portfolio management, investment accounting, partnership accounting, and general ledger operations, specifically tailored for alternative investment funds and family offices. This multi-currency platform adeptly handles complex securities and sophisticated investment strategies, catering to the intricate ownership structures and unique tax obligations that often accompany family office investments and private wealth funds. Beyond its cutting-edge portfolio management features and general ledger capabilities, the system also offers complete partnership accounting, facilitating automated valuation processes based on capital or shares, efficient income and expense allocations to partners, management fees, and the generation of detailed partnership reports. By integrating fund accounting, partnership accounting, and tax processing into a single platform, it not only streamlines operations but also mitigates potential operational risks, ultimately saving valuable time for users. This all-in-one solution is essential for those looking to enhance their operational efficiency and accuracy in managing complex investment portfolios.
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Tribevest
Begin tribe-vesting with your friends and family right now; it's an easy process that transforms your loved ones into business partners who collaborate on investments. Tribevest serves as a platform for group investments, allowing family and friends to come together as an investor collective, pool their finances, and oversee shared investments. While we appreciate all the various tools available, you don't need to utilize every single one to effectively manage your investment group and finances. Tribevest integrates everything you need into one seamless experience. Our mission at Tribevest is to create and sustain a marketplace that celebrates, supports, and connects tribes, their members, and every achievement in their journey. We strive to unite individuals with similar aspirations, helping them to harness and maximize their combined resources. Ultimately, Tribevest is a company focused on aligning people, dedicated to offering inventive tools and established pathways tailored to the distinct objectives of each group. By fostering collaboration, we aim to empower communities to achieve financial growth together.
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Pricing
Pricing Starts At:
$4.99 per month
Free Version:
Yes
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
UNest
Year Founded:
2018
Headquarters:
United States
Website:
www.unest.co
Media
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Product Details
Platforms
iPhone App
iPad App
Android App
Customer Support
Business Hours
Live Rep (24/7)
Online Support
UNest Features and Options
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