Best VISE Alternatives in 2024
Find the top alternatives to VISE currently available. Compare ratings, reviews, pricing, and features of VISE alternatives in 2024. Slashdot lists the best VISE alternatives on the market that offer competing products that are similar to VISE. Sort through VISE alternatives below to make the best choice for your needs
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Sharesight
Sharesight
436 RatingsSharesight, 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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EquBot
EquBot
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. -
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StockMarketEye
StockMarketEye
$74.99 per year 6 RatingsStockMarketEye provides easy-to-use investment management software that is both for advisors and individual investors. StockMarketEye allows you to track and manage all your investments in one place. You can also keep up to date with the markets and have quick access the information you need for informed investment decisions. * Import your accounts from brokerages to get started quickly * View prices, performance, allocations, and many other details. * Track the change in value over time for your investment portfolios. * Keep a watchful eye on securities that are on your buy list. * Analyze historical price data. * Companion apps available for Android and iOS. * And many more... -
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Fundamental Portfolio Manager
Fundamental Software
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. -
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PackHedge™
FinLab Solutions SA
$5,000 per year 3 RatingsPackHedge™, 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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VestmarkONE
Vestmark
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. -
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PortfolioShop
PortfolioShop
$1500/month Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers. -
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MarketRisk
Dacris Software
$39 CADHow should you allocate assets within your investment portfolio? MarketRisk makes it easy to decide how. It uses a unique algorithm to evaluate the risk inherent in each asset based on its current market price. MarketRisk limits the risk to your portfolio to the level of your risk tolerance. You can choose up to seven investable assets, including stock indexes, precious metals, and bonds. MarketRisk calculates your position size in each asset by entering the market price and your risk tolerance. MarketRisk does not replace a financial advisor. However, it is a useful research tool. The past 50-year performance averages 16.3% per annum. Each portfolio combination is backtested from 1929 to 2020. The last 50 years of performance are shown. -
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Riskalyze
Riskalyze
$250 per monthInvestors will make better decisions if financial advisors aren’t afraid to discuss risk. No more stereotyping investors based on age. It is time to act in the best interest of investors and prove that it quantitatively. No more stereotyping investors based on their age. It is time to act in the best interest of investors and prove that quantitatively. Risk Assessments are able to pinpoint the level of risk that an investor is willing to take. They eliminate all stereotypes that have made risk tolerance almost meaningless. The most scientific framework can be used to objectively determine an investor's Risk Number®, regardless of whether you are in the same room or around the globe. Portfolio analysis allows you to determine how much risk an investor is currently taking. -
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Diversiview
LENSELL
$99 AUD /50 credit points Diversiview is a cloud-based Portfolio Analysis and Optimizer Software that helps retail investors and professional investment professionals take their portfolios to a higher performance level. Diversiview is a tool that allows investors to: - calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio; View detailed, granular investment diversification; - view the granular allocation, including ETF breakdown (where ETFs form part of the portfolio); - and last but not least, four options to optimize asset allocation in order to achieve a specific goal, including: minimal risk portfolio, optimal portfolio, and efficient portfolio positions, from the Efficient Frontier. Diversiview allows investors to backtest their investment strategies and compare them with major indexes, model portfolios, or other benchmarks. -
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Fund Manager
Beiley Software
$129 per licenseFund 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. -
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MProfit Advisor
MProfit Software
$40 per monthMProfit 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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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.
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Nirvana Solutions
Nirvana Solutions
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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Dion Portfolio Tracker
Dion Global Solutions
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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JUMP Front-to-Back
JUMP Technology
2 RatingsCONSOLIDATION 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 -
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Choice
Choice
1% digital trade feeAdvisors 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. -
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FinFolio
FinFolio
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. -
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PORTAX After-Tax Portfolio Analysis
PortaxSoftware
$49 per user per monthAfter-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. -
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PMplus
SuisseTechPartners
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 -
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iLEVEL
S&P Global
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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MarketRacoon
MarketRacoon
MarketRacoon was born with the idea of consolidating all your investment data into a single, simple, UX-friendly software-as-a-service (SaaS) product so you can easily understand how your personal finance planning is progressing. MarketRaccon is your trusted partner to help you manage your financial investments. Join us now! -
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Kubera
Kubera
$12 per monthThe world's best portfolio tracker. All your assets can be tracked in one place, both traditional and crypto. Global banks, brokerages, stocks and currencies are supported. Get your stocks in order. Connect your online brokerage accounts or add individual stocks to track the value of your stocks in real-time. You can access the latest balances of your exchange and crypto wallet accounts. Or, you can simply add coins to track the crypto portfolio's value in your native currency. Connects to more than 20,000 banks around the world. Kubera's industry-leading account aggregation technology provides reliable connectivity to thousands online banks worldwide. Zillow's real-time market data allows you to track the value of your home (only in the US). Track the real-time value and condition of your automobiles, trucks, or cars. Track the market value of web domain names that you own. Kubera supports almost every international currency. To create a global dashboard, add your Yens to your Euros and view their values in your local currency. -
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Snowball Analytics
Snowball Analytics
$6.70 per monthSnowball 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 -
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HiddenLevers
HiddenLevers
$300 per user per monthLeading 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. -
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wallmine
wallmine
$50 per monthWe have you covered, whether it's unusually high news coverage, a new SEC filing or approaching ex-dividend dates. You can keep up-to-date with all your stocks, cryptocurrencies and ETFs in one portfolio. You will be informed about the companies you care about through our daily newsletter and Thomson Reuters news coverage. You can quickly search for similar tables in previous SEC filings and download them as a bulk file. Merge figures from multiple tables automatically and select the data you are interested in. Highlight any financial document you are interested in and share your thoughts with colleagues. To find a term in any file or transcript, use the full-text search. For easy export and syncing to your model, annotate in-line points of interest. -
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Co-Pilot
FIX Flyer
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. -
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EquityStat
EquityStat
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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AllInvestView
AllInvestView
$5.99 1 RatingAllInvestView 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. -
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Morningstar
Morningstar
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. -
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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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FlexTrade
FlexTrade
FlexTRADER®, the industry's most trusted multi-asset execution management software (EMS), is trusted worldwide by tier-one asset managers as well as hedge funds trading equities and FX. It is known for its exceptional performance, quantitative analysis, and global connectivity to liquidity sources. FlexONE is our all-inclusive order/execution management software that facilitates and streamlines the complex trading needs of the global hedge fund community. FlexFX is an award-winning, algorithmic trading and execution management software for buy-side institutions that trade FX. FlexFX integrates seamlessly with OMSs and offers integrated post-trade allocation solutions. FlexFX is trusted by the largest asset managers in the world. It allows traders to efficiently manage large orders, regardless of their block size, and across multiple value dates. -
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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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Marketlog
Myfxbook
$6.67 per monthMarketlog 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! -
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Statmetrics
Statmetrics
1 RatingGet a better understanding of the risk-return profile for your investments. Use comprehensive technical, fundamental, and quantitative analysis to make better investment decisions. Statmetrics is a comprehensive solution for portfolio analysis and investment research. Statmetrics is optimized to be used on Android mobile devices. It allows you to access global market data, news, monitor and screen markets and perform charting and technical analyses, build and backtest multi-asset portfolios. You can also apply portfolio risk-return optimization strategy, analyze the fundamental characteristics of portfolios or potential investments. -
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QUO
QUO
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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Paragon
corfinancial
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. -
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Navexa
Navexa
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. -
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Solvas|Portfolio
Deloitte
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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StockMaster
Supertech
$220 per year 2 RatingsStockMaster 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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Excel Price Feed
Coderun Technologies
$10 per user per monthExcel spreadsheet with live market data. Excel Price Feed is an Excel Add-in that includes 100+ new Excel formulas to provide live, historical, and fundamental market data. Markets include stocks and stock indices, stock options and stock options, as well as forex, commodities, and cryptocurrencies. Real-time data from NASDAQ and NYSE, delayed data from other exchanges (European, Asia, Americas, Australia). Data is sourced via Yahoo Finance and IG Index / IG Markets. -
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Claritus, a technology-driven private wealth management service, allows you to track, understand and take control your wealth from one place. Claritus believes that you should be able to see your assets and investments clearly and easily without needing a master's degree in finance. We understand that privacy and security are very important to you. That is why we adhere to the highest standards in data security and encryption. Claritus allows you to know that your data is only for your eyes with Claritus. Claritus allows you to access, track, and take full control of your portfolio from one interface. Claritus is your beacon of light in a confusing sea of apps, services and spreadsheets. It's easier than ever to get real-time data from over 17,000 global financial institutions, brokerages and other financial organizations. To automatically keep track your portfolio.
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StockMarket Plus
StockMarket Plus
$24 per monthWe 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. -
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Passiv
Passiv
$99 per yearPassiv turns your brokerage account into a modern portfolio management tool. You can create your own index, invest and rebalance at the click of one button, and manage multiple accounts seamlessly. These partner platforms allow you to connect your accounts. If your platform is not listed, you can sign up for the mailing list to be notified of when it becomes available. Maintain your target allocation and build your portfolio. Passiv's "buy only" setting allows you to identify underweight assets in your portfolio. Passiv will calculate and execute trades to maintain a balanced portfolio. We will notify you when new cash or dividend payments are made, and we use their APIs to keep your information secure. This ensures you don't violate their terms & condition. -
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Empower
Empower
FreeFinancial professionals who listen and tools that deliver. You can get robust technology that works seamlessly with highly-skilled fee-based financial professionals in order to deliver a truly customized solution for you. Financial transparency is now more transparent than ever. Our financial professionals will help you create a Personal Strategy based on your unique goals and preferences. Then, they'll implement it into a portfolio which is tax optimized, minimizes risk and is regularly rebalanced in order to match your constantly changing situation. We can help you create a portfolio that is diversified around the things that you care about, whether you are looking for sophisticated financial management or more advanced investment solutions. -
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RiskSmith
RiskSmith
A great portfolio is not just a collection or individual investments. It's a system that builds wealth. We can help you assess how efficient your portfolio is and then tune it to get the best out of it. Find out how your investments work together. Find out how well your portfolio trades risk for reward and how much volatility you have. It's about becoming a better trader of risk for reward. We can help you determine how efficient your portfolio is at making those trades. Risk Efficiency helps you understand how assets interact to hedge risk. Anything above 1 is considered good. Anything above 1.5 is excellent. dScore shows you how much you can lose randomly once or twice per month. This number will help you to be more resilient to the market's madness. We have been studying line charts that show asset growth for decades. -
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Digrin is free dividend portfolio manager that provides dividend growth investors with a tool for tracking and managing their portfolio in real-time. Freemium model with most features available for free, and paid memberships for extra features or supporters. Your portfolio will include key statistics such as internal rate of return, yield on cost and more. Dividend reinvesting is possible for each stock and dividend. Dividends in the future can be set up to be automatically reinvested. A portfolio can be shared publicly. Check out a VR Finance portfolio. You can use a dividend-focused screener to filter stocks based on dividend yields, payout ratios, DGR3, DGR5, or sector. You can also limit the stocks that pay and raise dividends over a period of 5, 10, or 25. Simple tool for checking dividend yield every day. You will receive an email if your desired dividend yield has been met.
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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.
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Utluna
Utluna
$25 per monthUtluna 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. -
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Tradesocio
Tradesocio
Robo Advisor is an investment platform that offers customers investment opportunities based upon their investment goals and risk profile. Robo Advisor is a low-cost investment platform that provides instant digital advice to investors. Financial institutions cannot offer a complete wealth solution to the masses. Uses AI Algorithm to analyze customers assets, liabilities and risk modelling. It is designed for passive investors and features an easy-to use interface and real-time NAV. Robo Advisor uses trusted research and algorithms to match customers' investment goals in short, medium, and long-term investment plans. It offers tailored investment strategies that can be used as a low-cost alternative for traditional advisors. It allows users to invest in multiple goal-based investment strategies and to manage and rebalance multiple assets.