TradingView
tradingview.com
Powerful widgets that will enhance the content of your website and provide your users with live market data. The widgets are completely free, easily customizable and come in many different formats and types. The data coverage consists of many traditional markets across the globe, while forex and crypto are fully covered with real-time price updates. The implementation of the widgets is a simple copy and paste of a pre-made iframe code. TradingView provides additional options for customization, branding removal, data opening and so on - the request can be submitted through the company's website.
eToro
etoro.com
eToro is an Israeli social trading and multi-asset brokerage company that focuses on providing financial and copy trading services. It has registered offices in Cyprus, Israel, the United Kingdom, the United States, and Australia. In 2018, the company's value was $800 million.
Ajaib
ajaib.co.id
Smart Ways to Invest in Stock & Mutual Funds. Trusted by 1 million ++ users in Indonesia.
E*TRADE
etrade.com
The original place to invest online, and the heart of the E*TRADE experience. Buy, sell, research, generate ideas,and track the markets, all in one place. Even school yourself on the latest investing trends and techniques.
Koyfin
koyfin.com
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: ▪️ Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. ▪️ Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. ▪️ Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. ▪️ Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. ▪️ Intuitive Interface: Simplifies complex data analysis with visualization tools. ▪️ Collaboration: Easily share and collaborate on watchlists and portfolios with your team. ▪️ Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact [email protected]
DEGIRO
degiro.nl
Investing yourself at unprecedented low rates at Online Broker Degiro. Investing worldwide in, among other things; Shares, options, futures, ETFS, bonds and investment funds. Open a free investor account today.
TrendSpider
trendspider.com
TrendSpider Automated Technical Analysis is the future of Trading Software: an all-in-one toolkit to help make investing more efficient by bringing enterprise-grade charting, scanning, backtesting, alerting to retail investors. TrendSpider supports data for stocks, ETFs, global currencies (Forex), digital assets (crypto), futures, indices, and more.
Monarch
monarchmoney.com
Monarch is a modern and refreshing way to manage money and track expenses. Our finance tracker is an all-in-one tool to help you achieve the highest level of financial control and clarity with ease. Manage money and track expenses with a custom dashboard, modified to focus on what matters most to you. Track expenses, income and overall savings simply and easily. All assets and debt can be found in one unified list with account syncing. No matter how many financial institutions you have accounts with, Monarch tracks your total net worth in one simplified view. Saving money doesn’t need to be complicated. Research has shown that when we can see how our short-term behaviors impact our long-term goals, we’re more likely to make better decisions. Track personal finance goals and see how your monthly income, spending and savings behaviors compound over time to impact your financial future. Improve your financial life with an easy and simple, all-in-one financial tool.
Morningstar
morningstar.com
Morningstar Office is the only turn-key portfolio accounting and practice management platform for RIAs (Registered Investment Advisors) that fully integrates Morningstar’s robust data, analytics, and ratings. Included with Morningstar Office, advisors receive: Reporting and Client Engagement Morningstar Office features a complete portfolio management and client reporting experience. All assets and liabilities are aggregated and accounted for – then reported out in client statements, the advisors web experience, and the client web portal. A Batch reporting feature automatically generates PDF client reports for a single client or an entire practice. Morningstar Research and Investment Data Unique to Morningstar – advisors have access to industry leading investment data. Along with data for open-end mutual funds, stocks, variable annuity/life subaccounts, exchange-traded funds, closed-end funds, separate accounts, and 529 college-savings plans, Morningstar Office includes data for offshore funds, hedge funds, and bonds. Morningstar® Back Office Services Morningstar Office includes daily multi-custodial imports and reconciliation services. This allows advisors to log in to each morning and view up-to-date client data from their custodians, as well as held-away assets via Morningstar® ByAllAccounts®. Morningstar can also convert data from other systems, importing the entire transaction history for a practice including cost basis. Portfolio Monitoring and Rebalancing Morningstar® Total Rebalance Expert® provides comprehensive modeling, monitoring, and rebalancing at the household or account level. Advisors can also use the tax-aware tools to harvest tax losses opportunistically, manage cash, and minimize fees and capital gains distributions. Financial Planning and Risk Help your clients identify meaningful goals and then quickly connect those goals to an easy-to-understand plan with Morningstar Goal Bridge. Advisors can also measure a portfolio’s level of risk compared with Morningstar’s Target Allocation Indices and define a recommended asset allocation based on client’s psychometric risk tolerance and goal time horizon. Client Relationship Management Client management is fully included and integrated via Redtail CRM (Customer Relationship Management), or advisors can utilize other CRM integrations such as Salesforce.
Carta
carta.com
Audit-ready valuations, fast Valuations from professionals who have delivered more 409As than anyone in the industry. Carta is the leading independent 409A provider for private stage companies of all sizes. With over 60,000 professional valuations, Carta holds the largest data set to accurately assess the fair market value of companies from pre-seed through late stage. The Carta valuation team is composed of subject and industry experts that can handle complex valuations with increased regulatory and compliance needs.
Betterment
betterment.com
Managing a 401(k) is challenging. That’s why Betterment at Work makes it simple for employers to offer a high quality 401(k). From ongoing administrative support & investment management, tailored plan design and streamlined payroll integrations – we do the heavy lifting so you don’t have to. Give your employees access to an easy-to-use, powerful investing & retirement savings solution with Betterment at Work’s customizable portfolios, personalized financial guidance, ability to link to external accounts and various complementary wealth-building, savings, and investing tools – all accessible through our mobile app. With Betterment at Work, your 401(k) can also be enhanced with new features like offering a 401(k) match on student loan payments as well as additional financial benefits like our Student Loan Management, 529 Education Savings & 1:1 Financial Coaching benefits*. With this modern mix of 401(k) and financial wellness benefits, as well as accessible education and tools, Betterment at Work can help you attract & retain happy employees while providing benefits they need to accomplish their financial goals. *Student Loan Management by Betterment at Work (“SLM”) is provided in partnership with Spinwheel. 529 accounts and their plans are held and managed by program administrators and managers outside of Betterment. SLM, 529s, and Financial Coaching services are only available as part of a bundled offering with a Betterment 401(k) in the Pro or Flagship plan; additional fees apply for use in the Pro plan, services not available in the Essential plan.
Torobase
torobase.com
Torobase is an all-in-one forex trading platform that offers traders a comprehensive suite of tools and features to help them trade the global forex market with confidence. With a user-friendly interface, high leverage of 1:3000, zero commission, instant execution, no minimum deposit, and robust security measures, Torobase is ideal for traders of all levels, from beginners to experienced traders. The platform also features an open API for professional algorithmic trading and is available on web, Android, and iOS, making it easy to access from anywhere, at any time. Additionally, Torobase provides demo and live accounts to help traders get started, and the registration process is quick and easy. With all these features and more, Torobase is a safe and trusted choice for forex traders.
TradeUI
tradeui.com
TradeUI is an advanced AI trading tool designed to support personalized and efficient investment strategies. Primarily catering to options flow trading and stock market analysis, TradeUI offers features like AI signals, option flow data, advanced chart patterns, and AI sentiment analysis. The tool's AI signals feature helps in predicting market trends, thereby facilitating informed trading decisions. Option flow data provides an overview of market sentiment by showcasing the investment moves of influential market players. Advanced chart patterns feature helps detect critical price patterns and future potential market scenarios. AI sentiment analysis captures mood swings in the market, enabling traders to adapt their strategies accordingly. TradeUI also includes special features tailored for individual securities, such as options flow by ticker and unusual premium, which provide an in-depth understanding of specific securities and help in shaping targeted investment strategies. The platform nurtures a vibrant community of traders where users can share insights, learn from each other, and improve their trading abilities. TradeUI also includes educational resources, allowing traders to deepen their knowledge of stock and options trading. In addition to the web application, TradeUI offers a mobile version and a desktop application for flexibility and ease of access. Users also have access to additional features and services through the Pro version.
Composer
composer.trade
Meet Composer, the automated trading platform and investment app. Discover your potential investing based on data and logic with Composer.
RightCapital
rightcapital.com
Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future.
AlgosOne
algosone.ai
AlgosOne - Artificial intelligence-based trading solution for B2B /+C. Trained on huge datasets, using natural language processing models, similar to GPT-4 and LLaMA, it analyzes a massive range of data sources to predict price trajectories across multiple market sectors simultaneously. Using machine-learning and deep neural networks, ALGOSONE is constantly refining its mathematical models to better manage risk and trade, with ever-growing accuracy.
Nitrogen
nitrogenwealth.com
Grow your AUM, streamline client engagement, and protect your firm Nitrogen creates a common language between advisors and clients, allowing you to spend more time building your business and less time managing it.
Standard Metrics
standardmetrics.io
Standard Metrics is an automated data platform that enables financial transparency between startups and investors, empowering founders to make better decisions in scaling their companies.
Arbinox
arbinox.com
Professional trading system for scanning, analyzing, developing strategies and trading by statistical arbitrage in cryptocurrency markets.
DotBig
dotbig.com
DotBig LTD, widely known as one of the best Europe-based brokerage services, is an online trading platform offering exposure to over 100 tradable instruments in total. It accepts both institutional traders and individuals who are looking for possibilities to benefit from trading stocks, cryptos, ETFs, CFDs, row materials, indices, and of course foreign exchange pairs. Customers access these markets through a usable web-based trading terminal. DotBig is highly appreciated by its clients for its prompt customer support and algorithmic trading capabilities.
Tresmark
tresmark.com
Tresmark gives you real-time access to global markets, including currencies, fixed-income, equities, commodities, and financial derivatives. The Tresmark terminal is a crucial tool that gives you better insight into financial markets, live updated rates for better pricing on trades, and instant news that keeps you ahead of other industry leaders. Tresmark also provides users with multiple and customized dashboard options and user-friendly tools like Technical analysis, Calculators, Central Bank data, Alerts, and Event calendars.
Kubera
kubera.com
Kubera is the world's most modern portfolio tracker software. It lets you track all your assets in one place: stocks, savings, crypto, real estate, collectibles, digital and more. Kubera supports most global banks, brokerages, stocks and currencies. Kubera is private, secure and as simple as a spreadsheet to use. Our B2B white-label solution allows you to roll out Kubera to your clients. This custom and modern portfolio tracker can used by private banks, certified financial professionals, RIAs, estate planners, wealth and crypto advisors to delight, retain and grow their client base. Contact us for a demo – [email protected]
Arrow Algo
arrowalgo.com
We have a no-code algorithmic trading software where users can build (or purchase), backtest and run algo trading strategies without needing to know any programming skills. Through our block builder engine users can easily build complex strategies and run them on their chosen exchange. We currently support Coinbase, Binance and Bybit with more to to be added in due course. We offer a completely free version of the software that allows users to build and backtest and run strategies up to $500 an order, only if their trade sizes exceed this do we ask them to upgrade to a paid version. Happy to give you a demo if you are interested. You can find the product here: www.arrowalgo.com and some of my own influencer content here: www.youtube.com/@brockalgo. We can provide solutions for both B2B and B2C channels.
Investfly
investfly.com
Discover Investfly, the ultimate platform for automated trading and algorithmic stock trading strategies. Build, test, and deploy strategies with no coding required. Unlock your trading potential with advanced tools, backtesting, and live trading integration.
InvestGlass
investglass.com
InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CRM, portfolio management, incident management, marketing automation, client portal, and digital onboarding tools into one seamless solution. Why Choose InvestGlass? Tailored Digital Experience: Create, design, and manage your digital presence with unparalleled customization. Swiss Excellence: Geopolitically neutral and securely hosted on Swiss Cloud, within Europe or directly on your premises for full control and compliance. Trusted Globally Ideal for banks, government entities, and growing businesses, InvestGlass empowers over 1,200 customers across 20+ countries to attract, engage, and delight their clients with award-winning software. Experience the Swiss standard in automation. Invest in success with InvestGlass.
Investipal
investipal.co
Investipal is an AI-enabled portfolio management solution that lets advisors automate Investment Policy Statements and craft personalized portfolios in minutes for each client's account. Our solution includes a whitelabeled client portal to share realtime performance updates along with machine learning enabled rebalancing and risk detection on portfolios.
Vumi
vumi.io
Vumi is a wealth management software that provides service to Investment Service Companies (ISCs), offering a comprehensive and unified view of their clients' investments. With advanced technology and an intuitive, modern interface, Vumi enables financial advisors to consolidate and visualize data from multiple sources. Additionally, it allows them to analyze the performance and risks of their clients' portfolios.
Vyzer
vyzer.co
Vyzer is the only digital wealth management platform that combines public and private investment performance tracking, financial planning tools, projections and benchmarking in one powerful solution, making it easy to follow the money.
WealthBee
wealthbee.io
WealthBee's Enterprise offering enables businesses to integrate a comprehensive financial analytics system directly into their own websites. This solution supports a wide range of financial instruments, including U.S. stocks, options, futures, and various other assets. Key features include customizable dashboards, detailed trade and portfolio analytics, and robust API access for trade and position management. This empowers businesses to provide sophisticated trading insights and analytics within their own platforms, enhancing their financial services offerings.
TradeProofer
tradeproofer.com
Tradeproofer is a forex traders' community that offers unique execution quality monitoring and benchmarking services for forex traders and forex brokers alike. TradeProofer also calculates total-cost-of-trading and helps traders to find the most competitive brokers that fit to their trading style. Tradeproofer community covers over 40 forex currency pairs, members share their data feed from 90+ forex brokers.
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