Page 12 - Top Finance Apps - Nepal
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CyberDEX
cyberdex.xyz
CyberDEX is a decentralised perpetual swaps trading platform functioning on Optimism. The exchange is powered by Synthetix which - by its unique model - allows traders to tap into huge liquidity pools and carry out trades with minimum slippage and market impact. This is done by leveraging Synthetix debt pool (a massive pool of liquidity) that ensures execution in size at the closest price level to the order with minimal impact to the markets traded. This model is sustained by the liquid and immutable stablecoin, sUSD, which is quoted against the tradable synthetic assets with their prices matching the underlying assets using decentralised data oracles such as “Chainlink” and “Pyth”. CyberDEX Benefits: * High speed execution: 2-3s transaction speed enabled by Optimism L2 * Fully self-custodial. You own your funds * Fully on-chain: you can track every trade you make on the blockchain * Low fees: 0.01-0.02% Maker, 0.05-0.1% Taker, depending on skew - CyberDEX does not charge any additional fees * Low slippage and market impact regardless of the size * Up to 50x leverage * Cutting-edge, tailored UI/UX, responsive app performance
Kwenta
kwenta.io
Kwenta is a multichain perps marketplace offering perpetual futures on Optimism, Base, and Arbitrum. Kwenta integrates with leading derivatives liquidity protocols to bring you the most markets, best pricing, and deepest liquidity available onchain.
Toros Finance
toros.finance
Toros Finance is a cutting-edge platform that specializes in automated trading strategies designed to maximize earnings through yield generation and leveraged trading. With a user-friendly interface, Toros allows users to connect their wallets and access a variety of investment strategies tailored to amplify returns.
Polynomial
polynomial.fi
Polynomial Chain is an L2 designed to hyperscale on-chain derivatives trading, tackling the scalability and liquidity challenges present in the current DeFi ecosystem. It offers ultra-fast settlements and unified liquidity, setting a new standard and emerging as the premier derivatives super chain for DeFi.
Synthetix
synthetix.io
Synthetix is a decentralized liquidity provisioning protocol built on Ethereum and Optimistic Ethereum (a layer two scaling solution built on Ethereum). Synthetic assets, and associated products, are collateralized by stakers via Synthetix Network Token (SNX), which when locked in a staking contract enables the issuance of synthetic assets (synths). This pooled collateral model allows users to perform conversions between synths directly with the smart contract, avoiding the need for counterparties. This mechanism solves the liquidity and slippage issues experienced by DEXs. Synthetix liquidity powers a range of derivatives and on-chain financial instruments. You can learn more about the two types of synthetic assets that protocols will integrate to create on-chain derivatives. The Synthetix Protocol does not operate any user-facing front-ends, which allow users to trade. Instead, it serves as a backend liquidity provisioning tool to support user-facing DeFi applications. There is a growing number of protocols that utilize this capital and generate trading fees for stakers.
Overflow
overflow.co
Overflow makes generosity frictionless by unlocking more ways to give. Nonprofits, churches, and corporations can easily accept stock, crypto, and cash donations in minutes on our secure platform. Experience the Overflow advantage: An easy to use platform that allows donors to initiate gifts in minutes online (instead of taking weeks offline!). An expert support team that consists of real people dedicated to supporting nonprofits and donors to facilitate giving. A secure platform that is SOC-2 Type 2 compliant with ongoing penetration testing to keep donors and nonprofits safe. Transparency through a dashboard that gives you the ability to track donor details and gift status in order to steward and cultivate your supporters.
Donatestock
donatestock.com
At the intersection of Fintech and Philanthropy, DonateStock is democratizing charitable stock gifting by making it accessible and easy for millions of nonprofits and donors. Our Easy Button for stock gifting makes it fast, safe and free for donors while removing barriers and friction for nonprofits.
Billgist
billgist.com
BillGist is an innovative SaaS solution designed to simplify and optimize AWS cost management. Tailored for businesses and cloud professionals, it provides real-time insights into AWS billing, usage patterns, and cost allocation to help users make data-driven decisions that optimize spending. What sets BillGist apart from other AWS cost management tools is its AI-driven forecasting and alert system. The software goes beyond simple budget tracking by predicting future costs based on historical trends and notifying users of potential overages or savings opportunities before they impact the budget. Additionally, BillGist is equipped with customizable reporting and export options that integrate seamlessly into existing finance workflows, providing financial teams with actionable data in
FreeWill
freewill.com
FreeWill works with nonprofit development teams to ensure they're able to accept impactful gifts, whether given through tax-smart vehicles like donor-advised funds, stocks, or IRAs, or through a legacy commitment in a will or trust. Never miss a gift with FreeWill’s suite of products: Planned Giving Suite includes: - Legacy Gifts - Estate Planning Tools - Featureships Smart Giving Suite includes: - Donor-Advised Funds - Stocks & Securities - Qualified Charitable Distributions - Crypto
Lazy Exchange
lazy.exchange
Lazy Exchange is an innovative platform designed to simplify the process of bridging and swapping cryptocurrencies across more than 70 different blockchain networks. With a user-friendly interface, Lazy Exchange allows users to execute transactions seamlessly in one tab, reducing the complexity often associated with decentralized exchanges.
Law Cyborg
lawcyborg.com
A suite of ai-powered tax tools for NZ tax professionals, accessible via the LawCyborg platform, for just $39 + GST per month. LawCyborg's flagship tool is a New Zealand tax research AI that figures out tough tax questions for the user and returns a technical answer with hyperlinked citations.
Kudzu
kudzumoney.com
Kudzu is a customer-first online financial solution focused on helping you build strong roots by guiding and growing with you through your entire financial journey. Kudzu was sown from a simple idea—financial freedom should be accessible to everyone. Kudzu's mission is to enhance the financial awareness and independence of our customers and provide tailored financial products to set them on the path to growth and success.
PatentRenewal
patentrenewal.com
Experience PatentRenewal.com, a fintech-powered solution that offers the most efficient IP renewal process, all at a fraction of the usual market price. Seamlessly automate your patent, utility model, and design renewals worldwide through our user-friendly digital platform, where you can track your payments, forecast your costs, and store all your documents in one place. Enjoy reduced expenses while benefitting from an upgraded experience. Join our community of over 1300 satisfied IP owners from 40+ countries today! Take the first step towards smarter IP management by visiting PatentRenewal.com and accessing our free price comparison tool!
Tidal Commerce
tidalcommerce.com
Payment processing and merchant services that work for businesses and organizations of all sizes. Whether you're just starting out, or process millions of dollars a year, we have the solutions you need to power your business and save you money.
Bilr
getbilr.com
Bilr is an all-in -one solution for time recording and legal billing. Bilr lets you create clean, beautiful invoices for all matter types and in multi-currency within seconds.
Blynex
blynex.com
Blynex Exchange: Your secure hub for buying, selling, and trading Bitcoin, Ethereum and altcoins. Experience top-notch performance, security, and reliability as we lead the way in Web 3.0 adoption.
TRES Finance
tres.finance
Get the full and accurate picture across all of your Web3 financial activity. Web3 finance teams, asset managers and crypto service providers can now make Web3 accounting, audit and reporting the easiest part of their financial workflow. Its enterprise-grade Financial Data Lake manages thousands of financial data points across wallets, exchanges, custodians and DeFi protocols to bring you the complete picture of all of your Web3 financial activity.
Klippa
klippa.com
Klippa is an innovative platform designed to streamline financial processes through powerful document and expense management solutions. It leverages advanced technology, including OCR (Optical Character Recognition) and AI, to automate the extraction and processing of data from receipts, invoices, and other financial documents.
Auditoria
auditoria.ai
Auditoria is an AI-driven SaaS automation provider for corporate finance that automates finance processes in vendor management, accounts payable and receivable, and accruals to accelerate cash performance. By leveraging natural language processing, generative artificial intelligence, and machine learning, Auditoria supercharges ERP systems, adding value to corporate investments. Auditoria removes friction and repetition from mundane tasks by automating complex functions, and providing real-time visibility into cash performance. Corporate finance and accounting teams at leading companies including use Auditoria to accelerate business value while minimizing IT involvement, improving business resilience, lowering attrition, and accelerating business insights. Purpose-built for finance, with next-gen advanced Auditoria integrates with systems of record and shared inboxes to engage key stakeholders to streamline and automate collections and payment processing, add controls to procurement spend, optimize spend and vendor management, and handle finance inquiries using automation that generates data to provide key insights into cash performance. Auditoria’s SmartFlow Skills and SmartBots allow organizations to regain thousands of hours the finance team would otherwise spend on administrative, transaction-based non-value-added tasks to help alleviate pressures and elevate the state of the finance back office. Auditoria's SmartCustomer improves cash flow, reduces DSO, and increases efficiency for accounts receivable teams. Auditoria's SmartVendor reduces manual work, reduces risk, and improves accuracy for vendor management. Auditoria's SmartGL reduces risk, improves accuracy, and simplifies close in the finance office. AP and AR Helpdesk automation works 24/7 to process email content and understand finance-specific intent, continuously checking inboxes and responding conversationally to items such as approval status, invoice payments, short pay issues, and missed invoices.
Alkymi
alkymi.io
Alkymi is the AI-powered end-to-end solution for managing your investment document processing. As the first technology service to offer both machine learning and safe and secure large language models inside financial document workflows, Alkymi is changing how the financial services industry accesses their data, empowering firms to service more clients, quickly pivot investment strategies, and review deals faster.
TradingKey
tradingkey.com
TradingKey is a dynamic platform that provides real-time market quotes, financial news, and in-depth analysis tailored for traders and investors. It covers a wide array of financial instruments, including cryptocurrencies, commodities, and forex, making it a comprehensive resource for market insights.
Tipsme
tipsme.online
Tipsme is a digital tipping platform that facilitates cashless tips for service providers, freelancers, and content creators, allowing users to seamlessly receive gratuities via NFC cards, QR codes, and online profiles. This solution is designed to cater to a wide range of professionals in the service industry, including bartenders, baristas, musicians, and other individuals or businesses that rely on tips as a part of their income. Tipsme ensures that tipping is convenient for customers who no longer carry cash, while also providing service providers with a modern, efficient way to manage their earnings. Key Features and Benefits: Digital Tipping Options: Tipsme provides various methods for receiving tips, including NFC cards, QR codes, and shareable online profiles. This flexibility allows service providers to receive tips both in-person and online, accommodating a variety of customer preferences. Seamless Payment Integration: The platform integrates with popular payment systems such as PayPal, Venmo, Stripe, Apple Pay, and Google Pay, making it easy for customers to tip using their preferred payment method. Comprehensive Dashboard: Tipsme offers a user-friendly dashboard where service providers can track their tips, view transaction history, and manage their accounts efficiently. This feature helps users stay organized and monitor their earnings in real-time. Customizable Profile: Users can create a personalized profile that includes their photo, bio, and social media links. This not only enhances their visibility but also helps build trust with customers, leading to more tips and better customer engagement. Global Accessibility: Tipsme is available worldwide, allowing users from different regions to access the platform and receive tips, regardless of geographical limitations. Use Cases: Service Industry Professionals: Bartenders, baristas, waitstaff, and other service providers who traditionally rely on cash tips can use Tipsme to offer digital tipping options to their customers. Freelancers and Content Creators: Individuals working online or in creative fields can use Tipsme to receive tips from clients or followers, either through direct online interactions or via their social media platforms. Musicians and Performers: Street performers, musicians, and entertainers can set up a Tipsme profile to receive tips from their audience, even if they don’t have cash on hand. Tipsme is a versatile solution designed to meet the needs of modern service providers, enabling them to adapt to the digital age and maximize their tipping potential. With its easy-to-use interface and flexible tipping options, Tipsme helps users enhance their earnings while offering customers a convenient way to show their appreciation.
Strike
strike.money
Strike, the ultimate stock market analytical tool created by Indiacharts! Their platform provides investors and traders with a comprehensive range of resources to excel in the stock market. ** Discover: Stay up-to-date with the latest stock market trends and events through their Discover section. Their scanners allow you to filter through thousands of stocks based on volume, price, and technical indicators. The news section keeps you informed, and their IPO calendar tracks upcoming IPOs, earnings calls, and company announcements. ** Analyse: In their Analyse section, you'll find all the tools necessary to analyze the stock market. Their heatmap provides a visual representation of market performance, enabling quick identification of strong-performing stocks and sectors. Gain insights from futures and option trades, stocks and indices, sentiment and diffusion indicators, as well as FII and DII participation. Their powerful Rohit Momentum Indicator, developed by their CEO Rohit Srivastava, helps identify stocks with strong momentum. ** Learn: Enhance your stock market knowledge and trading skills in their Learn section. Access webinars, mentorship programs, and informational videos. Their Insider Club offers exclusive insights from industry experts, while their mentorship program provides personalized coaching and support. Webinars cover various topics, from basic trading strategies to advanced technical analysis. ** Charts: Visualize and analyze stock performance using their user-friendly interface. Explore charts of your favorite stocks and utilize their comprehensive toolset for valuable insights. Strike brings together everything investors and traders need under one roof. Whether you're a beginner or experienced trader, their powerful tools, extensive resources, and user-friendly interface enable better investment decisions and help you achieve financial goals. Join Strike today and elevate your trading to new heights!
Bermuda Unicorn
bermudaunicorn.com
Bermuda Unicorn is a best NFT Marketplace for digital items for discover, sell, buy or hold in the form of digital currencies or NFTs.
Tellimer
tellimer.com
Tellimer is a leading provider of specialized knowledge and execution capabilities in equity and fixed-income markets and investment banking across developing economies, offering international investors access to some of the most complex financial markets and economies in the world. The company is committed to providing high-quality services to its investors. To further enhance this commitment, Tellimer (formerly Exotix Capital) has launched a new standalone research, analytics, and data division (RAD). This division will enable clients to benefit from the firm’s specialist industry and market knowledge.
BlueGamma
bluegamma.io
Easy to use market data platform for financing teams to download EURIBOR, SONIA and SOFR curves.
Zamp
zamp.com
Zamp completely takes sales tax off your plate from start to finish so you never have to touch it again. Our white-glove approach takes the time, frustration, and risk out of managing sales tax by combining technology & automation with the tailored guidance & support customers are looking for. We set up, configure and monitor your account, which gives you the confidence you are always sales tax compliant. With our developer-friendly API and pre-built integrations, we enable all online sellers to calculate and aggregate their sales tax across multiple sales channels. Zamp offers a simple pricing model that includes one all-inclusive price for onboarding, support, calculations, registrations and filing. Everything is included. And there are no overage fees! We are redefining what a partnership means in the sales tax compliance space. We’d love to learn more about your business. Call us!
CNBC Select
cnbc.com
CNBC Select takes a closer look at the top credit cards on the market and best savings and checking accounts offers to help you decide which ones could be a fit for you.
Calypso
calypsocopilot.com
Combine all public data with the best of AI and training from buy-side professionals to track all of your coverage, all in one place. Calypso is an AI-powered platform designed as a copilot for public equity investment, aimed at enhancing the analysis and decision-making process for investors. Key Features: * AI-Driven Insights: Calypso combines advanced AI with financial data, transcripts, and news to provide comprehensive insights into stocks and market narratives. * Personalized Tracking: Users can monitor their investment theses, ensuring they stay aligned with their initial strategies and decisions. * Earnings Updates: The platform keeps users informed about earnings events and provides AI-generated previews and updates, streamlining the information flow. * Chat Functionality: Investors can engage with a GPT-4 powered AI to ask questions and receive tailored feedback on their stock evaluations. * Integration with Financial Data: Calypso offers access to key financials, analyst debates, and market trends, making it easier to stay updated and informed.
WeFIRE
wefire.io
AI Assistant Enhanced: The AI model has been upgraded to deliver faster performance, enhancing responsiveness and efficiency. Transaction Interface Enhancements: Optimized the display of transaction tags for better visibility and navigation, along with enhanced scrolling in the transaction records list for a smoother user experience. Explore a new, intuitive interface. We've resolved bugs and optimized performance to deliver a smoother, faster, and more reliable experience.
Streetbeat
streetbeat.com
Streetbeat is an innovative investment platform designed to help individuals manage their investments like the wealthy, leveraging AI technology for enhanced decision-making. Key Features: * Auto-Investment: Users can invest in a variety of assets, including Real Estate Investment Trusts (REITs), bonds, and stocks, with guidance from AI-powered insights. * Tuition Rewards Program: Streetbeat offers a unique program that allows users to earn tuition credits for college, potentially reducing tuition costs by up to 25%. * Customized Portfolios: The platform allows users to create personalized investment portfolios based on specific interests and financial goals, with automatic rebalancing based on market conditions. * Diverse Investment Strategies: Users can choose from various portfolios, including those focused on generative AI, government contracts, and even cultural phenomena like the Taylor Swift strategy.
Ensuro
ensuro.co
Ensuro is a Blockchain-based (re)insurance company, licensed by the Bermuda Monetary Authority. We curate real-world risk and provide stablecoin-denominated capacity managed by smart contracts. This allows anyone to invest in insurance risk and reap its benefits. By opening up the insurance market to new players, we fuel innovation for established and upcoming insurance partners.
Stockity
stockity.ai
Stockity is an online trading platform that allows users to invest regardless of their previous trading experience. See firsthand what opportunities the application provides. Stockity has an efficient and intuitive interface convenient for all traders because our goal is to make complicated things simple and clear. Analyze and explore the platform features and choose among the wide range of trading assets, easy-to-use tools and illustrative dashboards.
PrimeRevenue
primerevenue.com
PrimeRevenue, the leading provider of working capital financial technology solutions, helps more than 30,000 clients in 80+ countries optimize their working capital to efficiency fund strategic initiatives, gain a competitive advantage and strengthen their supply chains. Offering cloud-enabled working capital solutions and expertise and best practices in both accounts payable and accounts receivable, PrimeRevenue processes nearly $250 billion in payment transactions each year and has been recognized with more than 50 awards from leading industry publications and associations across the world. PrimeRevenue’s experienced team delivers ongoing training and coaching along with global 24/7 customer support to ensure our customers and their suppliers have the best possible supply chain finance experience. PrimeRevenue also partners with 100+ banks to create the largest and most diverse global funding pool, enabling customers to manage their payments in 30+ currencies on a single cloud-based, multi-lingual, cross-border network. With PrimeRevenue’s solutions, suppliers have increased visibility and control over their cash flow. At the same time, buyers have more time to pay invoices and unlock material cash to invest back into the business.
Zentrader
zentrader.com
Secure, reliable and easy-to-use trading platform is suitable for beginners and professionals alike, plus it’s available on desktop, iPhone and Android.
Bond Smartly
bondsmartly.com
Bond Smartly is a comprehensive platform designed for investors seeking detailed information on corporate bonds and their yields. Key Features: * Extensive Data: Access yield curves for over 500,000 bonds, simplifying the process of bond research and investment. * Advanced Screening Tools: Utilize various filters to quickly find specific bonds that meet your investment criteria. * YTM Calculator: Calculate the yield to maturity (YTM) for different bonds to aid in investment decisions.
Wallstreet.io
wallstreet.io
WallStreet.io provides innovative technical analysis tools, the best stocks & options university, and the #1 financial social network with live meetups hosted by professional traders.
cc:Monet
ccmonet.ai
cc:Monet provides automated accounting solutions. Simplifying tasks for accountants, bookkeepers, and businesses. Trusted tools for accurate data, efficiency, and productivity. Key Features: - 100% Data Accuracy: Depend on our precision-engineered software to deliver complete accuracy in all financial transactions, removing any potential for errors and discrepancies. - 90% Manpower Cost Savings: Dramatically reduce costs by minimizing the need for manual labor, allowing you to reallocate resources and focus on growth. - Automated Data Entry: Say goodbye to manual data entry with AI that intelligently handles data input, significantly reducing errors and freeing up your time. - Effortless Expense Management: Capture expenses with ease—snap a photo or forward an email, and our AI seamlessly extracts and categorizes pertinent details with unmatched precision. - Lightning-fast Processing: Manage and analyze your financial data in real-time with our responsive technology, enhancing your workflow by 100 times for maximized efficiency. - Intelligent Category Mapping: Automatically detects and allows for customizable expense categories, adapting perfectly to your industry’s specific needs. - Advanced Reconciliation: Our advanced algorithms ensure meticulous transaction matching across accounts, providing flawless financial reporting. - Bulk Importing Perfected: Streamline your operations with AI-enhanced bulk import capabilities. Our system accurately extracts and matches data from various documents, integrating seamlessly. - Seamless Sync: Keep your financial data synchronized effortlessly with your preferred accounting platforms, like Xero , quickbooks, ensuring it is always up-to-date and accessible.
BoomFi
boomfi.xyz
BoomFi is the easiest and safest way for your business to start accepting digital currency payments. Collect one-time to recurring payments and settle in crypto or fiat currencies. No-code, low-code, API and embedded integrations available. Flat 1%+ 25c per transaction. Our products: - Crypto payment gateway (support for 100+ currencies across major blockchains) - Crypto subscription payment - Fast bank on/off ramp (GBP, EUR, USD across SEPA, FPS, ACH, SWIFT) - Payouts - Digital Wallet-as-a-Service - Embedded / white label
MarketAlerts
marketalerts.com
Get AI to monitor your portfolio and watchlists 24/7, notifying you instantly and without noise, on need-to-know updates: Earnings Call AI-Summaries, Changes in Number Of Customers, Financial Guidance, Technical Patterns, Insider Transactions, New Product Announcements, Acquisition Offers, Filled Lawsuits, Analyst Rating changes, and more... Browse AI signals and patterns to find the right trade opportunities at the right time.
ComplyFirst
complyfirst.co
ComplyFirst is a RegTech platform for financial services companies. We simplify regulatory compliance with our innovative Regulation-as-a-Service software, cutting compliance costs and saving time. Complyfirst is the must-have regulatory reporting tool for global payment and e-money companies. Submit reports 8x faster, slash the risk of fines (we're talking millions) and effortlessly scale into new jurisdictions - no extra hires necessary.
Holder.io
holder.io
A cryptocurrency asset management platform that offers users tools for storing, exchanging and investing in various cryptocurrencies.
Raiffeisen Online Romania
new.raiffeisenonline.ro
Raiffeisen Online is the digital banking platform of Raiffeisen Bank in Romania, designed to provide customers with convenient and secure access to their banking services. The platform enables users to manage their finances efficiently from anywhere, using a user-friendly interface.
Polaris Web3
polarisweb3.org
Polaris is a platform designed to provide an ecosystem of intuitive and accessible tools that enable users around the world to explore, interact and benefit from opportunities in the Web3 space. We seek to democratize access to the blockchain, ensuring that information and tools are Easy, Fast and Convenient for everyone.
Vergo
getvergo.com
Vergo is a credit card expense tracking software for the construction industry allowing accounting teams to automate the tracking and coding of transactions to different jobs.
LiveForexTV.com
liveforextv.com
LiveForexTV.com is a leading online platform dedicated to providing traders with real-time market insights, educational resources, and interactive content in the world of Forex trading. LiveForexTV.com's mission is to empower traders of all levels with the knowledge and tools they need to succeed in the dynamic and ever-changing Forex market.
Valutico
valutico.com
Started by a team of enthusiastic financial professionals, software engineers and data scientists, the concept for Valutico was born out of frustration with the lack of quality, user-friendly tools available for valuation practitioners to conduct their analysis thoroughly and efficiently. Today, we empower our clients around the world by enhancing their analysis and operations whilst simplifying their processes through the use of the Valutico platform.
Synaptic
synaptic.com
Synaptic helps investors and decision-makers get company insights from a wide spectrum of alternative data on a no-code platform. We unify data from proprietary and custom sources layered with a rich analytics toolkit, to make investment research more efficient—from sourcing and tracking to due diligence. We are trusted by top Venture Capital and Private Equity firms, Asset Managers, and Hedge Funds across the globe. Alternative datasets on Synaptic include website traffic, app and product reviews, employee and hiring data, search trends, funding information, tech mentions, and many more.
Profit.com
profit.com
Profit.com is a pioneering fintech company reshaping the landscape of trading analytics, financial research, and trading education. With a mission to democratize financial technology, we empower traders and investors of all levels to make smart investment decisions and achieve maximum profitability. Backed by state-of-the-art technology, cutting-edge solutions, and an experienced team, Profit.com is the go-to destination for individuals seeking a competitive edge in the financial markets, enabling them to unlock their full trading and investment potential.
0xpay
0xpay.app
0xpay is a crypto and fiat processing solution for business & merchants. It allows any individual or a company to start receiving payments in crypto for products and services only two hours after API integration. We are working with startups looking for partnerships, crypto-wallets, payment providers, gambling and betting businesses and every business wanting to proceed with the possibility of getting payments in crypto. We are aiming our communication with B2B analysts, B2C speculators, researchers in businesses who are looking for new markets for their business.
Kwanti
kwanti.com
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects. The web-based portfolio analytics solution aids financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals. Features: * Portfolio drill-down allocation, stress tests, performance, risk, hypotheticals, optimization, blended benchmarks * Custom client proposals and reports with built-in PDF editor * Integrations with third party vendors and custodians Visit Kwanti.com today for a free 30-day trial!
Finbox
finbox.com
finbox.io provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.
PrivCo
privco.com
Discover valuable insights into the financial health, market position, and growth trajectory of private companies in the U.S. with PrivCo - your go-to source for industry-leading intelligence. Our platform provides comprehensive coverage of truly private companies, which make up the majority of U.S. businesses, and are often overlooked by other deal-focused resources. Whether you're looking for new targets or need to augment your due diligence, PrivCo offers the data and analysis you need to make informed decisions.
Aiera
aiera.com
Aiera is the only LIVE event monitoring and search platform covering all available Wall Street events, providing real-time transcription and one-click audio. The experience is available through an easy-to-use desktop and mobile app that also provides search and collaboration across filings, news, and other company-specific data, such as sentiment and key topic analysis. Aiera is set to cover over 60K investor conferences and earnings events each year (with an over 95% connection rate), spanning more than 13K companies worldwide. Aiera is available to everyone for one low subscription price, and can also be accessed via direct integration or API.
BeyondIRR
beyondirr.com
At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs, RIAs) so that they can deliver a better experience to their clients. We intend to assist them with technology-enabled and insights-driven capabilities on markets, investment products as well as client portfolios. We also aim to provide them access to products that are currently accessible to only a select few, so that they can offer such niche products to their clients.
RelayPay
relaypay.io
Based on ATO estimates, over 1 million Australian's hold digital currencies and as of March 2022 the total digital currency market is over $2 trillion USD. Founded in late 2019, RelayPay is Australia's first digital currency payment processor. With its hosted payment solution for store payments and online check out plugins, RelayPay unlocks the market for all Australian merchants while providing an additional utility to over 1 million Australians to use their digital currency assets. RelayPay provides a non-custodial solution which means customers could essentially use any exchange account/wallet or personal wallets to pay in digital currencies. While customers pay with any wallet, merchants can accept digital currencies without the volatility as RelayPay locks the prices for customers and merchants at the time of payment. Merchants benefit from automatic settlement of crypto transactions within next day in dollars, zero risk of purchasing fraud or chargeback, and no additional investment to crypto- related tech.
Identifee
identifee.com
The Engagement Platform for Financial Services Deliver a connected experience, with automated data-driven insights and bite-sized training. Wow your customers, grow revenue and deposits.
Blofin
blofin.com
BloFin is your next crypto trading solution that provides an easy-to-use, secure and reliable trading experience to accommodate all folks.
Finpace
finpace.com
Finpace builds compliance-centric, automation software that automates workflows and eliminates time waste for financial advisory teams and their customers.