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]
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.
MoneyLion
moneylion.com
Make your money roar! Your destination to own your money life every day - combining motivation, expert knowledge & innovative products into one personalized app experience. Mobile banking, cash advances, credit building, crypto, investing, and so much more! Serving customers 24/7 via phone, chat, and email.
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.
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.
Moneyfarm
moneyfarm.com
Start your Moneyfarm ISA or General Investment Account today and receive a fully managed investment portfolio for surprisingly low fees.
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.
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.
Altruist
altruist.com
Altruist is on a mission to make great independent financial advice more efficient, affordable, and accessible. The company’s all-in-one financial advising platform provides fiduciary advisors with cutting-edge tools designed to substantially lower costs to operating their business. Advisors can open and fund accounts, invest, manage, report, and bill, all in one place. A fully digital brokerage (Altruist Financial LLC, Member FINRA/SIPC), Altruist empowers advisors to do their best work and help ensure clients have a better experience with their money. Founded in 2018 by CEO Jason Wenk, Altruist launched its platform in late 2020.
Riskturn
riskturn.com
RISKTURN is a financial business software that provides an innovative solution for risk-based business forecasting and provides greater confidence and higher visibility to decision makers.
OpenGamma
opengamma.com
OpenGamma is a derivatives analytics firm with unparalleled expertise in OTC and ETD margin methodologies, backed by CME, JSCC, Accel and Dawn. Our teams bring together a unique mix of practitioner, quantitative and software engineering expertise. Today, we are trusted by the largest and most sophisticated global banks and fund managers, with thousands of users depending on our analytics. Our product coverage spans across margin solutions (validating and optimising cleared and bilateral portfolios), UMR or SIMM processing and regulatory reporting. OpenGamma has on-boarded 50+ clients to our cloud-based solution including Tier One Investment Banks, Asset Managers and Hedge Funds – successfully delivering to these demanding organisations within committed timelines.
Grand
grand.io
Grand is not your average GRC software. Our primary focus is to make the lives of GRC practitioners easier and more fun. We do this by reducing workload through compliance automation, collaboration, advanced AI and all the rest, but what truly sets us apart is our continuous feed of out-of-the-box content that has been curated by industry leading experts.
Company Watch
companywatch.net
Company Watch is a comprehensive financial risk management software solution designed to empower businesses of all sizes to identify, assess, and mitigate financial risks. This software falls under the category of Financial Risk Management and Third Party & Supplier Risk Management, and is targeted towards businesses looking to make informed decisions regarding potential investments, partnerships, and financial transactions. Company Watch offers a robust suite of features to equip users with the tools they need for effective financial risk management: • Streamlined data acquisition: Effortlessly gather and analyse data from various sources, including public records and sanctions lists. • Automated risk assessments: Leverage pre-built risk profiles and customisable scoring models to gain a swift and insightful understanding of potential financial risks associated with businesses, suppliers, or investment opportunities. • Enhanced due diligence: Conduct in-depth due diligence investigations with features like enhanced director matching, anti-money laundering (AML) checks, fraud checks, and detailed business intelligence reports. • Predictive analytics: Gain valuable insights into future financial performance through cutting-edge predictive analytics tools, allowing for proactive risk mitigation strategies. • Centralised reporting: Generate comprehensive reports that consolidate all risk assessment data and findings, facilitating clear and efficient communication with stakeholders. By utilising Company Watch, businesses can experience a host of benefits: • Confident decision making: Gain the confidence to make informed financial decisions backed by data-driven insights and comprehensive risk assessments. • Reduced risk exposure: Proactively identify and mitigate potential financial risks, minimising potential losses and safeguarding your business. • Improved efficiency: Streamline due diligence processes and save valuable time by automating data collection and analysis tasks. • Enhanced compliance: Ensure adherence to financial regulations with built-in AML checks and compliance features. • Optimised resource allocation: Allocate resources strategically by focusing on the most critical risks identified through Company Watch's risk assessments. Company Watch empowers businesses to navigate the complexities of today's financial landscape with confidence. Its comprehensive suite of features and data-driven insights provide a clear advantage for making informed financial decisions that promote business growth and long-term success.
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.
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]
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.
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.
Safebooks AI
safebooks.ai
Meet Safebooks AI - the Financial Data Governance Platform that finance teams use to trust 100% of their business and financial data in minutes. Safebooks AI creates an auditable, cross-system view of all transactions, using AI and machine learning to automatically detect anomalies, fraud indicators, and inaccuracies. No more manual reconciliations or guesswork. No more struggling with: - Disparate financial systems: Safebooks AI seamlessly integrates with your existing infrastructure, including ERP, Payroll, HRIS, Billing, Payments, and more. We don't just analyze processes, we dive deep into your underlying data, building a holistic, auditable cross-system view. - Manual reconciliations and errors: Our AI does the heavy lifting, automatically analyzing every transaction across all systems for anomalies, fraud indicators, and inconsistencies. Say goodbye to tedious tasks and embrace complete data accuracy. - Lack of confidence and transparency: Gain complete trust in your financial reporting and decision-making. With Safebooks AI, you can finally confidently sign off on your data, knowing it's 100% reliable.
Omega Point
ompnt.com
Omega Point is a comprehensive front-office risk management and portfolio construction solution. Our customers include global asset managers, pensions, and multi-manager hedge funds managing. Our customers leverage Omega Point to efficiently identify portfolio exposures and risks and take action through improvements in position sizing and hedging. The platform is an open ecosystem that makes leading datasets and fintech tools accessible without the need for a development or data science team. It is a force multiplier for investors, significantly enhancing the efficiency and impact of their risk, portfolio management, and research teams.
Smart RIA
smart-ria.com
Smart RIA software with our proprietary Advisor Alert technology combines back office efficiencies with Federal and State compliance to offer an all-in-one RIA management platform that helps you to remain audit ready and manage your business while saving time and money.
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.
Alloy
alloy.com
Over 300 companies use Alloy’s API-based platform to connect to more than 160 data sources, automate identity decisions during account origination, and monitor them on an ongoing basis. Alloy has helped some of the most innovative banks and fastest growing fintech companies grow and scale operations by allowing them to find more good customers and bring them into their products without increasing the risk of fraud.
Venture360
venture360.co
Venture360 is the firm doing it all when it comes to managing your venture fund. Back office accounting and tax powered by proprietary software for deal pipeline management, portfolio tracking and investor reporting. All of this at the industry's most competitive pricing.
Strabo
strabo.app
Strabo is a cloud-based platform that helps you link multiple accounts from around the world in one dashboard. Track all the money you own and owe, get holistic outlook of your net worth instantly, and plan your investments wisely to get the most out of your money!
Stockspot
stockspot.com.au
Stockspot is Australia's first and largest digital investment adviser. We were founded in 2013 with a mission to help more Australians access expert investment advice and portfolio management. We want to do away with the high fees, confusing jargon, endless paperwork and lack of transparency that gives the wealth management industry a bad reputation. Today, we're the largest and fastest growing digital investment advice (robo-advice) service in Australia. We're helping thousands of Australians manage their money smarter with our low-fee transparent investment service. Stockspot was selected as one of the Leading Fintech Innovators globally by KPMG in 2014 and 2015, Asia's most innovative new financial technology start-up of 2014. We’ve also just won the 2020 Wealth Management Fintech of the Year.
SigFig
sigfig.com
SigFig builds software for financial services organizations, ranging from digital wealth management platforms for financial advisors to needs discovery tools for retail bankers.
Pontera
pontera.com
Pontera™, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, is dedicated to helping more Americans retire with greater wealth and financial security. Founded in 2012, we work with Registered Investment Advisors (RIAs), Broker-Dealers, and some of the largest financial institutions in the country to deliver more comprehensive wealth management.
Masttro
masttro.com
Masttro is a wealth tech platform that enables a 100% view of wealth. The platform provides a single source of accurate, full-picture data to give wealth owners ultimate control, transparency and peace of mind to make informed, data-driven financial decisions in real-time. Masttro offers a total wealth overview covering all illiquid and liquid investments to liabilities and passion assets. It comes with a comprehensive suite of features including data aggregation, analysis and reporting - all protected by best-in-class cybersecurity architecture and data security protocols.
illio
illio.com
We grow engagement with your clients by improving transparency. Based upon an award-winning investment process, our proprietary Insights help end users and advisors learn what matters most about their wealth. We aim to bring simplicity, efficiency and transparency to the wealth industry. Traditionally, analyzing wealth is a complex process which doesn't help advisor productivity. Furthermore, explaining wealth is often jargon intense which doesn't help stakeholders' understanding of what they own. Our modular wealth platform is designed to support wealth firms, online platforms, family offices, asset or fund managers with time saving analytics, user friendly visualizations and personalized portfolio Insights.
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