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.
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]
Dropbox DocSend
docsend.com
Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information.
Sync
sync.com
Sync is a file storage, sharing, and collaboration platform that keeps you safe, secure and connected in the cloud. Since 2011, Sync.com has been on a mission to provide a safe space for the world to collaborate. Today, over one million businesses of all sizes use Sync’s award-winning cloud apps and ground-breaking privacy protection features to share big ideas, store important information and collaborate on game-changing projects.
Tradytics
tradytics.com
Tradytics makes it easy for you to trade in the stock market by providing you data driven tools and decisions.
Stackfield
stackfield.com
Stackfield is an All-in-One Collaboration Tool from Germany with all the features teams need to work together: Task and project management, video conferencing, team chat, collaborative work on documents and more. Stackfield is not only DSGVO compliant, but meets the highest privacy and data security standards. All data is stored in Germany, access outside the EU is not possible. In addition, Stackfield is the only provider that protects all project management and entire workflows with end-to-end encryption. Thus, no one can see the contents of chat messages, tasks or files - not even the employees of Stackfield. Over 10,000 companies use the All-in-One Collaboration Tool to manage their projects, communicate better as a team, and achieve their goals.
ShareFile
sharefile.com
Securely share content and collaborate with clients and internal teams from any device or location with ShareFile. Departments and small businesses need simple, secure solutions to collaborate with clients and each other. With ShareFile, use any device to securely access files, share data, and create time-saving workflows. Simple, quick set-up – no IT required. Share, send any size file on any device: Whether you're in the office or on the go, you'll have secure access to your files anywhere, any time with cloud storage. * Know your files are always safe: Bank-level encryption protects your files, emails and attachments in transit and at rest. * Collaborate securely: Audit trails and configurable permissions to know and control who is accessing your data. * Optimize the client and employee onboarding process: Time-saving workflows reduce manual paperwork all within a single point of collaboration. * Secure FTP site alternative: No software installations - for you or your clients.
Deepvue
deepvue.com
Deepvue is a powerful, intuitive, and comprehensive trading platform providing cutting-edge tools, advanced financial analytics, visualizations, and resources that empower investors at every level to make well-informed decisions.
Onehub
onehub.com
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms give your most important deals the security and privacy you require.
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!
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.
RMail
rmail.com
RPost is a global leader in e-signature and cybersecurity services, specializing in email encryption for privacy and compliance, e-signature automation, legal e-delivery proof, document rights management, and AI-infused services to prevent data leaks and human e-security errors. RPost’s AI-infused RMail e-security, RSign e-signature, and Registered Email e-compliance platforms have had more than 50 patents granted on their core technologies, having received international awards and accolades including the World Mail Award for Best in Security, Initiative Mittelstand Best Innovation in IT Award in Germany, and APCC Top Choice for GDPR Email Data Privacy Compliance. More than 25 million users have enjoyed RPost’s track, prove, encrypt, e-sign, certify, share, and protect services for more than a decade in more than 100 countries. RPost's largest customers are some of the world’s most respected brands across industry and geography. RPost's mission is to help our customers worldwide communicate and transact electronically in the most secure, compliant, and productive ways possible and to continuously innovate our products to support their evolving needs.
Ansarada
ansarada.com
Ansarada delivers secure, purpose-built software solutions for managing critical projects like M&A, capital raising, restructures, and infrastructure procurement. Our secure virtual data room is industry-leading, with advanced AI insights and automation, next-level Q&A and collaboration, plus purpose-built, digital, customisable workflows and checklists for M&A, capital raising, business audits, tenders and other high-stakes outcomes. Ansarada's mission is to raise and protect every company’s potential. We do this by offering free trials of our Virtual Data Room, 24/7 localised expert support around the work, integrated Q&A via email, AI-assisted deal prediction, plus easy drag-and-drop upload and superior document security controls. Our deal software draws on insights from over 35,000 transactions to deliver stronger business outcomes, based on best practices. More than just a virtual data room, Ansarada is a tool for end-to-end deal management, allowing always-on deal activity and secure file sharing. With over 15 years of experience, Ansarada’s software has a sophisticated simplicity that reduces transaction timelines and costs. Used by companies, governments and advisors in 180 countries worldwide, Ansarada makes it easier for dealmakers and business leaders to focus on driving successful results, in less time, achieving optimal transaction value.
ContractZen
contractzen.com
ContractZen is an easy-to-use and secure governance software with pricing suitable for any organization and consisting of advanced contract management, 100% paperless board meetings management, effortless entity management, seamlessly integrated e-signature providers, and built-in virtual data rooms (VDR) - all in one. Bringing modern governance for millions of SMBs and non-profits around the world, ContractZen’s mission is to help organizations be due diligence ready every day. We bring peace of mind to executives, investors, and boards. That’s why our name is ContractZen.
FTAPI
ftapi.com
FTAPI is the integrated platform for the simple and flexible implementation, centralization and automation of sensitive data workflows. Based on our leading encryption technology, we enable organizations to securely and efficiently implement workflows with sensitive data. Regardless of whether it is about sending secure e-mails, simply sharing large files or processing incoming data in a structured and automated manner, with our optimally coordinated products we offer the right solution for all data transfer requirements from a single source. Data protection and compliance are guaranteed
Papermark
papermark.io
Papermark is a document sharing and data room creation software with built in analytics. It is and open source alternative to Docsend with fully free plan, advanced AI- Data Rooms and modern UI. You can self host Papermark on your own servers, which is a secure and modern way to share documents.
DealRoom
dealroom.net
DealRoom is on a mission to disrupt M&A for good. To disrupt traditional and highly inefficient M&A processes that result in deals often failing to deliver anticipated value - for the good of all stakeholders involved. DealRoom provides M&A software solutions, for both buy-side and sell-side M&A transactions, and is the founder of the M&A Science community which is focused on empowering all M&A teams to take their M&A to the next level.
SecureDocs
securedocs.com
ReadySign is simple, affordable electronic signature software that makes signing, storing, and sharing contracts, invoices, IEPs, consent forms, and other documents easy. We believe in honest, transparent pricing and offer unlimited documents and signatures for one simple price, no surprises.
Clinked
clinked.com
Clinked is a cloud-based client portal and collaboration tool. It enables teams, project groups and business clients to all collaborate efficiently on documents and files from within a secure cloud environment. We offer 3 main portal options: 1. Easy (off the shelf easily customizable portal). 2. Bespoke (custom portal built on the Clinked infrastructure to your specific requirements). 3. Virtual Data Room. All portals offer a wide array of features, some of which are listed below. Enhance Your Business Image * Clinked client portal can be customized and white-labelled. * Use your own URL, e.g. https://clients.yourcompany.com. * Branded native mobile apps are available for Android and iOS. Collaborate and Communicate * Update clients with real-time activity streams and project progress management. * Assign tasks to individual team members or share the workload with more than one user. * Have efficient discussions, communicate using @mentions, instant 1-2-1 and group chat, and microblogging. * Full-text search. A Secure Client Portal * 256 bit SSL in transit and AES encryption at rest. * Two-factor authentication for secure access to your solution. * Account administrators can view all user activity in the audit trail. No.1 FTP Alternative * Drag and drop files and folders to share large files. * Locate and bring up files and folders with the universal search bar. * View live previews of your documents without having to download them. Integrations * Native integration with Google Workspace. * Native integration with AdobeSign, DocuSign and JotForm. * Automate tasks & actions with over 3,000 apps via Zapier. * Public API. Completely custom portal built to your specifications * Built on robust Clinked ISO certified infrastructure. * Select from a vast array of existing features. * Add new unique features that your business needs. * Custom UI to fit your use case and workflow. * Straightforward design process. * Quick delivery.
Morphlin
morphlin.com
Morphlin is a one stop to empower your trading with lending strategy, grid strategy, signal push notification
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.
HelpRange
helprange.com
HelpRange is a virtual data room where you can securely share and store your documents using advanced security controls. HelpRange provides valuable insights such as usage statistics, alerts, and visual heat maps in real-time.
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.
Countercyclical
countercyclical.io
Countercyclical is the definitive investment research and valuation platform built for teams discovering hidden value in the capital markets. Craft insightful valuations, collaborate in real-time, and work securely all in the same place. Capture the entire flow of your investment lifecycle while keeping everyone at your company on the same page. Founded in 2022, our mission is to empower investors with tools to discover the world’s value. For more information, visit https://countercyclical.io
Fintellect
fintellect.pro
Fintellect is a streamlined finances platform for professional service firms: design studious, IT outsources, consulting firms and other B2B services. It has everything a service company may need to manage finances. - Team Rates: break-even and commercial rates, billable hours & hourly utilisation cost. - Projects Price Quotes: automated price estimation tool for fixed-price, T&M, one-time, and retainer projects. - Production Cost Management Automation: track project profitability in real-time, and connect your time-tracking app to automate cost calculation. - Financial Planning: simple expenses and incomes projections with categorisation, recurring costs, potential cash gaps and pitfalls. - Automated Cashflow with Bank Integration: connect any number of bank accounts to track your financial statement live, and set up automated keyword-sorting for your business transactions. - Invoice Generation, Tracking and Management: automatically create invoice for all client's payments, generate PDF's, and get notified if it is paid.
Asset-Map
asset-map.com
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.8 million people and $1.5 trillion in financial instruments.
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.
Orangedox
orangedox.com
Orangedox provides one-click create virtual data rooms that are directly sync'd with your Google Drive folders. Prevent your documents from being shared or forwarded and audit every time they've been opened. Easily manage your financial due diligence, fund raising, investor relations & investment management No limits on the number of files / storage space used and share with up to 500 users per room. All for one low monthly rate.
DiliTrust
dilitrust.com
DiliTrust is a European LegalTech leader with a worldwide footprint. We offer simple, flexible and reliable SaaS solutions and services to support corporate legal practitioners in their digital transformation, optimizing legal activities and corporate governance. Leveraging AI technology, the DiliTrust Governance suite comprises 5 modules, available by subscription, and accessible via a highly secure platform. Recognized for its know-how and cutting-edge expertise, DiliTrust is dedicated to its 2,400 clients in 64 countries. We help them achieve their goals in terms of regulatory compliance, operational efficiency, transparency, and legal and financial communication.
Blackroom
blackroom.cc
Blackroom is an AI-enabled software that allows to efficiently manage confidential projects such as due diligence processes or M&A deals in a secured way. Blackroom mission is clear: to provide a revolutionary data room solution that's as nimble and agile as your deal-making needs. Say goodbye to the complexities and frustrations of traditional data rooms. With Blackroom, you're in control, and your deals move at the speed of innovation. Why Blackroom? * Innovative Data Rooms: Our cutting-edge data rooms are designed to transform the way you manage your deals. With features like direct imports, bulk renaming, and real-time analytics, we're setting new standards in deal management. * Tailored for M&A: Blackroom is meticulously crafted for M&A boutiques and corporate development teams. We understand the unique challenges you face, and we've built a solution that's perfectly aligned with your needs. * Join the Evolution: By choosing Blackroom, you're not just selecting a tool; you're joining a community of forward-thinkers who are reshaping the future of deal management.
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