Page 14 - Top Finance Apps - France

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Truevo

Truevo

truevo.com

Truevo is a licensed acquirer and fintech company serving businesses across Europe. We focus on providing end-to-end payment solutions that deliver higher acceptance rates, faster transaction speeds and optimal security. We understand that each business is unique, and our diverse range of products, including Acquiring, Online Payments, Card Payouts (OCT), Pay by Link, Subscription Billing, In-app Payments, and Card Machines, caters to all your payment processing needs. We empower businesses to accept credit card, debit card, Apple Pay and Google Pay payments in over 150 currencies and receive settlements in your currency of choice. As a PCI-DSS Level 1 payment provider, we maintain the highest levels of security and compliance, ensuring your peace of mind in every transaction. We make money flow so that your business can grow.

OpenNode

OpenNode

opennode.com

OpenNode is the leading "Bitcoin-as-a-payment-network" infrastructure company, servicing companies in more than 160 countries through innovative Bitcoin Lightning Network-powered products. OpenNode removes complexity and risk by providing superior technology solutions, including simple no-code, turn-key hosted checkouts, e-commerce plug-ins and APIs for customized integrations. Compatible with every Bitcoin wallet, OpenNode is transforming money and payments for every business, everywhere. Founded in 2018 and backed by influential global investors, OpenNode is on a mission to empower and connect the world with Bitcoin.

CryptoCloud

CryptoCloud

cryptocloud.plus

CryptoCloud - universal cryptocurrency payment processing solution for any business Ready to provide: - Low commission from 1% - Fast funds withdrawal (within 30 minutes) - Help with integration and provide fast online support - Also your clients will be able to buy cryptocurrencies from their bank card CryptoCloud is a convenient and functional service that will help take your online project to the next level. Increase website conversion and sales by giving your website users the opportunity to pay for goods and services using cryptocurrency. Accept payments from all over the world, despite all sorts of payment system restrictions.

Canopy

Canopy

heycanopy.com

Investment fund infrastructure, built for anyone Thousands of investors and managers, from multi-billion dollar hedge funds to fresh syndicate leads, use Canopy’s software to set up funds, manage capital, and report performances online.

Oxygen Finance

Oxygen Finance

oxygen.us

Oxygen: Your all-in-one solution for bank accounts and business incorporation. Simplify finances, unlock opportunities, and embrace success.

Cowrywise

Cowrywise

cowrywise.com

Cowrywise helps Nigerians save and invest money regularly. We are re-imagining and reworking how financial services get delivered to people.

Fintual

Fintual

fintual.cl

Fintual is the leading app in regulated investments in the region: +120 thousand people invest easily and without minimums in funds, APVs, stocks and ETFs.

SafetyWing

SafetyWing

safetywing.com

Health and insurance products for remote companies and remote workers worldwide, as a replacement for national welfare systems.

Simetrik

Simetrik

simetrik.com

Empowering FinOps, Accounting, & FP&A teams with Robust No Code & AI technology. All your external financial data (banks, gateways, etc.) replicated to your data warehouse for conciliation, traceability and cash flow in Latam.

OctaveWealth

OctaveWealth

octavewealth.com

The 401(k) that helps you grow. We’ll build the 401(k) you need to help attract and retain talent.

FundersClub

FundersClub

fundersclub.com

Invest in the world’s most promising startups. Diversify your investment portfolio with insider access to highly vetted startups from Silicon Valley and beyond in just minutes.

Goodcover

Goodcover

goodcover.com

Goodcover is modern insurance for renters. Get an online quote in seconds and adjust or cancel your coverage anytime. Protect your stuff worldwide and meet your landlord's liability requirement instantly.

Piggy

Piggy

piggy.co.in

Experience an easy way to make Investments in Mutual funds in India. Easiest platform to make mutual fund investments in India. Because you need to make Investments, be it just to park your cash short term to earn better returns, or to invest for your goals or retirement, we've made an easy to use platform for you where you can invest in any fund in India in few clicks and have track your existing investments. Furthermore , you make investments without paying any middlemen commissions and make more returns . After all, It is your money. Don't pay too much to others when you can do it on your own.

Léon & George

Léon & George

leonandgeorge.com

Buying and owning indoor potted plants made easy.

LotusPay

LotusPay

lotuspay.com

Recurring payments solution for businesses in India. Automatically collect recurring payments from your customer's bank account using NACH Debit eMandates (eNACH via net-banking, debit card or Aadhaar eSign) and physical scan mandates.

CCPayment

CCPayment

ccpayment.com

CCPayment is the world's leading cryptocurrency payment platform, renowned for its extensive support of diverse cryptocurrencies and seamless integration with a wide array of public blockchains. As an EU-licensed entity, CCPayment offers unparalleled security and trust, ensuring compliance with stringent regulatory standards. Why Choose CCPayment? Unmatched Fee Structure: CCPayment offers the lowest transaction fee in the market at just 0.3%, with no hidden costs. Traditional payment solutions often charge 3% or more, making CCPayment the most cost-effective choice. Extensive Cryptocurrency Support: Handle over 900 tokens across 50+ networks, providing businesses with the broadest range of digital currency acceptance. Powerful Features: Role management Auto withdrawal and free swap Auto swap to stable coin Instant transaction notifications and fast detection Robust Security: CCPayment’s secure data vaults and successful cybersecurity audits ensure the highest level of protection for your transactions. Contact Us For more information and support, reach out to us at [email protected].

Lively Benefits

Lively Benefits

livelyme.com

Modern employee benefits & health savings account (HSA) provider. Out-of-pocket healthcare costs are skyrocketing and every day, people all across America are forced to make difficult decisions about their health. Lively is the benefits solutions provider that gets it right. We designed our solutions to take the guesswork out of managing benefits. And our innovative features are built to simplify benefits administration and evolve with your business. Managing wellness and wealth takes more than a series of transactions. By combining robust features with unparalleled service, we make benefits administration effortless, even when time and energy are limited. Experience benefits administration as it should be with Lively.

Aella

Aella

aellaapp.com

Diversified credit infrastructure powering payments across Africa. Smart financial solutions Designed for you. Access loans, Pay bills, Save, Insure your health and more in one place.

Ledger Investing

Ledger Investing

ledgerinvesting.com

We are building an open insurance system to connect risk to capital. The most forward-thinking investors and underwriters partner with Ledger to take their business to new heights. Ledger Investing provides an exciting opportunity for asset managers, pension funds, hedge funds, family offices and other institutions interested in earning a great return through insurance investing.

BoomFi

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

RedCarpetUp

RedCarpetUp

redcarpetup.com

RedCarpet issues credit cards to those that banks cannot see. Currently we are one of the largest issuers of credit lines to the new-to-credit customer in India. In a population base of 800 million people with bank accounts, there are less than 40 million credit cards. By building a fullstack SDK for card issuance, underwriting as well as holding capital & collection ops, we are looking to build the Capital One of India.

Modulr

Modulr

modulrfinance.com

We're the digital platform removing the need to use your bank for bank accounts and payments. We automate your payment flows, embed payments within your platform, and enable you to build new payment products and services. All from one API.

Railsr

Railsr

railsr.com

Consumers want fully immersive and frictionless experiences, and expect brands to deliver the best, most personalised and distinctive engagement campaigns. Railsr is passionate about enabling brands to build relevant finance experiences to drive customer engagement and loyalty. It believes that the embedded finance economy is a fundamentally different way of creating relationships between companies and consumers. Railsr has created a unique category within the financial services industry: embedded finance experiences. It has developed this to enable its customers to help the financial consumer, to deliver greater inclusion and freedoms. Railsr is a pioneer of a new way of looking at how financial services can empower and liberate. It offers a new approach for brands to harness the power of embedded finance through a low cost turnkey platform. It delivers embedded finance into a brand's digital journey, designed as a vertically integrated financial ecosystem, starting at the central bank, or payment scheme (e.g. Visa), and ending with a fully embedded digital experience. Visit railsr.com and find out how we can help you or contact us via our form: www.railsr.com/start-your-experience

Synctera

Synctera

synctera.com

We're closing the gap between community banks and FinTechs. Empowering you with fast, secure, and scalable partnership banking solutions, we tear down integration complexity and build bridges. We're here to guide all parties through the onboarding process and beyond, forging transactional relationships based on trust.

Drip Capital

Drip Capital

dripcapital.com

Drip is a digital trade finance startup. Trade finance is an age-old paper-based industry dominated by banks that focus on large, established corporate customers. Today, however, small businesses account for 40% of trade, but still remain neglected by banks. Drip is using technology to re-build core parts of the trade finance infrastructure and make the underwriting and financing of B2B transactions seamless for small businesses. Our mission is to level the playing field for small businesses and to finance their trade at the click of a button. Drip consists of experts in both finance and technology and has offices in Palo Alto and Mumbai. Drip is backed by top tier investors Accel, Sequoia, Wing, Initialized and Y Combinator.

Simpl

Simpl

getsimpl.com

Simpl is India’s leading 1-tap checkout network meant to make payments invisible and money intelligent. It is committed to the simplification and democratisation of digital transformation in the payments space. As India’s foremost consumer experience platform, Simpl is on a mission to empower merchants to build trusted relationships with customers, one transaction at a time. With more than 26,000+ available merchants and millions of trusted users pan-India, Simpl envisions creating an inclusive digital payment experience for India that empowers and fosters trust between merchants and their customers. Simpl provides a full-stack solution for e-commerce conversion. It enables merchants to give customers 1-tap checkout, buyer protection, and a pay-later facility to allow them to feel safe and trusted when shopping online. Through Simpl, merchants can provide consumers with an easy, secure, and intuitive user experience.

Partial.ly

Partial.ly

partial.ly

Partial.ly lets you offer a custom, flexible payment plan to your clients to start payments right away.

Mondu

Mondu

mondu.ai

Mondu is driving innovation in B2B payments. By bringing B2B payments up to par with B2C and putting customers in the heart of the payment flow, Mondu ensures a seamless and state-of-the-art experience. Mondu's solution enables merchants and marketplaces to offer their business customers across Europe and the UK the most popular B2B payment methods and flexible payment terms in a multi-channel setting, both online and offline. The result is a win-win story: business customers are empowered to purchase and pay when they want, which translates to a higher conversion rate and average order value, and ultimately drives growth for merchants and marketplaces. Mondu GmbH was founded in 2021 by entrepreneurs Malte Huffmann, Philipp Povel and Gil Danziger with the aim of simplifying B2B payment transactions. Mondu has a team of over 140+ talented professionals from diverse backgrounds and with experience from the best companies, in tech and elsewhere. Mondu has raised $90 million in equity and debt financing, from leading investors Valar Ventures, Cherry Ventures, the FinTech Collective, and VVRB bank.

Paythen

Paythen

paythen.co

Paythen makes it hassle-free to offer easy payment plans, subscriptions and more, while built-in automations reduce busy-work for you. No code or technical know-how needed. Just connect your Stripe account and get started in under a minute.

0xpay

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.

Payfirma

Payfirma

payfirma.com

Payfirma is an award-winning payments company that helps businesses accept credit and debit cards online, in-stores, and on mobile devices. Over 8,000 businesses across North America use Payfirma’s payment tools to get paid easily and keep all transaction data in one simple place. When businesses use data to make decisions about customers, products, and employees, they run smarter, more successful companies.

RelayPay

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.

OxaPay

OxaPay

oxapay.com

OxaPay crypto payment gateway is your entry point to the world of cryptocurrency payments, offering a versatile range of merchant API services that cater to businesses' diverse needs. Business owners can sign up with ease using their email or Telegram account, streamlining the onboarding process. We provide a variety of integration options to match your requirements, ensuring you can select the approach that suits your business best. Simplified Crypto Payments for Businesses: OxaPay’s Merchant Web Service and Payout API Our merchant web service is designed to streamline crypto payments on your Business. We provide comprehensive documentation and round-the-clock customer support, ensuring a smooth integration process. By utilizing OxaPay, you bid farewell to transaction fees and usher in an era of efficiency and cost savings. Unlock the Power of Merchant API Services Now, let's dive into the world of OxaPay's merchant API services, each designed to elevate your business. 1. Invoice API: Simplify your invoicing process with OxaPay's Invoice API. Generate cryptocurrency invoices effortlessly, making it easy for your clients to settle payments in their preferred digital currencies. 2. White Label API: Create a seamless and customized payment experience for your customers with OxaPay's White Label API. You can incorporate cryptocurrency payments into your platform while maintaining your brand identity. 3. Static Address API: Increase security and efficiency with OxaPay Static Address API. Generate unique cryptocurrency addresses for each user for each coin and network, ensure the safety of your funds and reduce the risk of fraud. 4. Payout API: OxaPay Payout API simplifies the process of distributing crypto assets in an automated and mass manner to your users. This not only ensures efficiency, but also eliminates transaction costs and saves your business money. Simplify your operations and enhance the payment experience for your customers. OxaPay's Easy Payment Links for Businesses Creating payment links couldn't be simpler with OxaPay. You don't need coding skills to generate these links, which can then be easily shared through communication channels like Telegram, SMS, email, or chat. This convenience enhances the user experience and contributes to higher conversion rates. With OxaPay, accepting cryptocurrency payments becomes a hassle-free process. Accept Crypto Donations with Ease For businesses keen on harnessing the potential of cryptocurrency donations, OxaPay offers a dedicated donation feature. It empowers you to integrate a donation button seamlessly onto your website, making it effortless to accept donations in cryptocurrencies such as Bitcoin and Ethereum. This opens the door to reaching a new and engaged donor base and supporting causes that resonate with your audience. Telegram Channel Gateway: Simplifying Crypto Payments OxaPay's Telegram channel gateway is a boon for channel owners, facilitating cryptocurrency payments within Telegram channels. It enables channel owners to receive fees from users for accessing their private channels. What's more, OxaPay automates member management, making it easier to retain users and providing valuable insights into transactions. This gateway allows you to monetize your content while fostering a loyal and engaged community. OxaPay Crypto Payment Gateway Plugins We offer a versatile range of crypto payment gateway plugins tailored to meet the diverse needs of online merchants. Whether you're using WooCommerce, Easy Digital Downloads, Gravity Forms, Paid Membership Pro, or WHMCS, our plugins seamlessly integrate cryptocurrency payment options into your online store, enhancing the shopping experience for your customers and expanding your reach. Keeping Your Crypto Secure with OxaPay's Wallet In the crypto world, security is paramount. OxaPay understands this and offers a robust and secure wallet solution to safeguard your digital assets. Rest assured that your crypto holdings are protected, allowing you to manage your funds with confidence. With OxaPay, you can simplify crypto payments, accept donations, streamline user retention, secure your assets, and seamlessly integrate cryptocurrency payments into your online store. Join us today and embrace the future of digital commerce with confidence!

BeyondIRR

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.

Albert

Albert

albert.com

THE SIMPLE WAY TO BUDGET, BANK, SAVE, AND INVEST Save and spend smarter when you manage your money with Albert. Manage your budget and spending across multiple accounts, track subscriptions, get smart alerts to save more and spend less, save and invest automatically, monitor your identity and credit score, and finance experts.

Honeypot Checker

Honeypot Checker

hackers.tools

Honeypot Checker is a first free tool, aimed to help you avoid dangerous tokens on Ethereum, Base, and other 'hot' L2 that other tools don't support. Honeypot Checker simulates buy, sell, and transfer transactions using a Foundry test framework. The inability to sell and transfer the token, as well as taxes of more than 10%, are the warning signs of a possible honeypot. However, even if the honeypot was not detected, this does not give a 100% guarantee of its safety. The owner can whitelist or blacklist their wallets and simulate active trading activity to trick you. Honeypot Checker uses a random victim address and perform buy & sell transactions in different blocks to outtrick them.

Tegus

Tegus

tegus.com

Tegus modernizes and streamlines the way institutional investors and companies do research.

QuantConnect

QuantConnect

quantconnect.com

QuantConnect is a cloud-hosted algorithmic trading platform for quantitative finance research. We have 250,000 registered engineers, data scientist, and quants who use the platform to design investment strategies for their hedge funds, banks, RIAs, and family offices.

Jacobi

Jacobi

jacobistrategies.com

Jacobi streamlines multi-asset investment processes with a customizable cloud-based platform for portfolio design, analysis, and engagement. Jacobi is a pioneer of “front office-to-client” integration and digitization which sits above and across traditional bottom-up portfolio management applications. With Jacobi asset managers can scale, bespoke, forward looking and historical analysis and therefore better managing portfolio risk to objectives. Jacobi is built for client engagement allowing users to showcase their investment processes using interactive, white-labelled dashboards, apps and reports. Jacobi provides its technology to top-tier investors across the globe, including wealth managers, asset owners, asset managers and investment consultants. Jacobi is headquartered in San Francisco with offices in Australia, and London, UK.

Doceo

Doceo

doceo.tv

Our mission is to promote transparency to all shareholders by providing retail investors with a platform to access regular, timely updates direct from investment managers through bite-size, analytical videos.

Deepvue

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.

Sliptree

Sliptree

sliptree.com

Sliptree provides everything you need to start sending invoices to your clients. Our tracking and validation features help you get paid faster and avoid tax compliance issues.

Databento

Databento

databento.com

Databento makes it simpler and faster to access institutional-grade financial data. Its self-service model allows users to instantly pick up live exchange feeds and terabytes of historical data for US equities and futures—and only pay for what they use. Databento’s servers are hosted in the colocation facilities of various trading venues for low-latency and high-fidelity data capture, direct from the source.

Coinseeker.co

Coinseeker.co

coinseeker.co

Coinseeker helps professional investors, businesses, and venture capital in identifying the most recent fundraising rounds for crypto and blockchain companies.

Velocity

Velocity

velocity.in

Velocity provides revenue-based financing, up to Rs.3 crores, for marketing and inventory spending of online businesses. Our vision is to be the easiest and fastest way for new-age businesses to raise growth capital. Velocity strongly felt the need for a fast, flexible, and non-dilutive mode of financing.

BlueGamma

BlueGamma

bluegamma.io

Easy to use market data platform for financing teams to download EURIBOR, SONIA and SOFR curves.

Silvr

Silvr

silvr.co

Silvr simplifies financing through a unique model and advanced data analysis. With Silvr's Capital Line, small businesses get instant cash access and 12-month capital forecasts. Dedicated financing advisors empower business owners to finance their projects and improve their cash flow. To date, hundreds of European companies entrust Silvr, reinforcing their businesses and receiving over €150M in funds. Join us in building a stronger tomorrow for your business.

Float

Float

gofloat.io

Welcome to Float - the go-to growth funding partner for recurring revenue businesses! At Float, we believe in your growth and offer a founder-friendly funding solution tailored to your needs. Our innovative approach supports your business growth without requiring any personal or equity guarantees or dilution. Get a credit of up to 70% of ARR, take out loans as needed, customize each one, and pay interest only on the used credit. The credit limit expands alongside your business, ensuring uninterrupted access to funding. Unleash your business's full potential while maintaining absolute control. We'd love to hear from you and share more about how Float can support your growth. Reach out to us at [email protected]!

Gynger

Gynger

gynger.io

Gynger is the first AI-powered payments platform with embedded financing that's purpose-built for buyers & sellers of technology. For buyers, our platform enables businesses to pay, finance, and manage all of their technology expenses from one dashboard. For sellers, we provide an opportunity to extend flexible payment options to their customers while still getting paid upfront and offloading billing.

Vergo

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

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.

Synaptic

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

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.

Founderpath

Founderpath

founderpath.com

The way SaaS founders get capital without giving up equity. Get $10k-$1m in 72 hours. Everyone gets free analytics.

Finbox

Finbox

finbox.com

finbox.io provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.

Aiera

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.

PrivCo

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.

Magnifi Financial

Magnifi Financial

mymagnifi.org

Magnifi Financial is a member-owned financial services cooperative headquartered in Melrose, Minnesota. Magnifi offers a full array of financial products and services including consumer checking, savings, loans, mortgages, credit cards, internet and mobile banking, retirement and financial planning services as well as business accounts and loans. Magnifi is a top agricultural lending credit union in Minnesota and is an SBA preferred lender. Whether someone is purchasing their first car or first home, we are centered on making dreams come true for our members.

Kwanti

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!

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