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]
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.
Tradytics
tradytics.com
Tradytics makes it easy for you to trade in the stock market by providing you data driven tools and decisions.
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.
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.
Moneyfarm
moneyfarm.com
Start your Moneyfarm ISA or General Investment Account today and receive a fully managed investment portfolio for surprisingly low fees.
Nitrogen
nitrogenwealth.com
Grow your AUM, streamline client engagement, and protect your firm Nitrogen creates a common language between advisors and clients, allowing you to spend more time building your business and less time managing it.
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.
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.
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.
Moneytree
moneytree.com
With Moneytree’s new easy-to-use solution, Merit, you have access to comprehensive data and insights on a wide range of investments. And it’s simple to compare multiple plans, account for risk and historical factors, all while answering the question: do your plans have merit? Merit allows you to:Build and compare portfolios to assess the best risk/return profile for your plans.Review and analyze portfolios based on risk, holdings, and geographic distribution.Compare many scenarios based on portfolio strengths, weaknesses, and historical data.View and present the results in a streamlined, visual way.
Pro-Forma
pro-forma.com
Thousands of startup founders use Pro-Forma to quickly and easily create their startup financial model, value their startup, create and negotiate investor term sheets, and confidently sail through financial due diligence to get the capital needed for launch.
IntraAlpha
intraalpha.com
IntraAlpha is platform designed to help option traders make better trades. IntraAlpha revolutionizes option trading with its cutting-edge software, empowering traders to make informed decisions. Leveraging advanced algorithms and real-time market data, IntraAlpha sifts through vast options landscapes to pinpoint optimal buying or selling opportunities. Its intuitive interface provides traders with comprehensive analyses, including volatility trends, historical performance, and risk metrics. The platform's user-friendly design seamlessly integrates complex data, offering actionable insights that enhance decision-making. Whether you're a seasoned professional or a novice trader, IntraAlpha equips you with the tools to navigate the dynamic options market, maximizing potential returns and minimizing risks. Stay ahead of the curve with IntraAlpha, your indispensable companion in the world of option trading.
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.
Visible
visible.vc
One Platform to Elevate Your Investor Relationships. Update investors, raise capital, and track metrics from a single platform. Visible.vc is on a mission to help founders succeed. We’ve built the most founder-friendly fundraising, stakeholder communication, and reporting tools for startups and the investors who back them. Learn more about our software solutions for founders & investors at Visible.vc.
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.
DEF 14
def14.co
At DEF 14, our mission is to revolutionize the way you understand and engage with shareholder activism. We provide cutting-edge analytics and intelligence that transform data into actionable insights. Whether you are defending against activist campaigns or driving them, our platform is designed to give you a competitive edge with the most advanced tools and information in the industry.
Aumni
aumni.fund
Aumni's mission is to empower leaders in the private capital markets to make data-based investment decisions. We use the latest technology to discover, analyze, and deliver investment insights previously buried in unstructured closing set documents—we shine a bright light on your best work. And we give you full access to your entire portfolio and unprecedented market benchmarking. It’s all at your fingertips, day or night. With Aumni, you can: ➤ Centralize legal document management — Aumni automates the collection, organization, and audit of the closing set and executed agreements underlying all transactions with each portfolio company. Our audit ensures 100% fidelity across all documents and data sets. ➤ Liberate your workflow — Your team has immediate access to all financial and legal data points, i.e., capitalization, deal terms, legal terms, QSBS tracking, and co-investor analysis. Enjoy newfound liberation from the tedious manual contract searches you used to endure. ➤ Disseminate accurate, valuable information — Centralize and automate access to sought-after documents and data to improve communication with finance, legal, and investment teams, external auditors, and other software systems. ➤ Modernize fundraising — Bolster your appeal by demonstrating a sophisticated data strategy, institutional-level reporting compliance, and proof of readiness for increased transaction volume.
Founderpath
founderpath.com
The way SaaS founders get capital without giving up equity. Get $10k-$1m in 72 hours. Everyone gets free analytics.
Betterfront
betterfront.io
Betterfront is an investment technology company dedicated to private capital. Betterfront provides a SaaS platform for primary fundraisings and a SaaS-enabled marketplace for secondary transactions of private equity and venture capital funds.
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