Pontera
pontera.com
Pontera is a fintech app that enables financial advisors to manage clients' retirement accounts efficiently, ensuring comprehensive wealth management.
Ginmon
ginmon.de
Ginmon is a financial management app that assists users in tracking investments, managing portfolios, and analyzing financial data for informed decision-making.
Alto
altoira.com
Alto is an investment platform that allows users to diversify retirement portfolios by investing in alternative assets like real estate, art, and cryptocurrency through self-directed IRAs.
Jacobi
jacobistrategies.com
Jacobi is a cloud-based platform for managing multi-asset investments, enabling portfolio design, analysis, and client engagement with customizable dashboards and reports.
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