Related Products
|
||||||
Platforms Supported
Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Businesses and companies looking for a solution to manage their operations, open accounts, and improve customer experience
|
Audience
RIAs & financial advisors looking for an investment management platform to build personalized portfolios while scaling their practice
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
$1 per month
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationAltruist
Founded: 2018
United States
altruist.com/product/
|
Company InformationVise
Founded: 2016
United States
vise.com
|
|||||
Alternatives |
Alternatives |
|||||
|
||||||
|
||||||
Categories |
Categories |
|||||
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Stock Portfolio Management Features
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
|
||||||
Integrations
Altruist
Charles Schwab
Fidelity
MoneyGuidePro
RightCapital
VISE
|
Integrations
Altruist
Charles Schwab
Fidelity
MoneyGuidePro
RightCapital
VISE
|
|||||
|
|