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About

AssetsAnalyzer is a free investment research platform with 20+ years of historical data for 8,000+ stocks and 5,000+ ETFs. Analyze prices, compare performance with the S&P 500, explore detailed financial reports, drawdowns, dividends, and key ratios like market cap, EPS, and more. Use the stock screener with 30+ metrics and the ETF screener with 20+ metrics to quickly filter and sort investments. Discover correlations between stocks and ETFs to improve diversification (low correlation) or find close alternatives (high correlation). No paywalls. No sign-up. Just data.

About

If the closing ratio is 40% to get a $1M in revenue, their sales team must build a pipeline of deals worth $2.5M using this formula. UPilot automatically calculates the closing ratios of your team and each one of your sales staff. When they use CRM as a tool to predict and control the future, we see them anticipate revenues, invest in advance, hire with confidence, and grow predictably. When every user can decide what they can share and with whom, as a manager, you will never get the closing ratios and forecasts correctly and hence create predictable growth. Starting with a CRM that gives you top-down role-based access ensures that you will not get stuck or end up paying a lot once you figure out how to grow. Most CRMs either do not have this feature or bury them in their highest-priced Enterprise editions. So once you figure out how to grow, you have to either switch completely to new complex solutions or upgrade to the highest-priced plans.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Individual and professional investors

Audience

Organizations in need of a powerful CRM solution

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Supported
Free Trial Not Supported

Pricing

$29 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

AssetsAnalyzer
Founded: 2026
United Kingdom
assetsanalyzer.com

Company Information

UPilot
Founded: 2016
United States
upilot.com

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Categories

Stock Analysis Supported

Categories

CRM Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Integrations

ActiveCampaign Not Supported
Asana Not Supported
Basecamp Not Supported
Brevo Not Supported
Drip Not Supported
Gmail Not Supported
Google Docs Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Jira Not Supported
Jira Work Management Not Supported
LinkedIn Not Supported
Mailchimp Not Supported
Process Street Not Supported
QuickBooks Online Not Supported
Slack Not Supported
Trello Not Supported
Xero Not Supported
Zapier Not Supported
Zoom Not Supported

Integrations

ActiveCampaign Supported
Asana Supported
Basecamp Supported
Brevo Supported
Drip Supported
Gmail Supported
Google Docs Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Jira Supported
Jira Work Management Supported
LinkedIn Supported
Mailchimp Supported
Process Street Supported
QuickBooks Online Supported
Slack Supported
Trello Supported
Xero Supported
Zapier Supported
Zoom Supported
Claim AssetsAnalyzer and update features and information
Claim AssetsAnalyzer and update features and information
Claim UPilot and update features and information
Claim UPilot and update features and information