Claritus4.5 out of 5 stars |
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Related Products
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Claritus:
About
Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier
to automatically keep track of your portfolio.
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FolioSpan:
About
FolioSpan is a personal portfolio-tracking app for recording stocks, ETFs, cryptocurrency, precious metals, and other holdings alongside balances from public blockchain addresses. Users can scan a public wallet address to view on-chain balances; the app does not require a seed phrase or private key and does not trade, send, swap, stake, or custody assets. Portfolio views include cost basis, profit and loss, allocation, transaction history, watchlists, and price alerts. Holdings are stored on the device by default, with optional account-based cloud sync. The free plan supports manual tracking and one wallet scan with ads. FolioSpan Pro adds unlimited scans, automatic sync, ad-free use, and CSV tools. Available for Android and iOS, FolioSpan can be used in guest mode. Market and blockchain data may be delayed or incomplete, and the app is not financial or tax advice.
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Claritus:
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
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FolioSpan:
Platforms Supported
Windows
Not Supported
Mac
Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Claritus:
Audience
Enterprises and professionals seeking a private wealth service solution to keep track of all their assets
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FolioSpan:
Audience
Individual investors tracking stocks, ETFs, crypto, precious metals, and public blockchain wallets.
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Claritus:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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FolioSpan:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Claritus:
API
Offers API
Not Supported
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FolioSpan:
API
Offers API
Not Supported
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Claritus:
Screenshots and Videos |
FolioSpan:
Screenshots and Videos |
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Claritus:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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FolioSpan:
Pricing
$6.99/month
Free plan: $0 with manual holdings, one wallet scan, and ads. Pro: $6.99/month or $49.99/year, auto-renewing, or $99.99 one-time for lifetime access. Pro includes unlimited wallet scans, automatic wallet sync, CSV, lots, and DCA tools; subscriptions are billed through the app store.
Free Version
Supported
Free Trial
Not Supported
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Claritus:
Reviews/
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FolioSpan:
Reviews/
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Claritus:
Pros & Cons from Real UsersPros
Cons
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Claritus:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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FolioSpan:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Claritus:
Company InformationClaritus
United States
claritus.io
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FolioSpan:
Company InformationFolioSpan
Italy
getfoliospan.com
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Claritus:
Alternatives |
FolioSpan:
AlternativesNo Alternatives
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Claritus:
Categories |
FolioSpan:
Categories |
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Claritus:
Integrations
Bank of America Business Advantage
Supported
Charles Schwab
Supported
Chase Business Complete Banking
Supported
Fidelity
Supported
Interactive Brokers
Supported
Koinly
Not Supported
Robinhood
Supported
TD Ameritrade
Supported
Vanguard
Supported
Wells Fargo Business Checking
Supported
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FolioSpan:
Integrations
Bank of America Business Advantage
Not Supported
Charles Schwab
Not Supported
Chase Business Complete Banking
Not Supported
Fidelity
Not Supported
Interactive Brokers
Not Supported
Koinly
Supported
Robinhood
Not Supported
TD Ameritrade
Not Supported
Vanguard
Not Supported
Wells Fargo Business Checking
Not Supported
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Claritus:
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FolioSpan:
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