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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.

About

Passiv turns your brokerage account into a modern portfolio management tool. Build your own personalized index, invest and rebalance with the click of a button, and seamlessly manage multiple accounts. Connect your accounts from any of these partner platforms. If your platform isn't listed below, you can join the mailing list to be notified when it's available. Build your portfolio and maintain your target allocation. Use Passiv's "buy-only" setting to identify the underweight assets in your portfolio. Save time by letting Passiv calculate & execute the trades needed to keep your portfolio balanced. Get notified whenever new cash & dividend payments come in or whenever your portfolio drifts out of alignment.We work with brokerages directly and use their APIs in order to keep your information safe and secure. This ensures that you are not breaching their terms & conditions.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises and professionals seeking a private wealth service solution to keep track of all their assets

Audience

Companies looking for a Stock Portfolio Management platform

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

No information available.
Free Version
Free Trial

Pricing

$99 per year
Free Version
Free Trial

Reviews/Ratings

Overall 4.5 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.5 / 5
support 4.5 / 5

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

Pros & Cons from Real Users

Pros

  • Very intuitive to use! I love it! Saves me a lot of time. Let me track my investments easily. Much better than my old spreadsheet. Super useful. Gives lot of flexibility to analyze my returns across assets and investments.
  • I can track anything I'm holding right now. Although it's still in beta, I'm getting a lot out of it compared to the other tools I've tried and to my old spreadsheet. It has cool tagging options, so I can organize my holdings by buckets.

Cons

  • Still missing quite a lot of functionality. supports US dollar only. The solution is still basic. Mainly for investment tracking. not for budgeting or day-to-day financials.
  • I'd like more insight into my stock portfolio. I guess that'll come sometime.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Claritus
United States
claritus.io

Company Information

Passiv
Founded: 2017
Canada
passiv.com

Alternatives

Alternatives

Categories

Categories

Integrations

Interactive Brokers
TD Ameritrade
Alpaca
Bank of America Business Advantage
Charles Schwab
Chase Business Complete Banking
Fidelity
Kraken
Questrade
Robinhood
Tradier
Unocoin
Vanguard
Wealthica
Wells Fargo Business Checking
Zerodha

Integrations

Interactive Brokers
TD Ameritrade
Alpaca
Bank of America Business Advantage
Charles Schwab
Chase Business Complete Banking
Fidelity
Kraken
Questrade
Robinhood
Tradier
Unocoin
Vanguard
Wealthica
Wells Fargo Business Checking
Zerodha
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Claim Claritus and update features and information
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Claim Passiv and update features and information