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About
Financial professionals who listen, tools that deliver. Get robust technology working seamlessly with highly skilled fee-based financial professionals to deliver a truly personalized solution for you. Experience financial transparency like never before.
Our financial professionals can help you build a Personal Strategy around your unique goals and preferences, then implement it in a portfolio that’s tax optimized, risk minimized and regularly rebalanced to match your ever- changing situation.
Whether you’re looking for more investment solutions or sophisticated financial management, we can help you build a diversified portfolio around all the things you care about.
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About
Import and track any asset. Analyze your portfolio and trades in real time. Exchange ideas with like-minded people in the community. Add and track any asset including stocks, ETFs, funds, crypto, DeFi investments, real estate, angel investments, luxury collectibles, art and commodities, and more. Use our dividend calendar to track cumulative payouts, see future dividend forecasts, year-on-year growth rate and dividend yield. Plan future cash flows and find out exactly when your payments will arrive. Find the best stocks that fit your dividend portfolio. Get detailed portfolio breakdowns based on geography, industry, and asset class and track all the numbers that matter in one dashboard. Visualize your holdings in clear charts and adjust your investment strategy based on smart data. Exchange ideas with other users and become part of our interactive investment community. Whether polls or stock analysis, there's always something going on.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investors in need of a holistic wealth management service that helps with financial transparency
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Audience
Individuals seeking a mobile and web solution to import, manage, and track their assets in real-time
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationEmpower
United States
www.empower.com
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Company Informationgetquin
Germany
www.getquin.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
APS Payroll
Bitcoin
Coinbase
Ethereum
Kraken
MetaMask
Trade Republic
eToro
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Integrations
APS Payroll
Bitcoin
Coinbase
Ethereum
Kraken
MetaMask
Trade Republic
eToro
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