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About

We strongly believe that cooperation between traditional financial institutions and fintechs generates mutual benefit. Both have advantages and aspirations that are complementary, making it worthwhile to form partnerships. Providing a range of digital investment products creates an opportunity to cross-sell to existing clients and access new client segments. However, developing new proprietary investment solutions is very time consuming and expensive, especially in a context of fee pressure and high regulatory complexity. This has made it hard for brokers to develop and launch these innovative products to spark new growth. Most wealth managers are proud of their existing investment approach and expertise. Yet costs and margins are under severe downwards pressure, which is driving the industry-wide challenge to systematically transform and modernize existing business models to remain profitable.

About

money.net is a web-based market-data and investing platform for self-directed investors, with financial infrastructure for fintech firms and financial institutions. Individual users can view market quotes, build watchlists, screen securities, and use interactive charts, technical indicators, news, and portfolio tools. Business customers can embed branded market-data and investing experiences in their own products. Business capabilities include brokerage-as-a-service, account onboarding, trading, money movement, reporting, compliance workflows, and financial data access through REST and WebSocket APIs. money.net presents its business offering to fintech platforms, registered investment advisers, wealth managers, banks, broker-dealers, and other institutions seeking to offer investing or financial data to their customers. The consumer platform is web-based, while business deployments can be configured for institutional use.

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 Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Banks, brokers, wealth managers and other financial institutions looking for a digital investment solution

Audience

Self-directed investors and financial businesses, including fintech platforms, registered investment advisers, wealth managers, banks, broker-dealers, and enterprises building investing or financial-data services.

Support

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

Support

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

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$9.98/month
Prime starts at $9.98/month, with an annual billing option. A free trial is available. Custom plans for financial firms include white-label platforms, APIs, and brokerage infrastructure and are quote-based. Exchange fees may apply to certain real-time data.
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 Supported
In Person Not Supported

Training

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

Company Information

InvestSuite
Founded: 2018
Belgium
www.investsuite.com

Company Information

money.net
United States
www.money.net

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Categories

Categories

Integrations

Microsoft Excel Not Supported

Integrations

Microsoft Excel Supported
Claim InvestSuite and update features and information
Claim InvestSuite and update features and information
Claim money.net and update features and information
Claim money.net and update features and information