+
+

Related Products

  • Vantage
    14,866 Ratings
    Visit Website
  • Nexo
    18,609 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • Summ
    792 Ratings
    Visit Website
  • IUX
    930 Ratings
    Visit Website
  • Capitalcore
    87 Ratings
    Visit Website
  • BYDFi
    5,934 Ratings
    Visit Website
  • eToro
    31,958 Ratings
    Visit Website
  • TradingView Stock Widgets
    16 Ratings
    Visit Website
  • DXcharts
    28 Ratings
    Visit Website

About

WealthBee is an all-in-one trading journal and financial insights platform designed to help traders track their portfolios, analyze trades, and optimize their investment strategies. Supporting stocks, options, and futures, it offers real-time P&L tracking, trade journaling, and net worth management, with customizable dashboards for personalized insights. Integrated with major brokers like Schwab, TastyWorks, and TD Ameritrade, WealthBee provides automated reporting, strategy categorization, and near-live pricing. Whether you’re managing a few portfolios or hundreds of trades, WealthBee equips you with powerful tools to grow your wealth.

About

The WealthEngine Platform leads the market in delivering the best wealth intelligence and prospect research. When you’re using The WealthEngine Platform, you’re finally getting the insights you need to find, understand and engage wealthy prospects. Know your prospects, donors and customers better than you ever thought possible. The WealthEngine 9 platform applies machine learning to half a trillion data points, creating 250 million pre-scored profiles with over 5 million refreshes weekly to give you detailed insights into an individual’s propensity, capacity, and intent to engage with your organization – all available via API. Find your best prospects and expansion opportunities using insights from the industry’s first donor pyramid and wealth modeler that automatically segments your contacts. Prioritize and personalize your outreach based on net worth, giving capacity, donation history, investible assets, propensity to donate, invest and spend, and much more – right from your CRM.

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

For use by retail and institutional traders

Audience

Nonprofit fundraisers

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

No images available

Screenshots and Videos

Pricing

$35
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 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

  • N/A.

Cons

  • The software has a lot of bugs. It is not there and really needs a lot of work. Support is lagging. Also the syncing is messed up. simple app

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

WealthBee
Founded: 2021
United Kingdom
wealthbee.io

Company Information

WealthEngine
Founded: 2000
United States
www.wealthengine.com

Alternatives

Alternatives

iwave

iwave

Kindsight
TradeFlow Quantum

TradeFlow Quantum

Crosspoint Capital Inc.

Categories

Categories

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Integrations

Charityproud
StratusLIVE
Tessitura
Total Community Manager

Integrations

Charityproud
StratusLIVE
Tessitura
Total Community Manager
Claim WealthBee Trading Journal and update features and information
Claim WealthBee Trading Journal and update features and information
Claim WealthEngine and update features and information
Claim WealthEngine and update features and information