WealthBee Trading JournalWealthBee
|
||||||
Related Products
|
||||||
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 VideosNo images available
|
Screenshots and Videos |
|||||
Pricing
$35
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Pros & Cons from Real UsersPros
Cons
|
||||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationWealthBee
Founded: 2021
United Kingdom
wealthbee.io
|
Company InformationWealthEngine
Founded: 2000
United States
www.wealthengine.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
|
|||||
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
|
||||||
|
|
|