Alternatives to Autonomous
Compare Autonomous alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Autonomous in 2026. Compare features, ratings, user reviews, pricing, and more from Autonomous competitors and alternatives in order to make an informed decision for your business.
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Betterment
Betterment
Betterment is a trusted digital investment platform designed to make building wealth and saving for retirement simple. It offers globally diversified portfolios managed with automated trading, rebalancing, and tax-loss harvesting technology, helping investors maximize returns while minimizing stress. Beyond investing, Betterment provides high-yield cash accounts with APYs significantly above the national average, plus FDIC insurance up to $2 million for peace of mind. For retirement, Betterment supports Traditional, Roth, and SEP IRAs, each offering distinct tax advantages to fit different financial situations. The platform also makes it easy to roll over old 401(k) plans into low-cost IRA accounts, helping clients reduce fees and consolidate assets. With Betterment’s personalized planning tools and expert guidance, individuals gain clarity and confidence in achieving long-term financial goals. -
2
Zoe Financial
Zoe Financial
Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.Starting Price: Free -
3
Stash
Stash
Stash is a personal finance app that simplifies investing, making it easy and affordable for everyday Americans to build wealth and achieve their financial goals. Fractional shares make it easy to invest what you can afford on a set schedule. We can help you bank better with no hidden banking fees and access to early payday through direct deposit. The everyday card that helps you earn stock while you shop. Take stock of your life, our three subscription plans help make it affordable and easy. Our retirement options can help you ease into a more secure future. Stay focused on their long-term goals with our children’s investment accounts. Stash was built with a simple philosophy, everyone should have access to investing. Thanks to fractional shares, anyone can invest in the stock market with $5 or less. Stash helps more than 5 million people reach their financial goals. Stash can give you everything you need to build wealth for the long-term.Starting Price: $3/month -
4
Wealthfront
Wealthfront
Unlike banks that let your cash sit idle in your accounts, we use technology to help you grow all your money effortlessly. We can help you save or invest your extra cash automatically. Decide how much money to keep for bills and emergencies, and sweep the rest to categories or your investment account. Stay in control, without the manual transfers. Grow your long-term wealth with our recommended portfolio, or build your own. We’ll automatically reinvest dividends, rebalance your portfolio, and find ways to maximize your after-tax returns. And with our Tax-Loss Harvesting strategy, we can lower the taxes you pay as you invest. We can help you save or invest your extra cash automatically. Decide how much money to keep for bills and emergencies, and we’ll automatically move extra cash to the account of your choice. Smart enough to avoid overdrafts, and you always have complete control. -
5
PortfolioPilot
PortfolioPilot
PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.Starting Price: $20 per month -
6
SigFig
SigFig
SigFig makes high-quality investment advice accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. We are proud of our partnerships with the world’s largest and most innovative financial institutions. SigFig helps clients access, and advisors provide, investment advice efficiently with next generation digital experiences. We are powering the future of banking from web, mobile, and at the branch with digital investment advisory services. Build an intelligent, tax-efficient, diversified portfolio for a fraction of the cost of traditional advisors. Find out if high fees, unbalanced allocations and under-diversification are hurting your returns.Starting Price: 0.25% per year -
7
Magnifi
Magnifi
Now you can easily invest in emerging technology with seven new Magnifi Managed Portfolios. Wall Street luminaries and top financial advisors share insights on topics trending on Magnifi and the world around us. Find, compare and invest using the world’s first semantic search-powered marketplace for finance. Put intelligent investing in the palm of your hand. Magnifi is bringing seven new innovation portfolios directly to you. These managed portfolios are based on indexes by Morningstar, using thematic strategies that seek to capture exposure to specific innovation themes changing the world around us. Individual investors will now be able to access thematic strategies with portfolio rebalancing oversight to invest in areas such as big data, robotics, fintech, health tech, and others without an ETF or mutual fund wrapper. Each managed portfolio tracks a Morningstar Index with the objective of delivering a high degree of thematic purity. -
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ProjectionLab
ProjectionLab
ProjectionLab captures the important details in life that other planners miss. You’ll find it easy and intuitive to build simple but rich financial plans that truly represent you, your loved ones, and the paths you choose. Simulate your financial future and chart a course toward your best life. Build a living model of your whole life's finances and discover the spectrum of possible outcomes. Identify trade-offs, backtest against historical data, and experiment with different investment strategies, account types, contribution orders, drawdown options, and portfolio blends over time. ProjectionLab has no link to your real financial accounts and the data you enter stays in your browser unless you choose otherwise. If you upgrade to Premium, you can choose between several data persistence options. Journal and visualize your actual progress over time and compare it against your initial projections.Starting Price: $9 per month -
9
Axos Invest
Axos Financial
When you create an Axos Invest account, we’ll recommend an investment portfolio that optimally weighs your time horizon, desired amount of risk, and potential return. All to determine your preferred investment strategy. Precise and nimble Managed Portfolios may be automated, but that doesn’t mean we can’t adapt. In addition to rebalancing, when you update your information or goals, we adjust your portfolio to help you progress toward your goals. Plan for both short- and long-term goals. Whether you’re planning for a vacation, saving for a down payment on a home, or building an emergency fund, we’ll guide you to set up your investment strategy. Then we’ll help you determine how much you can save for retirement and set your investment goals in an individual automated investment account or a Traditional or Roth IRA. -
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Empower
Empower
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.Starting Price: Free -
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FutureAdvisor
BlackRock
FutureAdvisor establishes partnerships with wealth management firms to help them drive asset growth, be more efficient, target new client segments and reach the next generation of investors. We take academically researched portfolio management principles and industry best practices and apply them to your situation and your existing investment accounts. We use the funds you already own to minimize churn and minimize tax impact. When necessary, we add low cost index funds to better diversify the portfolios. We take academically researched portfolio management principles and industry best practices and apply them to your situation and your existing investment accounts. We use the funds you already own to minimize churn and minimize tax impact. When necessary, we add low cost index funds to better diversify the portfolio.Starting Price: 0.5% Fee -
12
Stockspot
Stockspot
We build you a diversified portfolio using proven investment strategies to grow your wealth. Think global shares, Australian shares, and government bonds. Stockspot is Australia’s leading online investment adviser. We build you a smart, custom portfolio using ETFs (exchange-traded funds), which give you access to a range of different investments with low fees. A diversified portfolio and the patience to stick with it is the boring but brilliant secret to success when you invest. Stockspot portfolios are designed to invest for both growth and dividends. Our technology helps to automate repetitive tasks like rebalancing and reinvesting dividends to keep your portfolio healthy and your costs low. Every dollar that you save on fees is an extra dollar added to your returns. We regularly review your assets and the market to keep your portfolio balanced. Add to your investments to grow your wealth faster.Starting Price: From $1 per month -
13
Acorns
Acorns
Take control with all-in-one investment, retirement, checking and more. Invest spare change automatically, set aside money from each paycheck, earn more, and get money tips on the go. Access smart portfolios designed by experts, that adjust automatically as you and your money grow. Backed by leading investors and innovators, from Blackrock to CNBC, and chosen by more than 8 million people. We use bank-level security, 256-bit encryption, and allow two-factor authentication for added security. Get the only heavy metal debit card that saves and invests for you, with Real-Time Round-Ups, Smart Deposit, no hidden fees, and over 55,000 fee-free ATMs. From 350+ brands that invest in you, to millions of jobs searchable right from your Acorns app, and more. Earn more, so you can save and invest more. Original money tips and tricks developed for you by Acorns and CNBC. The more you know, the more you can grow.Starting Price: $1 per month -
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Sharekhan
Sharekhan
Solutions with the right balance of human intelligence and technology to keep you on track of your goals, especially during market volatility. A complete human network to understand your financial goals, stay on top of your investments, alert you of market movements and help you with any other service query you might have. A team dedicated to consistently provide you with research during any kind of market weather. At Sharekhan, we endeavour to amplify your investing experience though community programs where you can interact and learn with others. Our in-house and third-party educational solutions ensure you get to choose the right learning platform for yourself. Trading and investment solutions built on modern, easy-to-use platforms. Our in-house trading innovation team comprises of traders and investors themselves. Investment advisory products such as Power Portfolio, Star Portfolio & Top Picks Portfolio. -
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Fulfilled
Fulfilled
Tired of one-size-fits-all investing? Fulfilled gives you a private-bank experience without moving a dollar. In seconds, we craft a fully tailored financial plan and investment portfolio, powered by the institutional research the ultra-rich rely on, and we keep it updated as your life changes. Your money stays right where it is. We show you exactly what to invest in and why, with zero bias and total transparency. Get early access and start investing like you’re already rich. -
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Tradier
Tradier
Tradier provides a full range of services in a scalable, secure, and easy-to-use REST-based API for businesses and individual developers. It’s unlike anything you’ve seen before. Get access to trading, account management, and market-data for Tradier Brokerage accounts through our APIs. Kickstart your financial advisory with operational support and account opening and funding APIs. Easy access to real-time or delayed market data for Tradier Brokerage account holders, including intraday, historical, and streaming. Whether you're a startup or enterprise, Tradier provides the same great solution. You focus on building a great product while we handle the headache of exchange agreements, compliance onboarding, FIX gateways, and trading systems. We understand the value of the relationships you’ve built with your customers, and when you partner with Tradier, we act as an extension of you. -
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Plenty
Plenty
Plenty is where couples invest and plan for the future. Plenty automates investment strategies and goals-based financial planning. Founded in 2022 by Emily Luk and Channing Allen, the two came together to bridge the wealth gap and make wealth building accessible to everyday Americans. -
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Chaka
Chaka
Chaka is a digital investment passport that gives users borderless access to over 5,000 stocks and ETFs across Nigerian, U.S., and international markets, consolidating global equity exposure in one platform with low minimums and both automated and self-directed investment paths. It offers a robo-advisory style service that builds, monitors, rebalances, and reinvests dollar portfolios tailored to individual risk profiles with minimal input, and Chaka Equity for hands-on traders to buy, sell, and manage positions directly on Nigerian and U.S. exchanges. The platform is locally and internationally regulated, leveraging licensed Nigerian brokerage infrastructure for domestic equities and a U.S. partner regulated by FINRA/SEC with SIPC insurance for global holdings, while securing user data with bank-level AES encryption. Additional capabilities include fast withdrawals (typically reflected in 48 hours or less), fractional shares, and integration options.Starting Price: Free -
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Ghostfolio
Ghostfolio
Ghostfolio is a privacy-first, open-source dashboard for your personal finances. Break down your asset allocation, know your net worth and make solid data-driven investment decisions. Ghostfolio empowers busy people to keep track of stocks, ETFs, or cryptocurrencies without being tracked. Get the full picture of your personal finances across multiple platforms. Use Ghostfolio anonymously and own your financial data. Benefit from continuous improvements through a strong community. Trading stocks, ETFs, or cryptocurrencies on multiple platforms. Ghostfolio is for you if you are interested in getting insights into your portfolio composition, caring about diversifying your financial resources, or if you're interested in financial independence. Ghostfolio is a lightweight wealth management application for individuals to keep track of stocks, ETFs, or cryptocurrencies and make solid, data-driven investment decisions.Starting Price: $15 per year -
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Trading 212
Trading 212
Trading 212 is a fintech company that democratises the financial markets with free, smart and easy to use apps, enabling anyone to trade Stocks, ETFs, Forex, Commodities, and more. We disrupted the stock brokerage industry by offering the first zero commission stock trading service in the UK and Europe, unlocking the stock market for millions of people. Don’t put your eggs in one basket. Build a diversified portfolio and customize it to your unique financial goals. Create an investing plan that matches your goal and budget. Deposit funds, invest and reinvest dividends into your pie automatically. Control every aspect of your pie. Easily adjust the proportions of its slices. Rebalance with a single tap. Have some extra funds that you want to contribute? You can do it at any time without interfering with your investing plan. -
21
Webull
Webull
Enjoy Tech. Enjoy Investing. 0 Commissions and no deposit minimums. Everyone gets smart tools for smart investing. Diversifying your portfolio with a comprehensive suite of investment products including stocks, options, ETFs, and ADRs. Invest in thousands of companies using our trading tools and analytics to create your own financial portfolio. Options provide a strategic alternative to just investing in equity. Diversify your holdings by investing into a group of stocks with the same convenience as trading a single stock. Save for retirement with Webull Traditional, Roth or Rollover IRA. Individual brokerage account is the general account which allows you to buy and sell securities and assets. Webull supports full extended hours trading, which includes full pre-market (4:00 AM - 9:30 AM ET) and after hours (4:00 PM - 8:00 PM ET) sessions. Webull provides intuitive and powerful advanced charts, multiple technical indicators, and premier Level 2 Advance (Nasdaq TotalView) to help users. -
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Basil
Basil Finance
Basil is an intuitive and feature-rich portfolio tracker and investment research app designed to serve both novice investors and seasoned finance professionals. At its core, Basil is equipped with robust tools to monitor and manage investment portfolios, offering a seamless and dynamic user experience that demystifies the complexities of financial markets. Portfolio Tracking: Basil provides real-time data and analytics on users' investment portfolios. It offers a comprehensive dashboard that displays asset allocation, investment performance, and historical growth. Users can track stocks, bonds, mutual funds, ETFs, and other securities, all updated continuously with market data. Customizable alerts keep users informed of significant changes and opportunities in their portfolio. Investment Research: In addition to tracking features, Basil serves as a powerful research tool. It aggregates financial news, market data, and in-depth analysis, giving users access advanced statistics.Starting Price: $5.99/month/user -
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Douugh
Douugh
Douugh is a comprehensive financial app designed to help users budget, spend, and invest responsibly. It offers features such as the Spot Jar, allowing users to borrow up to $2,000 on demand for a fixed $12.99 fee per Spot, with repayment in four weekly installments and no interest or late fees. The app also provides Stockback rewards, enabling users to earn up to 7% in Stockback when they pay upfront or later with Douugh at checkout from a growing selection of online merchants. Additionally, Douugh offers diversified investment portfolios, including US shares and ETFs, allowing users to start investing with as little as $1. The autopilot feature enables users to set up automatic investments, promoting regular contributions to their investment portfolios. Douugh ensures the security of users' funds by holding money in segregated accounts with licensed banks in Australia and employing state-of-the-art data encryption and in-app biometric security for all transactions.Starting Price: $12.99 per month -
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Pearler
Pearler
Want to build financial independence but don't know where to start? Pearler makes investing simple again. Over the long term, investing regularly in low-cost exchange-traded funds outperforms most active trading strategies. You have worked hard for your money, it's time to make your money work for you. Choose what assets you want to invest in or use a template portfolio to get you started. Set-and-forget your investment strategy. Let time do all the heavy lifting using the power of compound interest. Track your progress towards financial independence, a home deposit, retirement, or any other financial goal. Don't do the journey alone. Join a community of long-term investors to help you stay on track. Simply choose the amount, frequency, and specific shares you want to invest in. It’s the easiest set-and-forget strategy for both beginners and experienced investors. Discover popular, low-fee ETFs, LICs and shares loved by the Pearler community.Starting Price: $6.97 per trade -
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Esperio
Esperio
After making a profit in the financial markets, the funds are credited to your account within 1 day. You can withdraw the earned funds without restrictions on the withdrawal amount at any time and in a way convenient for you. Connect to professional traders, copy transactions to your own account, build an investment business based on proven strategies, and keep full control over your own account. The stock indexes include the most valuable securities. If you don't know which stocks to trade, take a look at index CFDs. Stock CFDs are an easy and convenient way of getting income on rises and falls of the cost of securities. Esperio has hundreds of instruments for investments in the financial markets. Each asset represents unique opportunities like cryptocurrencies and currency pairs, precious metals and commodities, shares of promising companies, and leading stock indexes. -
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Fidelity
Fidelity Investments
From complex wealth management to your retirement needs, we can help you with financial planning. With no account fees, $0 commission trades, and no minimums to open an account, we can help your money go further. Get easy-to-use tools and the latest professional insights from our team of specialists. Knowing where you stand is crucial. Use this tool to see how prepared you are for retirement, and what steps you may need to work on. Get professional investment management with our low-cost robo advisor solutions, from digital-only investing to a hybrid robo service with access to advisors when needed. Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance. -
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Choice
Choice
Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.Starting Price: 1% digital trade fee -
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Charles Schwab
Charles Schwab
Easily trade and manage investments with Schwab support. Trade stocks, options, bonds, mutual funds, ETFs, and other financial products. Use Schwab.com and the Schwab mobile app4 to conveniently manage your account. Get online tools to screen and evaluate investments, develop a plan, and more. Call our financial professionals anytime. Plus get local support at a branch near you. Use our web, software, and mobile platforms designed for trading. Hone your existing trading skills or learn a new one. Access a team of professionals who share your passion for trading. Use your finger, face ID or preset passcode to quickly check your portfolio balance (including non-Schwab accounts), holdings and statements. Deposit checks into your eligible Schwab Bank or Schwab brokerage and IRA accounts by snapping a few photos. See your positions at a glance. Trade stocks, ETFs, mutual funds, and options. -
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PopaDex
PopaDex
PopaDex is an intuitive, software-as-a-service (SaaS) platform designed to empower users with comprehensive tools to manage, track, and enhance their financial health. Developed to simplify financial complexities, PopaDex consolidates your entire financial portfolio—from banks, investments, and real estate, to personal assets—into a single, accessible dashboard. This platform aids in visualizing net worth in real-time and planning financial strategies efficiently, making it an invaluable tool for personal finance enthusiasts.Starting Price: $5 -
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Risevest
Risevest
Risevest is an investment platform that gives users access to a curated portfolio of global dollar-denominated assets, including U.S. stocks, U.S. real estate, and fixed-income instruments, managed by experts to deliver long-term and stable returns. It lets individuals set financial goals (tuition, wedding, travel, retirement, etc.), automate regular contributions toward those goals, and build diversified exposure through stock plans, real estate plans that provide rental yield plus appreciation, and fixed-income plans for lower-risk consistency. The interface makes it easy to model savings based on income percentage and investment horizon, providing clear projections and encouraging disciplined contribution habits. Risevest also supplements investing with market insights, community support via free Telegram groups, educational content in its blog and newsletter, and tools for both self-directed investors and those who prefer guided, expert-curated portfolios.Starting Price: Free -
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Era
Era
Era is your AI-powered financial assistant. Keep up with current events that impact you or your finances. Era has real-time global knowledge and writes articles just for you and your financial situation. Feel more in control of your future with personalized investment assistance and rebalancing. Connect all of your accounts, track budgets, and set smart AI goals for the future with easy, chat-based prompts. Create automated tasks for anything, from notifying you about market news to moving money where you need it most. No need to migrate, Era works with your existing bank accounts and handles the transfers for you. Pay off student loan debt or save for your next vacation all by asking Era. Era brings all of your money management tools under one roof, and then some. Try Era out for free before connecting all your accounts. All of your personal financial information is safe and private, used only for personalized answers, and will never be sold or used for advertising purposes.Starting Price: $6.87 per month -
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ICICIdirect
ICICIdirect
ICICIdirect is the largest retail broker and financial product distributor in the country trusted by over 50+lac customers with over 2 decades of service having 170+ branches across India. ICICIdirect.com has revolutionized the world of online investing. This online share trading platform offers a trading account for seamless and hassle free electronic trading. ICICIdirect offers more than 50 products and services like equity, mutual funds, derivatives, futures and options currency, commodity, ETF, insurance, IPOs, corporate fixed deposits, loans, NPS, wealth management, corporate services, NRI services, portfolio management services, global investment, financial learning, tax services etc. under one roof to help you to achieve your investment goals. What sets ICICIdirect apart is its unique research desk that offers various research based products designed to meet your needs across different time horizons. -
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IIFL Securities
IIFL
IIFL Securities market app is the highest-rated and most downloaded share market trading app. IIFL Markets is the only app that provides free research of the top 500 NSE / BSE listed companies. This is the only app that provides free research of the top 500 NSE / BSE listed companies. and also awarded by Zee Business awards. From equities to IPO, invest in instruments with just a tap and achieve all your financial goals. IIFL Securities Demat account flawlessly integrates with your trading & bank account for the best trading experience. Your Demat account includes recommendations from our top-notch research team to help you choose the best investment. IIFL Securities offers custom portfolio management services based on your risk appetite to maximize your financial goals. The Demat account also includes various tools like options strategy builder, algo trading etc for ease of trading.Starting Price: Free -
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Altruist
Altruist
Deliver better financial advice, easier. Manage your business smarter, quickly open accounts, and give clients a beautiful experience. Open accounts online in minutes. Build custom model portfolios with ease. Trade fractional shares commission-free. Rebalance automatically (set it and forget it). Investing & reporting, together at last. Really affordable. First 100 client accounts free and just $1/account each month after. Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply.Starting Price: $1 per month -
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Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
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Refresh.me
Refresh.me
Track your account balances, transactions, investments, and credit. Manage your privacy and protect your identity for complete peace of mind. Refresh.me integrates with over 12,000 banks and institutions, making it easy for you to see a clear view of your entire financial landscape. See a breakdown of all your transactions in once place. We'll notify you if you're spending more than usual, so you can stay on track with your financial goals. Connect your investment accounts to know how your portfolio is performing, all consolidated into one view for the full picture. Track your historical performance and allocation. By bringing your account balances, transactions, investments, and credit together in one place, Refresh.me gives you insights you simply won't get anywhere else. Managing your financial health means staying on top of your credit score, protecting your identity, and managing your online privacy.Starting Price: $12 per month -
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Endowus
Endowus
Disciplined, time-tested investing to navigate market volatility and reach your financial goals holistically with all your money, cash, CPF & SRS. Institutional, low cost access to best-in-class fund managers with expertise, scale, and real proven track records. No sales charges, n transaction fees, and 100% trailer fee rebates. A low all-in transparent access fee. Globally diversified portfolios for your essential life goals. Themed portfolios to gain exposure to select market opportunities. When you create an Endowus account, we will create a trust account in your own legal name at UOB Kay Hian, Singapore’s largest broker. This means your assets and transactions on the Endowus platform are recorded in two entities licensed by the Monetary Authority of Singapore (MAS). This is different from most wealth platforms, which comingle assets with other clients before interfacing with their execution broker. -
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Planswell
Planswell
Planswell provides a free, web-based financial planning engine that delivers personalized retirement, debt, investment, and insurance strategies in about three minutes. By inputting current savings, contribution levels, desired retirement age, and risk tolerance, its engine forecasts total nest‐egg growth, designs an optimized lifelong drawdown plan, and allocates funds across account types to minimize taxes and maximize savings. It aggregates existing debts, recommends consolidation at the lowest available interest rates to improve cash flow, and calculates insurance needs to protect income in the event of death or critical illness. It offers interactive dashboards, scenario‑driven calculators (including budgeting, child affordability, and insurance/investment needs), and detailed, exportable reports, all accessible through a secure online interface. Users can opt for a free review with a local financial advisor without sharing highly sensitive information. -
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CUSP Wealth
CUSP Wealth
CUSP is a DFSA-regulated investing company empowering individuals in the UAE to build long-term wealth with clarity and zero trading fees.* CUSP combines human expertise and AI technology to deliver Tailored Portfolios, smart investing insights, and seamless access to over 10,000 global assets – including U.S. stocks and ETFs – with zero trading fees*. Guided by transparency and innovation, CUSP offers Shariah-compliant assets to help investors grow ethically while staying aligned with their values. Whether you’re starting your investing journey or optimising your portfolio, CUSP makes wealth-building simple, confident, and personalised. *T&C apply. All investments, including Shariah-compliant ones, involve risks such as capital loss. Full risks and eligibility details in our Terms and Conditions. -
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Moneyinfo
Moneyinfo
Moneyinfo is a digital wealth relationship and client portal platform that gives financial advisory and wealth management firms a branded web and mobile experience where their clients can securely view and manage their entire financial life, including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations, all in one place with 24/7 access and a single login. It aggregates data from multiple sources so clients see a consolidated view of their accounts and assets, supports secure messaging, document sharing, and storage, biometric login, and integrated e-signatures, and lets advisers communicate and collaborate with clients more effectively while staying compliant and digital-first. Moneyinfo also includes workflow automation, onboarding tools, portfolio and performance summaries, and mobile app delivery fully tailored to a firm’s brand to increase client engagement and loyalty.Starting Price: Free -
41
Firstrade
Firstrade
Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, and other factors. An investor should understand these and additional risks before trading. Carefully consider the investment objectives, risks, charges and expenses before investing. All investments involve risk and losses may exceed the principal invested. Past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Firstrade is a discount broker that provides self-directed investors with brokerage services, and does not make recommendations or offer investment, financial, legal or tax advice. No annual fee, account set-up fee, or maintenance fee. Trade commission-free on stocks, options and mutual funds in your IRA. Our customizable trading platforms let you manage your account and trade from your desktop, iPad or mobile phone. -
42
Alwy
Alwy
Alwy is a mobile‑first, GDPR‑compliant personal finance platform designed to help individuals effortlessly track income, expenses, debts, and investments by connecting all bank accounts and credit cards. It automatically categorizes transactions up to ten times daily, builds and updates real‑time budgets, offers personalized saving tips (like canceling subscriptions or lowering fixed costs), and displays debt overviews with comparisons for better loan terms. Users receive financial‑health insights and recommendations to build emergency funds, diversify portfolios, or improve interest rates. Alwy also offers a B2B version that enables financial advisors, insurers, and mutual fund companies to provide clients with a unified CRM, trading and custody services, digital onboarding, automated compliance alerts, and integrated portfolio management.Starting Price: Free -
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TaxTank
TaxTank
TaxTank is a comprehensive Australian tax and personal finance software that helps individuals, investors, and sole traders easily manage their financial activities and optimize tax filings. It provides live bank feeds, allowing users to track income, expenses, properties, investments, and budgeting in one centralized platform. The software includes features for managing property portfolios, crypto and share trading, and work-related expenses, with automated tax calculations to ensure all possible deductions are claimed. TaxTank also enables users to store documents securely, track business activities for sole traders, and generate real-time tax reports. It allows seamless collaboration by inviting accountants, financial advisors, and property groups for joint decision-making. Designed for Australian tax laws, it simplifies tax preparation, offers full transparency across financial portfolios, and minimizes the stress associated with managing personal finances and tax compliance.Starting Price: $6 per month -
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AdvisoryWorld
AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio. -
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Questrade
Questrade
Take matters into your own hands or let us take care of things. Either way, our low fees and transparent pricing mean you keep more of your money. Take matters into your own hands. Build your own investment portfolio with a self-directed account and save on fees. Make your money work harder. The easy way to invest. Intelligent, lower fee portfolios designed by experts to help you achieve your financial goals faster. Take advantage of exclusive Questrade programs and promotions designed to lower your fees, boost your investing power and maximize your returns. Whether you’re an active trader or just starting out, you can take control of your portfolio with Questrade Self-Directed Investing. Matching your investment goals with smart technology, you'll receive a portfolio of ETFs (exchange traded funds). These funds invest in the market like a mutual fund but with much lower fees.Starting Price: 0.25 % Fee -
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GnuCash
GnuCash
Designed to be easy to use, yet powerful and flexible, GnuCash allows you to track bank accounts, stocks, income and expenses. As quick and intuitive to use as a checkbook register, it is based on professional accounting principles to ensure balanced books and accurate reports. GnuCash is developed, maintained, documented, and translated entirely by volunteers. We have some suggestions. Please help translate GnuCash into your language at Weblate. Every transaction must debit one account and credit others by an equal amount. This ensures the books balance: the difference between income and expenses exactly equals the sum of assets and liabilities. The GnuCash checkbook-style register provides a custom, convenient and familiar interface to entering financial transactions.Starting Price: Free -
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Superhero
Superhero
Australia's most accessible, understandable and affordable investment platform. We are making investing accessible and understandable for everyone, whether you're an experienced trader or investing for the first time. Trade U.S. shares for $0 brokerage and Aussie shares for just $5 a trade. Sign up in minutes and fund your account in real time with PayID. Choose to invest in over 7,000 Aussie and U.S. shares and ETFs. Trade U.S. shares for $0 brokerage and Aussie shares for $5 brokerage. Start investing with no account fees and just $100 minimum investment. No jargon. We give you clarity and control to invest your way. $0 brokerage on U.S. shares and $5 brokerage on Aussie shares. Two-factor authentication and bank-level encryption. Superhero Super is a sub-plan of the Fund. At Superhero, we want you to be in control of your money. That’s why we created an investment and superannuation platform that gives you more control.Starting Price: $5 per trade -
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Qtrade
Qtrade
Build, evaluate, and test your portfolio using analyst research and tools that feature our most advanced risk analysis and portfolio-building technology. Portfolio Creator builds your ideal ETF portfolio when you answer just a few questions. Screeners help you narrow your investment options. Retirement calculator determines how much you need to save. Easy-to-use account dashboard lets you see everything at once. Digital account opening and e-signatures allows you to get up and running quickly. Self-serve capabilities make it easy to access e-statements, contribution requests, foreign exchange requests, and more. Analyst recommendations from Morningstar provide actionable insights. Watchlist lets you monitor stocks before you start trading. Savings and investment calculators help you plan to meet your goals.Starting Price: $25 Fee -
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Bibit
Bibit.id
Our technology uses the Modern Portfolio Theory approach introduced by economist Harry Markowitz which has been proven to manage risk and maximize your profits through diversification. Everyone has a different profile. We help put your money into a portfolio of mutual funds that are specifically made for you according to your age, income and tolerance for risk. Automatically. Our technology will work and monitor your portfolio automatically to maintain your optimal allocation. Account opening is digital and can be completed in minutes. No forms, no financial planners, no spreadsheets. No hassle. Seeds don't keep your funds. The funds you invest are transferred directly to the bank's custodian and are managed by an OJK licensed company. Funds can only be disbursed to an account in your name. -
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Merrill Edge
Merrill Edge
As your investing needs change, you can feel comfortable knowing that we'll be there for you along the way. Personalized investing with insights, guidance and tools to confidently put your investing ideas into action. Tell us your goals, and Merrill investment professionals will build, monitor and rebalance your portfolio. All the benefits of Merrill Guided Investing online plus guidance from an advisor along the way. Investment balances can help you earn Preferred Rewards benefits and pricing discounts. Members enjoy program benefits including credit card rewards bonuses, discounts on home and auto loans, monthly account maintenance fee waivers, and more. Life is constantly evolving. Merrill understands your needs and provides the advice, guidance, insight and tools you need to help make the most of the moment, no matter what your goals for the future are.
