Choice Alternatives

Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).

StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...

Invest in cryptocurrency with your IRA. Bitcoin IRA is the world’s first, largest and most secure cryptocurrency IRA platform used by thousands of clients. Our proprietary platform enables you to self-trade crypto anytime, anywhere, so you can take action right when the market moves. Assets are insured for $100 million with BitGo Trust and their insurance provider Lloyd’s of London, the world’s specialist insurance and reinsurance market. One of the best advantages of investing with your IRA are the tax-breaks. Maximize your retirement growth in a tax-free IRA. Our one-of-a-kind dashboard offers many features such as live price tracking, portfolio performance, videos, education and more. Your digital assets are stored with our partner BitGo. BitGo Inc. is the world’s largest processor of Bitcoin transactions, processing over 20% of all global transactions, and more than 15 billion per month across all cryptocurrencies.

iTrustCapital was founded by industry leaders in the alternative investment IRA industry. iTrustCapital is the leading digital asset IRA trading platform that allows clients to directly buy and trade cryptocurrencies and physical gold in real-time through their retirement accounts. iTrustCapital’s revolutionary, IRS compliant investment platform eliminates the costly inefficiencies and outdated processes of previous IRA models, opening the door for investors to safely, simply, and legally move money from their retirement accounts into the Cryptocurrency and the physical Gold markets—at costs as much as 90% lower than other IRA companies. iTrustCapital’s goal is to empower 10 million investors to participate in the economic growth that a blockchain future holds. We are amazed at how many people are unaware of the benefits of IRAs.

Maintaining an almost flawless reputation profile is no easy task. Putting our customers first and providing all the necessary education to make sure the customer is 100% comfortable moving forward with their investment. Having a non-pushy sales approach. Unlike many companies who try to push their clients into certain products because they yield higher fees and commissions, we strictly focus on products that suit the individual needs of each investor. Providing a transparent fee and commission schedule. You’ll know everything it will cost you before you sign anything. We are the first company in the industry to receive a crypto trading license and we are also one of the first to offer all major crypto assets as part of a retirement account, not just Bitcoin. Regal Assets aims to be every investor’s one stop shop when it comes to metals and cryptos investing. The company however specializes in helping individual investors add metals and cryptos to their investment portfolios.

Every asset class carries its own set of advantages. The key to achieving your financial objectives and growing your wealth is understanding those advantages, and learning to balance your investments across a range of appropriate asset classes suited to your unique situation. Digital currencies are an entirely new asset class. And they offer a combination of benefits previously inaccessible under the umbrella of a single investment. Even better, new Digital IRAs (a type of self-directed IRA account) now allow Americans to leverage digital currencies as a retirement investment – adding a whole new dimension of benefits. No longer do you need to settle for the same selection of investments that are offered through most conventional IRAs and 401(k)s – such as stocks, bonds and mutual funds. Instead, with a Digital IRA, you can truly diversify your retirement savings beyond traditional assets and gain exposure to the enormous growth potential of digital currencies.

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.

With a self-directed solution, you can invest in almost anything and the income generated from those investments is tax free. At IRA Financial, our in-house tax and ERISA professionals will guide you through establishing a self-directed retirement account and ensure it always remains compliant. IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee. A supplemental forms section has been built into the app so that clients may electronically sign forms to execute common account transactions, all without ever having to deal with physically signing or handling a paper form. We will be expanding this section with further releases of the app. IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee.

Grow your traditional, roth, or simple iras with the power of cryptocurrency. To store and safegaurd this asset, cryptocurrency owners utilize cold storage “wallets” to store their “coins.” Similar to traditional asset class portfolios, Cryptocurrency IRA investors need a custodian to house their digital retirement assets. BlockMint offers considerable peace of mind here. We do the due-diligence for you and ensure that your cryptocurrency portfolio is placed with a well-established custodian who can secure your holdings in two separate offline cold storage vaults that are guarded 24/7. These security measures make sure your investments aren’t exposed to hacking, theft, and electronic errors. As a BlockMint client, you’ll work with a dedicated and hard-working Account Executive knowledgeable about cryptocurrencies.

A unique digital mobile account with a fully featured high yield checking account, credit card and investing. Maximize your return on assets and grow your wealth -- effortlessly. Save and invest $3.50 a day from age 26 and you could have built a $1m+ portfolio by retirement. The most comprehensive investment app available. Passively fund your Robo portfolio, trade equities commission free and get access to alternative assets including cryptocurrencies and precious metals in app. Maximize your return on assets and grow your wealth -- effortlessly. Unifimoney also is launching a credit card. The only Credit Card in the world to give you the choice of redemption as Gold, Bitcoin or Equity investment contribution. Helping the environment and supporting The Ocean Foundation, we donate every time the card is used.

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.

Manage your portfolios, pre-trade checks and trade in real-time from your positions. Trade all markets with your brokers & banks via our easy-to-use web platform. Aggregate & manage investments across all your banks. Trade 15 million securities across all asset classes globally. Automate pre-trade compliance and risk rules. Referential data covering over 15 million securities. Connect to external systems, consume data, and submit orders. As a cloud-based SaaS platform, QUO is the ideal solution to meet all your work-from-home needs. Manage all client portfolios from anywhere. A holistic view of all your positions and exposures with intraday gains or losses. Access all listed and OTC assets without having to purchase external data. Seamlessly connect to your existing systems. Simply request your bank's relationship managers to be live with QUO and we will take care of the rest. Our specialists will help you tailor the most efficient workflows to maximize your alpha.

SuisseTechPartners is a market-leading, cloud-native Portfolio Management System, built by industry experts with decades of market experience. PMplus is a front to back wealth and asset management solution. We have a wide range of products including portofolio management system, accounting and multi-jurisdictional NAV, investment book of record, partnership accounting, order management OMS, regulatory compliance and IRM, management fees and billing, cash management, multi-asset class integration, data management platform, reconciliation services, client reporting and web-portal, customer onboarding and KYC, GIPS performance and VAR modeling. We work closely with your team to ensure that the implementation is carefully planned and executed according to your business requirements. We have managed multiple remote installations globally and have a proven track record of success.

The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market.

At Robinhood, we believe the financial system should be built to work for everyone. That’s why we create products that let you start investing at your own pace, on your own terms. We believe that everyone should have equal access to financial tools. Regardless of how much money you intend to invest, you will not be charged account minimums or commissions to buy or sell stocks, ETFs, or options on Robinhood. Buy and sell Bitcoin, Ethereum, Dogecoin, and other cryptocurrencies 24/7 and commission-free with Robinhood Crypto. Manage your cryptos with confidence. Your coins and personal information are protected. When you make a deposit (or sell investments in your Robinhood Financial brokerage account), those funds are immediately available for purchasing cryptocurrencies in your Robinhood Crypto account.

Coin IRA, a pioneer in offering Cryptocurrency IRAs, provides the #1 rated customer experience in guiding you through safe buying, selling, trading, and storing of Bitcoin and other cryptocurrencies. No maximum purchase limits! Whether its $30,000 or $3,000,000, Coin IRA can be your all-in-one cryptocurrency solution. Fully dedicated staff of personal consultants that are here to assist you with any questions on Bitcoin, Ethereum, and a wide variety of other cryptocurrencies. No matter the size of the transaction, you will be protected and safeguarded from fraudulent activity or theft of your cryptocurrency purchase. Coin IRA offers a full-service solution for the purchasing of cryptocurrencies. All that is required is a simple onboarding process and funding your account once activated. Then, we will execute live trades on one of the top exchanges, and move your currency to your wallet of choice.

With an Equity Trust self-directed account, you are in control. We provide our clients with the tools and technology they need to invest in traditional investments and alternative investments, all in one place. It’s now easier than ever to find the most in-demand investment opportunities for your self-directed account. Introducing Investment District, where you can browse and choose from high-end platforms and providers in cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate asset classes. Take control of your financial future. Create a customized portfolio with the freedom to invest in alternative and traditional assets, while potentially reducing or eliminating taxes on your investments. Equity Trust has you covered with individual accounts, small business plans, and education and health savings accounts. Access FAQs, online and in-person events, the Investor Insights blog, client success stories, educational videos, and much more.

Viva's Crypto IRA™ gives you unrestricted access to investing in cryptocurrency with your IRA including strategies such as buy and hold, staking, lending, Masternodes and mining. Unlike online IRA providers, the Viva Crypto IRA™ also has no restrictions on how much you invest, how many trades you place, or what custody or exchange providers you use. We can even roll over your existing retirement account into a Roth IRA for tax-free crypto growth which is likely to save the average investor six figures in tax over a 10 year period when investing in growth portfolios. As a result, the Crypto IRA™ is a robust solution for serious investors who want 100% control of their retirement portfolio.

Today, RIA firms must quickly respond to the ever-changing needs of its businesses while still remaining operationally efficient. Financial advisors are under growing pressure to up-scale their books of business in order to outpace rising costs. In order for RIA firms to be truly competitive, NetWorth’s digital technology provides true workflow efficiency, client collaboration, and delivers real interplay between the operational and investment management side of the business. NetWorth Advising Platform is helping to level the playing field for RIAs by taking advantage of the rapid trajectory of Alternative Investments through its sophisticated asset management and reporting capabilities. The demand by clients for investments that will help to close their retirement income gap and provide sustainable long-term investment returns has propelled Alternative Investments to a more prominent role in the investment industry.

At Bitcoin Advizers we are dedicated to evaluating your needs and giving you the best recommendation when it comes to investing digital currencies. The first step is getting to know you, your feelings towards investing, and your current financial situation. Next, with the expertise of our Chief Investment Office, your Bitcoin Adviser will provide a clear and informed point of view, a strategy based on your needs, and design an approach that you are comfortable with. We’ll keep you on track. Crypto currency management is an ongoing process. You’ll meet with your Bitcoin Advisers often as needed and have in-depth annual reviews, one on one. You can and should revisit your goals, take course correction as needed.

Buy and sell crypto in your IRA or trade in cash! Whether you want to secure your retirement through a crypto IRA or build wealth by trading in cash, My Digital Money has you covered. Simple, smart & secure crypto trading with high-quality phone support. We will always be here to answer your call. Whether it’s a forgotten password, questions about using the platform, help in submitting documents, or any other concern, call us and we will be here to help you. You can prepare for retirement with CryptoIRA or trade in cash to build wealth. No need to open an account in multiple platforms. MDM, in partnership with Genesis, provides unparalleled military-grade security for your cryptocurrency investment. Automatically sell or buy coins based on your own parameters to guarantee the opportunity for gains or minimize loss. Know how much you are making or losing in real-time. Buy or sell based on your own parameters.

One Solution To Serve All Your Asset Management Technology Needs. We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners and Service Providers. Our Mission is to Simplify the Investment Process. Our offering seamlessly integrates front, middle, and back-office solutions customized for a wide array of financial firms including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, Asset Managers and Asset Owners can manage complex portfolios from a single view allowing for confident decision making.

How do you allocate assets in your investment portfolio? MarketRisk helps you decide how, based on a unique algorithm that evaluates the risk inherent in each asset given its current market price. MarketRisk actually limits the total estimated risk in your portfolio to your own risk tolerance amount. Select up to 7 investable assets - from stock indexes, to precious metals and bonds. All you have to do is enter the market price along with your risk tolerance and MarketRisk calculates what your position size should be in each selected asset. MarketRisk is not intended to replace a financial advisor, but it is a useful research tool. Past 50-year performance is as high as 16.3% per year. Each portfolio combination is back-tested from 1929 to 2020, with last 50 years of performance shown.

To support your growth and performance strategies, you need a software platform capable of centralizing all your activities, automating as much as possible your processes, and supporting your strategic evolutions such as new asset classes, targeted markets, management models, etc. Whatever your operating model, the JUMP Front-to-Back solution enables you to face all the major issues of Investment Management, business, innovation, regulatory and digital issues. Experienced by Asset managers all over Europe, our solution offers Front-to-Back coverage, coupled with a modular approach, to meet your current and future needs. Centralize all your activities in one single solution while addressing your business issues, including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes.

EquBot AI with Watson helps asset managers navigate the exponential growth of data through explainable and custom AI powered portfolios as a service (PaaS), indexes, and signals. EquBot AI with Watson transforms data into better investment outcomes for insurance companies and other asset owners through explainable and custom AI powered portfolios as a service (PaaS), indexes, and signals. Leverage EquBot’s custom AI portfolios as a service (PaaS), indexes, and signals with Watson to not only keep up with, but to thrive in an increasingly complex world of data. Harness the power of EquBot AI with Watson through custom AI powered portfolios as a service (PaaS), indexes, and signals to construct, monitor and adjust your clients portfolios to help them achieve their goals. Personal Investors can harness the power of EquBot AI with Watson to transform data into better investment outcomes through AI Powered ETFs.

PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.

Report, bill, rebalance and publish client portals for professional wealth managers. Dashboards, reports, trading, billing and client portals. One app is all you need. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple. All RIAs are not the same. You have complete freedom to customize FinFolio. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding. If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality. An open API lets you extend the software, customizing and interfacing with external services.

Managing business critical tasks within fixed income portfolios used by US banks and other firms. Paragon is a fixed income portfolio accounting solution, processing bonds and money market instruments based on three primary business functions: trade capture, processing and reporting. Accounting and position-keeping platforms help banks manage their exposures on a day-to-day basis. When it comes to reporting concise information to executive board members and stakeholders, however, old style paper reports are generally not only dull in presentation style but often lack graphics to provide clarity and reflect notable changes or exceptions. Paragon offers inventory, cash flow, maturity and management reports that are enriched with visually appealing graphics. This will provide greater insight to all stakeholders and inform decision makers based on data extracted directly from Paragon’s records.

A Self-Directed IRA, sometimes referred to as an “Alternative IRA”, “Self-Managed IRA,” or an “SDIRA”, is a retirement platform that allows the investor to diversify his or her savings beyond Wall Street, into real assets like real estate, private placements, and more. With the addition of a checkbook control feature, you gain the flexibility and freedom to invest your own wealth, in real-time, with no extra paperwork and no transaction fees. If you’re ready to diversify your savings out of volatile Wall Street stocks, bonds, and mutual funds, and you’re interested in driving your own retirement account, this is the account for you. You can diversify your retirement savings into numerous options beyond Wall Street, including real estate, private placements, and more. A stock market crash won’t decimate your retirement savings if you truly diversify and invest your money in more than one place.

Meet the tax-free way to invest in crypto. With a CryptoIRA, you can use your retirement savings to buy, sell, and trade directly through Coinbase. Who knows, the currency of the future might just shape yours. Open a CryptoIRA. It's fast, easy, and 100% online. Every IRA has a tax advantage. Choose from traditional, Roth, or SEP. Contribute cash from your bank or transfer funds from an existing retirement account. Trade crypto, more than 90 available, on the Coinbase exchange directly in your Alto portal. Alto connects directly with Coinbase, no LLC required, so you can buy, sell, and trade crypto using your retirement savings. With 24/7 real-time trading and $10 investment minimums, it’s also incredibly easy to get started. We even offer a free concierge service to help walk you through setting up and funding your account. We don’t charge any account maintenance or setup fees, and will never require an account minimum.

Manage your portfolio whenever or wherever. Invest as much or as little as you like. It’s up to you. You’re protected with the most robust security protocols and industry-leading insurance. It’s true. Keep your gains within your BitTrust crypto-IRA and they’re tax-free. Studies show that structured rebalancing can increase performance by over 35%. 100% offline cold storage with private keys secured in decommissioned nuclear bunkers. Round the clock digital protection with added layers of human security and 24/7 monitoring by a specialist team. Rest easy, your assets are covered by industry-leading insurance.It’s simple to transfer funds from an existing IRA or 401(k) to your new Equity Trust Digital Asset IRA.

Industry-leading all-asset class electronic trading solutions that enable buy-side traders to meet today's market structure challenges. Our SaaS model makes our trading solutions easy and fast to install. For those who need it now rather than later. Together, we’re Ultimate Trading Performance. It all starts with TradeSmart, our core OEMS technology platform that makes everything happen. It puts what you need on your screen, customized the way you need it. BidFX is an innovator in multi-asset FX trading and the market-leading provider of broker-neutral electronic trading solutions for the global FX marketplace. BidFX is an innovator in multi-asset FX trading and the market-leading provider of broker-neutral electronic trading solutions for the global FX marketplace.

After-Tax Portfolio Optimization and Asset Allocation. Multiple Period Investment Horizons with Per Period Results: Asset Weight, Market Value, Cost Basis, Cash Flows, Management Fee, Turnover, Taxes and After-Tax Returns for each Asset. Analysis of up to 100 assets and 120 periods. Period intervals range from Daily to Annual. Sub Portfolios for Modeling Different Tax and Ownership Structures. International Asset Class Return Series for Forecasting Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios for Creating and Comparing Custom Portfolios. International Currencies and Tax Rates for Modeling Around the World. Economic Cycles and Shifts Modeling with time varying asset returns and standard deviations. Extensive Private Branded Client Reporting.

It is crucial to choose a reliable broker. Tiger Brokers has licenses in the United States, Singapore, and other countries. Client assets are segregated in custody accounts in accordance with regulatory requirements to ensure client monies are protected strictly. Tiger’s platform enables investors to access securities including equities, ETFs, options, futures and funds on multiple global markets including Nasdaq, New York Stock Exchange, Hong Kong Stock Exchange as well as A shares which are tradeable under Shanghai­-Hong Kong Stock Connect and Shenzhen-­Hong Kong Stock Connect programs. Based on artificial intelligence and big data, we have launched multiple new functions such as Tiger Lab (for quantitative investment strategies), an abnormal stock fluctuation list, and K-Line comparisons, all of which may help investors track market movements.

FlexTRADER® is the industry’s market-leading, multi-asset execution management system (EMS) that encompasses all facets of electronic and algorithmic trading, and is trusted globally by tier-one asset managers and hedge funds trading equities, FX, derivatives and fixed income for its unparalleled performance, quantitative analysis and worldwide connectivity to liquidity sources. FlexONE is our all-inclusive order/execution management system designed to facilitate and streamline the demanding trading requirements of the global hedge fund community. FlexFX is our award winning, algorithmic trading and execution management system for buy-side institutions trading FX. FlexFX offers advanced integration with OMSs, as well as fully integrated post-trade allocation solutions. Trusted by the world’s largest asset managers, FlexFX enables traders to manage and efficiently execute large numbers of orders (block size or small) across multiple value dates.

ImpaQt plus is an end-to-end stand-alone application for private banks. Covering the entire advisory process from client profiling to portfolio-construction to pre-trade suitability checks over portfolio analytics to reporting and trade execution. This tool is the client advisor’s key to success. The products we offer can be adapted to meet the needs of organizations in almost any industry. Having realized over 250 projects across a dozen industries makes us a trusted leader for challenging tasks resulting in scalable technology with measurable client benefit. Discover for yourself the reasons our clients are satisfied and keep coming back for more. Digital is about unlocking growth potential now, speed and sophistication matter. In today’s competitive environment we can proudly say that our products and services provide some of the quickest and most sophisticated algorithms within Europe as well as worldwide.

The world's most modern portfolio tracker. Track all your assets in one place—traditional & crypto. Supports global banks, brokerages, stocks & currencies. Get your stocks in order. Connect your online brokerage accounts, or add individual stocks to track their value in real-time. Get latest balances from your crypto wallets and exchange accounts, or simply add the coins to track the value of your crypto portfolio in your native currency. Connects to over 20,000 banks worldwide. Kubera uses industry-leading account aggregation technology to give you reliable connectivity to thousands of online banks around the world. Track the value of your homes with real-time market data from Zillow (US only). Track the real-time value of your cars, trucks, and automobiles. Track the estimated market value of the web domain names you own. Kubera supports nearly every global currency. Add your Yens with your Euros to create a global dashboard and see their values in your local currency.

PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data Aggregation

When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.

Arbor Portfolio Manager (APM) provides hedge funds and family offices with detailed trade and position management. Crypto Portfolio Management (Crypto PMS) is embedded, so you can manage traditional and digital assets together on one platform, giving you years of future proof investing. This includes in-depth portfolio analysis, performance, compliance, order management and middle office functions. Realtime, mobile and portal reporting give you constant access to your funds. Our hedge fund crypto portfolio management system includes listed and derivative coverage along with many client driven refinements for institutional grade management. Broad exchange connections, API, FIX and multiple market data feed choices enable us to build our Portfolio Management System to your needs.

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.

Marketlog is the result of a project that was meticulously designed and developed for over 2 years by the same team that built Myfxbook.com - the leading forex portfolio analysis service. Marketlog was built completely from the ground up, to match the same quality that our users have been enjoying for over the past 15 years. The service is a free service (with paid plans available) and allows you to analyze and compare your stock portfolio in a completely automated way. Not only that, but it is very simple to use, allows you to track multiple trading portfolios from different brokerages (over 10,000 supported!) in one single dashboard and even check out other traders that share their stock portfolios! We've invested over $3,000,000 in research and development and do hope you will like the result as much as we do 😊 We are constantly developing the service and adding features!

Founded in 2016, Kore provides the first secure online infrastructure for private companies looking to raise capital. From issuing securities to shareholder relations and captable management. It's an an All-In-One Platform that streamlines the Capital Raise Process for RegCF, RegA+, and RegD offerings, while fostering lasting investor communications that transcends the raise itself, elevating your investor relationship. Investors, broker-dealers, law firms, accountants and investor acquisition firms all leverage our ecosystem solution. Kore also maintains a large online library of educational content to help companies navigate their capital-raising journey and investors looking to learn more about investment opportunities in the Private Capital Markets.

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.

Explore and trade major, minor and exotic currency pairs with efficient spreads. Trade CFDs on stocks of leading companies and industry giants without actually owning them. Trade CFDs on popular digital currencies with leverage. Speculate on CFDs on hard or soft commodities like gold, silver, oils, and grains. Diversify your trading with CFDs on the exchange-traded funds, where multiple assets are gathered in one basket. Select from a list of CFDs on widely traded indices representing a particular market sector or national economy. A multichart layout, technical analysis, historical quotes and beyond. Everything you’re looking for in a platform — on the device of your choice. Get the most out of fundamental and technical analysis with our News Feed and Economic Calendars. More than 100 most widely-used technical indicators and widgets. Always stay up-to-date on what is happening in financial markets with our customizable price alerts.

All-in-one investing that’s easy to use. Build confidence as an investor. Trade stocks and ETFs, buy crypto, or start automated investing. SoFi Money® is a cash management account that charges no account fees to save, spend, and earn cash back rewards when you spend on brands you love. Earn 2% unlimited cash back when you redeem it* to save, invest, or pay off loans in an eligible SoFi account-plus there’s no annual fee. Fixed interest rates start at 2.99% APR* with autopay. Flexible repayment options. No fees. No nonsense. Get pre-qualified in two minutes. All online. The first step in getting your money right is knowing your score. Track your credit and your money—all in one app. Take care of yourself and your family with our full suite of insurance offerings, including fast and easy life insurance through ladder. Lantern by SoFi lets you compare PPP offers from a network of lenders to help ease your small business burden.

FXlift is a trade name of Notesco Limited registered in Bermuda and is an online global trading broker that provides both institutional and retail traders with access to 300+ tradable products across 6 asset classes. The broker operates successfully all over the world and stands out for its transparent and reliable services. In addition to offering cutting-edge order execution and competitive spreads, FXlift is also proud to offer round-the-clock support 24 hours a day. At FXlift, we work hard to make our clients' trading journey as pleasant as possible, and we respect the relationships with our clients and partners. With only a few clicks from opening a trading account with FXlift and with established trading platforms such as the MetaTrader 4, we give our traders the stability they need for secure trading under all market conditions.

Access more than 50 of the world's financial markets directly from your EXANTE account – including NASDAQ, London Stock Exchange and Tokyo Stock Exchange For private investors who need direct access to 50+ global venues and the open book — from a single multi-currency account. Unlock stocks, ETFs, bonds, futures, options, metals, fiat and crypto currencies. For wealth and asset managers who service multiple investors. Unlock new exchange-traded and OTC instruments to your clients. Enjoy easy multi-account management and granular reporting. Make high-touch investor relations and personal wealth services easy with our 24/7 customer care. For private financial agencies that manage investments on behalf of high net worth families and groups. Enjoy a choice of jurisdiction, easy asset transfer and utmost investor protection with a globally licensed, award-winning platform.

Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.

Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.