Alternatives to Dynamic Planner
Compare Dynamic Planner alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Dynamic Planner in 2026. Compare features, ratings, user reviews, pricing, and more from Dynamic Planner competitors and alternatives in order to make an informed decision for your business.
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1
Pointerpro
Pointerpro
Pointerpro (formerly Survey Anyplace) is a software platform to create your own online assessments questionnaires with auto-generated personalized reports. It helps you turn your expertise into a tool that delivers personalized advice at scale. Discover why companies like Capgemini, Eneco, EDF, and Bare International, and expert advisors, including consultants, coaches, HR professionals, and marketers worldwide use Pointerpro to automate the delivery of personalized advice. Whether your goal is to scale your advisory business, generate leads, or simply save time through automation, Pointerpro makes it easy. Seeing is believing. Start your 7-day free trial with all functionality enabled to experience how you can automate your advice delivery with Pointerpro.Starting Price: $33 per month -
2
Moneytree
Moneytree Software
Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. From big picture to in depth, Moneytree delivers planning solutions for professionals. Make planning simple with quick data entry and clear results. Answer clients’ “What-Ifs” and show instant, side-by-side comparison results. Actively include clients in the process by creating plans collaboratively. Cover all your clients’ planning needs with in-depth data and analysis. Capture details of your clients’ situations and add future changes at any age. Choose the planning approach to best reflect your clients’ situation. Moneytree Elite’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future.Starting Price: $1981 per year -
3
AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. We come into the office every morning with a goal of creating the future of financial advice. We begin with the advisor-client relationship and work outward from there. The best advice is deeply human, it begins and ends with people. We are always searching for new ways to understand investing and investor behavior. The best advice is informed by research, evolving based on developments in quantitative finance, behavioral economics, business analytics and artificial intelligence. We are creative and design-minded, which gives our technology a different aesthetic compared to other firms. The best advice is inspiring. Make it effortless for new clients to begin working with you using a streamlined and personalized approach to digital onboarding. -
4
Ortec Finance
Ortec Finance
Ortec Finance is a comprehensive solution designed to support advisors and clients in the advice delivery and monitoring process. It offers an integrated, holistic approach to goal-based financial advice, helping to better manage market uncertainties and minimize complexity for clients when making investment decisions. Its scalable goals-based solutions streamline the delivery of personal financial advice across an entire book of business. Its API structure enables easy integration with existing tech stacks, accommodating traditional, digital, or hybrid client interactions. By translating clients’ personal financial goals into suitable and optimal investment strategies using institutional-grade economic scenarios, it proactively monitors advice through the OPAL solution. Ortec Finance's solutions are accessible via APIs and a plug-and-play user interface, catering to advisors, wealth and asset managers, and more. -
5
WealthObjects
WealthObjects
We provide financial institutions with digital wealth and hybrid advisory software solutions using our award-winning technology, helping them launch digital business models faster to market and at a fraction of the cost, saving years of development time and resources. We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and improve their existing platforms using our platform automation, innovation, and engaging online experience. Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools. -
6
Quantfolio
Quantfolio
Quantfolio is a modular, API-driven digital investment advisory platform and robo‑advisor engine built for banks, wealth managers, and fintechs. It centralizes and streamlines client onboarding, suitability and risk assessments, automated proposal and compliant documentation generation, and investment execution. The Investment Engine core allows firms to embed their philosophy into customizable flows, while the robo‑solution lets them deploy scalable, self‑service–style advice to retail or mass‑affluent segments. Its order‑execution module ensures a seamless journey from strategy to trade, and built‑in compliance-by-design protects against regulatory risk. With ESG integration, white‑label branding, and sustainability preferences embedded across workflows, Quantfolio enables institutions to deliver personalized, efficient, and compliant investment advice at scale.Starting Price: Free -
7
Lumiant
Lumiant
Empowering individuals and their families to live their best life confidently. Lumiant is an advice and client engagement platform that heroes advice. It has been designed to bring to life the intangible value of your advice, allowing clients to see its impact on their lives. Lumiant is a customer experience, advice, and client engagement platform empowering advisors to connect with families around their values and money goals to help them make better choices and live their best lives. Lumiant is designed to deepen client relationships and help advisers communicate their unique value while delivering financial advice specific to their client and their needs. Through its memorable, measurable, and repeatable advice process, Lumiant allows financial professionals to scale their businesses, increase referrals and drive revenue while fostering multi-generational relationships. A costless proposition that drives referrals, retention & revenue.Starting Price: $249 per month -
8
OUTPRFRM
OUTPRFRM
We built OUTPRFRM to enable anyone to make money buying and selling stocks. And if you’ve ever felt that pang of anxiety or stress when thinking about investing, you are not alone. OUTPRFRM is designed to make investing more approachable and simplify your investing decisions by evaluating the past accuracy of the financial professionals giving the investing advice. We are the independent referees of investing advice, here to clear out all the noise and direct you to the best sources. We collect financial analyst predictions about the movement of a stock price. We compare the predictions to the actual movement of the stock price. We give analysts a score based on the accuracy of their predictions. Accuracy is something we can all understand and it allows you to quickly identify advice you should listen to and advice you should ignore.Starting Price: $15 per month -
9
Envestnet Wealth Management Platform
Envestnet
The Envestnet Wealth Management Platform is an end-to-end technology solution designed to unify every stage of the wealth management experience. Built for financial advisors, enterprises, and institutions, it connects financial planning, investment solutions, and client engagement in one scalable ecosystem. The platform provides a single access point for managing portfolios, proposals, accounts, and reporting—all seamlessly integrated with Envestnet’s data intelligence and partner network. Advisors benefit from a holistic, data-driven, and configurable environment that simplifies operations and enhances client outcomes. Recognized as one of the industry’s most innovative and unified wealth platforms, it enables firms to deliver personalized, compliant, and efficient advice at scale. Envestnet empowers advisors to move effortlessly from strategy to execution while deepening client relationships through smarter technology. -
10
Iress
Iress
Financial services software built for better performance. It's not easy running a financial services business. We can help. Across the UK, Europe, North America, APAC and South Africa, more than 9000 investment, wealth management, advice, trading and broking businesses aim high and achieve more with financial services software built for better performance. It's not always easy running a financial services business. Every day there are more demands on time and money. More data. More information. More compliance. More reporting. More competition. We can help. Around the world, thousands of financial advisers, wealth managers, investment managers, traders, lenders and mortgage brokers rely on our software to run smarter businesses and deliver better to the millions of people who rely on them. We started as QuantHouse, the market leader in API trading technology. Now as Iress, we're giving our clients an even better way to power their data-driven trading strategies. -
11
VeloFlow
VeloFlow
VeloFlow is a personal finance tracker for the web and Android that helps individuals see their finances in one place. It links bank, credit-card, loan and investment accounts through Plaid with read-only access, then organizes synced transactions by category and displays balances and net worth. Users can review spending trends and credit utilization, compare avalanche and snowball payoff plans, and track investment holdings. Its paycheck-based Budget Planner lays upcoming bills against pay periods and highlights due or overdue bills; Pro also includes AI-generated financial insights, cash-flow predictions and portfolio analysis. VeloFlow does not hold, transfer or lend money and is not a bank, broker or financial adviser. Its insights are informational, not financial advice.Starting Price: $9.99 -
12
Marloo
Marloo
Marloo is an AI-powered assistant built specifically for financial advisers to automate and streamline the paperwork and administrative tasks that typically consume hours of time, allowing advisers to focus on client relationships and strategic work. It integrates with Outlook or Google Calendar and can join or record meetings across platforms like Teams, Zoom, Google Meet, and Webex to capture transcripts, identify speakers, and generate accurate, custom-templated file notes and summaries in the adviser’s own tone of voice in minutes rather than hours. Beyond automatic meeting notes, Marloo understands financial advice context and regulatory language, lets users ask questions across past client interactions and documents for instant answers, helps prepare for meetings with summaries of previous discussions, and generates follow-up emails, action items, and advice documents that align with firm templates and compliance needs.Starting Price: $99 per month -
13
Summit
Summit Wealth Systems
Summit Wealth is a software company specializing in innovative financial technology solutions designed for wealth management professionals and financial advisors. The company develops intuitive, data-driven platforms that streamline portfolio management, client reporting, financial planning, and performance analytics. With a focus on user-friendly interfaces and advanced integration capabilities, Summit Wealth enables financial professionals to deliver personalized advice and exceptional service to their clients. Known for its commitment to innovation and reliability, Summit Wealth empowers organizations to optimize their operations, enhance decision-making, and achieve superior client outcomes in a competitive financial landscape. -
14
Provisian
Provisian
Provisian makes it easy to build a financial plan, manage risk, and communicate financial advice, all from a unified platform. Simulate market conditions to manage risk and make informed decisions. Seamlessly integrate Provisian with over 11,000 financial institutions. A comprehensive platform to collaborate with clients and track performance. A responsive team at your fingertips, available whenever, wherever. Stay connected to clients with a comprehensive financial profile, designed to predict outcomes, minimize risks, and enable more intelligent decisions. Simplify client communications with a centralized portal and intuitive reporting. Design an investment strategy tailored to your client's risk profile and objectives. Visualize and control the assumptions that drive each projected outcome. Perform Monte Carlo simulations and make informed financial decisions. Run thousands of cutting-edge simulations to identify the most probable outcomes.Starting Price: $75 per month -
15
Simplicitree
Simplicitree
When you simplify your financial planning you’re doing your best work, and when you do your best work your business will grow. How about instead of pitching the features and benefits of your products and services, deliver an interactive planning experience that tells a story about how your clients reach their destiny? Deliver an interactive experience and clear plans to improve every client meeting and close more business. Don’t miss out on referrals because clients can’t see your value. Customers love this easy-to-use, hands-on platform and are more likely to refer your firm when they have this tool at their disposal. Spend less time preparing for meetings and more time with the clients you’re meant to serve. Show clients the outcome of your investment recommendations, prove your advice is working, and build trust faster. Turn a prospect into a client within an hour with interactive real-time planning.Starting Price: $149 per month -
16
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. -
17
Range
Range
Range is an all-in-one wealth management platform designed to provide modern financial advice across investments, taxes, retirement, cash flow, and real estate. Tailored for high-income earners such as executives, entrepreneurs, doctors, and tech professionals, Range offers a comprehensive suite of services to help users balance portfolios, optimize tax strategies, plan for retirement, and monitor financial progress. The platform features professional-grade projections, generating thousands of advanced scenarios that account for market changes and individual data points, uncovering new opportunities and potential upsides. Range operates on a transparent, flat-fee pricing model with 0% Assets Under Management (AUM) fees, ensuring clients retain more of their wealth over time. Users can aggregate all financial accounts into a single, organized dashboard that updates automatically, eliminating the need for scattered accounts and siloed data.Starting Price: $1,475 per year -
18
Docupace
Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. The Docupace Platform is an adrenaline shot for thriving advisory & investment firms. Deploying our dynamic, scalable platform empowers firms to: Bring on more advisors; Improve client satisfaction and confidence; & reduce costs & headaches in the back office. The Platform isn’t a single point solution that only solves a specific problem—it eliminates friction from the system. With dynamic workflows that bridge the gaps between investors, advisors, and the back office, the Docupace Platform keeps everyone on the same page, reduces admin time, eliminates errors, lowers costs, & turns common complaints into satisfying interactions. -
19
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 -
20
Money Advice + CRM
Money Advice
Managed and developed by experienced financial services professionals the software is the product of more than 20 years experience building software for the broker industry in Ireland. The application is designed to manage the end to end office requirements of big or small firms including marketing, sales, advice including full needs analysis, cash flow projections, compliance, comprehensive product library, pipeline and commissions management. Full Client Relationship Management is also included. Clients and policy details are updated and maintained from the following insurers; Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, Standard Life. Life Protection quotes also provided from all insurers. Money Advice +CRM provides all the software needs of brokers in one package. Provide advice through best price quotes on your web site and receive email notifications of all the enquiries generated. -
21
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 -
22
Diagnostax
Diagnostax
When it comes to tax services for business owners, there’s often confusion over what exactly tax consultancy and advice is. Do you have the resource to define, price, market and deliver a sustainable tax advice & consultancy service for your clients? Define your tax services and the levels of tax advice & consultancy services for your client. Access resources to price your newly defined tax advice & tax consultancy service levels. Download templates and content to get more tax work engaged for and converted. Identify your clients tax advice needs & access the expertise to deliver the work. Diagnostax is a sustainable and profitable tax advice and consultancy service that integrates into your business. Our services, tools, products and tax experts cover the A-Z of tax advice and consultancy from engaging clients to talk about tax, to diagnosis of the tax advice they need, through to the delivery of the tax advice.Starting Price: $275 per month -
23
inStream
inStream Solutions
inStream simplifies your planning process to help you illustrate where a client is headed, and how they might get there. inStream provides you with the same confidence, clarity, and convenience that your clients want. Better financial planning means better wealth management and better client relationships. inStream provides you with tools to help you scale your practice and proactively deliver current, meaningful, and consistent advice to all your clients. Build client loyalty with your morning coffee. Start your day with a summary review of your clients’ financial planning touch points, and quickly address their needs. Stay on top of your clients’ planning needs and build trust through proactive planning. We go beyond goals-based planning and incorporate academically rigorous logic and cash flow reporting to confidently assess your clients’ feasibility of achieving their objectives.Starting Price: $137.00/month/user -
24
Ormax AI
Ormax AI
Ormax AI is an AI-native system of record for private wealth: every account, nine asset classes, multiple currencies, and an honest time-weighted return. It brings brokerage accounts (via Plaid), crypto wallets and exchanges, bank and broker statements (AI import of PDF, Excel and CSV) and manually held assets into one portfolio across entities, currencies and asset classes, and reports time-weighted and money-weighted return, benchmark comparison, allocation, concentration, cash flow and fees. Multi-entity structures (trusts, LLCs, several portfolios) are supported. Alternative to Kubera, Sharesight, Capitally, Exirio and getquin for investors who need performance, not just net worth. Built by a CFA charterholder and former hedge-fund CIO. Ormax provides portfolio tracking and analytics; it does not provide personalized investment advice.Starting Price: $25/month -
25
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 -
26
Fundshing
Fundshing
Fundshing provides technology infrastructure for real-world asset tokenization, with testnet pilot, mainnet implementation and post-launch service packages. The platform is intended for issuers evaluating asset tokenization workflows and preparing deployment and ongoing administration. Project scope and external responsibilities should be agreed before deployment. Fundshing supplies technology infrastructure; legal advice, investment advice, custody, KYC/AML services, regulatory filings and solicitation are outside the stated service scope.Starting Price: EUR 899 one-time pilot -
27
Worksmart
Worksmart
We mix our deep domain experience of Financial Services with a passion for developing solutions that save people time, money and help embed regulatory change. We provide a range of award winning, high quality RegTech solutions that are underpinned by a deep understanding of the market place and our regulatory knowledge. From Training & Competence (TC) to Quality Assurance (QA), Senior Managers & Certification Regime (SMCR) to Complaints Management, let us help you strengthen your approach to Governance, Risk & Compliance. With the provision of advice and process management becoming increasingly influenced by digital practice, it’s essential that regulated firms respond quickly to rapidly evolving market needs.Understanding that key roles in regulated entities are subject to the FCA’s Training and Competence (T&C) rules is well established practice. T&C has been an integral part of financial services for decades and a regulatory requirement since the 1990’s. -
28
Motilal Oswal
Motilal Oswal
Motilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 as a small sub-broking unit. Focus on customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled us to blossom into an 8500+ member team. Today we are a well-diversified financial services firm offering a range of financial products and services such as private wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking, currency broking, and home finance. We have a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions and corporate clients. Research is the solid foundation on which MOFSL advice is based. -
29
Sombra
Sombra
Sombra turns a client meeting into an adviser-ready file note, then carries that note into the work that follows: a living client record, the relationships that need attention, and follow-through that keeps its context. Built for Australian financial advice firms and designed for AFSL compliance, it multiplies a team rather than replacing one. Sombra suggests, structures and prioritises; the adviser reviews, accepts and decides. A growing set of specialist AI teams runs alongside, with Regulatory Watch live today. Australian-hosted; your data is never used to train AI models. Start with three free file notes, no card required.Starting Price: $49 AUD/month -
30
AdviceSheet
AdviceSheet
AdviceSheet replaces 360° performance reviews for your team. We built AdviceSheet out of frustration with 360 reviews that focus on number scores because they lack any usable actionable data, so we built a tool that elicits proper rich feedback to empower people to have conversations that matter. In AdviceSheet you'll find a set of 13 questions designed to draw out feedback on people's strengths and reveal any weaknesses and potential problems from a range of different perspectives in order to help an individual get better at what they do. AdviceSheet reports are packed with advice and generous thoughtful feedback that is really valuable. And best of all, they put the subject in charge of the process.Starting Price: $24 per month -
31
My Garden Planner
Shoot
With Shoot's award-winning garden design software, planning your plot could not be simpler. Our online design tool is simple and easy to use. My Garden Planner is completely tailored to your garden, and it is linked to all your own plants, our directory contains more than 10,000 varieties and you can ask us to add more. By planning your garden online with Shoot, you will also be able to take better care of your plants throughout the year. Every month we will send you a personal care advice sheet linked to the plants in your garden design. Provides a customized garden care map. Even if you have already created your dream garden and are just making some finishing touches or adding new plants, you can still use our online design tool to map your borders and view specific monthly care advice for each area of your garden. My Garden Planner is designed to help hobby gardeners and professionals. -
32
Fintso
Fintso
The cutting-edge wealth tech platform creates access to valuable industry resources and industry-leading capabilities. Advice, execution, monitoring, and reporting that truly sets you apart. Completely digitize your practice and get the tools that enable you to focus on your clients. Increase the share-of-wallet of clients by offering them access to investments in global stocks and ETFs. Share the success of your favorite global brands, unlocking opportunities for you through portfolio diversification. 53% of individual wealth in India is in the form of fixed deposits and savings. Investors look for a safe place to park funds, in a name they trust. Increase your wallet share by offering corporate FDs from one of the most respected brands in India. Address the growing need of clients to access the stock market. Unique baskets of Indian equities for your clients are executed seamlessly. Take care of your clients’ needs beyond investments.Starting Price: Free -
33
Refernet
Refernet
A safe, secure and local online referral management system used by local Citizens Advice teams, Councils, Charities, Legal and Money advice services, Health care and Social Prescribing and more across the UK, which has been proven to pay for itself. Refernet enables referrals to be made securely between Advice Agencies and their partners, across their town, city or region. Refernet is GDPR compliant and reports on activity and outcomes. At Refernet we want the smallest of charities to be able to use Refernet, as well as the national organisations we work with. Our pricing is therefore based just as much on what you can afford as it is on the coverage you need, and how you plan to make use of the system. As well as our core user group who use Refernet in towns and Cities, we now have groups of Citizens Advice using Refernet to join referral activity together across whole boroughs and counties. -
34
Figlo
Figlo
Figlo has been the undisputed market leader in the field of API-driven calculation services and applications in the institutional market for years. As an 'invisible force', it is the engine behind numerous online initiatives, including within the mortgage domain. In addition, we provide the same solution as a calculation core under many other portals such as comprehensive pension planners and holistic planning solutions. The independently guaranteed calculation services offer you a guarantee for the correct calculation of tax and social legislation in all phases of the advice process, from orientation to insight and overview, to complete financial planning. At Figlo, we believe in providing easy-to-use software for financial advisors, accountants and corporate clients. In addition, we are able to offer a total solution with our network of integration parties. We save you time and enable you to pay more attention to your customers. -
35
Count3r
Teller
Connect customers' online journeys to personal advice. Improve face-to-face, phone-, video- and chat advice with our platform. Connect journeys - from your website to personal advice. Use our simple JavaScript plug-in on your brand's website to anonomously track your visitors' journeys. The plug-in automatically connects these journeys to a personal advice conversation, either on location or by telephone. Insights from the online journeys are presented to your advisors via a customized app. Save advisors' time. Modern shopping is fueled by the internet, yet many sales associates are still disconnected. Count3r assists employees with vital product, sales, and store information on a tablet. Let your sales force become trusted shopping guides again, while selling up to 20% more. We enable advisors to sell more confidently to every customer, on every department, and more profitably. Boost conversion with exceptional customer experiences. Count3r blends the best of online shoppingStarting Price: $49 per month -
36
ReportWa
Hexaview
Design unlimited professional reports yourself. Rule-based automation to publish and distribute reports. Archive reports for compliance needs. Sweating over last-minute changes in the report or planning months in advance to build a new performance report? Creating and editing of reports is such a big pain, takes days, uses complicated and costly report-writer tools. Are you in Stress of Handling Humungous sensitive data or struggling with data inconsistency? Sending reports isn’t tough but making sure data is set-up correctly takes a hell lot of time. Audit means all other work comes to a halt. SEC/FINRA Audit comes with extensive pressure. Also, important documents sent to clients can’t be found in email or in files when any audits take place. In the wealth management domain for financial advisors, client experience and communication is the second most important thing after advice. Our full-featured wealth management reporting software for advisors “Reportwa” aims to ease reporting. -
37
Comarch Wealth Management
Comarch
Comarch Wealth Management is an integrated, multi-module platform which lets you give the finest investment advice to all your clients, no matter who they are, and how they change. Recommend next steps in minutes. Stay reachable. Build relationships that last. We've built our system to guide advisors and clients to the right investment decisions, step by step. No matter how many clients you have, which segment they belong to, or how experienced your advisors are, you will keep your service at the highest level. Better yet, it will take you less time than you think. It only takes a glance to have a full client investment picture - and that means you can give accurate recommendations within one meeting. Also, you'll be much easier to get in touch with. Think client app, online meetings, shared investment ideas, and more. But what really counts, is that you'll find it easier to keep your finger on the pulse. -
38
LogiTrade
LogiTrade
LogiTrade is an AI-powered cryptocurrency trading SaaS platform that assists users with market analysis, automated trading workflows, and risk management. LogiTrade provides software and AI-assisted tools; it does not guarantee profits, eliminate losses, or provide financial advice. -
39
AdviceWorks
Cetera Financial Group
Your time is your most valuable asset, and our platforms protect it. With productivity enhancers and easy-to-use interfaces, these tools help you do what you need so you can spend more time on what you love. Stay in sync with clients on their objectives, financial strategies, and overall progress at any time, from any device. By linking all your clients’ accounts and assets, AdviceWorks helps you uncover insights and hidden potential in your book of business and take a more personalized approach to supporting your clients’ priorities. AdviceWorks also makes it easier to more closely collaborate with your team, helping you create an even stronger client experience. -
40
Givitas
Give and Take
Givitas gives employees and customers equal access to the collective intelligence of peers. Givitas is a is a new kind of social network that focuses solely on exchanging help, advice, connections, and introductions. Therefore there are no selfies, political rants, anonymity, or snark. Givitas encourages members to share knowledge and connect. As a result, engagement, loyalty, and connection increase. Givitas connects investors, founders, entrepreneurs, portfolio companies, and business leaders. Members exchange virtual help, advice, introductions, and more, building stronger relationships while saving time and money. Givitas is a kinder, gentler network. We create communities fueled by generosity, trust, gratitude, and empathy. Members exchange help, advice, introductions. In doing so, they build engagement and loyalty to your brand and content. Givitas is a safe place to ask for what you need. It’s filled with generous people who want to help. -
41
intelliflo portfolio
intelliflo
Your clients have amassed investments with a wide range of financial institutions. You need to keep up and make sense of it all to provide informed and insightful guidance. Support performance reporting, composites and analytics from a single solution. Portfolio reporting including performance, composites and analytics. Integrate seamlessly with current systems to reduce complexity and costs. Our open architecture lets you select and seamlessly integrate the tools your business needs. Our Open API (Application Programming Interface) securely opens up intelliflo portfolio to financial advice firms and other third parties, allowing the easy integration of all kinds of service-enhancing apps. Portfolio reporting including performance, composites and analytics. Tax-aware rebalancing with multi-custodian trading for SMAs and UMAs. -
42
Finapolis
Finapolis Inc
Finapolis brings stock research and portfolio management together in one web application, built for self-directed investors and small investment firms working with US stocks. Screener filters US stocks and ETFs by sector, proprietary grades and 26 fundamental metrics, and includes a collar options screener. Analyzer covers financial statements, peer comparisons and an editable discounted cash flow (DCF) model. Reporter produces equity research reports on public companies, each listing the filings and earnings-call transcripts it draws on. Trader builds multi-leg options strategies with Black-Scholes pricing, the Greeks and options-overlay backtests. Portfolio tracks brokerage-synced holdings with risk metrics, rebalancing and tax-loss harvesting candidates. Napoli, the built-in AI assistant, runs screens, analysis and portfolio checks from plain-language requests. Finapolis is not a brokerage and does not give investment advice. 14-day free trial, no credit card required.Starting Price: $79/month/user -
43
Oracle Intelligent Advisor
Oracle
Oracle Intelligent Advisor helps service agents deliver the right advice to every customer. This decision automation solution empowers business users to configure rules, ensuring that responses are consistent and transparent to deliver efficient, personalized, and intelligent customer service. Let customers efficiently help themselves resolve both simple and complex issues. Provide personalized advice tailored to each person using intelligent online interviews. Give business users the power to configure advice, either through a web browser or a desktop development tool. Equip business users to establish and manage rules—without the need to engage a programmer. Easily create and deploy decision-making services in a web browser, eliminating the need to install and manage a desktop development tool. Centralize the custom application logic and easily share decision-making rules with stakeholders. -
44
PACTA
PACTA
Assistance and advice services for individuals and professionals. IT advise and assistance, strategy advice for companies, SEO (SEO), cybersecurity and protection against the risk of fraud. Whether it is to protect your files, your personal data against the risks linked to cybercrime or to restore deleted files, we take care of your requests for rapid online interventions adapted to your budget. No need to be an influencer to become a victim of cybercriminals who are interested in your bank account, your assets, your personal data. We have specialized in cybersecurity since 1999. We offer services tailored to your needs, based on our experience in business life, but above all in risk prevention and investigation.Starting Price: $79 per user per month -
45
Tradesocio
Tradesocio
Robo Advisor is an investment solution offering the customer investment opportunities based on their risk profile and investment goals. Suitable for investors seeking instant digital advice, Robo Advisor offers low-net-worth clients with a cost-effective investment platform. End-to-end wealth solution that financial institutions can offer to masses. Utilizes AI Algorithm that analyzes customers assets, liabilities, risk modelling and objectives. Designed for passive investors with an easy-to-use interface and real-time NAV. Robo Advisor uses algorithms and trusted research to match the customer's investment objectives in short, medium, or long-term investment plans. It features tailored investment strategies that are a low-cost alternative to traditional advisors. It allows the user to invest in multiple goal-based strategies and be able to control and rebalance across multiple assets. -
46
Tome
Tome
Tome is trained on common commercial terms for startups, investors, and small businesses. Tome is the world's first AI-powered law firm. We're making commercial legal advice fast, transparent, and reliable. Expert-tailored advice, without the wait. Tome replaces rote legal analysis with AI, while expert partner attorneys tailor advice for you. Get the best of both worlds. Tome has the industry's deepest database of common contract terms, precedents, and market standards. Build your own playbooks with curated options to make strategic decisions. Enterprise-grade security and AI governance keep your data secure and accessible in your Tome Vault. Keep track of all your signed documents, and compare your terms over time. Augment your tools and legal team with 24/7 access to a team of contract specialists. Tome works seamlessly from one-person startups to fifty-person legal organizations. Collaborate in email, Slack, and even using our contract API.Starting Price: $200 per month -
47
Bitop
Bitop
Bitop is a world leading cryptocurrency exchange. Through one-stop digital investment, diversified asset allocation tools, innovative investment advice and leading liquidity across the network, it builds a safe, intelligent and fair digital asset investment environment for global users. The core team of Bitop comes from the traditional financial securities industry, Microsoft and other top Internet companies etc. crypto asset companies with rich experiences in traditional financial transactions, top crypto asset trading platform research and development, and global market operations. Over half a year since it established, the number of global users has exceeded 100,000, distributing more than 80 countries and covering regions in mainstream regions such as North America, Europe, and Asia-Pacific.Starting Price: Free -
48
Quantral
Mayako LTD
Quantral surfaces investment ideas from curated finance voices across X, Reddit, Substack, and financial news in real time. Every stock gets a 0-100 signal score built from what is being said and who is saying it, and every voice gets a public track record: their calls, graded against what the price actually did. Instead of drowning in feeds, users see which investment ideas are gaining traction and whether the people driving them have historically been right. Available on iOS, Android, and the web. Public data, scored. Not financial advice.Starting Price: $9.99/month (billed yearly) -
49
Momentum Algo Pro
Momentum Algo Pro
Momentum Algo Pro is a financial education and software company. We do not offer commodity trading advice tailored to the specific interests, cash market positions, or other unique circumstances of individual clients, nor do we manage subscriber accounts. Our company does not promote business opportunities, "get rich quick" schemes, or money-making systems. We believe that with proper education and the right tools, individuals can be better equipped to make informed investment decisions. -
50
ThreatAdvice Cybersecurity Education
ThreatAdvice
ThreatAdvice Educate - Looking for an efficient and effective cybersecurity online training platform for your employees? ThreatAdvice Educate uses video-based micro-learning courses to arm your employees with the cybersecurity knowledge they need to protect your organization. Our comprehensive employee education platform includes phishing simulations, quizzes, gamification, policies and procedures, audit reporting, external scans and more. Did you know that over 90% of all enterprise cyber breaches occur because of an unsuspecting employee not being prepared in the basic steps of cybersecurity? Employees may be the biggest threat to your cybersecurity, but they can also be your most effective means of thwarting an attack. ThreatAdvice Educate provides cyber security training for employees that brings the necessary cybersecurity knowledge and skills to help you avoid a cyber-attack and protect valuable company data, and also provides regular phishing tests.
