Alternatives to Fidessa

Compare Fidessa alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Fidessa in 2024. Compare features, ratings, user reviews, pricing, and more from Fidessa competitors and alternatives in order to make an informed decision for your business.

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    Sharesight

    Sharesight

    Sharesight

    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).
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    StockMarketEye

    StockMarketEye

    StockMarketEye

    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...
    Starting Price: $74.99 per year
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    FlexTrade

    FlexTrade

    FlexTrade

    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.
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    Iress

    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.
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    TradingScreen

    TradingScreen

    TradingScreen

    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.
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    QUO

    QUO

    QUO

    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.
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    Nirvana Solutions

    Nirvana Solutions

    Nirvana Solutions

    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.
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    Kore

    Kore

    Kore

    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.
    Starting Price: $150 per month
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    PMplus

    PMplus

    SuisseTechPartners

    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.
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    VestmarkONE

    VestmarkONE

    Vestmark

    The VestmarkONE® platform can help your wealth management organization and your advisors deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We're trusted by the largest and most respected firms in wealth management. Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization. Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives. A configurable suite of software and outsourced services that you (not your technology provider) configure and control. Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more.
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    Choice

    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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    Paragon

    Paragon

    corfinancial

    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.
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    Fundamental Portfolio Manager

    Fundamental Portfolio Manager

    Fundamental Software

    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.
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    Kubera

    Kubera

    Kubera

    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.
    Starting Price: $12 per month
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    JUMP Front-to-Back

    JUMP Front-to-Back

    JUMP Technology

    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.
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    iLEVEL

    iLEVEL

    S&P Global

    Gain new visibility and control over your investment data. iLEVEL is the transformational software solution that brings new transparency and insight to alternative investment portfolios. As the core of our private market solutions, iLEVEL helps general partners and limited partners streamline data collection, portfolio monitoring, analytics, valuation, and reporting. Manage the flow of data and create a single source of truth to make informed decisions and communicate transparently with investors, auditors, boards and other stakeholders. Transform your data collection with services that automate and standardize data acquisition and management. We help both GPs and LPs achieve quality and completeness of information with sophisticated technology and an experienced data team.
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    Swissquote

    Swissquote

    Swissquote

    Swissquote Bank Ltd is more than just a broker. The company holds banking and transferable securities trading licenses granted by the Swiss Federal Banking Commission in 2001. It is also subject to supervision by the Swiss Financial Market Supervisory Authority (FINMA) and is a member of the Swiss Bankers Association. Swissquote Group Holding Ltd. (SQN) has been listed on the SIX Swiss Exchange since May 2000. We will reimburse up to CHF 500 in transfer fees. Zero account maintenance fees. Over 3 million products tradable at competitive prices. Open your trading account with Swissquote. Send the bank documents showing the transfer fees to marketing@swissquote.com. We will cover the costs up to CHF 500. Our multilingual Customer Care Center is standing by to handle your requests, answer any technical questions, provide assistance with order placement and advise you about our financial tools.
    Starting Price: $1000 minimum diposit
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    INDATA iPM Portfolio Architect AI
    INDATA’s iPM Portfolio Architect AI is the investment industry’s first order and execution management (OMS/EMS) software that allows for portfolio construction (AI portfolio management), modeling, rebalancing, OMS compliance, OMS trading, and reporting solutions based on AI and machine learning (AI trading software). Architect AI leverages natural language processing (NLP) to perform complex workflows more rapidly, allowing portfolio managers, traders, compliance, operations and key executives to work more efficiently, reducing clicks and keystrokes in any given process, saving significant time. Our fund manager software optimizes the portfolio management process for the individual needs of each firm and their unique investment strategies while enhancing productivity. The Investment Management industry is uniquely positioned to take full advantage of several technology trends that can streamline and enhance the investment management process.
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    Co-Pilot

    Co-Pilot

    FIX Flyer

    Welcome to Co-Pilot, the next-generation, multi-asset portfolio trading platform for active wealth managers. Flyer offers a complete FIX solution with an entire suite of software, integrations, development kits and support. Co-Pilot is a comprehensive investment platform that centralizes portfolio and order management in a single multi-asset application backed by Flyer Trading Network. Co-Pilot API allows developers to rapidly create their own trading platform and connect with trading partners to create an easy and accessible experience for their users. An advanced order routing and allocation network which standardizes connectivity and workflows making it effortless to trade with your custodians and brokers. Advanced trading tools are required to optimize complex workflows inherent in managing the vast equities and mutual fund ecosystem. Overlay the potential allocation combinations and the amount of unique portfolio possibilities seems endless.
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    ATrad

    ATrad

    Ironone Technologies

    ATrad is a stock trading and broker back office solution that specializes in offering services to the Frontier and Emerging Markets. ATrad is a simple and innovative investment platform which offers the turnkey solution for Capital markets broker-firms. The solution includes the front office, middle office and back office components for the Broker firms of the frontier and emerging markets. ATrad holds over 70% market share of broker-firm usage in the Colombo Stock Exchange a key frontier emerging market in Asia. ATrad is integrated with the Bloomberg EMSX API and offers DMA Trading in the Colombo Stock Exchange with preferences such as direct order routing without intervention or with broker investment advisor manual moderation. All orders are auto-verified against the CSE and local stock market regulations by ATrad.
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    Trade Ideas

    Trade Ideas

    Trade Ideas

    Trade-Ideas is a cutting-edge stock scanning and trading analysis platform that empowers traders with AI-driven insights and real-time data. Its proprietary AI, Holly, generates daily trade ideas based on rigorous backtesting and market analysis, helping traders stay ahead of the curve. With highly customizable scanners, real-time alerts, and seamless broker integration, Trade-Ideas allows users to quickly identify and act on high-potential trading opportunities. The platform also offers robust backtesting, risk management tools, and advanced visualizations, making it an all-in-one solution for traders seeking precision and performance. Whether you're a day trader or long-term investor, Trade-Ideas provides the tools you need to succeed in the market.
    Starting Price: $127 per month
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    FinFolio

    FinFolio

    FinFolio

    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.
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    PHI 1

    PHI 1

    PHI Technologies

    Never pay for robust, Real-time Charts ever again. Unleash Your Trading Superpowers. Hover over the icons to find out why PHI 1 is the best platform for all your trading needs. Why PHI 1? An end-to-end algorithmic trading platform that sets you free from daily mundane tasks, by automating them so you can focus on exploring opportunities in the stock market. Haven’t seen how the PHI 1 trading platform work? Check out our PHI 1 overview video to understand it better. Make the right decision to make deployments using the insights from the charts Advanced Charting Basic and advanced screener. Strategy editor. Bulk testing, refining, auto-grading Risk controls Ideabook Multi-broker Integration. Switch brokers live to get the best rates while placing order. Build new strategies using PHI 1's powerful strategy editor. Backtest to get an idea of how your strategy might perform. Evaluate your strategies in multiple scenarios like Bulk Backtesting, Grading
    Starting Price: $9.22 per user, per month
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    Statmetrics

    Statmetrics

    Statmetrics

    Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments.
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    Cobalt

    Cobalt

    FactSet

    Data drives profits and margins. Power the intersection of your team, operating companies, and LPs. The platform is designed to eliminate the data trapped in siloed teams, emails, and inaccessible databases through a powerful interface. Enabling deal, IR, and finance teams to work together around common data sets and processes in a cloud-based, collaborative environment. Providing best-in-class visualization and analytical tools to better tell your story and deliver a branded experience to LPs and operating companies. Cobalt innovation comes from the deep domain expertise of our people. Our product team knows how to build powerful private market technology and our support team knows how to bring it to life for our clients. Get started today by requesting a demo. We’ll show you exactly what Cobalt GP can do for your organization.
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    Arbor Portfolio Manager

    Arbor Portfolio Manager

    Arbor Financial Systems

    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.
    Starting Price: $1,500
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    Portfolio123

    Portfolio123

    Portfolio123

    Be a cold-blooded investor. Create, backtest, and invest in your own rule-based strategies. See why professionals and academics trust Portfolio123. Manage your accounts like never before. Everything you are used to using has been reimagined and improved. Enjoy free real-time quotes, analyze with free investor tools, manage multiple accounts easily, send orders to your broker, keep track of your decisions. Best data in the business, professional-level quant tools, flexible yet simple workspace, ludicrously fast simulation engine, and expert community ideas. We believe the world needs a better solution for investing. Our mission is to help everyone own stocks, increase their chances for better returns, and enjoy life. No matter how much time you want to dedicate to making investment decisions, from “set it and forget it” to learning about things like free cash flow and factor models, managing your portfolio should be possible for everyone.
    Starting Price: $9 per 21 days
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    Kavout

    Kavout

    Kavout

    Research backed and validated equity factors and signals, delivered as automated data-feed to systematic and quantitative investment professionals, that are timely and cost effective. A derived equity rating score between 0 and 9 with high K Scores indicating higher probability of out-performance. Quantitative buyside firms overlay K Score with their investment models as buy/sell signals. We applied machine learning methodologies and ranking algorithms of over 200 factors and signals including fundamental, price/volume and alternative data. Access the newest researched factors, anomalies, and signals in minutes rather than weeks. Save time and money to conduct research and validate factors in-house. Delivered as automated data-feed, long history, and broad coverage, all at your finger-tips. The benefit of an ETF with more control. Partner with Kavout to design index enhancing portfolios, or whether sector specific or cross-sector.
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    Solvas|Portfolio
    Deloitte’s Financial Technology team, a leader in the financial software solutions market, has developed Solvas|Portfolio, a multi-asset class portfolio administration and reporting solution for asset managers, alternative investment funds, trustees, fund administrators, and agent banks. Designed as a diverse portfolio administration, collateral tracking, and reporting tool, Solvas|Portfolio is used by a large array of leading financial institutions, including hedge fund and asset managers; hedge fund administrators; syndicated, corporate, or real estate loan administrative agents; and agent or trustee banks. Detailed support for a broad array of collateral, including bonds; factor-based securities; asset-backed securities; syndicated, corporate, or real estate loans; credit default swaps; and equities. Pro rata and non-pro rata trading with purchase lot tracking and global or portfolio trading wizards.
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    PackHedge™

    PackHedge™

    FinLab Solutions SA

    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.
    Starting Price: $5,000 per year
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    PortfolioShop

    PortfolioShop

    PortfolioShop

    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
    Starting Price: $1500/month
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    RiskSmith

    RiskSmith

    RiskSmith

    A great portfolio is more than just a collection of individual investments - it’s a system that works together to build wealth. We help you see how effective your portfolio is, and tune it to get the most out of it. See how your investments really work together. See how well you trade risk for reward, and how much volatility is hiding in your portfolio. Being a great investor is about getting better at trading risk for reward. We help you see how effective your portfolio is at making that trade. Risk Efficiency tells you how well you’re trading risk for rewards, and helps you know how assets work together to hedge risk. Anything over 1 is good. Anything over 1.5 is really good. dScore tells you how much you can expect to lose, randomly, once or twice a month. If you’re comfortable with this number, you’re much more likely to withstand the craziness of the markets. For decades, we’ve looked at line charts that show the growth of an asset.
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    Passiv

    Passiv

    Passiv

    Passiv turns your brokerage account into a modern portfolio management tool. Build your own personalized index, invest and rebalance with the click of a button, and seamlessly manage multiple accounts. Connect your accounts from any of these partner platforms. If your platform isn't listed below, you can join the mailing list to be notified when it's available. Build your portfolio and maintain your target allocation. Use Passiv's "buy-only" setting to identify the underweight assets in your portfolio. Save time by letting Passiv calculate & execute the trades needed to keep your portfolio balanced. Get notified whenever new cash & dividend payments come in or whenever your portfolio drifts out of alignment.We work with brokerages directly and use their APIs in order to keep your information safe and secure. This ensures that you are not breaching their terms & conditions.
    Starting Price: $99 per year
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    Marketlog

    Marketlog

    Myfxbook

    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!
    Starting Price: $6.67 per month
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    NetWorth Advising Platform
    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.
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    MarketRisk

    MarketRisk

    Dacris Software

    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.
    Starting Price: $39 CAD
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    MarketRacoon

    MarketRacoon

    MarketRacoon

    MarketRacoon was born with the idea of consolidating all your investment data into a single, simple, UX-friendly software-as-a-service (SaaS) product so you can easily understand how your personal finance planning is progressing. Take control of your financial investments with MarketRaccon as your trusted companion! Join us today.
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    Totem VC

    Totem VC

    Totem VC

    A modern operating system designed specifically for funds. Sync directly to your back-office to stay on top of your investments and fund performance. Automate your data collection process to monitor your companies' progress and better assist with their needs. Produce custom LP reports with our robust report builder or with real-time data accessible from within Excel. Centralize your deal pipeline to align your investment team and save hours of manual entry each day. Leverage your firm's network to help with sourcing deals, fundraising, recruiting and making introductions.
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    tick Trading Software

    tick Trading Software

    tick Trading Software

    tick Trading Software AG is proud to introduce its latest extension to its acclaimed TradeBase MX Platform, the TBMX Market Making View. Customers can now choose to enter native quotes on XETRA and Vienna Stock Exchange via TradeBase MX. tick-TS provides you with a dedicated installation of the acclaimed TradeBase MX Platform in the companies' premises in Frankfurt/Main. The connectivity can be enabled by using tick-TS' own multi-member infrastructure. The service does include market data for XETRA. The connectivity to EUREX can be established by using either a broker already connected to tick-TS like HSBC or CitiGroup or by connecting a new broker the client has already an agreement with. Trading can be done via the TradeBase MX Frontend, the TradeBase MX API or the TradeBase MX FIX-Solution.
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    Argo Trading Platform

    Argo Trading Platform

    Argo Software Engineering

    Are you planning to start a new crypto market, FX, commodities or stock exchange, alternative trading system, dark pool, block house, hedge fund, brokerage or HFT operations? We will be eager to help! Argo Trading Platform (ATP) is a set of high performance FinTech software components – servers, front-ends, APIs that work in concert to provide core technology for buy-side and sell-side financial institutions. ATP includes ultra-fast order management system (OMS), user friendly desktop and web-based trading screens with charting and technical analysis, algorithmic trading servers, market data distribution and historical market data facility, risk management system, high capacity/low latency matching engine with price-time priority FIFO and pro-rata matching algorithms, implied IN and OUT logic, continuous and call-action trading sessions, Trading APIs, High Frequency Trading (HFT) framework and Reliable Multicast Messaging (RMCast) system.
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    Horizon Software

    Horizon Software

    Horizon Software

    Horizon offers unique capabilities in automated trading to its already market-leading solution with sophisticated execution algos. Clients use execution algorithms to efficiently time trades and instantly benefit from significant price changes. Our software offers a single platform to embed custom algorithmic strategies. Horizon is uniquely positioned on the automated trading market by its very flexible algo framework offer that allows traders to “trade their way” or benefit from an advanced set of execution algorithms based on our strong expertise in algo-trading. Horizon Software currently automates sophisticated trading strategies for the execution of large orders with the TWAP (Time-weighted average price), VWAP (Volume weighted average price) and POV (Percentage of Volume) algorithms. Horizon is the world’s leading provider of electronic trading solutions and algorithmic technology, as recognized through multiple nominations and awards such as Best Trading System.
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    Snowball Analytics

    Snowball Analytics

    Snowball Analytics

    Snowball Analytics is a portfolio tracking platform, so it can run in-depth reports about your dividends, stocks, etf and crypto. With Snowball Analytics, you can link your brokerage accounts with auto updates. Track portfolio performance of stocks, funds and cryptocurrencies from all over the world. This stock tracker support automatic brokerage connections with over 1,000 brokers from US, Europe, UK, Asia, etc. You can track nearly any stock, ETF or Mutual Fund on the planet. Stock tracker support all major stock exchanges and show your portfolio performance in 25+ currencies. Snowball Analytics tracker have wide list of tools for analysis and dividend reporting. This equity tracker helps you with: Rebalancing and allocation of investments, calculation of dividend. Performance calculation including fees, dividend yield, trades, withholding tax, Dividend rating. Backtest your portfolio. Use benchmarking and build dividend portfolios or test portfolio on historical data.
    Starting Price: $6.70 per month
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    FX Connect

    FX Connect

    FX Connect

    FX Connect is a market-leading FX execution venue that helps some of the world's largest institutional investors efficiently manage multiple portfolios, connect with counterparties and streamline global trading operations. As part of State Street’s GlobalLink suite of market-leading e-trading platforms, technology and workflow solutions, FX Connect simplifies and automates the entire FX trading process, from pre-trade through execution to post-trade settlement. FX Connect is the only platform that can demonstrate a 20+ year track record of tailor- made solutions for institutional investors with proven integration capabilities with Order Management Systems and Accounting Systems. Supports numerous trading styles and strategies to transact spot, forwards, swaps and NDF trades across multiple counterparties. Post-trade reports including market-to-market, net position and outstanding position reports.
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    Webull

    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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    Ultimate Charting Software

    Ultimate Charting Software

    Market Traders Institute

    Make Your Trading Life Easier with The Ultimate Forex Charting Software. Analyze Your Trades with Over 200+ Preloaded Indicators. Find entries and exits in a few clicks. Use the Auto-Fib functionality (you select the first A-B boundary, and it applies the Fibonacci sequence to each extension and retracement after that). Drag and drop the patterns tool to see the Kings Crown, the head and shoulders, the double bottom pattern and more–directly on your charts. The charts will highlight the proper formation when your analysis is correct, ensuring you’re always trading the right levels. Use this software to automatically see major market reversal patterns before the profit potential has passed, giving you a competitive advantage and the same trading edge as the pros.
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    StockMaster

    StockMaster

    Supertech

    StockMaster was first developed in 1996 and since then it evolved into the Australia's leading and best-selling portfolio management software. It was designed specifically for investors who want to manage their investments and generate tax reports with ease. With its unique trade record system, you can easily record and report trade activities and dividends in a portfolio. Combined with its online charting and query system, you can simply plot and perform ad-hoc query on shares on the fly. StockMaster is more than just a portfolio management software, it includes the cash book and property management which allows you to track your daily cash transactions and income and expenses for your investment properties to make a complete investment management package. Real time tracking shares, managed funds, warrants, options, CFD, fixed interests..etc. Analyse your dividend income cashflow and imputation credit in next 12 months, and asset allocation in your portfolios.
    Starting Price: $220 per year
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    ICE BondPoint
    ICE BondPoint is a leading fixed income marketplace offering deep liquidity, price discovery and execution to broker-dealers and buy-side institutions. With multiple protocols, such as click-to-trade and request-for-quote, we're innovating to drive access and efficiencies across fixed income markets. Seamless integration and straight-through processing via smart technology. Choose from several flexible ways to connect. As a leader in data services, we provide global securities evaluations for fixed income securities, international equities and global American Depository Receipts (ADRS). Execution efficiencies in fixed income. As fixed income markets seek greater productivity and higher liquidity, ICE is committed to increasing transparency, execution efficiency and access to information. ICE BondPoint is a doing business name of ICE Bonds Securities Corporation, member FINRA and the MSRB. ICE Bonds Securities Corporation is a wholly-owned subsidiary of Intercontinental Exchange Inc.
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    Agilis Investment Management

    Agilis Investment Management

    Agile Financial Technologies

    The philosophy of Agilis Wealth Management is just that – to enable you to manage the wealth of your clients and in the process create “more” wealth for them and for yourself. We understand your need to offer that extra touch to client relationships – hence Agilis WM offers you a unique platform that lets you gain a 360° view of your investors and manage them in the first degree! Portfolio Rebalancing – guiding you back on track with Trade Recommendations. Trade Order Management – workflow driven for ease and speed to match pace with markets. Risk Management – compliance with regulatory & internal policies and limits. Analytics – empowering you with vital technical analysis. Model Portfolio – benchmarking to indices or your own models.
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    StockMarket Plus

    StockMarket Plus

    StockMarket Plus

    Delivering the preferred share trading accounting software for large portfolio Australian investors. Over 60,000 users worldwide count on us to be the backbone of their business. You're in good hands with StockMarket+. Try your risk-free trial today and say goodbye to bothersome share tracking spreadsheets. Your portfolio and accountant will thank you. Share portfolio management software for Australian investors, by Australian investors. StockMarket Plus is a powerful, all-in-one platform to track, record, and forecast your shares, and dividends and manage property financials. Get the leading share portfolio management software Australia has to offer. With over 15 professional reports to be chosen from, cash flow forecasting, automatic brokerage calculation, and the ability to track and log your share history it has never been easier to take control of your portfolio once and for all. Simplify and automate the process, no more messy spreadsheets!
    Starting Price: $24 per month
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    StockCentral

    StockCentral

    StockCentral

    To be a successful investor, you need tools. We’re past the age of slide rules and speculation – you need the right tools in order to interpret the data and see the complete picture of the market. You also need data. Prices, ratios, and averages are the fuel that drives the financial engine. You need to have a consistent, reliable source of data on which to base your judgments and calculations. And you need insight. You’re an individual, but you’re not in this alone. Harnessing the power of a like-minded community is essential to help you gauge the validity of your own opinions, as well as to discover new ideas. Share stock investing ideas with like-minded individuals and receive feedback on your company analyses. Take Stock will teach you how to invest in the stock market quickly and easily with a time-tested approach focusing on high-quality companies.