Alternatives to Social Security Timing
Compare Social Security Timing alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Social Security Timing in 2026. Compare features, ratings, user reviews, pricing, and more from Social Security Timing competitors and alternatives in order to make an informed decision for your business.
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1
NaviPlan
Advicent
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client. -
2
WipeDrive
WipeDrive
WipeDrive allows home users, corporations and government entities to securely and permanently erase data from hard drives, removable media, and mobile devices, providing a cost-effective, secure, and socially responsible way of recycling and retiring computer storage. WipeDrive is the world leader in secure data destruction.Starting Price: $19.95/one-time/drive -
3
TRAK
RetireReady
The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. All-inclusive federal benefits calculations including FERS, CSRS, CSRS offset. Also includes TSP, FEGLI integration, and Federal long-term care. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. TRAK software helps advisors motivate their clients and engage their participants with solutions that simplify retirement planning. -
4
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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The Retirement Analysis Kit (TRAK)
RetireReady Solutions
The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people toward retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. Have you ever spent the time and effort to create a retirement plan for your clients, walked them through the plan only to see their eyes glaze over, and responded with “We’ll think about it”? In meetings like these, you are not connecting well with your clients.Starting Price: $500.00/year -
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Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
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Smartleaf
Smartleaf
If you’re a wealth advisor, we enable you to manage every portfolio as if it were your only portfolio, with a level of customization and tax management that was once the exclusive preserve of the ultra-wealthy. Review every account, every day, for tax management opportunities. This includes tax-loss harvesting, the short-to-long term gains deferral, permanent gains deferral, tax-sensitive transition. Adjust the tax management preferences for each client based on their tax rates and set a tax budget. At the account and household level, add any level of customization on the target asset allocation they are following. Allocation weights, product mix, sector and security restrictions, and social screens. Have the ability to customize for specific client requests. Say yes to tax management and social screens. Proactive, not reactive. We work with you to automate your workflow to match your practice and support your growth. -
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Macroaxis
Macroaxis
Discover thousands of sustainable investment opportunities across different asset classes. Invest in what you are passionate for or care about. Macroaxis is a sophisticated yet simple to use personalized wealth optimization service that delivers measurable value in the form of improved return on investment portfolios of self-guided and socially-responsible investors. Our platform enables investors to generate efficient long-term portfolios in any economic environment across multiple markets. Our technology is based on both traditional and evolving trends in fintech to empower investors with the most affordable digital wealth advisory service. Enjoy unlimited access to our highly scalable wealth optimization engine by joining over 100,000 satisfied investors who build over 20,000,000 optimal portfolios with Macroaxis. -
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alva
alva
We support our clients to make better decisions with Stakeholder Intelligence. We analyse millions of alternative data, including media, regulator, investor, government, public and NGO sources to help our clients better understand and connect with their Stakeholders. We combine AI technology with sector analysts to provide a fully integrated intelligence solution to public companies covering their ESG, risk, reputation and media profiles. From noise to Stakeholder Intelligence. With millions of pieces of publicly available media content and vast amounts of internal business intelligence, there has never been a better opportunity to understand what key stakeholders think, feel and expect, and to use this intelligence to make better informed decisions to drive economic and social value. But making sense of what stakeholders think or do can be complex and challenging. By combining machine learning and AI technology with sector analyst expertise alva removes this complexity. -
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Fundment
Fundment
We've built Fundment to transform your investment and at-retirement capabilities, helping you help clients achieve what they want with their money. Powerful advisory portfolio management capabilities and access to an extensive MPS marketplace, for however you run portfolios. Our modern technology includes automated account opening, digital drawdown, and straight-through processing, helping you work efficiently and productively. We have a history of anticipating advisers' needs; listening to what you want and responding to it. Faster migrations with bulk client data uploads and illustrations, plus digital document processing. Integrations with your preferred back-office and cashflow model providers. Agile and nimble technology is driven by your needs, not by the competing demands of providers using the same third-party technology. Get faster migrations with bulk client data uploads and digital documents and processing as standard. -
11
Proteus
Proteus
Proteus is a technology-driven private market investment platform designed to simplify and scale access to alternative investments for wealth managers, fund sponsors, and qualified investors. It enables advisors to allocate client capital into customized portfolios of private market assets through an integrated system that supports research, due diligence, portfolio construction, and execution. It streamlines complex investment workflows by offering a single electronic subscription process, centralized onboarding, and automated administrative tasks, reducing friction traditionally associated with private markets. Proteus supports the creation and management of feeder fund structures while handling regulatory, governance, and operational requirements, allowing firms to focus on investment strategy rather than infrastructure. It provides secure, white-labeled environments with robust monitoring, reporting tools, and consolidated tax documentation. -
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Simplify your social media workflow with Obiyen's Social Media Management app. Plan, create, schedule, and publish content across multiple social platforms from one intuitive dashboard. Collaborate seamlessly with your team, organize campaigns using a centralized content calendar, and maintain a consistent brand presence with streamlined approval workflows. Track post performance with actionable analytics, monitor engagement, and optimize your strategy using real-time insights. Whether you're managing a single brand or multiple client accounts, Obiyen helps you save time, improve productivity, and grow your online presence with smarter social media management—all within a secure, integrated business platform.Starting Price: $30/month
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Zapflow
Zapflow
Zapflow stands as an all-inclusive software solution designed for investing teams. Tailored for alternative investment professionals, it streamlines processes from deal flow, portfolio, and fund management to CRM and LP/ESG reporting. This highly customizable platform adapts seamlessly to the unique needs of businesses, be it in private equity, venture capital, family offices, or corporate VC. Launched in 2016, Zapflow addresses common issues found in fragmented software solutions for investment teams, providing a comprehensive and united approach. Zapflow is cloud-based productivity tool designed for professional investors to manage their deal flow. We save many hours for you every month, help you make better investment decisions and help you improve your daily operations.Starting Price: $199 per month -
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A paystub is a document given to an employee that breaks down the details of their salary. They are also known as paychecks, paychecks, pay stubs, paystubs, check stubs. In addition to being proof of income, a paystub also outlines withheld taxes, social security, health insurance and retirement funds and can be sent physically or digitally. Drive traffic and increase sales when customers scan your printed or digital code. Create custom invoices and send them directly to your clients or customers. The key difference between employee and independent contractor paystubs is that for an independent contractor, the employer should not take deductions or taxes out of the payment. Contractors are responsible for paying their own taxes, health care and other things.Starting Price: Free
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SocialEpoch
SocialEpoch
SocialEpoch is best CRM integration software for WhatsApp business. Which helps to manage customer WhatsApp chats, Sales, Support & Marketing. The most powerful and easy-to-use WhatsApp Lead Generation, Marketing and Community Management software. SocialEpoch is a brand belonging to Moppomobi Group, which specializes in providing global leading social marketing solutions. With a scale of more than 300 team members, SocialEpoch has been accumulating ample industrial experience and practical operating technologies by widely serving global clients including retail business brands, gaming apps, Fin-tech companies, e-commerce platforms and etc. SocialEpoch aims to provide clients with more extensive lead generation approaches through the latest private social marketing technologies. We look forward to collaborating with more global clients who share a common vision to achieve a win-win situation. -
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Portfolio Lab
Kwanti
Every professional knows that performance gains are made with small decisions over the long term. Kwanti lets you see all the risk factors, holdings that contribute to success, and opportunities to reimagine a portfolio. Get the details right and the big picture falls into place. Risk comes in many different forms, and you can be prepared for them all. Stress test your portfolios and models with historical scenarios to help you make better decisions about how to balance a client’s wants against what they can’t stand to lose. Achieving client objectives requires that clients stay invested and stay on track with the right benchmarks. Simulate how different trading strategies could have impacted returns in the past so you can make informed decisions about how to manage portfolios into the future. -
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IRA Financial Trust
IRA Financial Trust
With a self-directed solution, you can invest in almost anything and the income generated from those investments is tax free. At IRA Financial, our in-house tax and ERISA professionals will guide you through establishing a self-directed retirement account and ensure it always remains compliant. IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee. A supplemental forms section has been built into the app so that clients may electronically sign forms to execute common account transactions, all without ever having to deal with physically signing or handling a paper form. We will be expanding this section with further releases of the app. IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee. -
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ZenHR
ZenHR
ZenHR is a cloud-based Human Resources Management System (HRMS) that is specifically designed to serve everyone from SME to Enterprise customers in the MENA market. ZenHR is completely localized to the MENA market, including all labor laws, expat regulations, and social security & tax laws. ZenHR helps HR departments and employees reach a state of Zen by offering state of the art cloud-based HR software solutions that provide value across all stages of HR from the 'Acquire' stage to the 'Retire' stage.Starting Price: $5.00/month/user -
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MomentumTRUST
Momentum3
When you log into MomentumTRUST you are presented with a dashboard displaying real-time portfolio snapshots of key account factors. The dashboard is designed to help you strategically plan your day. Integrated with trading software, the dashboard pulls transactions and pricing to provide users with real-time valuations of all customer accounts. The social network style lets users leave notes on almost any entity and track those over time. MomentumTRUST’s built-In CRM+ allows you to efficiently track and connect prospects, accounts, households, beneficiaries, grantors and third-party relationships related to trust management. Whether you are in the office or on-the-go, easily review and respond to client requests with MomentumTRUST’s portfolio analytics tools. MomentumTRUST’s secure, in-system scanning and storage allows your business to easily organize, file and retrieve documents in a cloud-based environment. -
20
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. -
21
NowSignage
NowSignage
A digital signage CMS should be extremely easy to use. Sounds obvious, right? But not usually the case! Well, we believe that NowSignage is the easiest to use Digital Signage CMS on the market. Anybody can be fully competent within 20-30 minutes, even with our advanced features. We are so confident in this claim, you can have it for free and without restrictions for 10 days. We will even provide you with a free online 121 training session to get you started! Unlike other providers ALL of our features are included within your license cost. Features such as our Microsoft Power BI & social media integrations, our proof-of-play, IPTV and Capacity Management applications, are all available free of charge to all users. When you know what features you want to use, simply drag and drop your content into our easy uploader tool, and begin scheduling content up to 12 months into the future.Starting Price: $7 per month -
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Polsinelli PatentCAD
Polsinelli
Polsinelli PatentCAD is a patent-approved AI software tool for visually creating patent applications based on method or apparatus claims. PatentCAD processes the claims and composes sentences from the claims and application drafters visually arrange the claims into a written description. Our novel user interface can handle complex claims such as mutually exclusive embodiments, alternative conditions, and optional steps. This approach enables our application drafters to draft high-quality claims and then visually build the specification with full support of those claims. On average, PatentCAD users draft and input an average of 1.7 independent method claims and 18 dependent claims which are converted into specification content, other statutory claims, and other content with minimal input. PatentCAD also helps build a well-organized patent application by handling repetitive formal tasks and surfacing reusable content such as client-specific boilerplate and other common technical content. -
23
Jacobi
Jacobi
Use technology that incorporates your unique investment processes, philosophy, and data. Integrate your proprietary data, models, and intuitive visualizations to tell a meaningful story. Leverage the scale, efficiency, and security of cloud-based open architecture, enabling portfolio design and collaboration at scale. Jacobi can help you amplify your investment strategy in one forward-thinking, scalable, cloud-based platform. Design and analyze objectives-based portfolios within a fully integrated visual environment. Provide deeper, more meaningful analysis of the impact of decision-making across portfolios. Perform and scale bespoke, forward-looking, and historical analysis and manage portfolio risk. Dynamically engage with stakeholders, including clients. Crisp visualization features that are white-labeled and customizable. Share and permission across individuals and teams. Empower portfolio solutions and sales teams. -
24
Unmetric
Brandwatch
Improve your social strategy by understanding what’s working and what’s not. Unmetric is a social media benchmarking platform that helps your team make real-time decisions by comparing, benchmarking, and analyzing your social performance. Understand what’s working and what’s not so you can improve your social strategy. Eliminate the tedium of manually reporting, easily report on your social KPIs, and save time. Discover inspiration, find concept evidence and explore whitespaces for your brand’s content. See what your competition is doing and learn from their successes, innovations and mistakes. -
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Qubit X
Qubit X
At 73Strings, we combine 25+ years of private capital expertise with real-time analytics and powerful machine learning models. The result is a collaborative platform that makes valuation reporting faster, smarter, and easier. Financial data from Investee companies is uploaded automatically through data warehouses, along with data sourced from market news, social media, earning call transcripts and from 12+ data sources, our data partners such as S&P Capital IQ, Gnews, Apollo, Currency Layer, Spyfu, and internal data collected for customer review and other alternative data sets. AI powered valuation process that allows users to select from over 5 + valuations methods that are most relevant to their investment. A combination of workflow tools can be used to arrive at NAV by assigning proportion weights to each method. Build custom reports and dashboards with multiple widgets that are auto populated with graphic, tabular and commentary/analysis. -
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ShareRoot
ShareRoot
Creating value for businesses through social media and digital tools and optimising real-world evidence to advance technologies for life, compliantly and with consent. ShareRoot digital platforms, artificial intelligence tools and subject-matter expertise allows for a customised approach for each of our clients to understand market opportunities, design market access strategies and a data-rich environment for understanding, engaging and activating audiences. Whether it is developing high-quality original content for social media, optimising e-commerce sales, creating e-games and applications, harnessing the power of social media or developing bespoke digital marketing strategies, the ShareRoot group of companies can provide solutions to suit any digital challenge. A platform that allows you to legally acquire and manage both UGC and network ambassadors and creating optimal digital experiences for businesses through social walls, contesting and UGC on product pages. -
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LifeWorks
Morneau Shepell
LifeWorks is a world leader in digital and in-person solutions that support the total wellbeing of individuals. We deliver a personalized continuum of care that helps our clients improve the lives of their people and by doing so, improve their business. Throughout our history, LifeWorks (formerly Morneau Shepell) has supported employees' health, productivity, and financial security. We provide wellbeing, administrative, health and productivity, and retirement solutions. We are proud of our depth of expertise and experience in workplace mental health, actuarial and retirement solutions, HR and communications strategy, and absence and disability management. As a thought leader, we continuously research workplace trends and realities that affect employee wellbeing, and share our insights with our clients to support their people. -
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Asset Class
Asset Class
Zero upfront implementation fees while transforming your client experience. We spread our implementation costs over the term of your contract, so you can deliver the kind of experience your clients deserve today. Rapid deployment is crucial to ensure our clients get value fast. Our in-house project and customer success team ensure that your platform is up and running in weeks, not months. For clients who need a highly custom deployment, we provide consulting and professional services to give you exactly what you need. From custom workflow design to software development, we've got you covered. Easy client onboarding, online data rooms for your funds, streamlined document management, and eSignature, and a feature-rich Investor portal. Move your capital raising online and see your time to raise reduced, your costs reduced and your clients enjoying a world-class experience. Make it easy for your clients to view your offerings and educate themselves with integrated data rooms. -
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Pepper
Pepper
Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity to regulations and security. Pepper is the industry-leading cloud-native investment data platform with powerful CRM and analytics capabilities to make managing your holdings as efficient as possible. Built by industry veterans in conjunction with alternative asset managers, Pepper honors the integrity and transparency of the investment management industry. Pepper harnesses deal data for agile and profitable deal-making, optimizing portfolio investments and simplifying investment complexity. We demonstrably deliver increased ROI while reducing risk. Pepper provides alternative asset managers with insights into what investors want to know about their investments, portfolios, and returns. With our integrated data platform we’ll help you enhance your investor storytelling. Our proven and extensive data management platform delivers an efficient way to manage complex compliance processes. -
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Decision Master Warehouse
Zywave
Benchmark your group's medical and prescription utilization and costs against one of the largest normative sets in the country. Use our advanced analytics to illuminate potential problem areas. Stop wasting your time with spreadsheets. With Decision Master® Warehouse's interactive dashboards and reporting, you can quickly get to the who, why, where, what and when, so you can deliver targeted, cost-saving strategies. Help clients make more educated decisions by test-driving alternative plan design options ahead of time. Assess how changes will affect both your client’s bottom line and their employees’ health care expenses. Our benchmarking data comes from one of the largest normative sets in the country, Truven Health Analytics and the Kaiser Family Foundation. Explore more than 60 categories, including total health plan costs, inpatient and outpatient claims, ER utilization and more. -
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myRosys
Athenosoft Consulting
Using Artificial Intelligence (AI) and connected social media management, myRosys increases campaign reach and engagement by helping you create targeted content and notifying your Influencers and Advocates when you post. Monitor keywords on social media and brand mention creating your content strategy. Discover, engage, and connect with Industry Influencers and new Customers / Followers. Save time by automating social media posting and building a post calendar. Easily identify what, where, and when to post and moderate the comments. Create the best content with a comprehensive team-based social media content collaboration workflow. Curate content and automate client or management content approvals. Use a comprehensive social media analytics platform to get a deep analysis of your campaign performance, audience sentiments, team stats, and amplification. Auto-notify your Influencers and Advocates when you post. As they share your content, social media reach & engagement increase.Starting Price: $60 per month -
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True Impact
True Impact
True Impact is a social impact measurement platform that helps organizations demonstrate how their cash, volunteerism, and in-kind donations translate into concrete results. The platform validates the impact of grants, volunteerism, and in-kind donations, generating insights needed to prove and improve the value of philanthropic investments. True Impact's advanced measurement software enables users to define impact through a reporting wizard and program evaluation experts, calculate real-time social impact claims based on contributions, and share results via on-demand analytics for easy stakeholder reporting. The platform addresses common challenges in traditional impact measurement approaches by focusing on outcomes rather than outputs, standardizing metrics for comparative analysis, and simplifying data collection processes to avoid overburdening funders and grantees. -
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Hipsocial
Hipsocial
Integrate Facebook, LinkedIn, Twitter, Instagram, Youtube, and RSS streams for branding and lead generation. Unlimited streams with categories, scheduled posts, page scraper, image extractor, free images, approval rules, and powerful analytics. Connect Hipsocial to popular CRM, helpdesk and project management applications. Schedule social content on all channels simultaneously to keep the same brand voice and bring consistency. Know customer requirements and make changes to social strategy accordingly with robust social monitoring features. Find and engage with people on social media with Hipsocial and increase conversions faster to take your social engagement to the next level. Get insightful reports and make data-driven decisions to transform social media strategy for increased benefits. User Approval Workflows enabels submitting, reviewing and approving or rejecting for social media posts.Starting Price: $14.99 per month -
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Hi-Tech Series 3000
Hi-Tech Health
Series 3000 is a cloud-based claims administration solution for businesses within the healthcare industry. No matter what your adjudication, reporting, or plan needs are, this platform reduces time processing claims and increases productivity as it assists with: •Client management •Benefits input •Electronic claim submissions •Claims processing •Real-time status tracking Our built-in database efficiently manages clients and employee benefits. This platform allows users to make real-time updates including: •Claims statuses •Currency conversion •ACH deposits and disbursements •Document printing No matter what happens, our cloud-based software is reliable, and we pride ourselves on 99 percent up time. Series 3000 is HIPAA compliant and ensures secure data management and backup. We upgrade our communications and IBM hardware every two to three years and maintain System Critical Support with all our vendors, keeping our technology up to date.Starting Price: $3500 per month -
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Pontera
Pontera
Bring more accounts together into a cohesive strategy. Pontera allows advisors to monitor and trade 401(k), 403(b), and other held-away accounts to ensure they are meeting their clients’ needs. Optimize tax strategies to grow client wealth. Advisors can allocate their clients’ investments across taxable and tax-deferred accounts more quickly and efficiently by using the Pontera platform. Pontera helps advisors show their clients more of what’s happening in their portfolios. Combined with their existing technology, Pontera enables advisors to offer more streamlined portfolio visibility for their clients. Provide stability by rebalancing and monitoring retirement accounts as needed, just like custodial accounts. Improve client satisfaction by maintaining control during volatile markets and improve long-term results. -
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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. -
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Diversiview
LENSELL
Diversiview by LENSELL is a cloud-powered platform for advanced portfolio analytics and optimisation, designed to support both individual investors and financial professionals in elevating portfolio performance. With Diversiview, users can: -Compute key portfolio metrics such as expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, recovery time and more. -Examine diversification in detail at the individual investment level. -Explore projected outcomes for the current allocation alongside thousands of alternative portfolio configurations. -Determine efficient allocations along the Efficient Frontier — including the Minimum Risk, Optimal, and other efficiency-driven portfolios — powered by our proprietary Dual-Objective Optimisation Approach (DOOA). - Run backtests to assess portfolio strategy performance over time. Advisers: the platform also provides the ability to store unlimited portfolios, link them to clients, define benchmarks, build model portfolio -
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Keyhole
Keyhole
Keyhole helps marketers measure, improve and report on the impact they're making on social media. Keyhole’s social listening, influencer tracking and social media analytics products help marketers improve their social media strategy, and prove their impact to colleagues and clients. Keyhole’s easy-to-use dashboard allows you to build and share reports instantly, saving hundreds of hours a year. Use Keyhole's dedicated Influencers metrics to analyze advocates talking about your hashtags. You can filter influencers based on geo-location and keywords in their bios. Reach out to influencers to help boost engagement and increase your marketing ROI. You can also sort influencers based on the exposure they generate and engagement levels. The analytics dashboard has a convenient word cloud that shows hashtags commonly used with your main hashtag. You can easily use the tool to identify the most popular hashtags relevant to your campaign and find areas of opportunity.Starting Price: $49 per month -
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Thomson Reuters Planner CS
Thomson Reuters
Tax legislation changes quickly and it’s easy for your clients to fall behind. Intelligently devise strategies to help them get ahead of the next few years’ tax filings. Updated throughout the year with new regulations, Thomson Reuters Planner CS tax planning software makes it easy for you to provide thorough insights to your clients. Run analyses that take into account multiple scenarios, such as comparing joint vs. married filing separately, and compile your projections into sleek, easy-to-read presentations. See how Planner CS provides powerful tools to help you save time, ensure accuracy, and present a professional tax analysis that will help your clients make the right tax planning decisions. Develop strategies to reduce your clients' tax liabilities, track carry-forward items for future years, calculate payments, and more. Simple navigation and timesaving templates let you quickly and easily analyze complex tax planning needs for your clients. -
40
eFront
eFront, a part of BlackRock
eFront’s Solution Suite of end-to-end software solutions provides a one-stop platform for alternative investors looking to fully manage every aspect of their investments from due diligence and fundraising to reporting across all alternative asset classes. With dedicated support teams and innovative R&D teams, clients can rely on eFront to elevate their alternative investments. As the leading provider of software solutions for the alternative investment sector, eFront offers a robust product suite thoroughly covering all alternative investment asset classes, investor types, and needs. Explore our solution finder below in order to discover the perfect alternative investment tool for you. As capital markets evolve and allocations in private markets increase, insurers not only face operational challenges by relying on multiple systems, spreadsheets and manual processes but their need for unifying whole portfolios across public and private assets has never been more pressing. -
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Flick
Flick
Flick is an all-in-one social media marketing platform designed to simplify and enhance your social media management. With Flick, you can schedule posts across Instagram, Facebook, TikTok, and LinkedIn using a reliable and easy-to-use scheduler. Our hashtag tools enable you to find, manage, and analyze hashtags, helping you reach more people and tailor your strategy for improved performance. Flick's analytics and reporting features provide clarity and confidence, allowing you to track what's working and make informed decisions. Additionally, our AI social media assistant, Iris, assists with strategy, planning, content creation, and more, reducing your workload and helping grow your brand. Whether you're a busy business owner, marketer, or creator, Flick offers the tools you need to get organized, consistent, and productive on social media. It's easy to lose track of what's working on Social. Get the clarity and confidence you need to make the right decisions.Starting Price: $13.98 per month -
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Kairos Terminal
Kairos Terminal
Kairos Terminal is a platform offering data-driven insights and tools for crypto trading. It serves as an intelligence layer between on-chain and off-chain data, helping users analyze blockchain activity and social sentiment. The platform features real-time sentiment analytics, cross-chain liquidity, and gas-free trading, aimed at improving crypto decision-making. Users can track blockchain wallets, uncover profitable trading strategies, and analyze trends before they emerge, all from a unified dashboard. We source and process vast amounts of data directly from the blockchain and social platforms, ensuring you get the most accurate and actionable insights. The current on-chain trading experience is complex and fragmented, Kairos Terminal is the world's first gasless trading terminal that seamlessly integrates real-time sentiment analysis and instant cross-chain execution. It provides a seamless, efficient, and secure trading experience with real-time threat analysis. -
43
Socialinsider
Socialinsider
Social media analytics and reporting tool for social media managers, agencies and enterprises. Get a complete list of metrics, profile stats and posts engagements across Facebook, Twitter, Instagram, LinkedIn and YouTube. Analyze posts, content, and see campaigns’ performance across multiple social media networks. Benchmark your social media channels against top competitors, influencers, and players in your industry. Get stronger at social media with head-to-head comparisons and improve your digital marketing strategy. Impress your clients with competitor Facebook benchmarks based on their industry. Monitor benchmarks to improve your clients’ overall digital marketing strategy. Boost your Instagram engagement. Track the KPIs that matter to your business. Monitor reach, stories analytics, hashtag analysis, engagement rate per post, and the best time to post on Instagram.Starting Price: $83 per month -
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Therasoft Online
Therasoft Online
Therasoft Online is a comprehensive counseling practice management software for therapists, psychologists, and mental health professionals. Combining powerful marketing, management, and billing tools, Therasoft Online helps build and run successful private practices. Therasoft Online delivers a plethora of features that include secure, effective, and convenient note-taking; social media marketing for WordPress, Facebook, Twitter, and LinkedIn; complete billing solutions with electronic claims and credit card processing; and more.Starting Price: $19.00/month/user -
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Edgelab
Edgelab
Provide solutions that truly reflect clients’ preferences and ensure their funds are invested appropriately and risk doesn’t exceed what is suitable for them. Unlock wealth managers’ full potential with automated investment recommendations, enhanced risk analytics and decision support simulations. Streamline investment proposal generation and automate regulatory controls and reports to increase efficiencies and expand offerings to new client segments. Get instrument-level portfolio proposals consistent with the bank views, client's preferences and asset universe. Perform stress tests or simulate the impact of switch on client portfolio to discover the construction with optimal risk/return ratio. Identify all portfolios with breaches on the investment suitability and asset class strategic allocation. Get recommendations for best trades to move the existing client portfolio closer to the target allocation. -
46
First Rate Vantage
First Rate Vantage
First Rate, a leading provider of financial technology and services to the wealth management industry, recently acquired Vantage Software to expand their market and global impact by leveraging both firms’ capabilities. First Rate Vantage offers private equity, venture capital, and real estate advisors one single source of truth in managing a fund’s life-cycle and reporting on private investments including deal flow management, partnership accounting, and investor reporting. Click the appropriate box below to learn how Vantage can help you! In 2021, seeing the opportunity to leverage our years of experience and excellent client relationships, First Rate, Inc. acquired Vantage. For more than 30 years, First Rate has provided innovative solutions and services to help financial firms create absolute transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment strategies for their clients. -
47
Postello
Postello
Postello is an automated personal assistant that helps you create social media posts in seconds. Are you tired of spending countless hours creating content for your business pages? decorDid you know that the average small business owner spends 10 hours a week on creating social media content for their business? With Postello, you will drastically decrease the time you spend on creating content for your social networks and more time on developing your actual business. We take great pride in offering the absolute best quality and value products to our clients. We are the leading company in post generation technology, and all of our employees have more than 5 years of experience in the marketing field. We are not only the best at what we do; we are also passionate about what we do. We believe that each client's situation is unique. That is why our company is committed to taking an individual approach to every client because we know this helps solve problems more efficiently.Starting Price: $49.99 per month -
48
GoDigital
Optimum Financial Solutions
A complete white-labelled solution to manage and grow your mutual fund business efficiently. GoDigital comes with your own personalised business name website and mobile app. This cloud-based solution is in collaboration with Kotak Mutual Fund. Stay ahead in the market by not only using a software business solution but with the advantage of your brand value. Grow your brand, grow your business. You and your clients will download your brand name App. The app is secured with PIN based login feature to ease of use. Your clients can check their's and their family members portfolio in one single account. Check reports and SIP alerts too. You too can check your business, check reports for your clients. You can initiate transactions for your clients from the App. Your clients too can transact from the app. You can restrict redemption and switch for them. -
49
I-CAPS
W.O. Comstock & Associates
I-CAPS is an Intelligent Claims Administration System that addresses all functional areas of the health claims payment environment with a single common architecture that spans the needs of payers including membership, billing, enrollment, mailroom, claims, network management, contracting, pricing, utilization review and customer service. Our Intelligent Claims Administration System (I-CAPS) and our coding compliance software (Advanced Value Scale-AVS) , support knowledge-based decision-making to help our clients contain costs. Guaranteeing the integrity of Provider information has never been easier with (Advanced Network Administrator-ANA) while our (RB-UCR) is the industry's first Resource-Based, Usual Customary, and RESPONSIBLE fee schedule based on RBRVS and NCCI. Need a check-up for your plan or provider, use Cost Containment Audit and Recovery Services (CCARS) for a completely noninvasive audit retrospective look at claims effectiveness. -
50
SocialChimp
Social3
We know your time is valuable, and that managing your social media accounts can cost you well over $500-1,000 per month doing it the old fashion way. With SocialChimp, we not only post the most relevant content to your social media accounts, we look at increasing engagement and page followers, too. SocialChimp is built on a powerful AI engine that scours the web for the most popular and relevant content. Paired with human copywriting and marketing experts, our proprietary social media management technology ensures the success of your brand or business’s social media strategy by emphasizing on content that is highly relevant to your profession’s target audience, regionalized, and with high levels of social virality to ensure that every post returns the highest possible return and social reach. Raise your profile and increase reputational awareness among your audience.Starting Price: $47 per month
