Alternatives to Sticky Advisor
Compare Sticky Advisor alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Sticky Advisor in 2026. Compare features, ratings, user reviews, pricing, and more from Sticky Advisor competitors and alternatives in order to make an informed decision for your business.
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1
Spot
Spot
Spot is the virtual hub for your organization– bringing the spirit and utility of being in the same physical office to a digital experience. -Easily share multiple screens, stickies, images, and documents. It's as easy as dragging and dropping. -Use an existing template or build from scratch. Everything is completely customizable from the floorplan to the furniture. -Engineered and optimized specifically for a web experience. Anyone can join instantly with just a web browser. -Meet in real-time and stay connected afterwards. All the accommodations of team chat and statuses built directly into the workplace.Starting Price: Free -
2
Unbounce
Unbounce
Get more conversions with Unbounce landing pages. Build, launch, and optimize custom landing pages for any campaign—without developers or tech bottlenecks. Drive more leads and revenue from any web page by showing targeted popups and sticky bars to specific users. Completely avoid tech bottlenecks; any member of your team can build, launch, and optimize Unbounce landing pages, popups, and sticky bars. Easily recreate any mockup or brand concept. Build from scratch, or start from our gallery of fully customizable templates. Use the Unbounce drag and drop builder to accelerate your landing page production process, and build high-converting popups and sticky bars in minutes. Publish landing pages to WordPress, integrate with Google Analytics, and automatically pass leads to almost any email marketing tool. Plans starting at $90/mo with annual billing when you sign up through the link above and get 20% off paid plans! All plans include a 14-day free trial.Starting Price: $72 per month -
3
MyPlanMap
MyPlanMap
We stand for being able to engage by breaking it down the easiest things possible. making it simple, granular, easy is our way of driving value. We stand for create sustainable, durable, value capture for fee only advisors. The value can be captured by creating a whole new revenue stream for clients. Make them be able to capture the value by adding this as a service they offer their clients above and beyond their current services. Allowing them to truly capture the implementation portion of the plan. We believe in Win-Win situations — it’s mutually beneficial for the planner and clients. We believe in checklists, the power of checklists and how they can transform your life, and your client's life one simple action at a time. We help Advisors by making your Financial Advisor more visible, and dynamic in a way that helps remind, and nudge the key recommendations on Financial Planning. -
4
Altitude CRM
Altitude CRM
Altitude CRM is an AI-native platform built for financial advisors to manage clients, marketing, and growth in one place. It combines CRM, marketing automation, and practice management into a single intelligent system. Advisors can track every client interaction, automate follow-ups, and manage pipelines with Pathfinder AI. The platform includes contact management, opportunity tracking, workflows, calendar and email integration, reporting, and compliance tools. Altitude helps firms standardize service, improve efficiency, and uncover growth opportunities hidden in their data. With secure document storage, built-in analytics, and smart automation, Altitude transforms how advisors organize their work, serve clients, and scale their business.Starting Price: $75/user/month -
5
Notezilla
Conceptworld Corporation
Notezilla is a sticky notes app for Windows & Phones designed to keep you well-equipped & well-organized. It lets you take quick notes on sticky notes (that look like 3M Post-It® Notes), right on your Windows desktop & gives you the best sticky notes experience. With the optional cloud synchronization feature, you can sync sticky notes between computers, access them from any smartphone using our free apps for iPhone/iPad, Android, etc or send sticky notes to any contact across the globe. Notezilla is a professionally designed, simple & elegant sticky notes software. Over the last 15 years, it has gained an excellent reputation (read customer reviews) from all over the world.Starting Price: $29.95/year/user -
6
Strad Pro
Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support. -
7
AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. We come into the office every morning with a goal of creating the future of financial advice. We begin with the advisor-client relationship and work outward from there. The best advice is deeply human, it begins and ends with people. We are always searching for new ways to understand investing and investor behavior. The best advice is informed by research, evolving based on developments in quantitative finance, behavioral economics, business analytics and artificial intelligence. We are creative and design-minded, which gives our technology a different aesthetic compared to other firms. The best advice is inspiring. Make it effortless for new clients to begin working with you using a streamlined and personalized approach to digital onboarding. -
8
Finaeo
Finaeo
Finaeo is a cloud-based digital assistance platform specifically created for financial advisors. Developed by Finaeo Inc., a Toronto-based company, this AI-enabled digital assistant and sales coach helps financial advisors in streamlining their systems and processes. Equipped with enterprise-grade features, Finaeo enables financial service organizations to have a complete control over their back-office administration and product mix and data, and client relationships.Starting Price: $79.00/month/user -
9
Sticky Reviews
Sticky Reviews
Sticky Reviews makes increasing conversions simple. It's super simple to set up and takes only around 10 minutes to get started. Convert more website visitors into signups and purchases. Your advertising spending will go further than ever before. People trust companies they see other people buy from as well. Seeing other visitors taking action creates fear of missing out. Simply copy & paste the pixel on your website. No coding knowledge is required! Display Sticky Reviews on your website and let your customers generate referrals for you! We've really made it so simple and easy to get started using Sticky Reviews. Once you log in you can watch the quick setup video and you'll be up and running in less than 10 minutes. Get started now! Upload real reviews from real customers! You can do this manually or you can use our automated review links and add reviews that meet your minimum start rating automatically.Starting Price: $15 per month -
10
Equisoft/connect
Equisoft
Build deeper long-term client relationships using our CRM software for financial advisors. Equisoft/connect is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients’ insurance and investment information. And it’s a powerful productivity, marketing, sales and compliance tool. Spend less time looking for important client data and more time with clients and prospects. Equisoft/connect gives you access to your clients' information in one application, meaning you no longer have to flip back and forth between multiple systems to track your client’s data. Thanks to the various Equisoft/connect modules, you can view your clients' insurance policies and investments, send emails, and manage your appointments and documents—all in one powerful app.Starting Price: $89.00/month/user -
11
Wealthbox
Starburst Labs
We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account. -
12
LeadCenter.AI
LeadCenter.AI
Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.Starting Price: $60/month -
13
Alwy
Alwy
Alwy is a mobile‑first, GDPR‑compliant personal finance platform designed to help individuals effortlessly track income, expenses, debts, and investments by connecting all bank accounts and credit cards. It automatically categorizes transactions up to ten times daily, builds and updates real‑time budgets, offers personalized saving tips (like canceling subscriptions or lowering fixed costs), and displays debt overviews with comparisons for better loan terms. Users receive financial‑health insights and recommendations to build emergency funds, diversify portfolios, or improve interest rates. Alwy also offers a B2B version that enables financial advisors, insurers, and mutual fund companies to provide clients with a unified CRM, trading and custody services, digital onboarding, automated compliance alerts, and integrated portfolio management.Starting Price: Free -
14
ProxyOmega
ProxyOmega
ProxyOmega offers a comprehensive suite of proxy services, each designed to cater to diverse user needs. The Unlimited Residentials plan provides unmetered rotating ISP proxies with a pool of over 50,000 residential IP addresses, primarily in the USA, ensuring seamless integration and uninterrupted connections. The Platinum Residentials plan grants access to a vast network of over 90 million global residential IPs across more than 180 countries, featuring low IP scores to prevent blocking and facilitate seamless data scraping. This plan supports country, city, and state-level targeting, with options for rotating or sticky sessions. For users requiring extensive IP coverage, the IPv6 Proxies plan offers unmetered bandwidth utilizing over 79 octillion IPs globally, supporting both rotating and sticky sessions across 130+ countries. ProxyOmega's services support HTTP, HTTPS, and SOCKS5 protocols.Starting Price: $4 per GB -
15
ShixxNOTE
Mavel
ShixxNOTE is a desktop sticky notes (post-it) program, that allows you to keep desktop sticky notes, and also send them across the network (or Internet) to friends or colleagues. The program runs in client/server mode and transmits messages or notes to selected ShixxNOTE clients on the network. However, you can also send messages to machines that do not have ShixxNOTE installed, in which case the program will automatically use the standard Windows Messenger service to deliver the message. It also includes alarm options that allow you to be reminded of selected notes, and support full formatting of font, color and appearance of the notes. Other features include a reply option, emailing of notes, note export, printing and more.Starting Price: $24.99 -
16
Asset-Map
Asset-Map
We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.Starting Price: $94 per month -
17
ProjectHuddle
ProjectHuddle
A WordPress plugin for website & design feedback. Sticky-note style feedback on your designs and web projects. White-label, self-hosted and powered by WordPress. It's like sticky-notes on your designs & web projects. Client feedback has never been easier. Point, click and type interactive comments right on top of your image mockups and live site designs. Collect visual feedback right on top of your designs, wireframes, pdfs, sketches and more. Gather and manage clear, contextual comments directly on top of your live website or web app. Get clear, contextual feedback Keep right on top of your websites and designs. Say goodbye to obscure requests and long, unreadable email chains! Stay organized, save time and move forward with the project. 100% white-label design presentations make you look like a pro. 1-click approval of designs and mockups couldn't be easier. Point, click & describe. Bug reporting has never been this easy. Visual and contextual UI feedback with your remote team.Starting Price: $109 per year -
18
Tobii Pro Sticky
Tobii Pro
Sticky by Tobii Pro is a self-service online platform that combines online survey questions with webcam eye tracking and emotion recognition, making advanced quantitative research simple. With this time and cost-efficient method of integrating eye tracking into your research, you can test large panels of consumers as they view targeted shelves, packs, ads, or webpages from their own computers. For a fraction of the cost of traditional in-person research, the online platform Sticky by Tobii Pro enables large-scale quantitative eye tracking research and emotion recognition as a self-service. Using the participant’s webcam, market researchers gain valuable visual and emotional data on the impact and performance of existing or new designs and placements, for example, in packaging and advertising research. The platform is integrated with online survey engines and panel companies with global reach, enabling a distributed data collection setup and with a quick turnaround time. -
19
StickyHive
StickyHive
StickyHive is the first AI-powered community management software for Skool, Circle, and Mighty Networks. It unifies native scheduling, moderation, and engagement workflows into a single dashboard. Community managers reclaim 10-20 hrs weekly by eliminating manual busywork and complex Zapier scripts. -
20
AdvisorStream
Broadridge Financial Solutions
Create conversations build trust with clients stay top of mind educate clients inspire clients entertain clients & grow your practice. AdvisorStream is a digital marketing platform that helps financial advisors turn clicks into conversations. The highest rated advisor marketing platform. Financial professionals love AdvisorStream. Make your job easier. Put your marketing on autopilot with powerful automation tools that do the heavy lifting - from content creation, distributing newsletters to posting on social media. Ensure regular contact with clients through weekly newsletters. Keep clients informed & engaged with personalized communications. Auto-post relevant multimedia content to your social media. Keep your website or blog fresh with timely news content. Complete control over the the level of automation. Measure the return on investment, discover new opportunities to increase share of wallet and enhance client experience. -
21
Cyber Hawk
RapidFire Tools, a Kaseya Company
Security is top of mind for just about everyone today. But offering sophisticated security solutions usually requires a substantial investment in additional technologies and headcount. So most MSPs settle for the same basic security offerings — firewall, anti-virus, spam filter. What if you could offer a security service that lets you stand out from the pack, is easy to deploy, and makes you money too? Cyber Hawk is your enabling technology for offering high value cybersecurity services. A Cyber Hawk subscription gets you an unlimited-use license to deploy Cyber Hawk at all of your client sites for one, low, fixed cost per year (see license terms for details). Once deployed, Cyber Hawk scans a network, detects security threats, and alerts various stakeholders. Cyber Hawk will help you identify new security projects, differentiate your services from the competition, and create “stickiness”. -
22
PierVantage
PierVantage
PierVantage gives you visibility into your business like you never had before. Quickly add customers, create estimates, manage multiple projects at once and have fun navigating through PierVantage's user friendly interface. No more messy time cards, double entering data in multiple systems, and confusing invoices that don't make sense to your customer. PierVantage allows you to easily track and manage projects from estimate to invoice, streamlining your work order process by helping you layout the life of a job. No more pulling together sticky notes and files and files of hand written paperwork to put together a clean, professional invoice for the customer. PierVantage makes it easy to bill your customers, helping you with cash flow! -
23
UpCart
Rokt
UpCart is a full featured drawer cart builder that can automatically help you setup and customize an incredible cart experience. Our carts are designed to look and feel on-brand to the rest of your site. Keep your customers satisfied by providing an easy-to-use cart experience. Moreover, use UpCart to increase your average order value with our upselling and cross-selling module and add-ons module. Create a sticky cart button to boost conversion rates and reduce cart abandonment. Add in-cart upselling and cross-selling blocks to boost your AOV. Show a free shipping bar or discount promotion bar to incentivize adding items. Let customers know more about your brand/share updates via cart announcements. Create an Add-On option for shipping insurance or other products of your choice. Improve the view cart button's visibility with a sticky cart button.Starting Price: $29.99 per month -
24
Zoom Whiteboard
Zoom Communications
Zoom’s existing platform integrates perfectly with Zoom Whiteboard giving everyday Zoom users a whole new tool and huge advantage when collaborating. Share or create real-time whiteboards in Zoom Meetings. Give users different access depending on the meeting you are running. Take your workshops to the next level by offering whole new ways to work together using all of what Zoom has to offer. Collaborate with your team from outside of meetings, or initiate a whiteboard from within a Zoom meeting. Brainstorm fast and efficiently with smart connectors, sticky notes, and comments. Categorize information in real time with sticky notes. Easily share whiteboards with other Zoom users using the share sheet. Access Zoom Whiteboards anytime, during or outside a meeting, they are saved automatically. Collaborate on your Zoom client for desktop, web browser, or Zoom Room for Touch.Starting Price: Free -
25
Questis
Questis
Questis is a configurable financial wellness delivery platform that allows retirement advisors and financial service providers to easily deliver personalized wellness programs to their plan sponsors and participants. Founded by experienced financial professionals, Questis pairs the power of software with the customization required to fuel behavior change. With seamless integrations, scalable technology, and strategic industry insight, the Questis Platform makes financial wellness simple and profitable. Newfound data transparency fuels entirely new lines of business for financial service providers and tangibly improves financial health for plan sponsors and participants. Now, anyone looking to offer financial wellness as a service can do so simply, and customized to their requirements and branding. -
26
HiddenLevers
HiddenLevers
Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.Starting Price: $300 per user per month -
27
FlipKey
Tripadvisor
FlipKey is part of TripAdvisor Rentals, a leading vacation rentals marketplace with more than 830,000 properties in 190 countries. Whether you’re looking for a city-center studio, a far-flung private island, a cozy ski chalet, or a sprawling beach house, you’ll find the perfect home with TripAdvisor Rentals. TripAdvisor Rentals connects the insider knowledge of our homeowners with the collective wisdom of 465 million TripAdvisor traveler reviews so you can stay the smarter way. With TripAdvisor, you’ll discover not only the best rental, but also the best restaurants, attractions and experiences—no matter where you’re headed. FlipKey was founded in 2007 and joined the TripAdvisor Rentals family in 2008. The TripAdvisor Rentals family also includes Holiday Lettings, Niumba, Vacation Home Rentals and HouseTrip. -
28
EquinoxCRM
Reliadvisor
A comprehensive cloud based solution for Registered Investment Advisors and Broker Dealers. Integrate and manage client data and accounts with ease. Integrate seamlessly with your other productivity applications. Platform compliant with SEC rule 17a-4, which requires client and account recordkeeping with both immediate access and non-immediate access (WORM) storage. Keep record of business practices and communications with clients. Create and manage workflow templates. Optimize sales with prospect classificaiton. Maintain higher control of organizational structure. Monitor access to tasks and responsabilities. -
29
Castiron
Castiron
In minutes, create a free eCommerce website stocked with the tools you need to centralize your orders, messages, payments, fulfillment, and more. No more juggling spreadsheets, order DMs, legal pads, sticky notes, and online forms. We’re obsessed with transparency. There’s nothing more annoying (or disappointing) than finding hidden fees, which is why we don’t have any. We only make money when you sell something. We add a convenience fee to every transaction. These fees go directly towards building better products and tools for you, not to yachts and wild parties. When we build great stuff that helps you be more successful, we will all be more successful. That’s the beauty of our partnership model. Free website creation and customization, full eCommerce toolset, unlimited product listings. Unlimited custom orders and invoices, unlimited customizations (like toppings or fillings), unlimited transactions, accept all credit cards, Apple Pay, and Google Pay. -
30
Microsoft Lens
Microsoft
Microsoft Lens (formerly Microsoft Office Lens) trims, enhances, and makes pictures of whiteboards and docs readable. You can use Microsoft Lens to convert images to PDF, Word and PowerPoint files, and you can even save images to OneNote or OneDrive. Microsoft Lens is like having a scanner in your pocket. Like magic, it will digitize notes from whiteboards or blackboards. Always find important documents or business cards. Sketch your ideas and snap a picture for later. Don't lose receipts or stray sticky notes again! -
31
Xfile
Xfile
The world's by far fastest, most stable, and most complete file management system for Apple's OS. Feeling lonely and lost? Feeling like your OS vendor screwed you? Unfettered access to all filesystems, all data, and all operations. No more limiting to 'read-only' and read & write or hiding set ID and 'sticky' bits. All file permissions, user/system flags, and access control entries. The type-safe protections you need but Apple won't offer. Xfile is the core of a complete file management system written for professionals. Xfile alone includes complete support for all possible file system properties. Device numbers, major/minor device types, inodes, modes, soft/hard links, sticky bits, set ID bits, system/user flags, and file generation numbers. Access to all possible file systems (apfs, autofs, devfs, zfs, et al) and device mount info. And for those of you keen to learn more about your computer, there's no better way to start.Starting Price: $129 one-time payment -
32
SalX
pfm Studios
2-way SMS and email confirmations of appointments to clients. Appointment events (.ics) can be added directly to your clients calendar! Reminders allow confirmation or cancellation in real time back to your shop. Great for PREVENTING no shows! SalX mobile allows for schedule and client creation/edits. Check on your sales and commissions too! Current support for Android/iOS/Windows devices. A simple, effective and powerful loyalty points module that will create 'sticky' clients to keep them coming back! You may allow the client to use accumulated points towards their next product or service purchase. Store returns can also be refunded in points. Like the idea of having clients book an appointment online? SalX easily integrates with your existing website, Facebook pages and other social media. While YOU still maintain full control of the calendar. SalX allows you to maintain all of your custom and promotional giveaways.Starting Price: $49.99 per month -
33
FonaDial
Fonada
FonaDial is a Smart Dialer solution for a new age Contact Centre, Call Center, BPO to address inbound and outbound customers communication seamlessly with advance features such as CRM form builder, Predictive Dialer, Sticky Agent, Call Back Intelligence, Advance Multi-level IVR. -
34
lino
lino
Take notes right away wherever you are. Access lino from your home, office, or even on the road, and post a sticky note online whenever you need! Reminders on your special days or deadlines. Set due dates on your stickers, and you will receive an Email reminder on the morning of the due date. Free layout of your pictures and videos. You can arrange your pictures and videos as you like and share them with your friends. Reminders on your special days or deadlines. Free layout of your pictures and videos. Share your ideas with your group members. By creating a group, lino becomes an ideal tool to share your ideas with your friends and colleagues. Use stickers to share files among friends and colleagues. Attach your files to stickies, and share them with your friends and colleagues at home and the office. Use from smartphones. Take notes, and post pictures and videos. Zoom in and out at will by pinch gesture. Share your ideas with your group.Starting Price: $2.99 per month -
35
Oxygen
Soflyy
You'll build incredible websites with Oxygen Builder. Drag element edges to set spacing, or drag & drop to re-order. Get visual control of every part of your WooCommerce store. Create custom website headers visually, including sticky and overlay headers. Edit colors in one place. Changes take effect everywhere the color was used. Build with fundamental HTML elements. Write PHP, CSS, and JS live. Flexible builder elements. Dynamic data with repeaters and loops. And more. Not 100% happy? Get a full refund anytime within 60 days of purchase. Use on as many sites as you want. There is no limit. Pay once, and get support and updates for life. Your license includes unlimited use on client websites.Starting Price: $99 one-time payment -
36
B2B Soft
B2B Soft
Our solutions include POS, modules for inventory, operational and analytical reporting, as well as self service hardware such as kiosks, vending, and locker stations. They help carriers improve planning, reduce costs, and sell anything, anytime, anywhere. Our kiosks deliver the brand stickiness you’ve been looking for. As Internet speeds and data transmissions accelerate, B2B Soft is ready. We utilize microservice architecture that’s reliable, testable, independent, and easily scalable. Front end POS and back end systems unified across stores in the dealer network. Our solutions include POS, modules for inventory, operational and analytical reporting, as well as self service hardware such as kiosks, vending, and locker stations. They help carriers improve planning, reduce costs, and sell anything, anytime, anywhere. Our kiosks deliver the brand stickiness you’ve been looking for. -
37
Zoe Financial
Zoe Financial
Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.Starting Price: Free -
38
News EA
RobotFX
This Metatrader News trading expert advisor that can trade the forex news using a one-cancels-others (OCO) approach, and trail the price of the winning trades. News (oco) main functions: Places a defined number of opposite pending orders below (short) and above (long) the price, just before the news release. Deletes the opposite orders as soon as the price hits a pending order (oco means one cancels others). Places stop-loss, take-profit, trail, break-even etc. The News expert advisor was designed to trade news events in an OCO approach. OCO stands for one cancels other and refers to the EA’s ability to close a pending order (or more) once the price triggers an opposite pending order. This is an important feature in news trading. Traders trading the news usually place two pending orders right before an important news event - that is the most known and profitable way to trade forex news - a buy-stop and a sell-stop.Starting Price: $49 -
39
PrettyLead
PrettyLead
Engage and convert more visitors on your website: PrettyLead helps you to create engaging popups, notification bars, fullscreens and embedded forms to boost your conversions and sales on your website. Easily launch popups, sticky bars, full page or even embed PrettyLead directly into your page, all with just a few clicks.Starting Price: $24 per month -
40
Sticky Password
Sticky Password
Creates & remembers strong passwords for all your accounts and types them for you. Keeps all your logins, credentials and credit cards ready for use and absolutely secure. World's leading security — AES‑256 encryption, biometric authentication & enhanced two‑factor authentication. Wherever you go, you'll always have access to all your passwords, logins and credentials thanks to Sticky Password's secure synchronization & backup. Automatically fill in forms with names, addresses, phone numbers, emails, and credit card info. And our super strong password generator is integrated with autofill for easy account creation. Lowercase, upper case, numbers and special characters in one password make it really strong. Gain peace of mind knowing that a trusted person will be able to access your passwords in case of emergency. Grant, manage and remove access to your online accounts to other people, set permissions.Starting Price: $19.99 per user per month -
41
MoneyGuide
Envestnet
Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives. MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front. -
42
Fundingstack
Fundingstack
Software platform for raising capital, used by venture funds, investment bankers, funding consultants and advisors. It includes a searchable database of 227,000 investors, a CRM to manage the deal pipeline, Pitch Deck Hosting, Investor Updates and Email tools to manage the investor outreach, and a Virtual Data Room to run due diligence. Used by companies globally to raise $17 Billion in capital.Starting Price: $250/user/month -
43
Fidelity
Fidelity Investments
From complex wealth management to your retirement needs, we can help you with financial planning. With no account fees, $0 commission trades, and no minimums to open an account, we can help your money go further. Get easy-to-use tools and the latest professional insights from our team of specialists. Knowing where you stand is crucial. Use this tool to see how prepared you are for retirement, and what steps you may need to work on. Get professional investment management with our low-cost robo advisor solutions, from digital-only investing to a hybrid robo service with access to advisors when needed. Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance. -
44
Seeds
Seeds
Seeds is a modern, human‑centered investment management platform tailored for registered investment advisors (RIAs). It enables advisors to deeply understand clients’ goals, values, and risk preferences through structured onboarding and powerful risk assessment tools. With Seeds, advisors can build and compare customized, values-aligned portfolios at scale, generate polished proposals, implement strategies, and present engaging insights, all within a unified digital workflow. It streamlines operations by simplifying client onboarding, automating portfolio implementation, and freeing advisors from manual tasks so they can focus on meaningful client interaction. Founded by experienced financial advisors, Seeds is redefining wealth management by combining robust investment tools and streamlined workflows with a personalized, empathetic client experience. -
45
WorkTrakkerPRO
Networks & More!
Our cloud-based work order software is not just a remote helpdesk—it will save you time, money, and maybe even your sanity. Tired of sifting through sticky notes (i.e., “work orders”), updating spreadsheets, losing track of projects, and fielding colleagues’ maintenance requests in the lunchroom? Then subscribe to WorkTrakkerPRO. It takes just seconds to launch, and in no time flat, our simple help desk software will change your life. Created especially for K–12 schools, this work-order tracking system has all the features you need to automate your manual processes. Now you can report, track, and manage every request with a few clicks—plus, proactively schedule preventive-maintenance tasks, so nothing slips through the cracks. Best of all, you get an instant snapshot of where your work orders stand and who’s fixing what. No one pesters you in the hallway, you don’t have to badger maintenance personnel, requests don’t disappear, and everyone’s happy. -
46
Making Business Manager
World’s Stickiest Learning
We are the soft skills training provider, partnering with clients who are frustrated by their people returning from training courses and then doing nothing differently. Our clients choose us because we achieve behavioral change through our unique training method, sticky learning. Boost your sales and profits by training your managers to be inspiring leaders. We offer customized soft skills training for manufacturing and retail companies. Turn managers into inspiring leaders to boost output for manufacturing and retail partners. Boost your negotiation skills creating win-win outcomes and building lasting, beneficial relationships. Join one of our popular programs. Get insights for success with our GSCOP masterclass designed for sales & marketing teams. Gain tools and confidence to improve your persuasive skills, making you more influential. Improve communication and problem-solving.Starting Price: Free -
47
Foundersuite
Foundersuite
Use Investor CRM to manage your investor funnel. Collaboration is built in - work with mentors and advisors directly in your account. Enjoy instant pipeline visibility and fundraising efficiency. Search a proprietary database of 21,000 VC funds and 100,000 angels, family offices, fund-of-funds, PE firms and more. It's the fastest way to build a target investor list. Use Investor Updates to create engaging newsletters in 15 minutes or less. Stay top-of-mind with current (and prospective) investors. Track views and duration - a strong signal of interest. Browse the ultimate collection of 80+ startup docs, including term sheets, cap tables, pitch decks, financial models, NDAs, and more.Starting Price: $44 per month -
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Proxyrack
Proxyrack
Stop being blind to how your proxies are performing. From your dashboard you get access to all the live reporting you need to fix issues or get help right away. Scrape thousands of pages with random IPs on each connection or choose sticky ports and their rotation time when you don’t want to lose connection. Proxyrack is the only proxy provider accepting all protocols including HTTP, HTTPS, SOCKS4, SOCKS5, and UDP. Sign up for a trial or a full plan, verify your identity and start using your proxy. No exhausting onboarding or sales process to go through. A residential proxy acts as a mediator between you and the web, disguising your search activity by pushing all data requests through someone else’s IP. By making it seem like you are just another user, residential proxies are almost impossible to detect, track and block.Starting Price: $13.95 per 7 days -
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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. -
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Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes.
