Alternatives to T-Advisor
Compare T-Advisor alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to T-Advisor in 2026. Compare features, ratings, user reviews, pricing, and more from T-Advisor competitors and alternatives in order to make an informed decision for your business.
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1
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 -
2
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. -
3
Orion
Orion Advisor Technology
Success looks different for every firm. We have experience implementing technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities. We think beyond technology to deliver an experience that pushes the limits of your success, driving you to innovate, disrupt, and win for years to come. Success looks different for every firm. We have experience implementing technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities. Build an unrivaled tech stack with 100+ integrations. Trust your data with daily, domestic reconciliation. Collaborate through a multi-channel client experience. Trade efficiently with a tax-intelligent rebalancer. Create personalized SMA investment portfolios. Get paid faster with custom fee and payout schedules. -
4
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. -
5
Windham Portfolio Advisor
Windham Capital Management
Windham Portfolio Advisor (WPA), a portfolio optimization and risk management solution, integrates independent and acclaimed research in a suite of applications. Quick and easy, Windham Portfolio Advisor enables users to perform complex analysis. With Windham Portfolio Advisor, users can generate portfolios that satisfy their clients' requirements and their investment goals. Windham Portfolio Advisor provides users with risk management tools to assist them in managing complex sources of portfolios. Armed with innovative research and proprietary risk management, Windham creates and manages portfolios designed to increase the probability of investment success in both resilient and fragile markets. Key inputs to this process are Windham’s proprietary risk measures, which measure risk concentration and statistical similarity to past episodes of market weakness. -
6
DrillPoint Reports
Capital Business Solutions
With an easy-to-use interface, DrillPoint Reports offers you the scalability to create simple or complex financial reports, all integrated with your MIP Fund Accounting™ software. DrillPoint Reports allows you to easily access your financial data within Microsoft Excel® and create presentation-quality financial statements using a familiar, user-friendly spreadsheet application. Creating any number of pre-formatted financial statement templates, DrillPoint Reports enables you to produce custom, high-quality financial statements for delivery to your board and external advisors. In addition, DrillPoint Reports allows you to manipulate your data, add formulas, graphs, and other more advanced Excel features to maximize the value of the information you’re presenting to others. -
7
Ethic
Ethic
We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals. Ethic provides personalized investment solutions that can be tailored to reflect individual sustainability and financial priorities. We want you to feel excited about having the sustainability conversation, whether you're an investor or a wealth advisor. Our solutions cover everything from sustainability training and education to financial analysis, portfolio creation and management, and ongoing insights into your or your client's investments. Currently Ethic works with some of the largest wealth advisors, custodians, and investment banks in the United States. We’re a diverse team that combines extensive institutional investing, technology, data, and design expertise. We've been on our mission for over 5 years and now manage over $1B of sustainable investments. Our clients' collective carbon reduction to date is the equivalent of driving 5,657 cars. -
8
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. -
9
Fund Manager
Beiley Software
Fund Manager is powerful portfolio management software. Fund Manager is available in personal, professional, or advisor versions for the individual investor, professional trader, or investment advisor. Screen shots of some graphs and reports are available. To try out Fund Manager, visit the download page for a fully functional evaluation version. A variety of tutorials are available. Watch the getting started tutorial to quickly learn your way around Fund Manager. After evaluating the program, you can purchase a licensed copy. Record your transaction history for an unlimited number of investments and portfolios. Track stocks, mutual funds, options, bonds, cash, and a wide variety of other investment types. Keep track of your purchases, redemptions, distributions, transfers, as well as advanced transactions, such as splits, re-combinations, mergers, and spin-offs. Supports both long and short positions.Starting Price: $129 per license -
10
StyleADVISOR
Informa Business Intelligence
We provide updates to the databases we supply for use with our software products on a quarterly, monthly and weekly basis. For a list of the current databases available for use with StyleADVISOR and AllocationADVISOR. Whether you are a financial advisor, analyst, or product provider, Zephyr is your key to client retention and asset accumulation. Robust investment analysis capabilities, custom portfolio analytics tools, and insightful visuals help guide your thinking and showcase your know-how. Provide your clients with a comprehensive, yet easy to interpret proposal, that conveys your value add when comparing a current portfolio to your proposed portfolio. Screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools. Build portfolios using classic mean variance optimization or our sophisticated Black-Litterman optimization module. -
11
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. -
12
Nitrogen
Nitrogen
Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.Starting Price: $1,188 per year -
13
eLiteERP
Accusol Technologies
eLiteERP is our generic ERP software solution for small and medium sized enterprises that want to boost business productivity in a small budget. We realize that budget constraints prevent them from buying costly IT solutions, needed to meet the changing needs of their clients. Hence we have come up with an innovative ERP software product, known as eLiteERP which serves the needs of micro and medium sized businesses on technology and cost front. eLiteERP is configurable resource planning software for small business . It streamlines all workflow processes and provides you an interactive interface through, which you can monitor your entire business, at click of buttons. The below mentioned salient features of this ERP software product give you a good idea about how valuable this product can be to your business. Multi-currency and multi-location features connect you with your customers and partners, across the globe. -
14
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. -
15
FSM Lite
FSM Global
FSM Lite is a forms based task management solution that enables you to effectively manage your data, create and share forms, schedule, assign and track tasks and more. With FSM Lite, you can step into the cutting-edge world of advanced process flow management solutions which allows you to focus on taking your business to new heights of success. FSM Lite streamlines your operations and enhances your efficiency with its powerful task management software capabilities. With FSM Lite, you can easily create forms with simple drag and drop user interfaces to suit your tasks specifics which needs no coding knowledge . Our flexible form builder can be used to build digital forms tailored to fit your specific task execution process. -
16
EditPad Lite
EditPad
EditPad Lite is a compact general-purpose text editor. Use EditPad Lite to easily edit any kind of plain text file. EditPad Lite has all the essential features to make text editing a breeze. Large file and long line support. Full Unicode support, including complex scripts and right-to-left scripts. Direct editing of text files using Windows, Unix, and Mac text encodings (code pages) and line breaks. Tabbed interface for working with many files. Unlimited undo and redo for all open files, even after saving. Automatic backup and working copies prevent data loss. Powerful search-and-replace with literal search terms and regular expressions that can span multiple lines. EditPad Lite is free for personal use. Business and government users can purchase a license. If you use EditPad Lite at home or at school for purposes that don’t generate money, you can download the free version of EditPad Lite without any kind of payment or registration.Starting Price: Free -
17
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 -
18
Internet Speed Meter Lite
DynamicApps
Internet Speed Meter Lite displays your internet speed in the status bar and shows the amount of data used in the notification panel. This helps you to monitor network connection anytime while using your device. Real-time speed update in status bar and notification. Daily traffic usage in notification. Separate stats for Mobile network and WiFi network. Monitors your traffic data for the last 30 days. Internet Speed Meter Lite is battery efficient. A notification dialog appears when you tap the notification having. Graph and monitor last-minute internet activity. Time and usage of current session. Today's app usage for mobile and WiFi. A notification appears only when you are connected to the internet. You can manually select the color of user interface. Option to choose between blue or white status bar icon. (only for KitKat and below versions of Android). Option to show upload and download speed in separate notifications. -
19
ETNA Trader
ETNA Software
Grow business by offering traders innovative software and reducing operating costs at the same time. Deliver convenient trading experience and increase trading volumes. Pay-per-use white label trading platform. Launch a digital advisor within days and focus on your unique value proposition while we take care of all the technology needs of a modern robo-advisor. Client Dashboards, Portfolio Rebalancing, OMS and Back Office. White Label online trading simulator is a perfect educational tool to educate the next generation of online investors. Customize trading rules, control student access and progress with back office portal. ETNA Trader is an all-in-one solution for brokerages focused on self-directed investors and commission-free trading. Conveniently packaged as platform-as-a-service ETNA Trader removes the burden of maintaining costly IT teams and infrastructure. -
20
SigFig
SigFig
SigFig makes high-quality investment advice accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. We are proud of our partnerships with the world’s largest and most innovative financial institutions. SigFig helps clients access, and advisors provide, investment advice efficiently with next generation digital experiences. We are powering the future of banking from web, mobile, and at the branch with digital investment advisory services. Build an intelligent, tax-efficient, diversified portfolio for a fraction of the cost of traditional advisors. Find out if high fees, unbalanced allocations and under-diversification are hurting your returns.Starting Price: 0.25% per year -
21
GeoWealth
GeoWealth
GeoWealth is a leading financial technology and turnkey asset management platform (TAMP); combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Our integrated, purpose-built technology platform provides a holistic solution available in one place. Leverage our trading team and expertise to manage your clients’ portfolios more effectively. Eliminate time-consuming tasks and outsource to us for additional efficiencies as you scale. For every type of advisor, regardless of your structure, we have the solutions and experience to maximize your clients’ wealth, improve the efficiency of your practice, and strengthen your bottom line. -
22
BlackRock 360 Evaluator
BlackRock
Analyze investments in a portfolio context in minutes. Import or create new portfolios, browse models, or access saved portfolios to get started. Use the 360° Evaluator to objectively analyze your portfolio across key attributes like exposure breakdowns, expenses, risk factors, and much more. Share customizable client reports to show clients the value of what you do. 360° Evaluator helps advisors ensure portfolios are designed to perform the way they’re intended and makes it easy to share essential information with clients. Drawing on data and analytics from Aladdin, 360° Evaluator empowers advisors to quickly and easily see the key attributes of a portfolio, compare it to other portfolios, and optimize for market movements and clients’ evolving needs. Communicate investment ideas to clients easily and in visually appealing ways. 360° Evaluator’s client report contains a portfolio summary that highlights portfolio holdings, analytics, insights, and more. -
23
iCapital Network
iCapital Network
Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors. Everything you need to offer alternative investments to your high-net-worth clients, from a curated menu of professionally diligent funds to fund education to powerful portfolio analytics. All on an industry-leading, intuitive digital platform. Offer a robust selection of iCapital’s professionally diligent funds or your own menu of funds, along with comprehensive advisor training and certification on a comprehensive, seamless, digital investment platform. -
24
VISE
Vise
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York. -
25
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. -
26
ReportWa
Hexaview
Design unlimited professional reports yourself. Rule-based automation to publish and distribute reports. Archive reports for compliance needs. Sweating over last-minute changes in the report or planning months in advance to build a new performance report? Creating and editing of reports is such a big pain, takes days, uses complicated and costly report-writer tools. Are you in Stress of Handling Humungous sensitive data or struggling with data inconsistency? Sending reports isn’t tough but making sure data is set-up correctly takes a hell lot of time. Audit means all other work comes to a halt. SEC/FINRA Audit comes with extensive pressure. Also, important documents sent to clients can’t be found in email or in files when any audits take place. In the wealth management domain for financial advisors, client experience and communication is the second most important thing after advice. Our full-featured wealth management reporting software for advisors “Reportwa” aims to ease reporting. -
27
Financial Advisor for Excel
Jabsoft
Financial Advisor for Excel is an add-in software for Microsoft® Excel®. It has 74 financial calculators that will simplify basic financial calculations, saving you time and effort. These calculators can work for all sorts of different evaluations for cash flows, loans, investments, future values, rates of return, financial analyses and personal finances. You only need to enter the data as required and the calculators automatically give you the results. Before pressing the button OPEN , the checklist must be uncheked, in this way we are telling Windows that this file is secure so that the window will not be displayed again for this action.Starting Price: $44.90 one-time payment -
28
Video Vision
Vision Forecasting
The products in the Video Vision range provide everything you need to control, manage and promote your movie and/or game rental business. Video Vision is available in two packages - Video Vision Lite and Video Vision Plus. Video Vision Lite is a scaled down version of Video Vision Plus designed for small stores or stores starting out on a limited budget who do not yet require the extra functionality provided in Video Vision Plus. The program's main interface is intuitive to use and has the most important functions arranged conveniently on two separate toolbars (fully configurable in terms of the buttons shown) on the left hand side and top of the main screen. A webpage style main window can be configured to provide a summary of key information, messages to staff, pending reservations, and a top 10 rentals chart.Starting Price: $349 one-time payment -
29
Whistle Advisor
LegalTech Denmark
Of course, we want all our customers to get off to a good start with all our products. That is why we have introduced a new initiative “Get started” with DPO Advisor. We therefore invite all our customers to a "Get started" meeting with a focus on the use of DPO Advisor and how best to get started using the system. The meeting will be online and will be held on the last Thursday of each month at 10-11. The meetings are primarily aimed at new users of DPO Advisor or users who have not come this far in their work with DPO Advisor, but everyone is of course welcome to participate. We want to eliminate bureaucracy and free up human resources so that time and energy can be used where it can create momentum and results. We do this through the development of user-friendly software solutions that make spreadsheets and long forms superfluous, and law a language that is understandable. We develop the DPO Advisor, and similar products, where you can easily and clearly achieve security. -
30
OpenLiteSpeed
LiteSpeed Technologies
OpenLiteSpeed is the Open Source edition of LiteSpeed Web Server Enterprise. Both servers are actively developed and maintained by the same team, and are held to the same high-quality coding standard. OpenLiteSpeed contains all of the essential features found in LiteSpeed Enterprise, and represents our commitment to support the Open Source community. Event driven processes, less overhead, and enormous scalability. Keep your existing hardware. OpenLiteSpeed is mod_rewrite compatible, with no new syntax to learn. Continue to use your existing rewrite rules. Built-in full-page cache module is highly-customizable and efficient for an exceptional user experience. Automatically implement Google’s PageSpeed optimization system with the mod_pagespeed module. Install OpenLiteSpeed, MariaDB and WordPress on various operating systems with just one click. -
31
Captools/net
Captools
Captools Company develops and licenses portfolio management software for investment record keeping and performance reporting. Our products are designed for investment firms, investment advisors, investment advisor reps, fund managers, family offices and for others entrusted with managing significant investment assets. Captools/net investment cost bases tracking simplify capital gains reporting, lower tax accounting costs, and can reduce capital gains taxes. Specific, average, FIFO, LIFO tax lots are supported. The specific lot method provides an automated tax lot assignment function allowing the manager to select whether to minimize taxes or maximize gains (for loss offsets) when securities held in separate lots are liquidated. Tax rate tables are customizable for each portfolio to allow for differing tax rates and changes in tax laws. Allowance has been made for Canadian and other non-U.S. users, including support for Canadian average cost basis and optional cost basis indexing.Starting Price: $600 per year -
32
LiteX
Jedis Singapore Pte. Ltd
LiteX is offered in two components : Windows [ Client ] Linux Server [ LiteServer ]. The *standalone* Client functionality has : - SFTP capability, - File System Management (local and remote). - Remote Proxy FSM (PFSM). Remote system(s) to system(s) copy etc transparently via the Client. - SSH [2] [ SSL ] supported. In addition Client has an Server peer [ LiteServer ] available on Linux which gives DB maintenance and multi-domain bit level, Merge/Compare [ Client geared ] functionality. Full Client and Server Documentation is available. LiteServer examples and toolkit available. LiteX client is licensed free for SFTP and FSM. LiteServer is POA for license and Commercial use. -
33
Genesis Risk Monitor
Genesis Risk Monitor
Genesis Risk Monitor is a portfolio risk analytics platform for independant investors, Financial advisors and small funds that provides real-time market data, advanced risk analytics, and fundamental analysis. The platform provides an extended data coverage (Stock, ETFs, FX, Bonds, Funds and commodities), Companies overview (fundamentals, estimates...), Economic indicators, Risk analytics (Scenario analysis, backtesting, VaR, Exposure...) and more. For Financial advisors The platform also provides Client portfolios, Model portfolios and proposal builder.Starting Price: Free -
34
KingData
KingData
KingData aims to build a unified, open and interconnected decentralized commercial banking system. Aggregation multi-chain and multi-protocol, and solves the core needs of users to find, invest and manage [Portfolio] in Web3. Relies on the exclusive Web3 data recommendation engine and user behavior data to help users quickly find a suitable protocol, and immediately invest, trading and portfolio management. About openness and interconnection, KingData provides a set of Subgraph API standards (APY, TVL, etc.) that are the most complete and focused on Web3 financial data in the industry, for industry users to query and use. At the same time, a set of access standards for our recommendation system will also be provided. All protocol products that provide data according to access standards can be recommended and distributed to our various modules and upstream and downstream. - APY TVL Tracker - DeFi Portfolio Tracker - Wallet Tracker - Data Analysis - Robo-AdvisorStarting Price: $0 -
35
ChalmLite
Chalmit
3D realistic renders, multi-language support, improved CAD layer management and so much more, discover ChalmLite 6.0 today. With simple, user-friendly windows based interfaced packed with new features, ChalmLite 6.0 allows users to create simple or complex lighting designs. Visualize lighting designs in realistically rendered 3D environments. Utilize a comprehensive set of quick estimators for your project and download the results in single-page reports. Enhanced luminaire selection tools for hazardous environments. Reports with links directly to online product resources.Starting Price: Free -
36
AuthLite
AuthLite
AuthLite secures your Windows enterprise network authentication and stays within your budget. Unlike all competing multi-factor authentication solutions, the unique AuthLite technology teaches your Active Directory how to natively understand two-factor authentication. With AuthLite, you can keep using all your existing software, with added two-factor authentication security placed exactly where you need it. AuthLite eliminates the "Pass the Hash" (PtH) attack vector against your administrative accounts by limiting the privileges assigned to a user. Require two-factor logon before granting the domain admins group SID. AuthLite works with your existing RDP servers and software. No changes are needed to RDP client machine software or drivers. Even when you are offline, your account logon is still protected with two-factor authentication. AuthLite uses the strong cryptographic HMAC/SHA1 Challenge/response feature of the YubiKey token to support cached/offline logon.Starting Price: $500 per year -
37
EnSuite-Lite
CADCAM-E.COM
EnSuite-Lite has viewers for all commonly used CAD formats. Even better, you do not need CAD software or licenses to view any of the supported file types. Viewers are currently available for CATIA V4, CATIA V5, CATIA V6 (3dxml), solidworks, solid edge, inventor, rhino, JT, parasolid, ACIS, IGES, STEP, VDA, CGR, DWF, SketchUp, & STL. EnSuite-Lite provides user-friendly tools to obtain accurate information from all major CAD systems including measure, bounding box, foot print, model compare, and much more. Besides having viewers and productivity tools, EnSuite-Lite can export data to IGES, STEP, and 3D PDF formats. EnSuite-Lite can be used to measure the geometric entities in the CAD model. It has tools to measure distance/angle, length/radius, area/ perimeter, volume/weight, fillet/ chamfer, and much more.Starting Price: $1,045 per year -
38
iPulse
Future Edge Group
iPulse AI is an AI-powered market intelligence platform built by Future Edge Group for investment research and decision support. It helps investors and investment teams move from market noise to reviewable insight through ranked Top Picks, asset-level forecasts, buy/sell ratings, AI advisor reports, risk and driver summaries, scenario context, and transparent consensus scoring. The product combines market-data pipelines, multi-agent AI analysis, forecast visualization, ranking logic, and a web interface for asset reports and market monitoring. Users can compare advisor-style perspectives, inspect where views agree or diverge, review forecast paths and supporting reasoning, and decide which assets deserve deeper human review. iPulse AI is designed for research acceleration, market surveillance, and analyst-in-the-loop workflows across supported global assets. It is decision-support software, not financial advice, autonomous trading, or a guarantee of investment outcomes.Starting Price: $19/month/user -
39
Renko EA
RobotFX
Renko Expert Advisors is a set of two Metatrader expert advisors designed to (Renko Chart EA) build renko charts and (Renko Trader EA) trade on these renko brick charts. Renko EAs main functions Create offline Renko charts with custom (M) names, such as M2, M3, M4 (but not the default M1, M5, M15, M30). Continuously update these Renko charts so the trader can trade manually or attach an expert advisor that trades automatically. Trade with the (PSAR) trend, open/close trades based on Renko brick color. The Renko Charts EA is a MetaTrader expert advisor that allows the creation and use of the Renko bars charts in Metatrader. As an experienced trader you probably know that the MT4 doesn’t have Renko bars, its defaults being candlesticks, lines and bar charts. The Renko Trader EA is a Metatrader expert advisor that can trade Renko bricks. This EA has a trend detector and can be instructed to buy only in uptrend, or sell in downtrend.Starting Price: $98 -
40
Croesus
Croesus
User-friendly, high performance and innovative, our portfolio management solution Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Croesus Central provides straightforward, tailored, and seamless portfolio rebalancing. It is reliable and flexible to give you more time for client-facing activities and business development while ensuring compliance with client and regulatory constraints. Send financial data easily and securely using Croesus’s application programming interfaces (APIs). Croesus has been a standout provider in the wealth management industry since 1987. It’s no surprise then that so many brokerages and banks trust us in managing over 1 trillion dollars in client assets. Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency.Starting Price: $377 per month -
41
Phomello
Phomello
Phomello LitePOS is the perfect solution for faster billing and customer service. Phomello LitePOS is indispensable in today’s retail and hospitality sectors. It is efficient, easy to use and versatile. Developed by Pegasus, a pioneer company producing POS systems for a wide variety of sectors and applications in the past decade, Phomello LitePOS is sure to make operating your business easier. From the small local restaurant to café’s, saloons, and spa, from the local taxi service to an international travel agency, no matter what your business is, with the Phomello LitePOS app you can have a smart POS experience at your fingertips to simplify your day to day billing activities. Phomello LitePOS app provides a smart and intuitive invoicing solution. Instant tokens, fast billing, staff management, customized taxes on individual items (perfect POS solution for GST), and discount creation, all this can be easily accomplished with one system. -
42
SmmLite
SmmLite
SmmLite provider is one of the highest-rated bulk SMM panels in the market. Watch your traffic grow to new heights when you select our SMM panel services to increase your engagement, video ranks, and follower count on all your social media accounts. Work with a team that values results and is dedicated to convenience, service, and reliability. The best automated and cheapest SMM panel, we offer low prices for YouTube, Instagram, Twitter, Facebook, and others. As one of the cheapest providers of an SMM panel on the market, we know what buyers want. You need a stable bulk SMM panel that offers clients fast, friendly, reliable, and affordable services. SmmLite was designed to help resellers deliver the impactful SMM services that buyers need. Give your customers the gift of social media notoriety with SmmLite. SmmLite is here for you whenever you need us. All services are paid as you go, so you’re free to stop at any time.Starting Price: $0.58 per 1000 views -
43
Landytech Sesame
Landytech
Sesame, developed by Landytech, is an integrated investment management platform designed to provide asset owners, managers, and advisors with comprehensive tools for data consolidation, analytics, and reporting. It enables users to aggregate data across multiple custodians and asset classes, including complex instruments, ensuring a unified view of their portfolios. The platform offers institutional-grade analytics to assess performance, risk, and exposure, facilitating informed investment decisions. Sesame's report builder features a drag-and-drop interface, allowing for the creation of visually compelling, customizable reports that can be automated and scheduled. Additionally, the platform includes monitoring capabilities with customizable alerts for compliance breaches and other critical events, enhancing proactive risk management. Collaboration tools within Sesame, such as task management and centralized document storage, streamline operational workflows and improve productivity. -
44
Envestnet Wealth Management Platform
Envestnet
The Envestnet Wealth Management Platform is an end-to-end technology solution designed to unify every stage of the wealth management experience. Built for financial advisors, enterprises, and institutions, it connects financial planning, investment solutions, and client engagement in one scalable ecosystem. The platform provides a single access point for managing portfolios, proposals, accounts, and reporting—all seamlessly integrated with Envestnet’s data intelligence and partner network. Advisors benefit from a holistic, data-driven, and configurable environment that simplifies operations and enhances client outcomes. Recognized as one of the industry’s most innovative and unified wealth platforms, it enables firms to deliver personalized, compliant, and efficient advice at scale. Envestnet empowers advisors to move effortlessly from strategy to execution while deepening client relationships through smarter technology. -
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Envestnet | Tamarac
Envestnet
Envestnet | Tamarac is an integrated portfolio management and reporting platform designed to help Registered Investment Advisors (RIAs) streamline operations, enhance client service, and scale efficiently. The platform combines powerful tools for trading, rebalancing, performance reporting, billing, and CRM integration in a single unified experience. Advisors can automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Tamarac’s flexible architecture connects seamlessly with industry-leading custodians and financial applications, ensuring smooth integration across the advisory tech stack. Trusted by thousands of firms, Tamarac helps advisors reduce administrative burdens while delivering exceptional, personalized client experiences. In essence, it empowers RIAs to spend less time managing systems and more time managing relationships. -
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Eurotherm EOS Advisor
Eurotherm EOS Advisor
Efficiently manage compliance and calibration requirements with Eurotherm EOS Advisor, a calibration management solution. Eurotherm EOS Advisor allows users to transform their equipment data into useful information. Eurotherm EOS Advisor enables users to manage equipment and staff better with one integrated system. Eurotherm EOS Advisor improves the users' calibration process with easy-to-use tools compatible with mobile platforms. -
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MergerDomo
MergerDomo
MergerDomo is an online M&A and fundraising marketplace built to help business owners, investors and advisors connect efficiently, on the sell-side it enables SMEs to list businesses for sale or raise capital, post requirements (sell, raise equity or debt) and use built-in tools such as a valuation calculator, deal-summary generator and readiness scorecard; on the buy/invest side it allows investors and advisors to browse screened, investment-ready SME opportunities, express interest and engage with verified counterparties; the platform also serves advisors by providing access to mandates, a white-label deal-summary creator and consulting-as-a-service experts for valuation, exit preparation, due diligence and growth strategy support. With features like unlocking complimentary expressions of interest upon registration, connections to a global network of buyers/investors, categorized deal flow across more than 40 industries, and consulting use-cases. -
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TikTok Lite
TikTok
TikTok Lite is a compact, high-performance variant of the main TikTok app, designed specifically for users with low-end devices, limited data plans, or unstable network conditions. It delivers the core TikTok experience, personalized video feeds, trending music, and social sharing, while minimizing data consumption and storage use. At just around 13 MB in size, the app ensures fast installation and smooth operation even on devices with constrained memory. TikTok Lite significantly reduces data usage, saving up to 20% compared to the full app, and supports offline playback by caching videos for viewing when connectivity is poor. Its streamlined interface provides essential features, feeds, content discovery, profile interaction, and basic sharing, while excluding advanced functionalities like uploading content. It offers users a fast, stable, and data-efficient way to stay connected with global content trends.Starting Price: Free -
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BITRIA
BITRIA
Our SMA partners are the “easy onramp” to digital asset investing. If you’re looking for the simplicity of investing in a trust or fund with the tax advantages, flexibility, and multiple asset choices of owning the underlying digital assets, this is an attractive option. SMA partners have specific expertise in digital assets and manage all aspects of your client's digital asset journey from onboarding through to portfolio management. The BITRIA digital turnkey asset management platform brings professional-grade portfolio management capabilities to digital asset investing, empowering advisors, asset managers, and CIOs alike with distributed access and control of firm accounts, client accounts, and model strategies. Onboard client funds, adopt templated or custom portfolio allocations, rebalance positions, and much more. Manage all client accounts from a single interface. Multi-level allocations and rebalancing. -
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Gain
Gain
Gain is a private markets intelligence platform designed to help professionals source, analyze, and execute deals more efficiently. It provides a comprehensive data ecosystem that connects information on companies, investors, deals, and advisors. The platform offers investment-grade intelligence with deep coverage across private markets, including hundreds of thousands of deals and thousands of investors. Gain enables users to screen entire sectors quickly, making deal sourcing and market analysis more efficient. It replaces multiple point solutions by combining data, research, and execution tools into a single unified platform. The platform is widely trusted by private equity firms, M&A advisors, consultants, and corporate dealmakers. Overall, Gain helps organizations make smarter investment decisions with accurate and interconnected data insights.
