Alternatives to XT-ERP
Compare XT-ERP alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to XT-ERP in 2026. Compare features, ratings, user reviews, pricing, and more from XT-ERP competitors and alternatives in order to make an informed decision for your business.
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Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible. -
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Sharesight
Sharesight
Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan). -
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Sales Analysis & Forecasting Tool
SAFIO Solutions
SAFIO Solutions is a cloud based, forecasting software solution for inventory optimization, delivering a comprehensive platform that provides vision, efficiency and analytics to make strategic decisions for improved operational performance. Utilizing a proprietary Sales Analysis & Forecasting Tool, SAFIO Solutions integrates a client’s vital data into a single, convenient and user-friendly interface, one that is intuitive to the information a planner needs to make impactful and efficient decisions, because it was developed by a planner. Get the reporting & analytics needed to focus on emerging trends, opportunities and liabilities where action can then be taken to achieve desired results. Gain the confidence to forecast simply, efficiently and accurately. Available to use on multiple devices wherever you are: at home, in the office or traveling. -
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Artintech ERP
Artintech
Artintech ERP is a comprehensive enterprise resource planning solution designed to optimize and streamline your business operations across various departments. Tailored for small to medium-sized enterprises (SMEs), Artintech ERP offers robust functionality with a user-friendly interface, allowing businesses to seamlessly manage their resources, inventory, human capital, finances, and customer relations all in one integrated platform. Artintech ERP includes a wide range of modules designed to optimize business operations. Key modules include Procurement, Warehousing, CRM, Distribution, Quality Management (QMS), Workplace Safety, Document Control, Non-Conformance and Corrective and Preventive Actions (CAPA), Inspection, and Computerized Maintenance Management System (CMMS).Starting Price: $24.95/Module/Month -
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Smart Inventory Planning & Optimization
Smart Software
Smart Software is a leading provider of demand planning, inventory optimization and supply chain analytics solutions headquartered in Belmont, Massachusetts, USA. Founded in 1981 Smart has helped thousands of customers plan for future demand utilizing industry-leading statistical analytics. Smart Inventory Planning & Optimization (IP&O) is the company’s next-generation suite of native web applications, helping inventory carrying organizations reduce inventory, improve service levels and streamline Sales, Inventory, and Operations Planning. Smart IP&O, hosted on Amazon Web Services, is a Digital Supply Chain Platform driving three applications: demand planning, inventory optimization, and dashboard reporting. Smart IP&O functions as a transparent extension of our customers’ ERP systems of choice, receiving daily transaction data and returning forecasts and inventory policy values to drive replenishment and production planning. -
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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 -
7
iCare AMS
AMC Aviation
Building on our experience as aviation maintenance experts, we developed a fully integrated ERP solution for the aviation maintenance industry, Today we have more than 25 customers worldwide using our system. Among these customers we have CAMO Organisations, Airlines, and major MRO organisations like: TARMAC AEROSAVE (An Airbus Company) AEROTECHNIC INDUSTRIES (Joint venture between AFI-KLM and Royale Air Maroc) These partners enjoy the benefits of our fully integrated and extremely customisable system, which is on a par with Major Aviation ERP providers while being 67% cheaper. iCare AMS includes maintenance management, airworthiness management, logistics management, purchases management, customers & providers quotes & invoices, and much more. iCare SMS manages: audits, findings, corrective actions. Basically all items related to Quality and safety management system. Our system is guaranteed to answer all your needs, and if it does not, we pledge to do our best fulfill It. -
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Altior
Altior
The simple solution to manage your industrial business. We have appropriated the new technologies of the digital giants for business management. Altior is the most ergonomic and economical solution to help you structure your business. A different approach to industrial management software. Cloud and economical 10 seconds to understand the price of your ERP! Computing is not your cup of tea. "Good thing", your job is to produce! Altior, it's super simple, one price per user, no hidden costs, no add-ons, no hardware costs, no annual increase. Finally a solution that you will enjoy using. A solution designed for users, identical to the applications we use every day as individuals. Search engine, automatic entry, reduction of clicks, everything to make you want! We work for the same profession. Former industrialists and IT service providers, we share the same passion for this profession. Focusing on our common issues (costing, margin, stock, cash flow, planning, technical data. -
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Adaptive ERP
Adaptive
AdaptiveERP provides an all-in-one, user-friendly, cloud-based, customizable ERP with cyber & fraud risk controls. * Enhanced Security for all clients: Your own database & encryption key; in-built access controls & permissions & close to hack-free 2-FA login * Streamline your business. * We handle all setup. * Customised Dashboards * Messaging: internal & 3rd parties * E-Commerce with ERP *Client Relations & Customer Support * Ticketing * CRM * Issue Tracking * Efficient Document Management: Unlimited Folders/Tags; Assign files/folders to teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio Project Management with Kanban-C & Gantt Charts * Time & Billing * Scheduling * Accounting, Financial Statements, Finance & Risk * Automated Invoicing * Online Payments * Client & Purchase Orders * Inventory & Warehouse Management * MRP * Manufacturing * Maintenance & Work Orders * Job Costing, Estimates & Quotes * Detailed ReportingStarting Price: £400/month -
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AGR Dynamics
AGR Dynamics
AGR Dynamics is a Demand Forecasting, Planning, and Inventory Optimization software based on best practice processes to help businesses manage their supply chain – from the initial product and financial planning to forecasting, reporting, ordering, and allocation through an integrated and highly automated process. The software eliminates excess costs from supply chains by determining expected future demand and optimizing inventory levels to ensure maximum availability with minimum capital tied up in stock whilst improving Customer Service Levels. Done by determining expected future demand and optimizing inventory levels to ensure maximum availability with minimum capital tied up in stock. This helps in minimizing waste of funds due to overstock, waste of opportunities by not having the stock available, waste of time by having resources spending time in repetitive tasks, and most importantly minimizing the carbon footprint of the supply chain. -
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Coupa
Coupa Software
Coupa’s cloud-native suite of Business Spend Management applications lets customers gain visibility and control over their spend and supply chains. Customers get an end-to-end process that helps drive collaboration across procurement, finance, treasury, compliance, and supply chain leaders to help their companies spend smarter, mitigate risk, deliver on ESG commitments, and improve resilience. A unified platform approach provides usability and flexibility, freeing up IT from customizations and complex integrations to help leaders deliver on these goals. -
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INDATA’s iPM Portfolio Architect AI is the investment industry’s first order and execution management (OMS/EMS) software that allows for portfolio construction (AI portfolio management), modeling, rebalancing, OMS compliance, OMS trading, and reporting solutions based on AI and machine learning (AI trading software). Architect AI leverages natural language processing (NLP) to perform complex workflows more rapidly, allowing portfolio managers, traders, compliance, operations and key executives to work more efficiently, reducing clicks and keystrokes in any given process, saving significant time. Our fund manager software optimizes the portfolio management process for the individual needs of each firm and their unique investment strategies while enhancing productivity. The Investment Management industry is uniquely positioned to take full advantage of several technology trends that can streamline and enhance the investment management process.
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JAIX Logistics
JAIX Logistics Software
Unlock the full potential of your logistics business with JAIX. Our sophisticated and powerful solution is highly customisable, adapting to the unique needs of your operation. Whether you run 3PL, a linehaul operation, a PUD fleet, a warehouse operation, have predictive maintenance requirements or all the above, our software is designed to cater to, and exceed all of your needs both operationally and administratively. Reduce keystrokes, increase quality and gain crucial insight into your business with JAIX Hosted subscription software, supported by proven logistics professionals. Elevate efficiency and grow with JAIX -
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SAP Ariba
SAP
Secure, scalable, and reliable, SAP Ariba’s market-leading platform capabilities and infrastructure help you provide the procurement solutions your users want and need for better buying. Deliver more control and compliance with the data-driven and intelligent SAP Ariba platform. Achieving more control and compliance in procurement doesn’t have to mean making buying harder for your employees. With the intelligent capabilities and predictive analytics available within the SAP Ariba platform, you can transform and tailor your processes to allow buyers to operate in self-service mode – while you rest assured, confident they’re adhering to your procurement policies and guidelines. The SAP Ariba platform provides user-friendly procurement solutions that deliver timely, compliance-boosting insights which enable your organization to consistently make rational, intelligent, and compliant buying decisions. -
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Webull
Webull
Enjoy Tech. Enjoy Investing. 0 Commissions and no deposit minimums. Everyone gets smart tools for smart investing. Diversifying your portfolio with a comprehensive suite of investment products including stocks, options, ETFs, and ADRs. Invest in thousands of companies using our trading tools and analytics to create your own financial portfolio. Options provide a strategic alternative to just investing in equity. Diversify your holdings by investing into a group of stocks with the same convenience as trading a single stock. Save for retirement with Webull Traditional, Roth or Rollover IRA. Individual brokerage account is the general account which allows you to buy and sell securities and assets. Webull supports full extended hours trading, which includes full pre-market (4:00 AM - 9:30 AM ET) and after hours (4:00 PM - 8:00 PM ET) sessions. Webull provides intuitive and powerful advanced charts, multiple technical indicators, and premier Level 2 Advance (Nasdaq TotalView) to help users. -
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GMAOLinx Sphere
GMAOLinx
Software designed for the integral management of the maintenance department, both at industrial and building level. It allows multi-building and multi-company management. GMAOLinx Sphere has its own mobility APP for both Android and IOS devices. The tool allows you to work in On-Line mode and in Off-Line mode, in case you are in spaces without coverage, and to be able to synchronize the information later with the server. It is a very versatile and easy to use tool, which requires very little time and knowledge on the part of the technicians, and allows the management of work teams in a fast and safe way. GMAOLinx Sphere is a GMAO, a computer software to completely manage a maintenance department. GMAOLinx Sphere is a standard tool for managing facility maintenance, whether in an industrial environment or at building level. The program is extremely versatile in order to manage different environments and can be adapted to all the needs that the most demanding customers require.Starting Price: $5900.00/one-time -
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Corrigo
JLL Technologies
Corrigo empowers Facility Managers to navigate high volume work order, asset, and vendor management at scale. Corrigo Enterprise CMMS replaces repetitive manual tasks with powerful work order automation, so team members are freed up for higher priority work. Save 2.5 hours per workflow with automated work order creation, assignment, and escalation. Corrigo Enterprise Asset Management is easy, always on, and provides detailed insights to improve asset performance. Reduce costs and budget around your asset portfolio, from a unified database. Source and build relationships with new providers while improving performance from your current pros. Go beyond managing 1:1 relationships and optimize your overall vendor network as you scale. -
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alphaAI Capital
alphaAI Capital
alphaAI Capital is an AI-powered investment platform offering adaptive portfolio management using predictive machine learning models. It enables investors to deploy strategies with leveraged ETFs, inverse/crypto ETFs, and a Tax Aware Long Short (TALS) approach, with the goal of optimizing returns while controlling risk. The platform defines four strategy modes that automatically adjust based on real-time market conditions. When markets are favorable, the system uses risk capacity more fully, and in riskier environments, it pulls back to protect capital. AlphaAI uses decades of stock-market data (from thousands of global stocks and billions of data points) to power its predictions, then applies a rules-based, risk-management layer to make trading decisions. Investors first define their profile and risk tolerance, then the system recommends and implements appropriate strategies.Starting Price: $9 per month -
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Manavate
Manavate Ltd
Manavate is a cloud based management system that makes it infinitely easier for you to run your business. Say goodbye to hours lost on phone calls and emails that too often lead you away from efficiency and towards chaos. Sign up for a free trial and enjoy all the benefits Manavate has to offer.Starting Price: $29.00/month/user -
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Daxium-Air
Daxium
Daxium-Air is a range of customizable mobile business Apps. Your efficiency and your image are strengthened. Fast-track all your retail operations. Your sales and merchandising teams carry out daily activities; POS, advertising, data gathering on site, checking stores, mystery shopping and much more. Manage and optimize the tasks of your technicians, supervisors, inspectors plan their tasks and digitalize their intervention reports with real-time mobile forms. Our web/mobile platform Daxium-Air is designed to build your own mobile workforce management tool with a customizable back-office (colors, menus, forms). Build your dashboards, automated reports to monitor your operations. -
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Stock Portfolio Organizer
Stock Portfolio Organizer
Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. For the more advanced users Stock Portfolio Organizer is extendable in many ways using a powerful JavaScript programming language that allows you to create brokerage calculation formulas, position sizing calculators and more. -
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StockTrim
StockTrim
StockTrim in inventory planning and demand forecasting software that saves SMB's up to 40% of their working capital. The machine learning algorithms learn your stock behaviour and produce recommended order plans to ensure complete stock control and optimised inventory. Our delighted users report: a) 20-40% cash flow increase due to working capital retention through reduced overstocks b) HALVING of under-stocking that was losing sales and profits c) 75% TIME SAVING in planning and replenishment Implementation is easy and your 14 day free trial gives plenty of time to set up and get very useful analysis.Starting Price: $99.00/month/user -
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Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
24
PinkLion
InnovationCraft UG (haftungsbeschränkt)
PinkLion is an AI-powered investing copilot designed to help you grow and optimize your wealth with ease. We go beyond tracking your portfolio—offering personalized insights and actionable optimization tips, 1-year forecasts, as well as scenario simulations. Whether you’re starting out or refining your investments, PinkLion gives you the data-driven confidence to make smarter financial moves. Some of PinkLion´s features: - A Complete Investment Overview - Portfolio Setup with brokers or manual upload - Smart forecasting - Deep Portfolio Analytics - Portfolio Optimization Tools - Scenario Simulations - Side-by-Side Comparisons - Portfolio health checkStarting Price: $15/month -
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AllInvestView
AllInvestView
AllInvestView is an investment dashboard designed to simplify the tracking of your entire investment portfolio. From stocks to bonds to mutual funds to cryptos, the platform provides a unified view, insightful analytics, fixed income moduleand automated dividend tracking, all through a user-friendly interface. What sets AllInvestView apart from its competitors? AllInvestView stands out by offering support for various asset classes and specialized tools for fixed income and yield tracking. It features an efficient ticketing system, allowing quick access and edits to every transaction details. We also provide advanced tools for optimal asset allocation, including efficient frontier analysis, and plan to offer next support for tax reporting, making financial management easier for our userStarting Price: $5.99 -
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MProfit Advisor
MProfit Software
With MProfit, you can seamlessly track all your investments in one place. Import your data to MProfit from 700+ brokers & financial institutions, view insightful portfolio reports and get your capital gains in ITR format. With MProfit, you can seamlessly manage investments in stocks, F&O, mutual funds, bonds, fixed deposits, NPS, AIF & various other assets. MProfit is available on web, desktop and Android & iOS mobile devices. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Investors can maintain individual portfolios and create portfolio groups to view consolidated holdings. Advisors can maintain client investments in category-wise & family-wise portfolios. Auto-import contract notes & back-office files for Stocks and F&O from 700+ brokers.Starting Price: $40 per month -
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Atom
Atom Finance
Built by investment professionals, Atom’s mission is to provide unparalleled access to institutional investing resources and tools. Large institutional investment firms have always had a leg up on individual investors. Atom levels the playing field by providing individual investors and independent investment teams access to institutional-grade company data and investing resources. Software innovation in finance has lagged behind other sectors. Atom embraces modern technology standards and reimagines the outdated user interface introduced by legacy terminals. Our platform delivers institutional-grade content while optimizing for usability and workflow efficiencies. We recognize that the investment process is not one size fits all. Our platform precisely customizes and curates the research experience to your needs. Financial software should cater to investors, not the other way around.Starting Price: $6.99 per month -
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TuringTrader
TuringTrader
TuringTrader is a platform designed to empower individual investors by providing diversified, do-it-yourself investment portfolios aimed at achieving steady returns while minimizing losses over the long term. It offers a variety of portfolios tailored to different investment goals and risk appetites, including conservative, balanced, and aggressive strategies. The "Stocks on a Stroll" portfolio combines a momentum strategy on individual stocks with a managed bond strategy, rebalancing positions weekly to maintain low volatility. The "All-Stars XL" portfolio seeks a balance between high returns and low risk by diversifying across asset classes and investment styles such as momentum, mean-reversion, and volatility targeting, with daily rebalancing. For more aggressive investors, the "All-Stars Leveraged" portfolio utilizes leverage to deliver higher returns, combining momentum strategies with mean-variance optimization to manage risk. -
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FarEye
FarEye
FarEye is a predictive logistics SaaS platform that is making deliveries efficient for industries across Retail, Manufacturing and Transport and Logistics. FarEye’s intelligent logistics platform enables enterprises to orchestrate, track, and optimize their logistics operations. It empowers enterprises to gain real time visibility, excel in the last mile and deliver customer delight. With 17 Gartner mentions, DHL, Walmart, Amway, Dominos, Hilti and 150 plus customers have laid trust in FarEye as their partner of choice across 30 countries. FarEye is empowering global enterprises to shrink delivery time by up to 27%, increase courier productivity by up to 15%, eliminate risks by up to 57% and ensure operational excellence.Starting Price: $20.00/month/user -
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Global PayEX
Global PayEX
Let’s improve your working capital efficiency. AI-powered, cloud platform for working capital optimization in B2B accounts receivable (AR) and accounts payable (AP) Global PayEX delivers working capital efficiency using its suite of sophisticated, AI-driven cloud-based AR and AP management solutions. The PayEX platform significantly improves all key working capital metrics such as DSOs, DDOs, unapplied receipts, cash conversion cycle (CCC), reconciliation costs, and time. Also helps achieve greater customer satisfaction through engagement, efficiency, and transparency. Trusted by several leading Fortune 500 and large companies for optimizing their AR and AP processes. Our technology platforms process millions of invoices and payments with automated reconciliation to ERP systems. PayEX is headquartered out of the US and has a presence in India, Ghana, Ireland, and the UAE. We are the first fintech investment of JP Morgan in APAC. -
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ATrad
Ironone Technologies
ATrad is a stock trading and broker back office solution that specializes in offering services to the Frontier and Emerging Markets. ATrad is a simple and innovative investment platform which offers the turnkey solution for Capital markets broker-firms. The solution includes the front office, middle office and back office components for the Broker firms of the frontier and emerging markets. ATrad holds over 70% market share of broker-firm usage in the Colombo Stock Exchange a key frontier emerging market in Asia. ATrad is integrated with the Bloomberg EMSX API and offers DMA Trading in the Colombo Stock Exchange with preferences such as direct order routing without intervention or with broker investment advisor manual moderation. All orders are auto-verified against the CSE and local stock market regulations by ATrad. -
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Portfolio123
Portfolio123
Be a cold-blooded investor. Create, backtest, and invest in your own rule-based strategies. See why professionals and academics trust Portfolio123. Manage your accounts like never before. Everything you are used to using has been reimagined and improved. Enjoy free real-time quotes, analyze with free investor tools, manage multiple accounts easily, send orders to your broker, keep track of your decisions. Best data in the business, professional-level quant tools, flexible yet simple workspace, ludicrously fast simulation engine, and expert community ideas. We believe the world needs a better solution for investing. Our mission is to help everyone own stocks, increase their chances for better returns, and enjoy life. No matter how much time you want to dedicate to making investment decisions, from “set it and forget it” to learning about things like free cash flow and factor models, managing your portfolio should be possible for everyone.Starting Price: $9 per 21 days -
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Wealthica
Wealthica
Your financial life in one place, automatically. No more wasted time logging into multiple websites. We simplify your financial life by connecting with your financial institutions to save your balances, holdings and transaction history. Wealthica keeps a historical view of how your net worth evolved over time and allows you to easily focus on the big picture while tracking your progress towards your financial, net worth or retirement goals. Track stocks, ETFs, funds, cryptocurrency, private investments and more. Keep track of your portfolio without the hassle. Wealthica makes it simple and automated. Create a budget, export to Google Spreadsheet, Excel or Yahoo! Portfolio, rebalance using Passiv, report on capital gains, income or fees. These are a few of the available Wealthica power-ups. Wealthica is available as a full-featured web app or a mobile companion app on both iOS or Android. With Wealthica, you always have your net worth in your pocket.Starting Price: $11.99 per month -
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Swissquote
Swissquote
Swissquote Bank Ltd is more than just a broker. The company holds banking and transferable securities trading licenses granted by the Swiss Federal Banking Commission in 2001. It is also subject to supervision by the Swiss Financial Market Supervisory Authority (FINMA) and is a member of the Swiss Bankers Association. Swissquote Group Holding Ltd. (SQN) has been listed on the SIX Swiss Exchange since May 2000. We will reimburse up to CHF 500 in transfer fees. Zero account maintenance fees. Over 3 million products tradable at competitive prices. Open your trading account with Swissquote. Send the bank documents showing the transfer fees to marketing@swissquote.com. We will cover the costs up to CHF 500. Our multilingual Customer Care Center is standing by to handle your requests, answer any technical questions, provide assistance with order placement and advise you about our financial tools.Starting Price: $1000 minimum diposit -
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Axelor
Axelor
Axelor is an Open Source business application suite that reinvents enterprise management. Built on a Low Code/No Code approach, it natively integrates key tools for digital transformation: ERP & CRM, BPM & workflows, BI & Analytics, web portals & CMS. The Axelor platform offers over 1500 ready-to-use connectors. Axelor provides specialized ERPs designed for various sectors: Industry & Manufacturing: Axelor Factory Services, Consulting & Construction: Axelor Service Retail & Distribution: Axelor Commerce Low Code Platform: Axelor Platform Enjoy a modern design and intuitive navigation. Unlike traditional management solutions, Axelor combines ease of use, simplicity and efficiency. Discover a new approach for an unequalled flexibility. Thanks to the integrated BPM, you can adapt in real time, with simple configurations and very few custom developments your application to business changes.Starting Price: 35€ per month per user -
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Totem VC
Totem VC
A modern operating system designed specifically for funds. Sync directly to your back-office to stay on top of your investments and fund performance. Automate your data collection process to monitor your companies' progress and better assist with their needs. Produce custom LP reports with our robust report builder or with real-time data accessible from within Excel. Centralize your deal pipeline to align your investment team and save hours of manual entry each day. Leverage your firm's network to help with sourcing deals, fundraising, recruiting and making introductions. -
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NetWorth Advising Platform
NetWorth Services
Today, RIA firms must quickly respond to the ever-changing needs of its businesses while still remaining operationally efficient. Financial advisors are under growing pressure to up-scale their books of business in order to outpace rising costs. In order for RIA firms to be truly competitive, NetWorth’s digital technology provides true workflow efficiency, client collaboration, and delivers real interplay between the operational and investment management side of the business. NetWorth Advising Platform is helping to level the playing field for RIAs by taking advantage of the rapid trajectory of Alternative Investments through its sophisticated asset management and reporting capabilities. The demand by clients for investments that will help to close their retirement income gap and provide sustainable long-term investment returns has propelled Alternative Investments to a more prominent role in the investment industry. -
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Dion Portfolio Tracker
Dion Global Solutions
Keeping track of multiple investments’ performance and consolidate all the investments in a single location for quick and easy access is a huge time-consuming hassle. Dion’s intelligent Portfolio Tracker is designed to help investors manage their investments across multiple asset classes with a simple and easy-to-use online platform. Thousands of investors and financial advisors in India now use Dion’s Portfolio Tracking and Reporting tools to manage and analyze their investment portfolios across different asset classes, such as equities, mutual funds, FDs, loans, real estate, derivatives, borrowings, and commodities, etc. Portfolio Tracker consolidates all investments automatically, which enables Investors & their RM to monitor the performance of their investments with just a few clicks across all devices, accessible from anywhere, anytime. Offers intelligent, value-added reports like transaction reports (date, yearly, or industry-wise), annualized returns, etc. -
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EquityStat
EquityStat
Our stock portfolio tracker makes it easy to track the performance and analyze all of your investments in one place. EquityStat is a powerful yet easy to use investment portfolio application. It was developed by investors for investors. The old adage “necessity is the mother of invention” was the driving force behind the founding of EquityStat. We found that the existing tools necessary to track, manage and financially evaluate investments were inadequate. The portfolio management tools with brokerage firms were too cumbersome, lacked useful features and were geared toward buying and selling stocks at the brokerage. A Fortune 500 investment portfolio application was at first adequate but for some unexplained reason, useful features started disappearing. Other applications were limited to running only Windows computers which meant that the investment portfolio could only be accessed from the computer running the portfolio management software. -
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Raptech
Raptech Solutions
Raptech is a cloud-based digital business management software that enables growing companies to automate the processes of Lead-to-quote, order-to-cash, source-to-pay, and record-to-report. Gain total control over the business using efficient workflows. Make real-time data-driven decisions with AI-powered analytics. Having process and tools in place to manage sales pipeline and forecast pushes the sales team to be more effective, and efficient and ensure that lead clients turn into business opportunities. Streamlining order fulfillment, billing, and payment receipt process enable to increase in the bottom line. Revenue projections will help to make strategic decisions to maximize profits. Understanding spending patterns help to make a critical decision on cost control. Spend forecast will assist in closely monitoring and fixing problems before they become major issues. Bringing efficiency in working capital and cash flow management leads to a higher return on capital. -
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Empower
Empower
Financial professionals who listen, tools that deliver. Get robust technology working seamlessly with highly skilled fee-based financial professionals to deliver a truly personalized solution for you. Experience financial transparency like never before. Our financial professionals can help you build a Personal Strategy around your unique goals and preferences, then implement it in a portfolio that’s tax optimized, risk minimized and regularly rebalanced to match your ever- changing situation. Whether you’re looking for more investment solutions or sophisticated financial management, we can help you build a diversified portfolio around all the things you care about.Starting Price: Free -
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Co-Pilot
FIX Flyer
Welcome to Co-Pilot, the next-generation, multi-asset portfolio trading platform for active wealth managers. Flyer offers a complete FIX solution with an entire suite of software, integrations, development kits and support. Co-Pilot is a comprehensive investment platform that centralizes portfolio and order management in a single multi-asset application backed by Flyer Trading Network. Co-Pilot API allows developers to rapidly create their own trading platform and connect with trading partners to create an easy and accessible experience for their users. An advanced order routing and allocation network which standardizes connectivity and workflows making it effortless to trade with your custodians and brokers. Advanced trading tools are required to optimize complex workflows inherent in managing the vast equities and mutual fund ecosystem. Overlay the potential allocation combinations and the amount of unique portfolio possibilities seems endless. -
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PORTAX After-Tax Portfolio Analysis
PortaxSoftware
After-Tax Portfolio Optimization and Asset Allocation. Multiple Period Investment Horizons with Per Period Results: Asset Weight, Market Value, Cost Basis, Cash Flows, Management Fee, Turnover, Taxes and After-Tax Returns for each Asset. Analysis of up to 100 assets and 120 periods. Period intervals range from Daily to Annual. Sub Portfolios for Modeling Different Tax and Ownership Structures. International Asset Class Return Series for Forecasting Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios for Creating and Comparing Custom Portfolios. International Currencies and Tax Rates for Modeling Around the World. Economic Cycles and Shifts Modeling with time varying asset returns and standard deviations. Extensive Private Branded Client Reporting.Starting Price: $49 per user per month -
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Fundamental Portfolio Manager
Fundamental Software
The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market. -
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The Rich
TheRich Billionaires
Investing with shareholders who invest in the same stock is more reliable. Share discussions with certified shareholders and gain investment insights! All my investment assets from stocks to coins at a glance Expected dividends every month and analysis of my assets all at once! Use the backtesting engine provided by The Rich to make sure to simulate with past data before investing. You can check the results of backtesting comparing your portfolio to the S&P 500 market index with just one button click in your portfolio.Starting Price: Free -
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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 -
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Kavout
Kavout
Research backed and validated equity factors and signals, delivered as automated data-feed to systematic and quantitative investment professionals, that are timely and cost effective. A derived equity rating score between 0 and 9 with high K Scores indicating higher probability of out-performance. Quantitative buyside firms overlay K Score with their investment models as buy/sell signals. We applied machine learning methodologies and ranking algorithms of over 200 factors and signals including fundamental, price/volume and alternative data. Access the newest researched factors, anomalies, and signals in minutes rather than weeks. Save time and money to conduct research and validate factors in-house. Delivered as automated data-feed, long history, and broad coverage, all at your finger-tips. The benefit of an ETF with more control. Partner with Kavout to design index enhancing portfolios, or whether sector specific or cross-sector. -
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Maintenance Partner
Maintenance Partner
Maintenance Partner, a web-based maintenance management solution, uses the most advanced technology available. Maintenance Partner will improve your organization's asset utilization, enhance asset reliability and availability, reduce maintenance costs, extend the useful life of your assets, and increase the return on investment for all of your maintenance-worthy items, with our asset and facility management software. Powered by TMA Systems’ advanced maintenance management software, Maintenance Partner has more than 20 years of experience behind the development of this powerful solution. Maintenance Partner will provide your organization with all the features and functionality necessary to track, manage, and maintain your valuable assets and facilities with our software.Starting Price: $65 per user per month -
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StockMaster
Supertech
StockMaster was first developed in 1996 and since then it evolved into the Australia's leading and best-selling portfolio management software. It was designed specifically for investors who want to manage their investments and generate tax reports with ease. With its unique trade record system, you can easily record and report trade activities and dividends in a portfolio. Combined with its online charting and query system, you can simply plot and perform ad-hoc query on shares on the fly. StockMaster is more than just a portfolio management software, it includes the cash book and property management which allows you to track your daily cash transactions and income and expenses for your investment properties to make a complete investment management package. Real time tracking shares, managed funds, warrants, options, CFD, fixed interests..etc. Analyse your dividend income cashflow and imputation credit in next 12 months, and asset allocation in your portfolios.Starting Price: $220 per year -
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Comarch Wealth Management
Comarch
Comarch Wealth Management is an integrated, multi-module platform which lets you give the finest investment advice to all your clients, no matter who they are, and how they change. Recommend next steps in minutes. Stay reachable. Build relationships that last. We've built our system to guide advisors and clients to the right investment decisions, step by step. No matter how many clients you have, which segment they belong to, or how experienced your advisors are, you will keep your service at the highest level. Better yet, it will take you less time than you think. It only takes a glance to have a full client investment picture - and that means you can give accurate recommendations within one meeting. Also, you'll be much easier to get in touch with. Think client app, online meetings, shared investment ideas, and more. But what really counts, is that you'll find it easier to keep your finger on the pulse.
