Alternatives to Paragon
Compare Paragon alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Paragon in 2026. Compare features, ratings, user reviews, pricing, and more from Paragon competitors and alternatives in order to make an informed decision for your business.
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1
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). -
2
Paragon Commerce
Paragon Commerce
Everything you need to launch, manage, and grow your business through the power of people-driven commerce. Paragon is the SaaS commerce platform for companies who work with direct sellers, distributors, and ambassadors. Featuring robust ecommerce features, best-in-class seller tools, a flexible commission engine, compelling incentives and more - Paragon is configurable to meet your needs. No software to purchase, no tech team required. Your business can’t wait for technology to catch up. With Paragon’s launch-ready toolkit, you can be up and running in days with the features you need right at your fingertips. Easy-to-use admin tools let you fully manage your customers, sellers, and business- all while providing you with the data and insights to grow. And Paragon can be beautifully branded, just for you. Paragon is built to scale with your needs, on technology designed for customization. -
3
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 -
4
MuniciPAL
Paragon Consulting Services
Paragon’s MuniciPAL is a comprehensive financial management solution that streamlines local government operations. The modular, integrated system uses a common relational database and interfaces at the account posting level. Redundant data entry is eliminated and accuracy is greater. The result is improved workflow, better decision-making and increased productivity. Paragon’s MuniciPAL is one of the most scalable, dependable and customizable software products you will find. Unlike some systems that have been modified or evolved to fit the needs of local government, MuniciPAL was designed specifically for local government by experts in the field. Backed by our powerful accounting and tax billing modules, our software covers virtually every aspect of local government computing needs. MuniciPAL is designed to meet Governmental Accounting, Auditing and Financial Reporting (GAAFR) standards and is updated constantly to assure compliance with state and local requirements. -
5
paragon semvox ODP S3
Paragon Semvox
paragon semvox ODP S3 is the most sophisticated universal platform for voice control, smart assistants and AI technologies. Maintain control over your data – all the time. With paragon semvox ODP S3 your voice dialogues will be safe. Get state of the art A.I. – paragon semvox ODP S3 integrates smart technologies like machine learning, reasoning and planning. Voice control and smart assistants with paragon semvox ODP S3 – embedded, as a cloud service or hybrid. Cross-device, cross-platform or cross-session – use your smart assistant everywhere with paragon semvox ODP S3. Realize your paragon semvox ODP S3 speech interaction in a standardized application development system. Start now – thanks to the Java environment you can easily adapt your software to your needs. paragon semvox ODP S3 works as a runtime environment for dialog applications – its modular structure enables you to integrate dialogue bundles for your individual use cases on the target platform. -
6
Paragon
Paragon, Inc.
Build production-ready integrations in minutes, not months. Paragon is a low-code platform that makes it easy to build product integrations and deliver the features your customers want, faster. Focus on your product, not writing integrations. Paragon provides production-ready integrations that you can connect to your app in minutes with our visual workflow editor. Focus on building your core product - not spending months stitching together disparate services or writing integration code. Streamline developer efficiency and deliver features without manually coding integrations. Product and engineering can work collaboratively with Paragon’s visual workflow editor. Paragon autoscales to deliver blazing fast performance without managing your own infrastructure. Connect with your customers' apps. Your customers expect your product to work seamlessly with their other cloud apps. Paragon makes it easy to build user-facing integrations directly into your product. -
7
Paragon
NUGEN Audio
Paragon is a true convolution reverb with the flexibility and control of a classic algorithmic reverb, giving you the sound of real spaces, now with unprecedented tweakability. Via re-synthesis, Paragon offers full control of the decay, room size and brightness of reverbs modelled on 3D recordings of real spaces - with no time-stretching, which means no artefacts - not to mention spectral analysis and precise EQ of the Impulse Responses themselves. Paragon’s reverb decay and room size can be set significantly longer, larger, shorter and smaller than that of the original IR space, without introducing ugly artefacts as a result of stretching or removing samples. Unlike a traditional convolution reverb, Paragon does not use a static Impulse Response, and this wider scope allows you to transparently transform the sound of the space.Starting Price: $599 one-time payment -
8
Paragon Connect
ICE Mortgage Technology
Paragon Connect is ICE’s comprehensive, innovative, and highly configurable multiple listing service (MLS) platform. Designed in collaboration with MLSs, brokers, and agents, Paragon consists of several integrated, innovative components, such as intelligent analytics. Paragon can also help real estate professionals easily connect, communicate, and collaborate with their customers, anywhere, anytime, from any device. Paragon’s easy-to-use Collaboration Center lets real estate agents and their clients seamlessly collaborate online in real time. This user-friendly portal helps agents not only strengthen client relationships but also enables them to more effectively manage their business while on the go. The Collaboration Center includes a modern user interface, easy-to-use tools, a wealth of rich, integrated content, and an interactive dashboard that keeps agents’ clients in the know. -
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Paragon
Paragon Software Systems
We develop, implement and support routing and scheduling software that is proven to meet the daily challenges of transport operations across the globe. Delivery operations are now too complex to plan manually. Even the simplest operation can have hundreds of variables, making it difficult to manage costs, maximize performance and meet customer expectations. Whether you are delivering to stores, offices, homes or other locations, Paragon’s routing and scheduling software can help you manage complex daily planning operations with the creation of robust and achievable transport plans that maximize the use of all of your drivers and your vehicles. And when you’ve finished daily live planning and route optimization, you can use the same Paragon software to conduct strategic planning to identify further savings, customer service improvements or model future business growth. -
10
Paragon
Paragon Application Systems
Paragon powers digital transformation across the payments industry by providing an advanced testing platform that supports automated financial message translation, simulation, verification, as well as interoperability with your other enterprise systems. Protecting your brand is our number 1 priority. Paragon solutions will improve the quality, efficiency, and productivity of your payments testing environment - enabling you to provide the best possible payment experience for your clients. We give you a competitive advantage that helps reduce costs, speeds time to market for new products and services, facilitates innovation and maximizes profitability. As the preferred payments testing partner for some of the largest and most demanding financial services organizations in the world, Paragon is helping to drive and transform the payments industry. We have the skills, experience and resources to help your organization successfully navigate its digital transformation journey. -
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Paragon Denali
Altera Digital Health
Providing compassionate, quality care to rural and critical access communities is a mission of the utmost importance. As the sole provider in your community, your patients look to you at all stages of their lives, and your care teams need to be ready—with the right information to make decisions and the tools to make a difference. Paragon is an integrated acute and ambulatory electronic health record (EHR) ideal for rural and community hospitals and single IDNs. It delivers clinical information and decision support tools at the point of care—improving clinician satisfaction. Paragon provides workflow intelligence guides to help the clinician easily locate relevant patient information, presenting the right information at the right time for greater efficiency and improved care delivery. We have a proven track record of helping Paragon users stay ahead of regulatory mandates, healthcare reform, pay for performance, ACOs and other realities of today’s changing healthcare environment. -
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Juniper ACX Series Routers
Juniper Networks
High-performance ACX Series Routers serve metro access, aggregation, and data center use cases. They are energy-efficient, MEF 3.0 compliant, and support 5G high-precision timing and synchronization. The latest ACX routers, the ACX7000 family, are multiservice routers ideal for cloud metro deployments. Select ACX7000 platforms that incorporate adaptive power innovation that saves you between 20 and 50 percent in energy costs. Paragon Active Assurance and zero trust security are embedded for assured, secure service experiences, and Juniper Paragon™ Automation support reduces device onboarding time from hours to minutes. The ACX7024, part of the ACX7000 family, provides industry-leading access performance in an industrial-rated, dense, and compact 1 U footprint. Ideal for service providers, enterprises, and wholesale services, it helps operators deliver premium customer and user experiences. -
13
PackHedge™
FinLab Solutions SA
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.Starting Price: $5,000 per year -
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iLEVEL
S&P Global
Gain new visibility and control over your investment data. iLEVEL is the transformational software solution that brings new transparency and insight to alternative investment portfolios. As the core of our private market solutions, iLEVEL helps general partners and limited partners streamline data collection, portfolio monitoring, analytics, valuation, and reporting. Manage the flow of data and create a single source of truth to make informed decisions and communicate transparently with investors, auditors, boards and other stakeholders. Transform your data collection with services that automate and standardize data acquisition and management. We help both GPs and LPs achieve quality and completeness of information with sophisticated technology and an experienced data team. -
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PortfolioShop
PortfolioShop
PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data AggregationStarting Price: $1500/month -
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Kubera
Kubera
The world's most modern portfolio tracker. Track all your assets in one place—traditional & crypto. Supports global banks, brokerages, stocks & currencies. Get your stocks in order. Connect your online brokerage accounts, or add individual stocks to track their value in real-time. Get latest balances from your crypto wallets and exchange accounts, or simply add the coins to track the value of your crypto portfolio in your native currency. Connects to over 20,000 banks worldwide. Kubera uses industry-leading account aggregation technology to give you reliable connectivity to thousands of online banks around the world. Track the value of your homes with real-time market data from Zillow (US only). Track the real-time value of your cars, trucks, and automobiles. Track the estimated market value of the web domain names you own. Kubera supports nearly every global currency. Add your Yens with your Euros to create a global dashboard and see their values in your local currency.Starting Price: $12 per month -
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ParagonERP
Jonar
ParagonERP by Jonar is a cloud-based Enterprise Resource Planning (ERP) software for small businesses. For as low as $150 per month, small businesses can take advantage of a plethora of ERP features that help improve productivity and profits. It covers accounting and finance, manufacturing, shipping and logistics, warehousing and inventory, reporting, purchasing, product management, and sales. Keeping track of all the moving parts that make up your business is complex. Disorganization leads to operational inefficiencies, unnecessary expenses and unhappy customers. Are you struggling to answer basic questions like: where is my inventory? Did yesterday’s orders go out? When is my vendor shipment arriving? Are you feeling trapped by the systems and processes that are supposed to help you succeed? Are you trying to grow your business but can’t look ahead because you are bogged down by day-to-day problems?Starting Price: $150.00/month -
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MarketRisk
Dacris Software
How do you allocate assets in your investment portfolio? MarketRisk helps you decide how, based on a unique algorithm that evaluates the risk inherent in each asset given its current market price. MarketRisk actually limits the total estimated risk in your portfolio to your own risk tolerance amount. Select up to 7 investable assets - from stock indexes, to precious metals and bonds. All you have to do is enter the market price along with your risk tolerance and MarketRisk calculates what your position size should be in each selected asset. MarketRisk is not intended to replace a financial advisor, but it is a useful research tool. Past 50-year performance is as high as 16.3% per year. Each portfolio combination is back-tested from 1929 to 2020, with last 50 years of performance shown.Starting Price: $39 CAD -
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eFileManager
Paragon Systems
eFileManager is a document management system designed to optimize the workflow of work-in-process items, replacing traditional folder-based systems. It streamlines the management of documents in transit within an organization's workflow, providing a faster, more efficient alternative to folder polling methods that often waste system resources and time. eFileManager allows for easy organization, tracking, and retrieval of documents during the transaction process, ensuring smooth document handling without the complexities of older systems. By integrating with Paragon's TaskMaster application, eFileManager offers a comprehensive solution for managing transaction-based workflows in real time. -
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Paragon Protect & Restore
Paragon Software Group
A common availability solution for protecting ESX/ESXi, Hyper-V and physical Windows systems drastically reduces IT administration work and lowering the associated expenses. Manage all backup tasks from a central console with conventional monitoring solutions and extended testing, reporting and analysis functions. The solution adapts to company’s RTO and RPO. Near CDP, instant replication (failover), automatic data validation, test failover and much more ensure continuity and constant availability. Multi-tier storage support, archiving functions and expanded data duplication options – just to name a few features making Paragon Protect & Restore really cost-efficient. The solution adapts to IT requirements and can be expanded for using with VMware and Hyper-V hypervisors. Storage reconfiguration and infrastructure expansion are made in minutes.Starting Price: $89.00/one-time/user -
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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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VestmarkONE
Vestmark
The VestmarkONE® platform can help your wealth management organization and your advisors deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We're trusted by the largest and most respected firms in wealth management. Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization. Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives. A configurable suite of software and outsourced services that you (not your technology provider) configure and control. Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more. -
23
PMplus
SuisseTechPartners
SuisseTechPartners is a market-leading, cloud-native Portfolio Management System, built by industry experts with decades of market experience. PMplus is a front to back wealth and asset management solution. We have a wide range of products including portofolio management system, accounting and multi-jurisdictional NAV, investment book of record, partnership accounting, order management OMS, regulatory compliance and IRM, management fees and billing, cash management, multi-asset class integration, data management platform, reconciliation services, client reporting and web-portal, customer onboarding and KYC, GIPS performance and VAR modeling. We work closely with your team to ensure that the implementation is carefully planned and executed according to your business requirements. We have managed multiple remote installations globally and have a proven track record of success. -
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MarketingOne
MarketingOne
MarketingOne is a user-friendly marketing platform developed by Paragon, designed to control and streamline marketing processes, thereby saving time and money while ensuring compliance. The platform offers operational excellence in marketing operations, bundling extensive knowledge to provide ease of use and continuous improvements, keeping it up-to-date. MarketingOne is versatile and modular, enhancing the efficiency of marketing efforts from planning and execution to evaluation. It allows the coordination of marketing materials nationally and internationally, with provisions for local adaptations. The platform facilitates collaboration across organizations, enabling rapid responses to changing circumstances and integration of all communications, with the flexibility to modify and add processes as per business requirements. It provides transparency through centralized management insights into costs, leading to a more effective marketing operation. -
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Diversiview
LENSELL
Diversiview by LENSELL is a cloud-powered platform for advanced portfolio analytics and optimisation, designed to support both individual investors and financial professionals in elevating portfolio performance. With Diversiview, users can: -Compute key portfolio metrics such as expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, recovery time and more. -Examine diversification in detail at the individual investment level. -Explore projected outcomes for the current allocation alongside thousands of alternative portfolio configurations. -Determine efficient allocations along the Efficient Frontier — including the Minimum Risk, Optimal, and other efficiency-driven portfolios — powered by our proprietary Dual-Objective Optimisation Approach (DOOA). - Run backtests to assess portfolio strategy performance over time. Advisers: the platform also provides the ability to store unlimited portfolios, link them to clients, define benchmarks, build model portfolio -
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FinFolio
FinFolio
Report, bill, rebalance and publish client portals for professional wealth managers. Dashboards, reports, trading, billing and client portals. One app is all you need. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple. All RIAs are not the same. You have complete freedom to customize FinFolio. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding. If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality. An open API lets you extend the software, customizing and interfacing with external services. -
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Navexa
Navexa
The Intelligent Portfolio Tracker For Australian Investors. Get instant access to our full suite of investment portfolio tracking, analytics & reporting tools. Add up to five portfolios into your account | Access on website & mobile app. Add and analyze stocks and funds from the ASX, NASDAQ & NYSE, plus more. Use your account’s custom email address to auto-update your portfolio with new trades + automate dividend income reporting. -
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Stock Portfolio Tracker
Stock Portfolio Tracker
Stock Portfolio Tracker is an innovative stock portfolio tracking platform built for long-term investors who seek precision and clarity. With over 30 years of historical data, it empowers users to track a wide range of assets such as stocks, ETFs, forex, crypto, bonds, and mutual funds across 85 exchanges and 250,000+ holdings. Our platform delivers advanced analytics and seamless synchronization of corporate actions, including dividends and splits, ensuring accurate insights. Using a sophisticated Money-Weighted Rate of Return (MWRR) methodology, Stock Portfolio Tracker calculates performance with a high degree of accuracy that reflects the real impact of cash flows over time. By providing powerful tools for performance monitoring and portfolio optimization, Stock Portfolio Tracker helps investors better understand their results and track their portfolios with greater clarity.Starting Price: $4.99 per month (annually) -
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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. -
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EquBot
EquBot
EquBot AI with Watson helps asset managers navigate the exponential growth of data through explainable and custom AI powered portfolios as a service (PaaS), indexes, and signals. EquBot AI with Watson transforms data into better investment outcomes for insurance companies and other asset owners through explainable and custom AI powered portfolios as a service (PaaS), indexes, and signals. Leverage EquBot’s custom AI portfolios as a service (PaaS), indexes, and signals with Watson to not only keep up with, but to thrive in an increasingly complex world of data. Harness the power of EquBot AI with Watson through custom AI powered portfolios as a service (PaaS), indexes, and signals to construct, monitor and adjust your clients portfolios to help them achieve their goals. Personal Investors can harness the power of EquBot AI with Watson to transform data into better investment outcomes through AI Powered ETFs. -
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Marketlog
Myfxbook
Marketlog is the result of a project that was meticulously designed and developed for over 2 years by the same team that built Myfxbook.com - the leading forex portfolio analysis service. Marketlog was built completely from the ground up, to match the same quality that our users have been enjoying for over the past 15 years. The service is a free service (with paid plans available) and allows you to analyze and compare your stock portfolio in a completely automated way. Not only that, but it is very simple to use, allows you to track multiple trading portfolios from different brokerages (over 10,000 supported!) in one single dashboard and even check out other traders that share their stock portfolios! We've invested over $3,000,000 in research and development and do hope you will like the result as much as we do 😊 We are constantly developing the service and adding features!Starting Price: $6.67 per month -
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FormLab
Paragon Systems
FormLab is a form creation software designed for building fully customizable web and mobile forms without the need for coding. It features an intuitive drag-and-drop interface that makes form creation easy and accessible for all users. It allows users to design forms with flexible options for color, shape, and fonts and supports advanced features like math computations and Boolean logic between fields. Once completed, forms can be embedded in websites, launched via email, or shared as links. Additionally, FormLab supports integration with external databases, allowing users to import and export form data. Forms can be output in formats like HTML or JSON for use in external applications, making them highly versatile. FormLab is also integrated with other Paragon products, such as OmniScan, to facilitate data input for scanning workflows. -
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Juniper Paragon Automation
Juniper Networks
In the emerging Cloud + 5G + AI era, end-users, devices, and applications are becoming increasingly mobile and, perhaps more importantly, increasingly portable. For network operators, the service experience has become a critical differentiator, whether you’re an enterprise IT organization, service provider, or cloud provider. It’s not enough to keep pace with end-user expectations. You have to exceed them. We call this Experience-First Networking. To stay ahead of your customers’ ever-changing business and personal requirements you must be more responsive, insightful, elastic, and resilient by supplying an automated, service-assured network. Juniper Paragon Automation can help you gain that competitive advantage. Gather device, system, network, and service performance data in real time with streaming telemetry and active test agents. -
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OmniScan
Paragon Systems
OmniScan is an enterprise-level document scanning software that incorporates Optical Character Recognition (OCR) to convert physical documents into digital files. It provides a flexible platform for managing and editing scanned documents, including the ability to manually redact sensitive information before finalizing documents. OmniScan allows users to create custom workflows tailored to their specific scanning needs, making it easier to process documents in line with departmental or operational requirements. It supports an unlimited number of scanning profiles, which can be configured for different environments and document types. OmniScan integrates seamlessly with external databases, document management systems, and file systems through its extensive API support. OmniScan also features Paragon's HTML5 viewing technology, ParaVista, allowing users to view and manage documents in real time. -
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Portfolio+
Portfolio+
Join Portfolio+, an ecosystem that connects customers with financial service providers for a personalized banking experience. Our consumer-directed banking platform and robust APIs provide bespoke financial services while safeguarding customer privacy. Secure and industry-proven financial software solutions. Let us help you drive business for tech-savvy, hyper-connected financial institutions. Our open banking ecosystem empowers customers as well as monetizes products of financial service providers. Our core banking platform ensures clockwork efficiency in transactions across the banking in Canada. We support our clients with training and consulting services for finance professionals to capitalize on fintech. Portfolio+ is at the forefront of the open banking movement in Canada and has been providing core banking services for 30+ years. Our team of finance and technology professionals develops innovative financial products and services. -
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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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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. -
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Paragon Deployment Manager
Paragon Software
Cost and time-effective centralized deployment to bare-metal, dissimilar hardware. Upgrade an entire computer park to the latest OS, add new clients while the deployment session is running, and schedule deployment for educational facilities. Deployment Manager is a professional tool for original equipment manufacturers and IT departments, helping to perform effective centralized deployment for a computer park of any size. All machines across the network are processed at the same time via multicasting and can be switched to uni- or constant-casting when more efficient. Remote or on-site, manual or fully automated, scheduled, cyclic client- or server-driven deployments. Prepare target machines for deployment by starting them up from custom bootable media or via the network. Specific client hardware adoption, e.g. storage and NIC drivers injection. The Paragon post-configuration scripting to create an optimal working environment for the end user. -
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Paragone
paragone.ai
Paragone is a performance marketing platform focusing on the ever-growing space of paid social media. Adopting and optimizing a real cross-channel advertising strategy in both B2C and B2B companies is a key to success for new-gen digital marketers. We help companies efficiently maximize reach and optimize revenue through actionable analytics and campaign automation tools that allow users to: - Connect and consolidate all social advertising networks and attribution tools for a unified real-time view - Analyze high traffic, multi‑network campaigns without ever touching a spreadsheet - Monitor campaign performance and identify bottlenecks swiftly - Explore meaningful networks, audiences, creatives, and messages that make a difference - Unleash the power of your CDP, Marketing - - - Automation and CRM data via social advertising - Put your entire budget to work, informingly optimize e-commerce revenue based on integrated attribution modelsStarting Price: $399 per month -
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OmniShield
Paragon Systems
OmniShield is a process automation engine used to redact documents and obscure (PII). It is a GDPR security tool for securing an individual’s PII. There is also a manual redaction component that can be used for auditing or performing ad hoc automated redaction on any document, ParaVista. Paragon does not use any third-party cloud services or APIs for our AI-enabled applications. We made the decision three years ago that AI is a science we need to understand and master, right down to the algorithms that we use for our convolutional networks. We believe the use of artificial intelligence will continue to grow at an exponential pace and will present a technical revolution that goes far beyond the ability of conventional technical solutions engineered in the past, and we want a prominent place within that technical shift. OmniShield has two engines for completing the redaction process, a Regular Expression (Regex) engine and an Artificial Intelligence (AI) engine. -
41
Choice
Choice
Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.Starting Price: 1% digital trade fee -
42
Nirvana Solutions
Nirvana Solutions
One Solution To Serve All Your Asset Management Technology Needs. We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners and Service Providers. Our Mission is to Simplify the Investment Process. Our offering seamlessly integrates front, middle, and back-office solutions customized for a wide array of financial firms including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, Asset Managers and Asset Owners can manage complex portfolios from a single view allowing for confident decision making. -
43
FlexTrade
FlexTrade
FlexTRADER® is the industry’s market-leading, multi-asset execution management system (EMS) that encompasses all facets of electronic and algorithmic trading, and is trusted globally by tier-one asset managers and hedge funds trading equities, FX, derivatives and fixed income for its unparalleled performance, quantitative analysis and worldwide connectivity to liquidity sources. FlexONE is our all-inclusive order/execution management system designed to facilitate and streamline the demanding trading requirements of the global hedge fund community. FlexFX is our award winning, algorithmic trading and execution management system for buy-side institutions trading FX. FlexFX offers advanced integration with OMSs, as well as fully integrated post-trade allocation solutions. Trusted by the world’s largest asset managers, FlexFX enables traders to manage and efficiently execute large numbers of orders (block size or small) across multiple value dates. -
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OnePortfolio
OnePortfolio
OnePortfolio is an all-in-one investment management platform that transforms how you track and analyze your portfolio. By bringing all your investments from multiple brokers into a single dashboard, OnePortfolio eliminates the complexity of monitoring across different platforms and currencies. OnePortfolio's Portfolio Visualizer offers interactive tools that turn financial data into clear insights. Color-coded charts show your distribution across sectors, asset classes, and regions. Our visualization maps reveal global exposure, making it simple to spot risks and opportunities For income investors, the Dividend Tracker provides complete visibility into your passive income. The dividend calendar ensures you never miss a payment by displaying upcoming distributions in one organized view. Track schedules, monitor yields, and analyze payment patterns easily.Starting Price: $6 per month (annually) -
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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. -
46
Riskalyze
Riskalyze
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.Starting Price: $250 per month -
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Solvas Portfolio
Alter Domus Data Solutions Inc.
Solvas Portfolio is a multi-asset class administration and reporting platform designed to help organizations protect revenues, reduce risk, and streamline operations across the entire asset lifecycle. As portfolios grow in size and complexity, manual tools fall short, but Solvas Portfolio consolidates data from multiple strategies and asset types into a single, transparent view. It enables teams to settle trades efficiently, analyze risk, reconcile cash positions, and collaborate more effectively with trustees. The platform’s intuitive workflows make data exploration fast and seamless, while its advanced reporting capabilities support timely, accurate communication with key stakeholders. With strong integration options, Solvas Portfolio connects smoothly with your accounting, reconciliation, trade, and credit risk systems to serve as the operational hub. Implementation experts help ensure a smooth migration of your asset data so your team can adopt the platform with confidence. -
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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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JUMP Front-to-Back
JUMP Technology
To support your growth and performance strategies, you need a software platform capable of centralizing all your activities, automating as much as possible your processes, and supporting your strategic evolutions such as new asset classes, targeted markets, management models, etc. Whatever your operating model, the JUMP Front-to-Back solution enables you to face all the major issues of Investment Management, business, innovation, regulatory and digital issues. Experienced by Asset managers all over Europe, our solution offers Front-to-Back coverage, coupled with a modular approach, to meet your current and future needs. Centralize all your activities in one single solution while addressing your business issues, including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes. -
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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.
