Ziggma helps the dynamic financial investor ceaselessly endeavoring to improve his/her portfolio. It supports the hands-off investor who is searching for a helpful method to be on top of portfolio risk and improves organizations’ monetary activity. The deft financial investor who effectively exchanges an enormous number of stocks can excel on account of Ziggma Smart Alerts and the best free stock screener and the portfolio the board device. It also offers novices to profit by the Ziggma model portfolios and stock scores.
Its instinctive portfolio visuals pass on data viably. The creative checking apparatuses of Ziggma helps in saving the customers’ time. The platform offers a connection to one’s venture records to Ziggma to help keep him steady over his portfolios. It processes the market-driving monetary information and execution scores for stock exploration. One can utilize their model portfolios to benchmark and discover motivation to becomes successful in their ventures.
CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work. It is designed for multiple organizations to help them in fund management such as banks, insurance companies, and private wealth organizations, etc. This software is highly suitable to keep an account of any type of funds such as pension funds. The features it offers include activity tracking and asset management. CXiR’s secluded plan and administration based design underpin all types of the unit library just as new models. It provides exceptional services without compromising on system performance and security.
CXi-Registry is openly available software that offers its services for commercial purposes to all interested participants of the market. It is a cloud-based SaaS membership model giving a safe, financially savvy instrument for reserve supervisors and asset directors to meet their demands and administrative consistency needs. Additionally, its services include Real-Time Dashboards, Investor Portal, Customised Reporting, Streamlined Processes, Online ID Verification for investors and third parties, Multiple Fund Structures, and Worldwide Compliance.
Riskalyze empowers consultants to pinpoint a financial backer’s Risk Number and construct a portfolio that contains the perfect measure of risk. Their quick service and connectors exploit all that Riskalyze has to bring to the table and love to impart the mission to their consultants. It tells its customers the reasons why the investing links are broken and help them fix them. It guides its clients in controlling a hasty decision and supports a thoughtful decision in achieving their long term financial goals.
Riskalyze quantifies different types of investment-related risks to win the trust of their customers. It is the ultimate guide for fearless investors. It offers different types of quantitative services such as Riskalyze GPA which is the quantitative method to gauge the proficiency of assets and portfolios, and has become a ground-breaking approach to represent the relative benefit of one speculation methodology over another. It also maintains the risk profiles of its customers.
HiddenLevers gives genuine business insight to C-Suites of financial institutions, customers, and productivity from the whole firm right down to the individual’s business. Its features include Firm Tracking, Risk and Revenue Statistics, Earnings Call Prep, Lending Due Diligence, Allocation Drift Tracking, Share Class, and Fees Optimization. With these features, it helps to report new customers automatically, accommodate net streams, and track the most productive counselors. It also views the Upside and Downside danger of the resources, incomes across a scope of macroeconomic situations. It produces a summary of the association’s risk and income scene with Automated Insights for Board of Directors, Analyst Calls, or Partner Meetings.
HiddenLevers utilizes huge information to quantify a huge number of connections between the economy and speculations. The model estimates the measurable connection between monetary levers and ventures, a few million relapses are processed as a component of this cycle. This platform empowers the estimation of more evident relationships, for example, the effect of oil costs on Exxon Mobil and the revelation of more subtle connections like the effect of vehicle deals on TV telecasters.
Backstop Solutions Suite is a supplier of creative programming solutions for speculative stock investments, assets, benefits, rewards, private value firms, advisors, and family workplaces of all types and estimates across the globe. It plans and designs customized software for small firms to multi-billion dollar organizations. It helps its customers in making better investment decisions and offers fundamental tools to boost transparency and risk alleviation. With Backstop, one can follow documentation and drive more powerful correspondence through an incorporated framework, track and offer notes, gatherings, calls, and reports. It automatically synchronizes contacts utilizing Outlook integration.
Its services include searching all legitimate files and standard documentation utilizing catchphrases. The users can also send unlimited emails and coordinate into the work process utilizing auto-filling and watermarking sensitive records. Additionally, Backstop Solutions provide Implementation, Accounting, Design Services, and Custom Software Development. Ultimately, it helps its customers running their business more efficiently by achieving organizational efficiency and effectiveness.
eMoney is software that provides shippers an innovative source for their end-to-end encrypted transactions. Its comprehensive plan offers a user-friendly interface and it is specially designed for diverse growing firms. It empowers vendors to control their records without fractionalizing fundamental pieces of their business. It removes the need for a third party in the payment process and provides 24/7 customer service. eMoney wipes out different sellers and improve valuing, with the accommodation and security of an answer given by a solitary organization. The application permits its user to create Campaigns and send eGiftCards, eDeals, eCoupons, and eInvoices straight to its clients’ emails as well as to their cell phones.
eMoney allows its customers to accept payments anytime and anywhere around the globe via electronic funds transfer. Its customer engagement and reward platform give different benefits to its loyal users, such as loyalty points which can be exchanged for shopping.
SimCorp Dimension provides integrated management solutions to its customers to ease their way in successful investments. It helps to overcome modern challenges like increasing regulations and reporting requirements. It keeps track of the trends in the industry and offers a flexible system that fits into everyone’s requirements. The interesting feature is that it keeps the system up-to-date and supports clients in achieving their goals. One who wants to bring value to his organization can ask for their consultancy services at any time.
The integrated system of SimCorp Dimension includes managers of every kind like Enterprise Data Managers, Asset Managers, Strategy Managers, Investment Accounting Manager, and many more. They all collaborate with each other in making the business of their client successful. With numerous speculation chiefs actually working in an interwoven of single-reason IT frameworks that aren’t associated, they offer a streamlined arrangement that actually fulfills the entirety of the necessities of the customers.
Morningstar Advisor Workstation helps people settle on better speculation choices all alone with evenhanded, free information, and investigation. Its cooperative board arrangements help people and experts arrive at their objectives and contribute for the long term. The information, exploration, and innovations give experts the certainty to decide for their representatives, establishments, and customers. It is a worldwide pioneer in security-level ESG examination and appraisals that help institutional resource supervisors and proprietors around the planet with the turn of events and usage of reasonable investment techniques. It offers to invest solutions by doing autonomous, exhaustive assessments on values, reserves, and investment products. Its services include financial planning solutions, research, goal setting, manager selection services, investing, and reporting solutions.
It also offers online assistance for businesses to help their representatives save and put resources into their work environment retirement accounts. Its strategic solutions help their clients to reach their long term goals.
Morningstar Office helps investors, advisors, retirement professionals, asset managers in working with the market information smoothly and provides them a risk analysis by examining the market fluctuations. It processes and provides a clear analysis of the information needed by the customers and gives them an idea of where and when it is safe to invest. It also schedules billing so one can plan it ahead. The billing framework can be customized for every firm according to the manner they work.
This platform makes it simple for its clients to proficiently run their organizations. The customers become able to make the decisions confidently after consultation with the Morningstar Office. With this software, one can have access to the latest information and trends of the industry. It offers an interactive portal where customers can contact Morningstar Office, get future insights and updates which help them in remaining focused on their goals.
BNY Mellon’s Pershing gives worldwide monetary answers for counsels, resource administrators, specialist vendors, family workplaces, reserve chiefs, enlisted speculation consultant firms, and abundance directors. It is a business-to-business supplier that helps its customers power their business and expand openings. It considers its clients as pioneers in their fields and when the customers develop trust in their services, they pick Pershing Financial Services as they are the innovators in their field.
Their prime services include the solutions for every problem like financing, retirement and execution solutions, etc. One can also benefit from their marketing and practice management which claims to be the best in the market. The trading services and wealth solutions provide world-class trading expertise to its clients. It allows trading in 60 markets and accepts local and foreign currencies especially US dollars. The automated online tools it offers, maintain accuracy and increases efficiency over time which makes it extremely useful for its users.
Advent Portfolio Exchange is an integrated portfolio management software that comprises the entire enterprise on its platform. It facilitates the company regardless of whether the firm oversees institutional resources, individual money, or a blend of the two. It influences an amazing, cloud-based arrangement that streamlines the portfolio of the executives and exchange work processes.
It helps its customers’ ventures into new business sectors, new locales, and new lines of business with certainty, diminishing operational danger and driving more prominent effectiveness. It can be used in workplaces of every kind. APX brings together the entirety of the portfolio of the customer and shows marketing information on one stage. Individuals can get to the data they need rapidly, with adaptable dashboards, a huge report library, and hearty custom announcing abilities. APX keeps the portfolio up-to-date and provides access to its clients 24/7. It engages them in interactive reports via their client portal.
Croesus Advisor has been giving portfolio based programming and business knowledge-focused services to the monetary administrations’ industry in North America. It is easy to understand, superior, and a very inventive and high-performance software. It highlights progressed instruments to safely and effectively oversee customer resources for abundance the executive guides. Its services include Data Analytics and rebalancing.
Croesus Data Analytics gives a unique visual interface to counselors, branch directors, and heads of departments to develop experiences into key business and execution measurements while Croesus iBalance gives direct, customized, and consistent portfolio rebalancing. It is solid and adaptable to give you more opportunity for customer confronting exercises and business improvement while guaranteeing consistency with the customer and administrative imperatives. It sends the financial data with foolproof security so the customers don’t have to worry about their privacy. This platform provides an unmatchable experience by actively responding and solving the queries of their clients.
Betterment is a finance management service that can be used to save, invest and take a retirement pension. Being an individual, you have to tell them about yourself, your plans for the future, and your plan to manage the money. Betterment will advise what’s best for you, either it’s investing the money and taking the retirement fund after a certain age or buy some assets that will last longer.
Your money will be invested in stock shares or business. The profit is not fixed as the market fluctuates but they claim up to 38% profit in 30 years. Betterment also offers education funds investment for your children.
Being a business owner, you can avail of its service for employees. Their members can get a Visa certified ATM card that will eliminate the extra charges and fees you pay for cash withdrawal. It also gets you cash back on purchases and reward points for extra shopping.
EquityEffect is a cloud-based solution for equity and financial management. Either you have a law firm, start-up business, or large-scale organization, this is the tool for you. EquityEffect centralizes all information and measures key performance indicators via charts and graphs. It shows performance metrics in real-time and utilizes the raw data to make a spreadsheet that shows the outcomes you are getting.
The data is centralized on EquityEffect’s servers. You can see all the analytics on one dashboard as an administrator or client. You can run customized modeling according to the available situation and data and see the results of your investments and funds in easy insights. EquityEffect gives you the option to grab the historical data from the previous week or month. It integrates the datasets with sources like Crunchbase and Pitchbook. Other features include Benchmarking, Funds management, Simulation, and Data Import/Export.
Morningstar Total Rebalance Expert is an account and portfolio management company that provides financial advisors with automated, Tax-efficient rebalancing abilities to simplify and enhance your assets. Their dashboard shows the real-time preview of your investment strategies, records, trade proposals, and important statistics. One of the highlighting features is that if a company’s client is off to his target, automated trading will be performed on the tax-sensitive trades. You can use this service to identify the clients that need something and quickly respond to meet the business needs.
Total Rebalance Expert identifies the products that are out of balance, estimates the cash needed for them, and calculates the most Tax efficient method to meet the needs. All transactions are done to minimize the number of trades, avoid tax fees, redemption fees, and sell from suitable locations to maximize the profit.
Invoicing, Billing, GST, Inventory, Accounting is an app that creates bills, invoices and manages your inventory account. This is specifically made for large-scale businesses like shopping marts, malls, and shops. The app stores every inventory, either it’s a product or a company-owned asset. Built-in balance sheet template helps you to choose the suitable interface to make product invoices. Invoices include product bar code, price, weight, Tax, color, and much more. The app also applies a predefined percentage of GST on every product. Keep a record of the stock inventory.
One main feature of this app is that it is integrated with Visa and MasterCard, which allows the customer to pay with a debit card or credit card. Other features are viewing your business report like Profit and loss ratio, Daybook report, sale/purchase report, GST report. Barcode scanning directly via mobile eliminates the hassle of additional scanning equipment. PDF file of the bill is also sent to the customer’s e-mail. All this data is saved on the cloud or onboard storage and will be used to create weekly, monthly, or yearly invoice bills, taxes, and profit.
TallyPrime is software that allows you to manage your accounting department easily and efficiently. It shows the insights and analytics of your business in the form of graphs and charts. An inexperienced person can also read the analytics as the interface is not complicated. This tool helps businesses to grow efficiently by making the right decisions according to the current situation. It lets you continuously add new products, orders, processes and get rid of complexities by dissecting every section.
Billing, Taxation, Reports, Inventory management, Cash/Credit flow management, receipts, and invoicing are also available in this software. Manage cash flow and optimize the sales by looking at the insights on the go. Everything is automated with one click that saves time and increases productivity. Monthly and yearly reports are available that show you profit, GST, and remaining stocks.
ProfitBooks is accounting software that provides tracking of business finances. The software includes tools like inventory management, financial reports, billing, and invoicing. Multiple user support lets you synchronize between different branches of your business. In this way, you can keep track of inventories in every warehouse. The dashboard provides information about finance-related data, visual reports in the form of charts and graphs, balance sheets, profits, and losses. A notification panel keeps you updated about any inventory need or stock updates.
A feature where ProfitBooks stand out among others is the employees’ payroll management. It calculates the salaries of each employee at the end of the month. All the data is stored and analyzed at the end of the month to generate the sales tax to be paid. You can filter any reports or results with the result filtering option. ProfitBooks ultimately increase your productivity with its shortcuts and time-saving features.
MetaStock is one of the leading marketing analytics platforms that is making its mark via providing charts and data to traders. The detailed analytics will let you analyze the current trends and strategies for how you can make your decision and prediction accuracy. The platform provides you all the tools and trading software for self-directed traders to scan, backtest, and analyze the markets with confidence.
MetaStock is facilitating day traders, swing traders, EOD traders with various trade stock, forex, futures, options, and more. You have the ultimate leverage to utilize the best-in-class tools in meta-stock in order to scan the markets, test your system, manage lists, and forecast prices better. Furthermore, it is worth mentioning that MetaStock can be a good option for the product of innovative market analysis that is helping out investors with analyzing and chart broad marketing fluctuations.
StockRover is an all-in-one investment research and portfolio management platform that helps you to find authentic data, plan trades, and analyze portfolio performance. This elegant utility surfaces the extensive data that can make your data prediction better, having accurate information onto the page. StockRover is providing various advantages like screen strategies, stock & ETF comparison, research reports, portfolio management, stock charting, portfolio management, and more to add.
The platform is made for any investor to carry out investment research, and for this, it is using any standard desktop software user interface that means a plethora of functions to use for sure. Unmatched screening capabilities, transparent evaluations, advanced computing, comprehensive research, rich performance metrics, automated portfolio updates, compare screeners, and more. Adding more, StockRover is simple to learn and can work seamlessly on desktops, laptops, tablets, and phones.
Scanz is a reputable professional marketing scanning platform designed for the day traders and swing traders, providing charting and drawing tools to them. The platform provides you the data that will enhance your trading capabilities, so you can dominate the market with a strategic approach. Scanz is making its impact via delivering intuitive scanning, so you always have constant and endless trade opportunities to beak all stock records.
Say goodbye to the old trading days and waste your time in searching, but with Scanz, you have an automated way to capture everything to make profits in real-time. There is also a possibility to choose any customer scan having different volumes and variables or use the pre-built scanner. There are multiple features on offer that include fully customizable, unlimited saved scans, fundamentals filters, liquidity filters, smart memory, setting manager, data notification, auto sorting, market scan, powerful data columns, sector scanner, and much more.
TrendSpider is a technical analysis software and platform that helps you in achieving profitable trading results. It saves you time by automating your technical analysis, which otherwise has to be performed manually. You can select any chart for technical analysis, and the software will automate it for you in under 60 seconds. You will find your accuracy greatly improved as all the analysis is based on algorithms and formulas and not on any random observation. This use of algorithmically fuelled analysis helps you avoid mistakes that can prove costly and make you lose a significant amount of money.
It is worth mentioning that TrendSpider provides free one-on-one training sessions that users can utilize to learn about the software and effectively use all of its features. TrendSpider also comes equipped with Market Scanner, which is a great resource in instantly detecting actionable chart patterns.
TradingView – Stock charts, crypto trading is an app for stock traders with beginner level trading skills to get new trading ideas to make some good deals, and they can share their revolutionary ideas with the outside world to help other traders.
TradingView – Stock charts, Forex & Bitcoin ticker app features a large number of professional market analyzing tools to help users do some next-level market research right through their mobile phone. You can create custom reminders by selecting the condition, price, and value of stocks.
Users can add stocks to a watch list to get notification alerts about the increase or decrease in the price before buying them to double their investment. TradingView – Stocks & Forex app features sorting options through which you can sort the list of available stocks on the basis of gain, loss, available volume of stocks, and the price, etc.
NinjaTrader is a trusted trading software that is providing trader’s brokerage service to uncover endless investing and profit opportunities. The software brings advanced charting, analysis, and trade simulation, so one can carry out the best practices as far as your trading experience is concerned. NinjaTrader is the way to go with extensive insightful charts; this will let traders analyze the market better and reveal future proof trading ideas.
Get extreme expediency of the development to build comprehensive and integrated trading applications to evolve with the market faster. You can test ideas with the help of simulation and backtesting. This means you have the ultimate transparency of future outcomes. There are multiple features offered by NinjaTrader that include automating trades, personalized environments, thousands of third-party add-ons, trading application support, wide broker availability, and more to add.
Sharesight is an online portfolio tracker that is acting as your one-stop shop to manage all the investment performance and tax reporting. This resourceful utility lets you track stock, dividends, DRPs, and CGT, corporate actions, and more to add. Sharesight provides ways for how you can be a better investor courtesy of the best in class and transparent stock portfolio trackers. Get complete leverage of the reports like performance, all trades, future income, diversity, contribution, sold securities, and more to add.
The platform is doing the simple stuff for the investors having automated holding updates, comprehensive tax and performance reporting, and no manual data entry for you at all. Get complete how-to know about your performance with daily price and currency updates, powerful reports, and email alerts. Furthermore, Sharesight can be a good option for your investment lifecycle, having highlights like portfolio sharing, file attachments, trade confirmation email imports, Xero integrations, benchmarking, cash accounts, and more.
For the first time, Personal Capital is a wealth management system that works in addition to providing the solution for personal finance as well. Personal Capital is a highly advanced and configured way to take control of the money, manage personal assets, track the investments and organize and control the financial life in a more sophisticated and systemized way by adapting the intellectual strategies.
By using the Personal Capital, you will get the three most important advantages of controlling the financial life in the shape of seeing your net worth, analyze your financial portfolio anytime and plan for the future by adopting the right strategies at the right time.
The best about Personal Capital is that it makes it easy for its users to link all of their accounts. As it is based on the core accounting concept of a double-entry system, so it becomes simple for passing the entry in one accounting head and getting its effect on the other relevant account automatically.
Moreover, the portfolio system of Personal Capital allows the users to assess the current position of their wealth by using the free investment checkup and analyzer tools of the Personal Capital. There is a proper retirement plan that allows the users to set the retirement plan. Personal Capital is the house of all those features and functions to control every inch of your financial life.
Investment Account Manager is an all-in-one portfolio management software that is providing you tools for centralized management for stocks, bonds, mutual funds, mutual exchange funds, and more. The platform comes with unified management having safe and secure ways to organize and implement, so one can improve investing results. The software is saving your time with the comprehensive features and functionalities that will not only let you avoid mistakes but empowers to make the better portfolio decision for sure.
Investment Account Manager provides extensive support whether you are making investments individually or professionally. There are multiple features for you that include accurately track security cost bases, import clients, custom-model portfolios, import clients’ custodial files, benchmark comparisons, client billing reporting, asset allocation, utilize fundamental ratio analysis tools, and more to add. Furthermore, there is a trial version available that you can use for ninety days, and all the technical stuff is available to utilize its resources adequately.
Dolibarr is a different type of ERP software that consists of many interesting features, and it is available for an end-to-end user. It is best for small and mid-sized businesses and has many interesting features that allow the user to keep track of invoices, inventory, contacts, sales charts, and analysis reports. It also gives you a cloud-based synchronization so you can check the ERP system wherever and anywhere you want.
The core feature is an online demo of the platform, and it also gives you an add-on store where you can buy the extensive software with its full features. It is open-source software, and easy to use with a constructive design and intuitive interface. It is best known for its accounting abilities, and it cries on that since it was launched. It comes with the HR module, but the payroll module does not integrate into that category.
The interface is intuitive, and the report generation feature works beautifully. You can update its feature because, after a single purchase, it comes with upgrades. The core feature of Dolibarr includes sales, human resources, logistics, invoicing, marketing, manufacturing, production, and much more.
StockMarketEye is an advanced portfolio tracking software designed for the investor to track the portfolios they want. The software provides you the ultimate visibility to stay competitive over the marketing trends via ease of monitoring portfolios in a unified place. StockMarketEye is a robust yet simple to use tool that provides charts and analysis that are easy to comprehend, and you always have nice confidence to boost as an investor.
StockMarketEye covers the expediency to investigate potential investment, track stocks, mutual funds, ETFs, currencies, and more globally. There are multiple features to look forward to that include categorized investment, track securities, real-time data availability, import accounts directly from brokerages, review all holdings, multi-currency support, dividend tracking, visualize its growth, customize portfolio reports, and more. Furthermore, StockMarketEye, since the last release, continues to evolve with its features and provides tools that can save both time and money.
FinFolio is a functional and fully featured portfolio management software for advisors having the growing performance reporting, light CRM, rebalancing, and more. The software provides you the optimized workflow that you need to evolve better and have design innovation which means a constant and reliable experience on every screen in use.
FinFolio is acting as your back office, having comprehensive dashboards, reports, trading, billing, and client portals; all are in the unified palace. The software is making it extremely easy to manage wealth courtesy of intuitive interfaces, layouts, and simplified user experience. There are multiple features to look forward to that include quick deployments, API integrations, import and recon, detailed customization, extensive reporting, and more to add. Furthermore, it is worth mentioning that FinFolio is a reputable way to get done with portfolio management having great advisories and core values.
HedgeGuard is an all-in-one portfolio management system that is creating an impact with its best-in-class combination and middle office outsourcing service for investment advisors. Are you looking for a solution to have a complete crypto management system? Then HedgeGuard is the valuable option for the entire life cycle of your crypto portfolio in a unified place.
The software continuously assists asset managers and family offices to align and optimize their operations and is all about securing your operations and enhance performance. The customer-centric approach makes things easier for fund management, courtesy of having configurable and intuitive solutions created by in-depth analysis and expertise. Front-to-back PMS, financial instruments, position keeping, cash management, reporting, professional implementation, risk and compliance, and connectivity are key features that make HedgeGuard a good resource to manage portfolio adequately.