TradingView
Offers customizable live market-data widgets and a trading platform with real-time charts, technical indicators, alerts, Pine Script for custom strategies, and broker integration.
Monarch
Monarch is a personal finance app that helps users track expenses, manage budgets, and plan financially from a unified dashboard across devices.
Koyfin
Koyfin is a financial analytics platform for advisors to track portfolios, analyze investments, create reports, and conduct stock research.
Tradytics
Tradytics provides data-driven tools for stock traders, including market analysis, options flow tracking, and trading strategy development.
Deepvue
Deepvue is a trading platform that offers stock screening, customizable dashboards, watchlists, educational resources, and advanced charting tools for informed investment decisions.
Betterment
Betterment helps employers manage 401(k) plans, offering investment management, financial guidance, and various tools for employee retirement savings.
Strike
Strike is a stock market analytical tool offering resources for trend tracking, analysis, education, and charting to support investors and traders.
Investipal
Investipal is an AI-driven app for portfolio management that automates investment policy creation, offers personalized advice, and tracks investments with real-time updates.
Venture360
Venture360 is a comprehensive app for venture fund management, providing back office accounting, tax support, and investment tracking with simplified processes.
Fintellect
Fintellect is a financial management app for service firms, offering features like project costing, cash flow tracking, invoicing, and financial planning.
Dasseti
Dasseti is a software platform for institutional investors, facilitating data collection, analysis, and reporting throughout the investment lifecycle, including ESG data management.
Asset-Map
Asset-Map provides an interactive overview of a household's financial situation, helping users understand and make informed financial decisions.
Carta
Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.
Pro-Forma
Pro-Forma helps startup founders create financial models, value their business, and manage investor negotiations and due diligence.
RightCapital
RightCapital is a financial planning software that helps advisors and clients manage financial situations with tools for budgeting, risk assessment, and tax analysis.
Enfusion
Enfusion is a cloud-based investment management platform that integrates front, middle, and back-office functions for real-time portfolio tracking and analytics.
Kubera
Kubera is a portfolio tracker that allows users to manage and monitor various assets like stocks, crypto, and real estate in one secure platform.
Company Watch
Company Watch is a financial risk management app that helps businesses assess and mitigate financial risks through data analysis and automated reporting.
Sharesight
Sharesight is an online portfolio tracker that automatically tracks stocks, ETFs, trades, and dividends, helping investors manage and analyze their investments efficiently.
Nitrogen
Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.
Moneytree
Moneytree's Merit app helps users analyze and compare investment portfolios based on risk, historical data, and diverse scenarios for informed decision-making.
IntraAlpha
IntraAlpha is an app that helps option traders make informed decisions by providing analyses, market data, and insights on volatility and risk metrics.
Quirion
Quirion provides professional asset management starting at 10,000, with a low annual fee of 0.48%, and no hidden costs or commissions.
Vyzer
Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.
Synaptic
Synaptic provides a no-code platform for investors to access diverse alternative data for company insights and investment research.
Countercyclical
Countercyclical is an investment research platform for teams to create valuations, collaborate securely, and manage the investment lifecycle efficiently.
Asora
Asora is a SaaS platform for family offices that tracks assets, automates data capture, and offers secure, on-demand reporting online and via mobile.
SigFig
SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.
Vumi
Vumi is a wealth management app for investment firms, providing a unified view of client investments and tools for analyzing portfolio performance and risks.
Altruist
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
Solutions
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