PORTAX is an investment management solution that helps financial planners and their clients evaluate and improve the performance of portfolios. It is an on-premise solution that assists with a long-term strategic analysis of... Learn more

Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, maintain shareholder relations and... Learn more

Tykr is a cloud-based stock portfolio management solution that helps small to large businesses manage their investments on a centralized interface. The platform offers various features such as watchlist alerts, portfolio... Learn more

Morningstar ByAllAccounts is a financial data aggregation and enrichment solution that specializes in the unique demands and challenges of investors and financial advisors. ByAllAccounts provides end-to-end scalability to meet... Learn more

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Pulse is a web-based solution that offers a robust portfolio monitoring and reporting system. It is designed to help investment advisors save time, deliver precise portfolio reporting, and demonstrate value to clients. From one... Learn more

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End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations. Managing, monitoring and centralizing client asset information within one secure platform, accessible for users,... Learn more

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Beanvest is a cloud-based stock-portfolio performance tracker for investors. The platform allows users to manage all their different portfolios as well as their brokerage accounts in one place. Users are offered tools such as... Learn more

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Optimize your investment journey with Navexa, the portfolio performance tracking & investment tax reporting platform that allows investors to track and analyze all their assets in a single account. Using official data from... Learn more

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Diversiview is a portfolio analysis and optimization software that helps financial professionals, investors and individuals understand how investment portfolio comes together, analyze results. and visualize the balance of... Learn more

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MarketRisk is a stock portfolio management solution that lets users 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... Learn more

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