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Ratings and Reviews 0 Ratings
Alternatives to Consider
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Asym CapitalYou can reap significant rewards while minimizing the risks associated with market fluctuations. Our thorough evaluation methods and established partnerships are designed to assist you in managing your investment capital effectively. Gain entry to high-quality institutional opportunities spanning various asset classes. Engage in pre-screened transactions within the realm of private equity. Enjoy a steady stream of passive income deposited directly into your bank account. With our cutting-edge investor portal, you can monitor your investments with ease. Unlike typical crowdfunding platforms, we operate as a tech-driven investment firm focused on real estate. We commit our own capital to each offering, aligning our interests closely with yours, as our compensation is significantly tied to performance outcomes. This ensures that we are as invested in your success as you are.
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TradingView Stock WidgetsIn the time it takes to brew a cup of coffee, you can easily integrate dynamic charts and up-to-date financial data into your website. All you need to do is copy and paste our iFrame codes, and you’ll be ready to start. Our display ratings simplify the process of assessing the technical analysis of any given symbol. This widget is perfect for conducting broad market evaluations. Particularly beneficial for homepages, the widget highlights the five most active stocks, along with the stocks that are gaining or losing the most. It refreshes based on real-time market activity, ensuring that you always have access to the most pertinent stock information. Don't forget to monitor significant announcements and economic events. Setting up filters is a breeze and can be accomplished in just a few clicks. Additionally, our vintage-style scrolling ticker tape brings a touch of classic Wall Street charm to your site. This stock exchange-style ticker can be easily embedded, so it’s accessible to everyone, regardless of whether they’re wearing a power suit or sporting an expensive timepiece. With these tools, your website can provide visitors with a rich financial experience.
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NaviPlanNaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
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SharesightSharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform. With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations. The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms. This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources. Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
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FilecampFilecamp is a cloud-oriented Digital Asset Management (DAM) software designed to assist marketing and creative teams in organizing and disseminating their digital assets, including images, videos, and brand guidelines. With unlimited user access, each individual can be assigned specific user, admin, and folder permissions tailored to their needs. The platform offers distinctive custom branding features that ensure your DAM system aligns perfectly with your brand's identity. Additionally, it includes integrated online proofing and commenting capabilities, enabling seamless review and approval of creative projects. Starting at just USD 29 per month, Filecamp also provides a complimentary 30-day trial, allowing users to explore its features with their files, collaborators, and clients, thereby facilitating a hands-on experience. This trial period offers a risk-free opportunity to determine if Filecamp meets your team's digital management requirements effectively.
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PocomosReduce the hours spent on double data entry each day and save thousands monthly on fuel expenses through our advanced automation and routing optimization tools powered by Google. Effortlessly manage both one-time and recurring jobs using our job pool along with intuitive drag-and-drop scheduling features. You can conveniently sign up new clients, view your schedule, complete appointments, monitor chemical usage, and perform a variety of tasks right from your mobile device or tablet. Streamline your operations by automating notifications for pre-service, follow-ups, collections, review requests, and other routine activities. Easily handle post payments, resend emails, upload and send files, text, and more through a user-friendly customer account interface. Leverage our comprehensive suite of tools, including Recruiting, Street-Level Lead Tracking, Area Management, Video Training, and Leaderboards, to enhance the effectiveness of your Door-to-Door initiatives while boosting overall productivity. This consolidated approach not only simplifies your workflow but also empowers your team to achieve greater success in their daily operations.
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PayHOAPayHOA offers software solutions designed specifically for self-managed homeowners associations (HOAs) and condominium associations (COAs). We ensure a seamless start with complimentary onboarding, unlimited support at no cost, a trial period of 30 days, and the freedom of no contractual obligations. Our comprehensive range of services encompasses invoicing, payment processing, complete accounting, management of documents, tracking violations, handling requests, and communication options through text, email, and direct mail, along with lockbox services, customer relationship management (CRM), website creation, and additional features to meet various needs. Additionally, our platform is tailored to enhance the overall efficiency and organization of community management.
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AlternativeSoftSince its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users. With our platform, users can efficiently: - Assess manager risk/return through access to over 3,000 statistics on funds - Establish a customizable investable universe using robust screening tools - Monitor and evaluate fund exposures - Build, optimize, and oversee portfolios - Conduct thorough due diligence on hedge funds - Generate reports on funds using PowerBI or Excel API - Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.
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viewneoDiscover the revolutionary capabilities of viewneo, a versatile digital signage solution designed for businesses ranging from small local retailers to large multinational corporations. Our robust platform seamlessly integrates with critical technologies such as RFID readers and the innovative viewneo Butler smart device gateway, enhancing the power of visual communication. Amplify your digital displays by utilizing our vast array of over 20 customizable plugins, which offer features like live weather updates, engaging interactive video walls, and smooth integration of social media content from leading platforms such as Instagram and Facebook. The user-friendly Content Management System (CMS) provided by viewneo simplifies the process of scheduling and distributing content across multiple locations, ensuring that your campaigns are managed effectively for optimal audience engagement. By utilizing viewneo's adaptable solutions, you can significantly improve your advertising tactics and strengthen customer interactions. With viewneo, transforming your visual engagement strategy becomes a straightforward process, thanks to detailed analytics that allow you to monitor viewer interactions and refine your content for maximum effectiveness. Embrace the cutting-edge future of digital signage with viewneo, a brand that is highly regarded for its ability to deliver sophisticated and impactful visual experiences, ultimately helping businesses achieve their communication goals more effectively. As you embark on this journey with viewneo, you will find that enhancing your brand's visibility has never been easier or more efficient.
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ManageEngine Endpoint CentralManageEngine's Endpoint Central, which was previously known as Desktop Central, serves as a comprehensive Unified Endpoint Management Solution that oversees enterprise mobility management. This solution encompasses all aspects of mobile app and device management, in addition to client management for various endpoints, including mobile devices, laptops, tablets, servers, and other computing machines. With ManageEngine Endpoint Central, users can streamline and automate numerous desktop management activities, such as software installation, patching, IT asset management, imaging, and operating system deployment, thereby enhancing operational efficiency across the organization. This tool is particularly beneficial for IT departments looking to maintain control over their diverse technology environments.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Broad Financial
Company Location
United States
Company Website
www.broadfinancial.com/self-directed-ira/
Company Facts
Organization Name
Ark7
Company Location
United States
Company Website
www.ark7.com