Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
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.
-
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.
-
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.
-
3Commas3Commas empowers cryptocurrency traders with cutting-edge tools that streamline their trading processes, minimize risks, and enhance the execution of optimized strategies, all within a secure, integrated platform. Utilizing Advanced Bots, users can customize automated trading approaches with DCA, Signal, and Grid bots tailored for various market conditions. The Unified Dashboard allows for simple connection and management of accounts across 15 top exchanges. With Smart Trade features like Trailing Take Profit, Multiple Take Profit, and Trailing Stop Loss, traders can execute their trades with precision. Additionally, the platform offers Mobile & API Access, enabling users to utilize their trading tools at any time through free mobile applications and accessible public APIs. Traders can also engage in Paper Trading, allowing them to practice and refine their strategies without any financial risk. Highly regarded by traders worldwide, 3Commas provides advanced solutions that promote intelligent and efficient trading practices, fostering a community of successful cryptocurrency enthusiasts.
-
OANDAOANDA is a prominent global financial services firm that focuses on currency data and foreign exchange trading. Established in 1996, the company has evolved into a favored platform for both individual and institutional traders alike. It provides a range of tools and resources for trading forex, commodities, and indices. With its transparent pricing model, intuitive interface, and cutting-edge technology, OANDA caters to traders of all experience levels, from beginners to seasoned professionals. Additionally, OANDA offers APIs and a wealth of historical currency rate data, which are utilized by financial institutions and businesses around the globe for various applications, such as payment processing, auditing, and financial analysis. The firm's operations span numerous countries, and it is regulated by leading financial authorities, which guarantees both security and adherence to compliance standards. Furthermore, OANDA's commitment to innovative solutions helps to foster greater accessibility in the financial trading landscape.
-
DXchartsIn just a matter of days, you can seamlessly incorporate and personalize a high-speed financial table into your product. You have the flexibility to modify existing features or design an entirely new interface from scratch. Interested in more options? We provide a comprehensive access alternative that includes data feeds for futures, indices, equities, FX, and cryptocurrencies by default. Don't hesitate—sign up today to receive your data feeds. DXcharts is designed to integrate effortlessly with any market data source, making it data feed-agnostic. It supports native libraries across all platforms, including web, mobile, and desktop applications. Secure a solution that is specifically customized to meet the needs of your product. By analyzing trading statistics, you can assess securities and forecast their future price movements. Additionally, you can develop custom studies using the user-friendly dxScript, allowing you to arrange chart layouts to your preference while syncing them by instrument, chart type, timeframe, range, studies, and visual style. With such versatility, your financial analysis will be more efficient and tailored than ever before.
-
ZenTreasuryZenTreasury provides CFOs, treasurers, and finance experts with tools to enhance financial operations through a comprehensive Treasury Management System (TMS). Our platform simplifies processes such as cash forecasting, lease accounting, and treasury workflows, offering real-time insights and automation that lessen complexity while ensuring compliance. You can begin with our Freemium plan, ideal for cash forecasting and liquidity management, or choose one of our Premium plans that include advanced features tailored for expanding businesses. The lease accounting module of ZenTreasury facilitates adherence to IFRS 16, automating amortization schedules, tracking key dates, supporting multiple currencies, and managing cost center allocations, all backed by validation from a reputable international audit firm for reliable accuracy. ZenTreasury also enhances treasury functions by providing effective management of financial contracts, risk mitigation strategies, and optimization of cash flow through robust reporting and analytical capabilities. As a secure SaaS solution or as a Private Cloud deployment on Microsoft Azure, AWS, or Google Cloud, ZenTreasury offers both flexibility and enterprise-grade security to meet your requirements. By choosing ZenTreasury, you join an expanding community of finance professionals who are revolutionizing their operational practices and achieving greater efficiency.
-
FundCountFundCount is a sophisticated software solution designed for analytical and partnership accounting, enabling users to monitor, analyze, and generate reports on intricate investment portfolios. This software caters to a diverse clientele, including fund administrators, family offices, hedge funds, and private equity firms. With a built-in multicurrency general ledger and automated workflow features, FundCount enhances operational efficiency in daily tasks. Its user-friendly reporting tools provide flexibility, allowing firms to swiftly produce tailored reports that align with the unique needs of each client. Recognized for its excellence, Hedgeweek awarded FundCount the title of Best Fund Accounting and Reporting System Firm, further solidifying its reputation in the industry. By streamlining accounting processes, FundCount empowers firms to focus on strategic growth and client satisfaction.
-
InnoslateSPEC Innovations offers a premier model-based systems engineering solution aimed at helping your team accelerate time-to-market, lower expenses, and reduce risks, even when dealing with the most intricate systems. This solution is available in both cloud-based and on-premise formats, featuring an easy-to-use graphical interface that can be accessed via any current web browser. Innoslate provides an extensive range of lifecycle capabilities, which include: • Management of Requirements • Document Control • System Modeling • Simulation of Discrete Events • Monte Carlo Analysis • Creation of DoDAF Models and Views • Management of Databases • Test Management equipped with comprehensive reports, status updates, outcomes, and additional features • Real-Time Collaboration Additionally, it encompasses numerous other functionalities to enhance workflow efficiency.
-
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.
What is PORTAX After-Tax Portfolio Analysis?
Enhancing after-tax portfolios and asset allocation requires a thorough examination of investment tactics over various time frames, concentrating on factors such as asset weight, market value, cost basis, cash flows, management fees, turnover rates, taxes, and after-tax returns for every single asset. This in-depth evaluation can include as many as 100 different assets analyzed across 120 unique periods, with assessment intervals ranging from daily to yearly. Moreover, the framework is designed to facilitate the creation of sub-portfolios that accommodate different tax scenarios and ownership structures. By integrating international asset class return series, one can significantly improve the inputs for forecasting models, while Monte Carlo simulations provide a means to evaluate constructed portfolios under a range of market conditions. Additionally, the "What If" portfolio feature empowers users to create and assess personalized investment strategies aligned with specific objectives. The model also supports various international currencies and tax rates, offering a comprehensive view of asset allocation on a global scale. To effectively respond to economic cycles and fluctuations, the methodology incorporates time-varying asset returns and standard deviations, ensuring that strategies adapt to dynamic market conditions. Ultimately, this meticulous process results in detailed client reporting that is customized to fulfill the unique requirements of each private client, enhancing their overall investment experience. This level of tailored analysis not only helps in optimizing returns but also ensures a more strategic approach to managing taxes and investments.
What is EquBot?
EquBot AI, in partnership with Watson, empowers asset managers to navigate the swift growth of data by providing explainable, customized AI-driven portfolios as a service (PaaS), along with various indexes and signals. Through the integration of EquBot AI and Watson, insurance firms and diverse asset holders can transform raw data into improved investment outcomes via these adaptable AI solutions. By harnessing the capabilities of EquBot’s pioneering PaaS, indexes, and signals, investors are equipped to not only comprehend the intricacies of the data environment but also thrive within it. This dynamic alliance facilitates the creation, oversight, and modification of client portfolios, ensuring they remain in sync with individual financial goals. Moreover, retail investors have the opportunity to leverage EquBot AI alongside Watson to innovate their investment tactics through AI-Powered ETFs, enabling them to make knowledgeable choices that yield better results. With these sophisticated resources, both institutional and individual investors are poised to secure a significant advantage in an increasingly data-centric marketplace, transforming the way they approach their financial endeavors. In this rapidly evolving landscape, the synergy between technology and investing sets a new standard for success.
Integrations Supported
IBM Watson
API Availability
Has API
API Availability
Has API
Pricing Information
$49 per user per month
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
PortaxSoftware
Date Founded
1994
Company Location
United States
Company Website
www.portaxsoftware.com
Company Facts
Organization Name
EquBot
Date Founded
2017
Company Location
United States
Company Website
equbot.com
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection