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What is Passiv?

Passiv elevates your brokerage account into a sophisticated instrument for portfolio management. With just one click, you can craft a personalized index, invest, and effortlessly rebalance while managing multiple accounts seamlessly. By linking accounts from our supported partner platforms, you can optimize your investment strategy. If your brokerage isn't on our list, we encourage you to join our mailing list for updates on new integrations. Gain mastery over your investments and effectively maintain your target allocations. Thanks to Passiv’s "buy-only" feature, identifying underweight assets in your portfolio becomes a quick and simple task. The platform automates trade calculations and execution, saving you valuable time in keeping your investments balanced. Furthermore, you will receive notifications whenever new cash or dividends are deposited or if your portfolio diverges from its planned allocation. We work closely with brokerages and leverage their APIs to guarantee that your information stays secure, ensuring compliance with their regulations. You will find that utilizing Passiv for your investment management brings both convenience and a sense of security. Overall, Passiv not only simplifies the investing process but also empowers you to make informed decisions with ease.

What is Diversiview?

Diversiview by LENSELL is a cloud-driven portfolio analysis and optimisation solution designed to help both everyday investors and financial professionals strengthen and improve their investment portfolios. With Diversiview, investors can: - Measure a full range of portfolio metrics, including expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, and drawdown recovery time. - Examine diversification in depth at the individual asset level. - Visualise how their portfolio is expected to perform based on its current allocation, as well as compare it to thousands of alternative allocation possibilities. - Generate efficient allocations along the Efficient Frontier — including the Minimum Risk Portfolio, Optimal Portfolio, and other efficiency-focused positions — all powered by our distinctive Dual-Objective Optimisation Approach (DOOA). - Backtest their allocation strategy to understand potential historical performance. For advisers, Diversiview provides additional capabilities: storing unlimited portfolios, linking portfolios to clients, establishing benchmarks, building and maintaining model portfolios, and performing fast rebalancing and reoptimisation.

Media

Media

Integrations Supported

Alpaca
Interactive Brokers
CAS 360
CommSec
Fidelity
Kraken
Questrade
Robinhood
Sharesight
Stake
TD Ameritrade
Tradier
Unocoin
Wealthica
Zerodha
eToro
moomoo

Integrations Supported

Alpaca
Interactive Brokers
CAS 360
CommSec
Fidelity
Kraken
Questrade
Robinhood
Sharesight
Stake
TD Ameritrade
Tradier
Unocoin
Wealthica
Zerodha
eToro
moomoo

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per year
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

Passiv

Date Founded

2017

Company Location

Canada

Company Website

passiv.com

Company Facts

Organization Name

LENSELL

Date Founded

2020

Company Location

Australia

Company Website

diversiview.online

Categories and Features

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

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