Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • eToro Reviews & Ratings
    4.0 out of 5 stars 32,208 Ratings
  • Summ Reviews & Ratings
    4.5 out of 5 stars 878 Ratings
    Company Website for Summ
  • CoinStats Reviews & Ratings
    4.5 out of 5 stars 101,132 Ratings
    Company Website for CoinStats
  • IUX Reviews & Ratings
    4.0 out of 5 stars 968 Ratings
    Company Website for IUX
  • Planview Portfolios Reviews & Ratings
    4.2 out of 5 stars 200 Ratings
    Company Website for Planview Portfolios
  • EazyStock Reviews & Ratings
    4.4 out of 5 stars 65 Ratings
    Company Website for EazyStock
  • D&B Finance Analytics Reviews & Ratings
    4.2 out of 5 stars 802 Ratings
    Company Website for D&B Finance Analytics
  • sellerboard Reviews & Ratings
    4.7 out of 5 stars 308 Ratings
  • Planview Software Product Delivery Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Planview Software Product Delivery

What is Snowball Analytics?

Snowball Analytics serves as a comprehensive portfolio tracking platform that generates in-depth reports regarding your dividends. By allowing users to connect their brokerage accounts, it ensures seamless and automatic updates, enabling the tracking of a vast array of stocks, funds, and cryptocurrencies globally. This platform is compatible with over 1,000 brokers spanning the US, Europe, the UK, and Asia, thus facilitating the monitoring of virtually any stock, ETF, or mutual fund found worldwide. Supporting all major stock exchanges, it also provides portfolio performance insights in more than 25 currencies. Additionally, Snowball Analytics is equipped with a variety of analytical tools tailored for dividend screening. These tools include rebalancing features, yield on cost calculations, customizable withholding tax options, and dividend ratings, as well as performance assessments that account for fees and dividends. Users can also engage in benchmarking, backtesting, and constructing and testing dividend portfolios using historical data to enhance their investment strategies. The combination of these features makes Snowball Analytics an invaluable resource for investors looking to optimize their portfolios.

What is Arbor Portfolio Manager?

Arbor's Portfolio Management System (PMS) is designed for hedge funds and family offices, enabling them to oversee intricate portfolios seamlessly from a single interface. We have now developed a Crypto Portfolio Management (Crypto PMS) solution that integrates the management of both traditional and digital assets on one unified platform, ensuring a forward-looking investment experience for years to come. This innovative system accommodates complex crypto derivatives and connects to numerous exchanges, while also offering an extensive array of FX products and traditional assets including Fixed Income, CFDs, Futures, Options, Loans, Invoices, and more. The hedge fund crypto portfolio management system features in-depth portfolio analysis, performance attribution, compliance checks for both pre and post-trade, order management, and middle office operations. With real-time reporting accessible via mobile and web portals, you can always stay informed about your fund's status. In addition to supporting multiple crypto exchange connections, we offer an array of integration options like API, FIX, and various market data feeds, allowing you to customize your Portfolio Management System to meet your specific needs effectively. Moreover, our flexible architecture ensures that as market dynamics evolve, your investment strategy can adapt without missing a beat.

Media

Media

Integrations Supported

Plaid
Yodlee

Integrations Supported

Binance
BitMEX
Bloomberg
CoinGecko
Coinbase
Deribit
Fireblocks
HTX
Kraken
Kraken
KuCoin

API Availability

API Availability

Has API

Pricing Information

$6.70 per month
For Investors: $12.50
10 Portfolios
Unlimited Holdings
Unlimited Custom holdings
Full Benchmarking
Top dividend stocks, no limits
10y company fundamentals
30+ years backtests
Priority Support

For Professionals to manage and analyze client’s portfolios and share results: $299 per month
Free Version
Free Trial Offered?

Pricing Information

$1,500
Based on usage not AUM
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Snowball Analytics

Date Founded

2022

Company Location

France

Company Website

snowball-analytics.com

Company Facts

Organization Name

Arbor Financial Systems

Date Founded

2007

Company Website

arborfs.com/hedge-fund-software-portfolio-management-system/

Categories and Features

Dividend Trackers

Not specified

Stock Portfolio Management

Portfolio Accounting
Portfolio Rebalancing

Categories and Features

Hedge Fund

Compliance Management
P&L Calculation
Performance Analysis
Portfolio Analysis
Portfolio Management

Portfolio Analysis

Not specified

Stock Portfolio Management

For Traders
Order Management
Portfolio Accounting
Wash Sale Detection

Popular Alternatives

Sharesight Reviews & Ratings

Sharesight

4.0 out of 5 stars

Popular Alternatives

AllInvestView Reviews & Ratings

AllInvestView

5.0 out of 5 stars
PortfolioTrackr Reviews & Ratings

PortfolioTrackr

5.0 out of 5 stars
Statmetrics Reviews & Ratings

Statmetrics

5.0 out of 5 stars
Portseido Reviews & Ratings

Portseido

5.0 out of 5 stars
Portseido Reviews & Ratings

Portseido

5.0 out of 5 stars