Ratings and Reviews 4 Ratings
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Alternatives to Consider
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CoinStatsCoinStats stands out as a premier crypto portfolio management solution, boasting 1.2 million active users globally. It allows individuals to monitor their crypto, DeFi, and NFT holdings in real-time by integrating with over 300 wallets and exchanges. Additionally, the CoinStats DeFi wallet offers the capability to safely store, purchase, and exchange cryptocurrencies. With assets exceeding $100 million under management, CoinStats is dedicated to enabling users to effectively handle their portfolios through a user-friendly interface. You can view all your investments from a single dashboard, making it easier to enhance your approach to crypto investing. The platform is free, secure, and designed for simplicity. Become part of the community of satisfied users and take charge of your crypto assets with confidence today. By leveraging CoinStats, you can transform your investment experience and make informed decisions.
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TickeronTickeron, a marketplace driven by quantitative analysis for AI stock trading tools, has introduced a new array of AI Robots tailored for active traders. These “AI Robots,” crafted in collaboration with independent trading experts, are automated systems that produce buy and sell signals. Tickeron utilizes a series of adjustable neural networks to design AI Robots focused on various trading algorithms. For those looking to capitalize on daily crypto trading, our premium tool, Real Time Patterns (RTP Cryptos), is the ideal solution. This tool enables you to compete with Hedge Funds by delivering immediate analysis of price patterns in the cryptocurrency market. With RTP Cryptos, users receive real-time alerts whenever there is a signal to buy or sell cryptocurrencies based on intraday price movements. Furthermore, this tool can be tailored to match your individual preferences and specific strategies, enhancing your trading experience.
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KryptosKryptos revolutionizes the way you manage cryptocurrency tracking and tax obligations. Our innovative platform is designed to streamline your financial management in the crypto space, making tax compliance and tracking straightforward and hassle-free. Key features include: Effortless synchronization: Works seamlessly with a variety of platforms. Global Tax Reports: Produces tax reports that adhere to regulations in over 30 jurisdictions. NFT & DeFi Management: Easily manage a wide array of crypto assets. AI-Driven Analytics: Provides insights that enable more informed decision-making. All-in-One Dashboard: Track your assets and growth conveniently in one location. Mobile Accessibility: Manage your crypto investments wherever you are. Tailored tax strategies: Optimize savings with customized solutions. Kryptos prioritizes an intuitive user experience, supporting over 3000 DeFi protocols and more than 50 blockchains. With partnerships including Binance, Gate.io, and BFF, we deliver cutting-edge tools for effective crypto management. Kryptos is reshaping the landscape of cryptocurrency financial management by emphasizing simplicity, precision, and user empowerment for all investors. Join us in making your crypto journey effortless and rewarding.
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Zengo WalletZengo stands out as the sole self-custodial wallet that eliminates the risks associated with seed phrase vulnerabilities. What accounts for Zengo's trust among over a million users? It's simple: not a single Zengo wallet has been compromised or hacked. Your crypto wallet is both safe and secure: Say goodbye to the anxiety of misplacing your seed phrase. Thanks to Zengo's cutting-edge cryptography, you won't have to manage a seed phrase at all. The process of signing blockchain transactions is shared between us and our users, ensuring that neither party has access to the other's confidential information. Experience the only non-custodial wallet that guarantees you won't lose your seed phrase. Enjoy effortless buying, selling, exchanging, and earning: You can easily purchase, sell, and trade using various payment options such as PayPal, bank transfers, credit or debit cards, Apple Pay, or Google Pay. Zengo supports six blockchains, four layer 2 solutions, and a multitude of crypto assets. Your wallet is fully recoverable: Our innovative 3FA recovery system, combined with 3D FaceLock technology, allows you to regain access to your wallet on any smartphone or tablet, ensuring you never lose your crypto access again. Exceptional 24/7 support: We recognize that navigating the world of cryptocurrency can be challenging. This is why we offer seamless communication, allowing you to reach out to us anytime you need assistance through the app, day or night. Additionally, our dedicated team is always ready to help you with any queries or concerns you may have.
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YouHodlerYouHodler is a financial technology firm that connects the realms of traditional finance and cryptocurrency, committed to delivering safe and innovative financial services to clients across more than 100 nations. With crypto loans, you can leverage your digital assets as collateral to obtain cash, receiving 90% of the value from over 30 well-known cryptocurrencies. Starting with as little as $100, you can generate income with the convenience of immediate withdrawals to bank accounts or credit cards, and you can choose to borrow in currencies such as USD, EUR, CHF, or GBP. Additionally, YouHodler facilitates the exchange of fiat and cryptocurrency through an intuitive application that streamlines the conversion process, ensuring you access your funds quickly. YouHodler also allows clients to earn up to 20% annually by converting their crypto assets into yield accounts, with payouts occurring weekly directly into their crypto wallets, making it an appealing option for those who prefer to buy and hold their cryptocurrencies to boost their returns. Furthermore, the YouHodler Cloud Miner provides an engaging and straightforward method to earn genuine Bitcoin without the need for your device's computing power, enabling users to mine effortlessly and reap rewards with minimal effort. This user-friendly approach not only simplifies the mining process but also attracts a broader audience interested in cryptocurrency investment.
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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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CryptoTabDiscover CryptoTab, the groundbreaking browser that combines mining features, suitable for both desktop platforms (Windows and Mac) as well as mobile devices (Android and iPhone/iPad). With this browser, you can effortlessly earn bitcoin while watching videos, chatting with friends, or playing online games. Become part of a flourishing global network of over 20 million users who are already reaping the rewards of using CryptoTab Browser. Download this revolutionary platform that integrates advanced web technologies with a unique mining algorithm built right in. For users desiring greater versatility, CryptoTab PRO presents an extensive array of tools to elevate your online experience. By simply enabling the mining function, you can scroll through your newsfeed, interact on social media, or binge-watch your favorite series on Netflix, all while CryptoTab's mining algorithm works in the background. Enhance your earnings by inviting others to connect to the mining network via your personalized link, allowing you to increase your income and take your initial steps toward bitcoin acquisition. Whether you're a casual internet user or a serious miner, CryptoTab guarantees an enriching and enjoyable online journey, making it an attractive option for anyone looking to blend browsing with cryptocurrency mining. Don’t miss out on the chance to be part of this innovative community where technology meets opportunity.
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Figure MarketsFigure Markets is a comprehensive cryptocurrency platform providing a seamless experience for buying, selling, and borrowing crypto assets like BTC, ETH, and the newly launched SEC-regulated stablecoin, YLDS. Unlike traditional exchanges, Figure Markets offers zero-fee trading, enabling users to maximize their returns without the hassle of additional costs. In addition to trading, users can leverage the Forward Vault, which provides up to 8% APY on stablecoin deposits, allowing them to earn passive income. The platform also facilitates crypto-backed loans, further enhancing its utility. What sets Figure Markets apart is its focus on self-custody, ensuring that users maintain full control over their assets at all times. With an emphasis on security and regulatory compliance, it caters to those looking for a reliable and transparent way to manage and grow their crypto portfolios.
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Social IntentsProvide live chat assistance on your website using the collaboration platforms you're already familiar with, such as Microsoft Teams, Google Workspace, Slack, and Zoom. Easily create AI chatbots powered by ChatGPT with just a single click, ensuring that your chatbots can step in whenever your agents are not available. You can also develop chatbots for WhatsApp, SMS, and Messenger that can seamlessly transfer conversations to human agents when necessary. There's no requirement to master new software for customer support. This approach allows you to connect with prospective customers at the moment they seek assistance, boosting your chances of closing more deals and enhancing your online revenue potential. By streamlining customer interactions, you can foster better relationships and drive overall business growth.
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Local Measure EngageEngage offers a uniquely tailored and outstanding experience by leveraging the capabilities of AWS and Generative AI. Traditional contact center systems, which are often cumbersome and outdated, can lead to excessive costs and inefficiencies. Local Measure's Engage For Amazon Connect is designed to meet the demands of today's consumers effectively. As a Contact Center as a Service, Engage takes care of all upgrades and enhancements, eliminating the need for costly agent licenses or complex hardware setups. Our pricing model based on consumption is flexible enough to suit businesses of various sizes. To successfully establish a brand, prioritizing customer needs is essential. Engage empowers agents with tools such as sentiment analysis and chatbots, allowing them to gain deeper insights into customer behavior and enhance user experience. Engage supports multiple communication channels, including Voice, Email, SMS, Facebook Messenger, Instagram DM, Twitter DM, WhatsApp, WeChat, LINE, and Web Chat, ensuring comprehensive customer engagement. This multi-channel approach not only streamlines interactions but also helps businesses connect with their audience in the ways that are most effective for them.
What is Tookbox?
Tookbox offers an innovative solution for tracking your cryptocurrency investments. Each day, it sends you a concise update through various social media platforms like WhatsApp, Facebook Messenger, Telegram, Viber, Line, or Signal, keeping you informed about your portfolio's performance. This application caters to users who prefer a straightforward approach to monitoring their crypto assets without the complexity of elaborate applications. Being web-based, Tookbox can be set up in just a few minutes, allowing users to quickly receive their initial test message on their mobile devices. Additionally, you can access detailed reports on your coin sales, along with hypothetical scenarios illustrating potential profits or losses. A standout feature of Tookbox is its ability to compare your cryptocurrency holdings against a hypothetical portfolio comprised solely of Apple stock, offering a relatable benchmark within the Nasdaq market. Utilizing CoinMarketCap, Tookbox ensures you have access to real-time pricing for every cryptocurrency, supporting transactions in 20 different fiat currencies. While a free version is available, a subscription is necessary to access advanced features. Overall, Tookbox is an effective tool for anyone looking to simplify their cryptocurrency management experience.
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.
Integrations Supported
Binance
BitMEX
Bloomberg
CoinGecko
Coinbase
Deribit
Facebook Messenger
Fireblocks
HTX
Kraken
Integrations Supported
Binance
BitMEX
Bloomberg
CoinGecko
Coinbase
Deribit
Facebook Messenger
Fireblocks
HTX
Kraken
API Availability
Has API
API Availability
Has API
Pricing Information
Free
Free Trial Offered?
Free Version
Pricing Information
$1,500
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
Tookbox
Date Founded
2021
Company Location
Australia
Company Website
www.tookbox.com
Company Facts
Organization Name
Arbor Financial Systems
Date Founded
2007
Company Website
arborfs.com/hedge-fund-software-portfolio-management-system/
Categories and Features
Categories and Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio 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