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What is Wealth Square?

Achieve a thorough understanding of your financial landscape with customized tools designed to help you invest, plan, and track your investment goals efficiently. Wealth Square outshines both cryptocurrency platforms and conventional financial advisors by bringing together all your financial services within one convenient platform. By offering a real-time snapshot of your financial health, it simplifies and streamlines money management. Our cutting-edge dashboard lets you effortlessly integrate all your assets, keeping everything accessible and organized. Delve into our Expert Portfolios, which are expertly designed by seasoned traders and assessed through diverse metrics for performance and risk. Each portfolio delivers valuable insights into annual returns, risk assessments, and the specific cryptocurrencies it contains. Additionally, you have the option to tweak allocations, alter rebalancing settings, and conduct backtesting for performance evaluation, making it as adaptable as any portfolio on the market. With Wealth Square, you can confidently steer your financial path, refine your investment approach, and make informed decisions that align with your financial aspirations. Ultimately, this platform empowers you to maximize your investment potential effectively.

What is Claritus?

Claritus presents a cutting-edge private wealth management solution centered on technology, allowing you to effortlessly track, understand, and control your financial assets! Our mission at Claritus is to make it easy for you to grasp the intricacies of your investments, eliminating the necessity for an extensive background in finance! Acknowledging the importance of privacy and security, we adhere to the highest levels of data protection and encryption standards. With Claritus, your personal information remains confidential and is solely available to you. Our innovative platform equips you to manage, monitor, and retain full visibility over your investment portfolio through a streamlined, user-friendly interface. In a complex environment populated by countless apps, services, and spreadsheets, Claritus stands out as your beacon of clarity. By delivering real-time data from more than 17,000 global financial institutions, brokerages, and other financial entities, managing your portfolio has never been easier or more convenient! Moreover, our dedication to intuitive design guarantees that anyone can achieve financial clarity without encountering difficulties. With Claritus, you can confidently navigate your financial journey, knowing that support is just a click away.

Media

Media

Integrations Supported

Bank of America Business Advantage
Charles Schwab
Chase Business Complete Banking
Fidelity
Interactive Brokers
Robinhood
TD Ameritrade
Vanguard
Wells Fargo Business Checking

Integrations Supported

Bank of America Business Advantage
Charles Schwab
Chase Business Complete Banking
Fidelity
Interactive Brokers
Robinhood
TD Ameritrade
Vanguard
Wells Fargo Business Checking

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

Wealth Square

Date Founded

2020

Company Location

France

Company Website

wealthsquare.io

Company Facts

Organization Name

Claritus

Company Location

United States

Company Website

claritus.io

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

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