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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 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.

Media

Media

Integrations Supported

Envestnet | Yodlee
Plaid

Integrations Supported

Envestnet | Yodlee
Plaid

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$6.70 per month
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

Snowball Analytics

Date Founded

2022

Company Location

France

Company Website

snowball-analytics.com

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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