Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
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AlternativeSoftSince its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users. With our platform, users can efficiently: - Assess manager risk/return through access to over 3,000 statistics on funds - Establish a customizable investable universe using robust screening tools - Monitor and evaluate fund exposures - Build, optimize, and oversee portfolios - Conduct thorough due diligence on hedge funds - Generate reports on funds using PowerBI or Excel API - Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.
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FundCountFundCount is a sophisticated software solution designed for analytical and partnership accounting, enabling users to monitor, analyze, and generate reports on intricate investment portfolios. This software caters to a diverse clientele, including fund administrators, family offices, hedge funds, and private equity firms. With a built-in multicurrency general ledger and automated workflow features, FundCount enhances operational efficiency in daily tasks. Its user-friendly reporting tools provide flexibility, allowing firms to swiftly produce tailored reports that align with the unique needs of each client. Recognized for its excellence, Hedgeweek awarded FundCount the title of Best Fund Accounting and Reporting System Firm, further solidifying its reputation in the industry. By streamlining accounting processes, FundCount empowers firms to focus on strategic growth and client satisfaction.
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CapitalcoreCapitalCore serves as an online brokerage that facilitates Forex (CFD) and binary options trading, boasting some of the most competitive payouts in the market. Our platform grants access to a variety of global currency pairs for CFD trading and offers straightforward, rapid binary options. Traders can take advantage of prompt withdrawals, narrow spreads, and robust trading tools designed for optimal performance. With a diverse selection of account types and personalized support, we strive to assist traders at all experience levels in reaching their financial aspirations. At CapitalCore, we focus on providing a smooth trading journey by presenting an intuitive interface, rapid trade execution, and up-to-the-minute market data. Our sophisticated analytical tools and indicators enable traders to make informed decisions confidently. Whether you favor manual trading techniques or automated approaches, our platform accommodates all trading preferences. We also emphasize the safety of client funds through top-notch encryption, secure payment options, and negative balance protection, ensuring peace of mind for our users. Furthermore, we provide our clients with a wealth of educational materials that include market insights, daily analyses, webinars, and expert trading tactics to refine their abilities. Our dedicated multilingual customer support team is available around the clock to address any questions, thereby guaranteeing a seamless and effective trading experience for everyone involved. Ultimately, we aim to foster a vibrant trading community where individuals can thrive and achieve their financial goals.
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NaviPlanNaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
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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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NetchexNetchex is a cloud-based Human Capital Management (HCM) system that enables organizations to effectively oversee their employee lifecycle. This comprehensive platform offers a variety of features, including tools for recruiting, hiring, onboarding, payroll processing, tax compliance, human resource management, time tracking, and benefits administration. Accessible from any internet-connected device, Netchex allows users to manage their workforce effortlessly and efficiently. With its advanced applicant tracking and onboarding capabilities, Netchex simplifies the hiring workflow for users. The recruiting module facilitates the identification and assessment of suitable candidates, enabling background checks, offer letter generation, CV archiving, and more. Additionally, Netchex provides flexible payment alternatives, detailed preprocessing reports, compliance oversight, and other essential functionalities, ensuring that payroll and tax operations are handled accurately and effectively. This makes Netchex not only a versatile tool but also a crucial partner in human resource management for businesses of all sizes.
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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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Asym CapitalYou can reap significant rewards while minimizing the risks associated with market fluctuations. Our thorough evaluation methods and established partnerships are designed to assist you in managing your investment capital effectively. Gain entry to high-quality institutional opportunities spanning various asset classes. Engage in pre-screened transactions within the realm of private equity. Enjoy a steady stream of passive income deposited directly into your bank account. With our cutting-edge investor portal, you can monitor your investments with ease. Unlike typical crowdfunding platforms, we operate as a tech-driven investment firm focused on real estate. We commit our own capital to each offering, aligning our interests closely with yours, as our compensation is significantly tied to performance outcomes. This ensures that we are as invested in your success as you are.
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NexoNexo stands out as a leading digital asset wealth platform, aimed at enabling clients to enhance, manage, and secure their cryptocurrency investments. Our goal is to spearhead the future of wealth creation by prioritizing customer success and offering customized solutions that foster lasting value, complemented by round-the-clock client support. Recognizing that wealth accumulation is not a universal approach, Nexo empowers you to decide the trajectory of your asset growth. Whether you prefer the freedom of flexibility or the assurance of higher fixed returns, your aspirations dictate your path. With our Flexible Savings, you can earn daily compounding interest on your crypto and stablecoins, enjoying the freedom to spend, trade, or withdraw at any time while receiving up to 14% annual interest. For those inclined towards a more stable investment, Fixed-term Savings can yield an impressive annual interest rate of up to 16%, catering to your long-term financial goals. At Nexo, we believe that your cryptocurrency should flourish in tandem with your ambitions. Furthermore, we are committed to helping you maximize the potential of your portfolio. Why liquidate your digital assets and forfeit potential gains when you can utilize them instead? With Nexo’s crypto Credit Line, you can access liquidity without parting with your coins, enhancing your purchasing power with interest rates starting as low as 2.9%. Take control of your financial future and build your wealth on your own terms with Nexo, where your goals shape your investment journey.
What is WealthTrace?
Eliminate the guesswork in your retirement planning with WealthTrace, which offers accurate financial projections and the capability to manage your investment assets, including their performance, transactions, and fees. Instead of leaving your retirement to chance, WealthTrace empowers you to take control of your financial future, allowing you to evaluate whether you have enough resources for a secure retirement and discover methods to enhance your financial position. By connecting your various investment accounts, you can effortlessly track your balances and holdings from a single dashboard. Your accounts will automatically update each day, providing you with real-time insights into performance, transactions, fees, and total investments. You can be confident that your data is protected through state-of-the-art security measures. As you modify your assumptions, you will witness financial projections adjust accordingly, giving you immediate feedback on how changes in savings rates, retirement timelines, spending levels, withdrawal strategies, and other elements affect your plans. Moreover, you can easily calculate the optimal withdrawal rate and determine the total savings required for retirement, ensuring your future peace of mind. This all-encompassing approach not only fosters a more informed retirement strategy but also encourages proactive adjustments as your financial goals evolve. With WealthTrace, you are equipped to navigate your retirement journey with confidence and clarity.
What is ShareBuilder 401k?
Our 401(k) plans are designed to help minimize the costs related to retirement benefits, enabling you to increase your savings effectively. Whether you are a startup launching your first 401(k) or an established organization looking to optimize expenses and improve your offerings, we are committed to supporting your goals. Learn about the benefits such as tax reductions and higher annual contribution limits that come with a 401(k). By choosing from our diverse range of high-quality investment options, you can make your financial commitments more cost-effective. This approach not only presents the chance to lower taxes for both you and your business but also ensures a more secure financial future. We offer customized 401(k) solutions suited for everyone, from self-employed professionals to companies with a workforce of up to 100 employees. As you build your retirement savings, you can also work toward alleviating your tax liabilities. Leverage the knowledge of ShareBuilder Advisors alongside the assistance of our Customer Success Managers for expert guidance. For those new to implementing a 401(k) plan, a quick online search can reveal essential factors to consider when choosing a provider, including the services they offer, associated costs, and investment choices that are vital for your success. Here are some important tips to help you navigate this process effectively. Moreover, investing time to familiarize yourself with the features of our plans will enable you to make well-informed decisions that benefit your financial future. Ultimately, understanding these elements will provide you with the tools needed to secure a prosperous retirement.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$229 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
WealthTrace
Company Location
United States
Company Website
www.mywealthtrace.com
Company Facts
Organization Name
ShareBuilder 401k
Date Founded
2005
Company Location
United States
Company Website
www.sharebuilder401k.com