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What is money.net?

money.net is a comprehensive online platform specifically crafted for self-directed investors, offering vital market information and investment tools alongside a solid financial framework tailored for fintech enterprises and financial organizations. Individual investors benefit from access to real-time market quotes, the ability to create custom watchlists, and the option to sift through a variety of securities, while also utilizing interactive charts, technical analysis capabilities, news updates, and portfolio management tools. For business clients, the platform facilitates the integration of bespoke market data and investment experiences directly into their services. The business offerings include brokerage-as-a-service, account establishment, trading management, fund transfers, in-depth reporting, compliance solutions, and access to financial data through REST and WebSocket APIs. money.net specifically targets fintech platforms, registered investment advisors, banks, broker-dealers, wealth management firms, and various organizations looking to enhance their clients’ investment experiences or provide financial data. While the consumer-facing platform is entirely web-based, the business solutions can be customized to cater to the unique requirements of institutional clients, creating a versatile approach to market interaction. This adaptability not only allows institutions to efficiently address their customers' investment and data demands but also positions money.net as a significant player in the financial technology space. Ultimately, money.net combines innovation with functionality, ensuring that both individual and institutional users have the tools they need to succeed in today’s dynamic market environment.

What is RegReview.io?

RegReview.io is a thorough compliance management platform specifically designed for entities like registered investment advisers, broker-dealers, private funds, exempt reporting advisers, and other regulated organizations, with tailored solutions for sectors including insurance, real estate, and private credit. This platform integrates both ongoing and event-specific compliance tasks into a unified calendar, which includes features for tracking assignments, monitoring registration and jurisdictional needs, optimizing document flows, and syncing seamlessly with Outlook, Google, and Apple Calendar. By leveraging sophisticated AI technology, it assesses uploaded documents, pinpoints critical obligations, and aids in generating vital documents such as checklists, marketing reviews, annual reports, disclosures, and audit responses. Moreover, teams can effectively handle questionnaires, perform vendor due diligence, keep employee and registration records updated, and collect necessary evidence to support compliance efforts. To further enhance its offerings, optional modules are available that facilitate oversight of emails and instant messages, implement anti-money laundering (AML) strategies, bolster cybersecurity measures, and address various other compliance requirements. RegReview.io accommodates both individual users and larger teams with its flexible plans, and it also offers consultancy services for organizations in need of extra assistance in effectively managing compliance processes to ensure they adhere to regulatory standards. By providing a comprehensive set of tools and support, RegReview.io empowers organizations to navigate the complexities of compliance management with greater efficiency and confidence.

Media

Media

Integrations Supported

Microsoft Excel

Integrations Supported

Apple Calendar
Claude
Gemini
Gmail
Google Calendar
Google Workspace
Microsoft 365
Microsoft Outlook
Microsoft Teams
OpenAI
Slack
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$9.98/month
Prime starts at $9.98/month, with an annual billing option. A free trial is available. Custom plans for financial firms include white-label platforms, APIs, and brokerage infrastructure and are quote-based. Exchange fees may apply to certain real-time data.
Free Trial Offered?

Pricing Information

$79/user/month
Solo is $79/month for 1 user or $790/year. Starter is $149/month for up to 3 users, Pro is $399/month for up to 10 users, and Enterprise is $999/month for up to 25 users. A 14-day free trial is offered. Add-on modules and consulting services may have separate charges.
Free Trial Offered?

Supported Platforms

SaaS

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
Webinars
Online Training

Company Facts

Organization Name

money.net

Company Location

United States

Company Website

www.money.net

Company Facts

Organization Name

FIN Group

Date Founded

2012

Company Location

United States

Company Website

fincompliance.io/regreview

Categories and Features

Financial Data APIs

Not specified

Categories and Features

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