Apps tagged with 'Wealth Management' Page 2 of 2

Advisor Terminal is the practice operating system for independent financial advisors. Keep your dealer for trades; move CRM, KYC snapshots, meeting notes, conversation capture, tasks, vault, wealth planning, and portfolio/trade math into one system.

A private personal net worth tracker. Track assets, liabilities, and net worth over time — no bank linking required. Supports 100+ fiat currencies and 800+ cryptocurrencies.

Leading Trading Software and a slew of mobile applications to include the Billion Disrupt Music Player. Those are pretty great products that the company has to offer.

EXANTE provides professional investors with institutional-grade trading infrastructure and direct access to global financial markets through a single platform.

Kesoria is a privacy-first net-worth tracker built for people whose money spans more than one currency or country. It never connects to your bank - you enter your own balances - and consolidates everything into one clear number in your base currency. Free calculators and a no card trial.

Copia is a financial intelligence platform that helps you visualize, analyze, and optimize all your investments from one elegant system.

Manalyx is a complete wealth dashboard that gives you a neutral overview of all your assets in one place. Track stocks, ETFs, crypto, real estate, precious metals, watches and banking accounts – without recommendations or predictions, just clear data visualization.

Intelligent investing with a technological advantage, Algorithmic strategy finds and invests in wonderful growing companies selling for less than they are worth.

Rosecut is your financial planning partner and investment manager that helps you achieve your long-term life goals. We offer access to financial knowledge and tools to help you grow your wealth.

Klaris brings together your complete financial picture, investments, spending, goals, and an AI assistant that actually knows your money, and solves the problem of tying your daily-financial habits with long-term investment outcomes.

Complete wealth dashboard for individuals & couples. Stocks, crypto, real estate, retirement simulations, AI analysis. Works anywhere. Free tier available.

AI portfolio tracker combining brokerage, crypto, private assets, liabilities and statements with multi-entity support, return analytics and benchmark comparisons.

OpenHedgeFund’s mission is to provide the best portfolio strategies, to the crowd by the crowd.

Strabo is clarity in one click: a holistic overview of your bank accounts, investment accounts, crypto, pensions, real estate and alternatives across different countries, collated into one dashboard with seamless FX and forward-looking portfolio analytics.

FutureVault helps financial services companies save significant time and money by improving the way head office, advisors, and clients manage information and documents together in a secure, compliant, and easy-to-use Digital Vault.

A cloud-based wealth management platform that helps financial advisors and planners manage investments, track portfolios, and provide client insights with back-office support and a mobile app.

Net worth tracker for multi-asset portfolios. Stocks, real estate, alternatives, cashflow projections.

Replace that pesky spreadsheet with this personal finance platform with portfolio tracking, expense tracking, 13+ financial calculators, and personalized insights. Track stocks, crypto, real estate, pensions, create goals and more with real-time price updates and multi-currency support.

TradeGyani is a social trading platform connecting smart investors with novice investors. A novice investor can see and copy the portfolios of the smart investors through their platform with a click of a button.

Moneyjar is an online financial ecosystem that provides sophisticated investment advice and seamless transactional platforms at scale.

With OnJuno, we are on a mission to make banking fair and transparent. Our aim is to create a cross-border digital banking platform that provides our members with an FDIC Insured high yield checking account.