Backstop Solutions
CXi-Registry
Riskalyze
HiddenLevers
SimCorp Dimension
eMoney
Pershing Financial Services
Morningstar Advisor Workstation
Finary
Kubera
Delta App
Sharesight
Zapper.fi
Portfolio Performance
Squirrel Portfolio Tracker
Robinhood
Backstop Solutions FinaryBased on our record, Finary seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Https://finary.com/en looks like a lot under the hood but maybe too much? Source: 10 months ago
Have you looked into Finary? They offer 20k+ banks & investment platforms and seem to cover many different asset classes. Their App is pretty nicely rated. Source: over 1 year ago
CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.
Kubera - Protect your wealth
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Delta App - An extension to the best crypto portfolio tracker on mobile.
HiddenLevers - HiddenLevers gives genuine business insight to C-Suites of financial institutions, customers, and productivity from the whole firm right down to the individual’s business.
Sharesight - Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.