Based on our record, Klipfolio seems to be more popular. It has been mentiond 1 time 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.
If those excel files change over time, ask the maintainers to upload in to cloud and add all those excel files as data source in klipfolio (klipfolio.com) and create a dashboard there. Your creation will last forever (as long as the structures of those files last). Source: over 2 years ago
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
Databox - Databox is Business Analytics platform that helps companies deliver insights and analytics anytime and anywhere.
SimCorp Dimension - Investment Portfolio Management
Geckoboard - Get to know Geckoboard: Instant access to your most important metrics displayed on a real-time dashboard.
Morningstar Advisor Workstation - Morningstar Advisor Workstation helps people settle on better speculation choices all alone with evenhanded, free information, and investigation.
Grow - Grow is a business intelligence software that empowers businesses to become data-driven and...