Salesforce Financial Services Cloud
Redtail CRM
SmartOffice
Simple
DealCloud
Money Guide Pro
LearnVest
Kuber
Finary
Kubera
Delta App
Sharesight
Zapper.fi
Portfolio Performance
Squirrel Portfolio Tracker
Robinhood
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
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Kubera - Protect your wealth
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
Delta App - An extension to the best crypto portfolio tracker on mobile.
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
Sharesight - Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.
