
Sharesight
Monitor, manage, and maximize your stock portfolio.
Best for: SMB teams · Mid-market · Enterprise
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What is Sharesight?
. Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker and Reporting Platform," this platform offers a great way for investors to keep track of stock prices, trades, performance, and taxes. It's a ...
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What is Morningstar Office?
Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and public investment fund managers. Morningstar Office is an advanced Power Portfolio Management System (PMS) ...
Read more about Morningstar OfficeMorningstar Office offers custom pricing plan
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What is Ziggma?
Ziggma is a set of financial Portfolio Management software tools. It comes with a portfolio manager, a portfolio display tool, a global market place for Trading stocks, ETF, Mutual Funds and Futures using the ETS Exchange trading system. It also comes with a Stock Analyzer tool, a mutual funds ...
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What is Acorns?
Acorns is a free iOS and Android app to help invest money. With an innovative round-up system, Acorns helps to automatically invest small amounts of money from everyday purchases like coffee or groceries to save money and grow wealth over time. Acorns connects to the existing bank accounts and ...
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What is KoreConX?
KoreConX is a capital markets management platform with a dashboard for tracking investments, monitoring portfolios, and generating real-time equity and debt reports. It also provides access to legal, compliance, and funding resources for companies managing investor relationships across private ...
Read more about KoreConXKoreConX offers custom pricing plan

MProfit
Effortless portfolio management at your fingertips.
Best for: SMB teams · Mid-market · Enterprise
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What is MProfit?
MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, flexible sourcing of data, powerful import capabilities, and much more, MProfit can help to visualize investments to make better investment ...
Read more about MProfitMProfit offers custom pricing plan

Morningstar Direct
Streamline your investments with Morningstar Direct.
Best for: SMB teams · Mid-market · Enterprise
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What is Morningstar Direct?
Morningstar Direct is a new software platform for investment portfolio management built upon the award-winning Morningstar Portfolio Manager software. Morningstar Direct brings the simplicity, features, and flexibility of direct investment management services to investors using portfolio ...
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What is Assetmax?
Assetmax is a wealth management platform built for independent asset managers, banks, and family offices. It covers multi-custody portfolio management, invoicing, CRM, and reporting, and has been in use since 2016. The platform connects multiple custodian solutions and offers real-time ...
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What is Shootih?
Shootih is the ultimate solution for businesses looking to invest their idle cash quickly and easily. With just one click, you can explore a 360-degree view of your investment holdings and keep track of gains all in one place. Say goodbye to the hassle of managing multiple bank accounts - ...
Read more about ShootihShootih offers custom pricing plan

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What is Addepar?
Addepar portfolios combine analytics and insights to deliver powerful insights for informed investing. Operations, sales, and investor teams leverage Addepar's tools to build and execute on strategy; business users are more productive with self-service access to more data, functionality, and ...
Read more about AddeparAddepar offers custom pricing plan
