
Personal Capital
Streamline your investments and reach financial goals.
Best for: SMB teams · Mid-market · Enterprise
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What is Personal Capital?
Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, ...
Read more about Personal CapitalPersonal Capital offers custom pricing plan

Croesus Advisor
Efficiently manage portfolios, achieve risk-adjusted returns.
Best for: SMB teams · Mid-market · Enterprise
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What is Croesus Advisor?
Croesus Advisor is a portfolio management software for private investors and financial institutions. With an abundance of product value-added services, this software provides users with a wealth of features to assist users in managing their personal or company's portfolio, such as: real-time ...
Read more about Croesus AdvisorCroesus Advisor offers custom pricing plan
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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

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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Seeking Alpha
Stay ahead of the market with Seeking Alpha.
Best for: SMB teams · Mid-market · Enterprise
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What is Seeking Alpha?
Seeking Alpha brings investors the crucial news, analysis and tools they need to manage their investments and stay ahead of the stock market. Along with subscriptions providing a variety of investing styles and tailored options, we offer access to breaking market news, analysis and newsletters ...
Read more about Seeking AlphaSeeking Alpha offers custom pricing plan

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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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