Effortless wealth management powered by AI.
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Masttro offers custom pricing plan
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Product Description
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, ...
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Personal Capital offers custom pricing plan
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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 ...
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Addepar offers custom pricing plan
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Introducing PMplus, a cutting-edge cloud-native management platform created by industry experts to handle all your wealth and asset management needs. With PMplus, you have access to a wide range of solutions, from audit and director fees to performance fees. Our user-friendly approach allows ...
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PMplus offers custom pricing plan
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Qualified is an innovative Conversational Marketing Chatbot that enables businesses to maximize their revenue by leveraging their website. It empowers them to identify their most desirable site visitors, start conversations to convert outbound and promotional website visitors, and detect ...
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Pop-ups
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Co-Browsing
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Starts from $3000/Month
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Workvivo is a revolutionary employee communication app that works to strengthen the connections between colleagues. Beyond the traditional tools, Workvivo has the ability to effectively engage and reach out to team members. This revolutionary communication platform aids in the construction of ...
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Calendar Management
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Workvivo offers custom pricing plan
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AccessPay Platform is the perfect solution for taking full control of cash. Utilizing real-time analytics, daily reporting, and liquidity forecasting, you can gain insights into your entire cash portfolio. Automated treasury management and payment tools provide unmatched visibility and enable ...
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Approval Workflow
Cash Management
Reporting
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AccessPay Platform offers custom pricing plan
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Product Description
Automate Estate is a software platform specifically designed to help investors, small and medium-sized companies discover more reliable real estate investments in Germany. Powered with the ability to review current rent, maintenance and substance information, the system can also generate ...
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Dashboard
Investment Monitoring
Document Management
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Popular alternatives include Personal Capital, Addepar, Finmap, PMplus and Automate Estate.
Key factors include Onboarding, Presentation Tools, Investor Management, Client Portal, Portfolio Management and pricing.
Tools like AISaver, AEL Accessibility Checker, PARTNER2B, VoiceSend AI and QAVACH are best for small businesses for New SaaS Software.
This software is researched and edited by
Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
