18 services with real-time status updates
Found 18 services tagged with "Wealth Management"
Beanvest is a personal finance and investment management platform that helps users track, analyze, and optimize their investment portfolios and financial goals. The service provides portfolio analytics, performance tracking, and investment insights to support wealth building.
Ghostfolio is an open-source wealth management and investment portfolio tracking platform that helps users monitor their assets, analyze performance, and visualize their financial portfolios in one place.
Intelliflo is a wealth management and financial planning platform that provides tools for advisors to manage client portfolios, compliance, and financial workflows. It streamlines administrative tasks and enhances advisor productivity in the financial services industry.
InvestNext is a financial technology platform that provides investment management and portfolio tools for individual and institutional investors. The service offers trading, analytics, and investment tracking capabilities through a web-based interface.
InvestorKit is a financial technology platform that provides investment management and portfolio tracking tools for Australian investors. It helps users manage their investment portfolios with real-time data and analytics.
Major 7 Apps is a financial companion platform (Capital Companion) that helps users manage and optimize their financial decisions and planning through an AI-powered application.
Planworth is a financial planning and wealth management platform that helps individuals and families organize, plan, and track their financial goals and investments. It provides tools for budgeting, goal setting, and financial visualization to support comprehensive personal financial planning.
Quantfolio AS is a portfolio management and financial analytics platform that helps users track, analyze, and optimize their investment portfolios. It provides data-driven insights and performance metrics for personal and professional investment management.
RightCapital is a financial planning and wealth management platform that helps advisors and clients with comprehensive financial planning, investment management, and goal-based wealth strategies.
Scalable Capital is a German fintech platform that provides investment management, robo-advisory services, and automated portfolio management for individual investors. The company focuses on making scalable investment solutions accessible to retail customers.
Stocklet is a portfolio and investment tracking application that helps users monitor and manage their stock holdings and financial assets in one centralized platform.
SwissBorg is a fintech platform that provides cryptocurrency wealth management, trading, and investment services with a focus on accessible digital asset management. It offers users tools to manage, trade, and grow their crypto portfolios through an integrated mobile app and advisory features.
Wealth Beacon is a financial management and wealth tracking platform that helps users monitor and optimize their personal finances and investment portfolios. It provides tools for financial planning, asset tracking, and wealth insights to support informed financial decision-making.
Wealthbit is a financial technology platform that provides wealth management and investment services to help users manage their personal finances and investment portfolios.
Wealthsimple is a Canadian financial technology company offering digital investment management, trading platforms, and personal finance tools with robo-advisor and commission-free investment services.
