Alternatives to Anthea Art Investments
Compare Anthea Art Investments alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Anthea Art Investments in 2026. Compare features, ratings, user reviews, pricing, and more from Anthea Art Investments competitors and alternatives in order to make an informed decision for your business.
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1
TombstoneHub
Acuity Analytics
TombstoneHub streamlines and automates the creation of fully formatted tombstones or credential slides for investment bankers. Analysts and presentations specialists at all investment banks and advisory firms spend a significant amount of their time creating the perfect credential slide. The typical challenges are disorganized deal information, inconsistent formats and templates, and highly manual effort of formatting. Our solution to these challenges is a SaaS-based product that streamlines and automates credential slides (tombstones) creation in any client template instantly. Easy to use SaaS platform with individual user authentication. Collates and centralizes deal data on a single platform by importing data from Excel/PowerPoint or integrating with SQL databases or other applications such as Salesforce. Our credential builder comes with an easy-to-source and easy-to-create centralized library of high-quality logos. Automatic download of new logos. -
2
LOT-ART
LOT-ART
Best deals, price and volume trends, market value, liquidity, and other indicators for fine art and watches. Historical auction sale prices of fine art, timepieces, wine & spirits, design, and luxury collectibles. Run your saved searches quickly and receive email alerts about new matching lots for sale. Find your favorite lots easily and receive bid reminders the day before the auction. LOT–ART is the leading search engine, marketplace, and advisory for fine art & collectibles, providing a comprehensive overview of the global auction market. Find the best deals on your favorite artists & brands among the catalogs of 3500+ auction houses. Check past sale results and analytics to optimize your bid. LOT-ART is constantly expanding its range of partners in the art & auction market with the aim to enhance the role of fine art investment as an effective portfolio diversification to the volatile financial markets. -
3
Artsted
Artsted
At Artsted, we provide a selection of high-quality work from the world’s best art school students, with daily new arrivals and a bespoke art advisory service. On Artsted your creativity is promoted to a target of global collectors. Get visibility, sales, career advice & analytics, with the help of cutting-edge technology. Build lasting and reliable assets. Track your collection’s progress, transparent pricing, technology to protect your works' provenance, and efficient promotion tools. We have managed to create a bespoke system to identify the world’s most promising visual artists and master the analytics tools for unprecedented price transparency. Join the movement to make the art market more accessible and support living creators today. Artsted is a technology company that is working towards the democratization of the art market using cutting-edge technology and proprietary algorithms for transparent evaluations. -
4
Yieldstreet
Yieldstreet
Get exclusive access to private markets. Yieldstreet offers a curated selection of alternative investment opportunities that were previously only available to institutions and the ultra-wealthy. With bond yields at or near their all-time lows and equity valuations historically high, the 60/40 portfolio’s forward-looking return estimates are only 1.4% according to AQR. Modernize your portfolio away from the 60/40. Add private market investments to build your portfolio for the future. Whether you’re looking to generate income, grow your overall portfolio value, or some combination of both, Yieldstreet offers a variety of alternative investment opportunities. Investments reviewed and analyzed by 20+ investment professionals. Yieldstreet’s investment team partners with industry-leading specialists to assess and diligence every investment offered. High monthly or quarterly current income. -
5
Splint Invest
Splint Invest
Get access to attractive alternative investments hand-picked by certified experts. Alternative investments have a lower correlation to economic downturns. Get strong performance, especially during difficult market conditions. Our certified experts carefully evaluate every investment to ensure only the best opportunities for you. Splint Invest is your one-stop shop for investing in and trading a large variety of alternative investments. The investments offered on Splint Invest are hand-picked by trusted and verified experts. We offer a comprehensive solution for making informed investment decisions, with all relevant information, and assets, and without any hidden or ongoing fees. We evaluate the investments every month and organize the sale of the asset at the end of the predefined investment horizon together with our verified experts. Create an account and invest in alternative assets, all in less than 2 minutes, everything else is just as simple.Starting Price: Free -
6
SplitXchange
SplitXchange
Build a diversified portfolio starting with just $1. Invest in what you love, at your own pace. With our intuitive portfolio builder, you can easily discover and invest in a variety of exciting assets, all in one place. Our user-friendly platform allows you to browse investment opportunities, invest in fractions of assets, and track your portfolio performance, all in a few simple steps. Easily add funds and explore investments tailored to your goals. Build your dream portfolio one investment at a time. Manage your investments in one place on the go. Go beyond traditional stocks and bonds. You can invest in the things you love, like art, music, real estate, and film. Invest in your passions and diversify your portfolio. SplitXchange is a registered technology company with a regulatory license to develop, deploy, and host digital assets. As a multi-asset exchange, it provides access to alternative investment assets, powering our innovative split economy model.Starting Price: Free -
7
Maecenas
Maecenas
Maecenas is a marketplace that allows anyone to purchase fractional interests in great works of art, using the ease and efficiency of blockchain technology, and the same crypto security used by the world’s leading banks. Invest in multimillion-dollar blue-chip artworks by the world’s most famous artists. Artworks are carefully curated for significance, quality, and investment value. Buyers and sellers can connect directly, without having to go through intermediaries who charge high brokerage fees. Smart contracts ensure fair pricing in an environment free from manipulation. Diversify your portfolio with an asset class that has seen compounded annual returns of over 10% for the past 20 years. Manage your Fine Art investment portfolio in an active, real-time trading environment. Tailor your holdings to perfectly suit your risk appetite and investment strategy. Invest in 100% authentic artworks certified by rigorous due diligence checks. -
8
Artscapy
Artscapy
Artscapy offers the World's first Art Account that simplifies the art investing and collecting process for the globe's 50 million collectors, investors and potential buyers deterred by the market’s current frictions and entry barriers. Using technology, we've streamlined the intricate art buying process into a single, cohesive digital ecosystem. At the core of our all-in-one Art Account there is the award winning* inventory management tool with the biggest and safest archival powerhouse in the industry. Moreover Artscapy provides: - curated collection building, - value tracking and data insights, - professional valuations, - insurance, - logistics, - multiple selling options – from private brokerage and P2P trading to auction consignment. *Artscapy has been awarded by TechNation in 2023 as Top 30 Most Innovative Startups in the UK.Starting Price: $18.25 per month -
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Masterworks
Masterworks.io
Masterworks is the first platform for buying and selling shares representing an investment in iconic artworks. Build a diversified portfolio of iconic works of art curated by our industry-leading research team. Our research team uses our proprietary data to determine which artist markets have the most momentum. Our acquisitions team locates what we believe is a good piece, at a fair price, and we purchase the work. Wait until we sell the painting to receive your pro rata proceeds, after our fees. We use a proprietary data set to understand which artist markets are accelerating quickly and have the most attractive historical price appreciation rates. As a member, you can access this database for free to do your own research. Once we decide which artist markets are appreciating at auction, our acquisitions team locates and chooses the best example available by value to offer to our members. -
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ArtSquare.io
ArtSquare.io
We source contemporary works of art by artists with established international markets and historical reputations and issue shares for their value, the digital art shares. Artworks are sold to our community through a process of listing. This involves the fragmentation of its value into an agreed number of Digital Art Shares, or DAS. DAS are listed and sold at the same price during live sales for a limited time. At the end of the live sale, our community can start trading DAS on the ArtSquare Exchange, our secondary market. We use blockchain technology to divide the value of artworks into equal portions, the Digital Art Shares. This process is called “tokenization” and allows us to issue real, tradable shares for physical assets like paintings and sculptures. DAS live on the blockchain, meaning that they can be securely bought and sold. To buy DAS, you first need to add funds to your wallet using your credit or debit card. -
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Mintus
Mintus
Transforming the future of investing, making alternative assets universally accessible. Providing access to uncorrelated, difficult-to-access asset classes for strategic diversification. Transparent, regulated, and authorized by the FCA and SEC ready. Mintus' platform allows for investment in alternatives, allowing you to create diversified portfolios with low volatility and increased returns. Diversification with alternatives means correlations to traditional assets decrease, lowering risk and potentially boosting returns. Our platform offers access to alternative assets such as art, real estate, shipping, and others through shared ownership. Mintus is breaking down barriers to entry with transparency and increased security by using a cutting-edge platform. Empower your organization with our Platform as a Service (PaaS) solution. Digitize and manage alternative assets such as real estate, art, and private equity effortlessly. -
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Elitium
Elitium
At Elitium, our focus on compliance, security, and simplicity is making the spectrum of cryptocurrency investments accessible worldwide. We’re bridging traditional finance and the blockchain. Our platform and network will enable investors to grow wealth and have a global impact as one. Invest in your preferred assets in just a few clicks. Leverage decentralized finance and invest in a variety of NFTs. The Elitium platform uses a native cryptocurrency, EUM, as fuel. EUM powers specific products (like staking and masternodes), and facilitates functions throughout the network. The platform is just the beginning. Elitium is fast evolving into a global service, offering credit cards, retail banking, new investment categories, even specialist blockchain wealth advisory. Get the #1 luxury crypto card to spend EUM and other cryptocurrencies wherever you are in the world. -
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MakersPlace
MakersPlace
Every digital creation available through MakersPlace is an authentic and truly unique digital creation, signed and issued by the creator made possible by blockchain technology. Even if the digital creation is copied, it won't be the authentic and originally signed version. Every digital creation on MakersPlace is digitally signed by the creator and permanently recorded and verified through the blockchain. Every digital creation is issued as a unique digital edition. Using blockchain technology, a creator can ensure that only a limited number of authentic editions can ever be owned, ensuring scarcity and uniqueness of a digital creation. Purchasing a unique digital creation means you're given full ownership over the creation, which is then transferred and stored in your digital wallet for safe-keeping. Collect unique works from amazing digital creators. Show off your collection to your friends and the community.Starting Price: 15% commission -
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Macroaxis
Macroaxis
Discover thousands of sustainable investment opportunities across different asset classes. Invest in what you are passionate for or care about. Macroaxis is a sophisticated yet simple to use personalized wealth optimization service that delivers measurable value in the form of improved return on investment portfolios of self-guided and socially-responsible investors. Our platform enables investors to generate efficient long-term portfolios in any economic environment across multiple markets. Our technology is based on both traditional and evolving trends in fintech to empower investors with the most affordable digital wealth advisory service. Enjoy unlimited access to our highly scalable wealth optimization engine by joining over 100,000 satisfied investors who build over 20,000,000 optimal portfolios with Macroaxis. -
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Evooq
Evooq
Achieve better client and business outcomes. Investments that address the individual needs and preferences of any client. Scalable, exceptional service across both discretionary and advisory mandates. Access to expertise and technology capabilities without having to actually own them. From onboarding to everyday operations. We provide financial professionals with investment technology and services that make their work radically simple. Investment management is a simple business at its core: investing clients’ money and helping them achieve their goals. We aim to keep it like that. Evooq helps wealth and asset managers strengthen their offerings and operations, so they can achieve better outcomes for both their businesses and clients. We provide financial professionals with investment technology and services that make their work radically simple. Based in Switzerland, we work with wealth and asset management companies all over the world. -
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Autonomous
Autonomous
Autonomous is an AI-driven financial advisory and wealth strategy platform built to help users connect all their financial accounts and assets, understand their full financial picture, and receive continuous, personalized investment and planning guidance with zero traditional advisory fees; it integrates data across brokerage accounts, tax-advantaged accounts, liabilities, cash flows, and complex holdings so the AI can recommend tailored strategies rather than one-size-fits-all portfolios. It uses advanced simulations and institutional investing principles to answer questions about trade-offs (e.g., 401(k) contributions vs paying down a mortgage), generate individualized direct indexing portfolios that adapt to evolving goals and risk, and continuously monitor for opportunities like tax-loss harvesting and rebalancing that help optimize long-term outcomes. -
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Point
Point
Point is a data-first, cloud-native Investment Data Intelligence (IDI) platform designed for wealth and asset managers, including family offices, external asset managers, private banks, and advisory firms. It aggregates and reconciles complex investment data, custodial, platform, AIFMs, direct investments, real estate, foreign exchange, and collectibles across multi-asset, multi-custody, multi-currency environments, delivering an independent Investment Book of Record (IBOR) updated daily. The system controls and secures data ingestion, employs advanced analytics and AI-driven insights, and offers detailed portfolio performance, risk, and opportunity visualizations via configurable dashboards. With open APIs and modular design, it integrates seamlessly with front-office CRMs, client portals, reporting engines, and back-office systems, enabling clean, reconciled, and shareable data across workflows. -
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Quantfolio
Quantfolio
Quantfolio is a modular, API-driven digital investment advisory platform and robo‑advisor engine built for banks, wealth managers, and fintechs. It centralizes and streamlines client onboarding, suitability and risk assessments, automated proposal and compliant documentation generation, and investment execution. The Investment Engine core allows firms to embed their philosophy into customizable flows, while the robo‑solution lets them deploy scalable, self‑service–style advice to retail or mass‑affluent segments. Its order‑execution module ensures a seamless journey from strategy to trade, and built‑in compliance-by-design protects against regulatory risk. With ESG integration, white‑label branding, and sustainability preferences embedded across workflows, Quantfolio enables institutions to deliver personalized, efficient, and compliant investment advice at scale.Starting Price: Free -
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SigFig
SigFig
SigFig makes high-quality investment advice accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. We are proud of our partnerships with the world’s largest and most innovative financial institutions. SigFig helps clients access, and advisors provide, investment advice efficiently with next generation digital experiences. We are powering the future of banking from web, mobile, and at the branch with digital investment advisory services. Build an intelligent, tax-efficient, diversified portfolio for a fraction of the cost of traditional advisors. Find out if high fees, unbalanced allocations and under-diversification are hurting your returns.Starting Price: 0.25% per year -
20
Choice
Choice
Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.Starting Price: 1% digital trade fee -
21
MoneyWare
Miles Software (EbixCash)
MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices. The wealth management software suite is flexible and customizable helping clients address client management, financial advisory, portfolio management, compliance and client reporting & accounting. Wealth management systems like MoneyWare support discretionary, non–discretionary and advisory services. -
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WealthObjects
WealthObjects
We provide financial institutions with digital wealth and hybrid advisory software solutions using our award-winning technology, helping them launch digital business models faster to market and at a fraction of the cost, saving years of development time and resources. We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and improve their existing platforms using our platform automation, innovation, and engaging online experience. Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools. -
23
SeedRM
Lenox Park Solutions
SeedRM is the most intuitive and useful CRM tool for Institutional Investors to effectively manage relationships within a portfolio of Investment Managers. Users are able to access SeedRM anytime and anywhere in the world with internet access! Leverages expertise in Investment Manager Due Diligence Advisory and Partner backgrounds steeped in Financial Markets. Built on the market-leading, cloud-based Salesforce.com platform, an unlimited number of licensed Users are able to access and contribute Investment Manager information, reports, and attachments. From a workstation in your office, or your compatible mobile device, SeedRM provides a simple interface for Users to effectively manage relationships without disrupting their day-to-day operations. -
24
MadeMarket
MadeMarket
MadeMarket's deal management CRM is the easiest way for investment bankers to manage their deals and contacts. Great investment banks get real results with MadeMarket. From boutique to bulge-bracket, investment bankers love MadeMarket. Maintain focus on your transactions in a faster, simpler way. Easily advance deals as a team and view progress at a glance, from anywhere. Instantly view the relationship information you care about most. From contact details and key relationships to transaction preferences and history, always see the full picture. Gain powerful insights on the value of your pipeline, how transactions are progressing and your most active relationships, all without lifting a finger. MadeMarket will help you grow your business and improve the performance of your team. Designed from the ground up to work specially within the investment banking workflow. Whether your advisory firm focuses on sell-side or buy-side, MadeMarket is designed to make your firm more efficient. -
25
SOLIAM
VERMEG
SOLIAM by Vermeg is a comprehensive core solution offering real-time oversight of investments, tailored for Asset Owners and Wealth Managers. It supports multi-custodian and multi-account keeping, facilitating efficient front-to-middle office process management. For Asset Owners, SOLIAM provides a unique platform for position-keeping, financial decision-making, and regulatory compliance (MIFID II, Solvency II, IFRS 9), along with a robust ALM engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions enhance operational efficiency, reduce risks, and offer scalability and regulatory compliance. -
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AdvisoryWorld
AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio. -
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CrowdStreet
CrowdStreet
CrowdStreet is the nation’s largest online real estate investing platform. Register today to get direct access to some of the most sought-after, institutional-quality real estate investment opportunities across the U.S. Create your account today to easily review, compare, and choose the individual deals that meet your investment criteria. You can also invest in one of our thematic managed funds or work with our team of investment professionals, leveraging our advisory services to help you build a customized real estate portfolio. With more than $2.8 billion invested across 580 deals, tens of thousands of investors have earned more than $416 million in distributions and have diversified their portfolios outside of stocks and bonds with private equity real estate using CrowdStreet. -
28
Ecora
IgniteTech
Manage workstations and servers with access to a wide range of reports based on machines' configurations. Automate system discovery, patch assessment and patch installation on workstations and servers. Collect information from your IT environment in seconds. Get the information you need without having to install anything in your environment. Ecora allows you to slice and dice your data on the fly, without a wait. Ecora is easy to install and get running. Set up your collections in a snap. Get the data you need to ensure you have the most secure environment with just a few clicks. Easily create custom reports on the attributes you need to review to keep your environment safe and secure. Maximize the return on your investment with IgniteTech’s Consulting Services, an exclusive benefit for IgniteTech Platinum customers. From advisory and process consulting, through implementation and support, our team of industry experts will ensure you get superior value from your technology investment. -
29
Xumane
Xumane
Xumane is an AI-powered ESOP and cap table management platform designed to help companies manage equity from inception to IPO. The platform provides end-to-end solutions including equity plan design, cap table management, ESOP advisory, financing, and liquidation support. Its intuitive dashboard delivers real-time insights while automating workflows for seamless equity administration. Xumane assists businesses with valuation modeling, regulatory compliance, and tax advisory to ensure legal alignment and financial efficiency. Employees gain transparent access to their stock options and equity information through the platform. Trusted by over 200 companies, Xumane manages millions of stock options and large ESOP pools globally. By combining technology with expert advisory services, Xumane simplifies equity management and wealth creation for organizations and stakeholders.Starting Price: $8.41 per month -
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Tower
TechRules
Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services. -
31
Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
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Tax Maverick
Tax Maverick
Tax Maverick is an AI-powered tax planning and advisory platform designed for accountants, tax professionals, and firms that want to go beyond tax compliance and into high-value advisory services. It combines AI analysis, structured workflows, proposal generation, client management tools, and reporting — all centered on maximizing clients’ tax savings and supporting scalable advisory work.Starting Price: $297 -
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AdvisoryAI
AdvisoryAI
Advisory AI is the world's first AI-Copilot for financial advisors and offers cutting-edge AI software, revolutionizing how they create and manage advisory documents. With our intuitive platform, financial professionals can automate any advisory document in just 5 minutes, saving time and increasing productivity. We specialize in automating critical reports, including Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. Our technology streamlines the advisory process, ensuring financial advisers can focus on delivering exceptional client service while reducing administrative workload. Let Advisory AI empower your practice with efficient, AI-driven solutions tailored to the needs of modern financial advisors.Starting Price: £49/user/mo -
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Tindeco VISION
Tindeco Financial Services
At Tindeco we are focused on helping investment managers to reduce complexity and increase automation to provide better investment management solutions to their clients. Our Tindeco VISION© platform is a unique fully integrated investment management platform built using the latest technologies. This makes VISION flexible, fast and easy to use. VISION is comprised of our VISION CORE Technologies and VISION Investments product suites. VISION CORE Technologies helps managers do what they do today, with significant improvement in efficiency and a greater focus on risk management. Our VISION Investments modules are aimed at helping investment managers gain the advantage and become part of the current industry disruption, rather than a casualty of the changes underway. VISION lets you design, test and implements a wide variety of customized investment portfolios and advisory processes in a highly automated fashion. -
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Chaka
Chaka
Chaka is a digital investment passport that gives users borderless access to over 5,000 stocks and ETFs across Nigerian, U.S., and international markets, consolidating global equity exposure in one platform with low minimums and both automated and self-directed investment paths. It offers a robo-advisory style service that builds, monitors, rebalances, and reinvests dollar portfolios tailored to individual risk profiles with minimal input, and Chaka Equity for hands-on traders to buy, sell, and manage positions directly on Nigerian and U.S. exchanges. The platform is locally and internationally regulated, leveraging licensed Nigerian brokerage infrastructure for domestic equities and a U.S. partner regulated by FINRA/SEC with SIPC insurance for global holdings, while securing user data with bank-level AES encryption. Additional capabilities include fast withdrawals (typically reflected in 48 hours or less), fractional shares, and integration options.Starting Price: Free -
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La Meer GRACE
La Meer
Work from Home (WFH) has become the new reality with the COVID Pandemic. Ability for staff to work from where ever they are, has become critical for organizations to continue operations, service clients and monitor risks. GRACE is here to help. La Meer’s cloud web based GRACE (governance, risk and compliance for the enterprise) platform comprises of industry specific solutions built by financial market experts for financial market regulations in banks, broker-dealers, wealth advisory, alternate investments and asset management firms. The comprehensive cloud based GRACE suite helps organizations and staff to offer seamless client service with comprehensive oversight, compliance, risk management and assurance for clients from where ever they are. The modular nature of the GRACE platform allows our clients to implement (and pay for) only the modules or functionality they need. -
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Moneyinfo
Moneyinfo
Moneyinfo is a digital wealth relationship and client portal platform that gives financial advisory and wealth management firms a branded web and mobile experience where their clients can securely view and manage their entire financial life, including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations, all in one place with 24/7 access and a single login. It aggregates data from multiple sources so clients see a consolidated view of their accounts and assets, supports secure messaging, document sharing, and storage, biometric login, and integrated e-signatures, and lets advisers communicate and collaborate with clients more effectively while staying compliant and digital-first. Moneyinfo also includes workflow automation, onboarding tools, portfolio and performance summaries, and mobile app delivery fully tailored to a firm’s brand to increase client engagement and loyalty.Starting Price: Free -
38
Thomson ONE Wealth
LSEG Data & Analytics
Today’s dynamic and fast-paced business environment requires an efficient and nimble advisory. Thomson ONE Wealth is a complete front-to-back-office workflow solution that enables firms to scale and adapt with ease and agility. Keep abreast of market developments, so when an unexpected event unfolds, you can quickly assess the potential impact on your book of business. Enjoy unsurpassed depth and breadth of LSEG content to find patterns and create simple talking points. Use the wealth tools to create winning investment proposals, or the book management and client reporting tools to find actionable insights and strengthen existing relationships. Stay on top of the market with Thomson ONE Anywhere to remain connected while on the go. With Thomson ONE, firms can combine client data, market data and their own applications to unify workflow. -
39
Sharekhan
Sharekhan
Solutions with the right balance of human intelligence and technology to keep you on track of your goals, especially during market volatility. A complete human network to understand your financial goals, stay on top of your investments, alert you of market movements and help you with any other service query you might have. A team dedicated to consistently provide you with research during any kind of market weather. At Sharekhan, we endeavour to amplify your investing experience though community programs where you can interact and learn with others. Our in-house and third-party educational solutions ensure you get to choose the right learning platform for yourself. Trading and investment solutions built on modern, easy-to-use platforms. Our in-house trading innovation team comprises of traders and investors themselves. Investment advisory products such as Power Portfolio, Star Portfolio & Top Picks Portfolio. -
40
Altruist
Altruist
Deliver better financial advice, easier. Manage your business smarter, quickly open accounts, and give clients a beautiful experience. Open accounts online in minutes. Build custom model portfolios with ease. Trade fractional shares commission-free. Rebalance automatically (set it and forget it). Investing & reporting, together at last. Really affordable. First 100 client accounts free and just $1/account each month after. Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply.Starting Price: $1 per month -
41
Tonic
Tonic
Discover the future of financial management with Tonic Wealth Management, your all-in-one solution for streamlined, secure, and investor-centric financial services. Key Features: Investor Portal: Experience 24/7 access to real-time portfolio management, cash balances, and tailored data feeds. Stay informed with alerts and GDPR compliance, while our Robo-advisory feature provides AI-enabled investment suggestions. Client Onboarding: Our user-friendly interface guides you through customizable data entry, intelligent document scanning, and face recognition for enhanced security. A configurable workflow ensures a seamless onboarding process. Back Office: Beyond traditional Portfolio Management Systems , Tonic offers wealth management-oriented CRM, compliance workflows, and dynamic risk assessment. Our open API integrates seamlessly with third-party systems, providing comprehensive solutions for your financial needs. Tonic KYC: All your KYC (Know Your Customer) needs on one platform -
42
Kingdom Trust
Kingdom Trust
Kingdom Trust is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and domestic). The firm’s institutional pooled investment vehicle (PIV) custody offering provides a customized solution for private equity, private debt, digital assets, venture capital and fund of funds. Kingdom Trust can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution helps its clients meet SEC regulatory requirements. The firm provides opportunities for investment in alternative assets like digital currency, real estate, precious metals, private equity, etc. -
43
Green Mountain
Green Mountain
Software alone can’t deliver the best shipping strategy. But the best shipping strategists can. When you choose Green Mountain, you’re not investing in a product. You’re investing in the most knowledgeable partner, one who can help you unlock the power of optimized shipping to maximize profitability, deliver on your promise to customers, and provide the ultimate level of business support. We have a team with the most comprehensive industry intelligence and carrier know-how. We possess the only system that can audit and re-rate every transaction - no matter the volume or complexity. Our unique advisory approach means you’re not left alone to manage a platform or craft a plan. From the beginning, we’ve focused on assembling the best team of industry experts. That’s why we recruit the most talented individuals with vast experience in shipping, logistics, data analytics, and technology. -
44
EPM Live
IgniteTech
Consolidate project, cost and resource management across your entire organization. See the big picture while monitoring progress and making informed decisions. Provide your organization the ability to manage all projects and work with one solution. Enjoy better management visibility into projects, and leverage expanded business intelligence. Maximize the return on your investment with IgniteTech’s Consulting Services, an exclusive benefit for IgniteTech Platinum customers. From advisory and process consulting, through implementation and support, our team of industry experts will ensure you get superior value from your technology investment. Provide your organization the ability to manage all projects and work with one solution. Customer success is our #1 objective, and that’s why we’ve created the IgniteTech Customer Support Program. The Program offers three service tiers. -
45
BryterCX
IgniteTech
The BryterCX Journey Intelligence Platform provides visibility into the true end-to-end customer journey management solutions across channels and identifies points of friction that cause negative customer experiences. BryterCX’s Journey Intelligence™ platform uses breakthrough AI and machine learning to provide users with robust journey insights that uncover clear business opportunities. Proprietary, patented journey insight technology. User-friendly visualizations of metrics and actionable alerts. Effortlessly measure, monitor and manage all aspects of customer journeys across multiple channels. Maximize the return on your investment with IgniteTech’s Consulting Services, an exclusive benefit for IgniteTech Platinum customers. From advisory and process consulting, through implementation and support, our team of industry experts will ensure you get superior value from your technology investment. -
46
Nuara Fixed Asset Management
Nuara Group
Nuara Group is a Software Development and ICT Strategic Advisory & Consultancy firm with over 20 years of experience. We have offices in Brunei and Singapore and partner companies in Germany, United Kingdom and Slovakia. With more than 20 years of programming experience specializing in the development of customized software solutions for enterprise resource planning and banking & finance applications, we have become an expert in our field! We provide innovative, reliable and fully customizable solutions that help our client automate and optimize processes, streamline business operations, create efficiencies and ultimately raise profitability. Nuara Group Specializes in the provision of IT Services, Custom Software Development of Enterprise Resource Planning (ERP) tools as well as Strategic ICT Advisory & Consulting Services. Streamline your business operations by using our custom-developed software solutions built to your specific needs. -
47
StockGro
StockGro
StockGro is India’s largest social investing and advisory platform, blending immersive virtual trading, peer learning, and expert insights to help users master trading and investment. It operates as a risk-free virtual trading environment using platform currency, simulating real market conditions with live data, enabling users to build, track, and manage virtual portfolios, test long-term strategies, and practice buy/sell decisions without real financial exposure. It facilitates actionable stock insights before investing by offering return comparisons, stock scoring, analyst rankings, peer benchmarking, and the latest news and trends. Users can explore verified portfolios of SEBI-registered analysts and peers, assessing their track records before following their strategies. The social aspect is emphasized via interactive communities, where users can join thematic chat groups, follow top traders, and learn through collaborative engagement.Starting Price: Free -
48
Docupace
Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. The Docupace Platform is an adrenaline shot for thriving advisory & investment firms. Deploying our dynamic, scalable platform empowers firms to: Bring on more advisors; Improve client satisfaction and confidence; & reduce costs & headaches in the back office. The Platform isn’t a single point solution that only solves a specific problem—it eliminates friction from the system. With dynamic workflows that bridge the gaps between investors, advisors, and the back office, the Docupace Platform keeps everyone on the same page, reduces admin time, eliminates errors, lowers costs, & turns common complaints into satisfying interactions. -
49
TaxWise
Wolters Kluwer
TaxWise streamlines your E-filing and fee collection process from start to finish. Manage your clients’ documents digitally, and offer largest variety of low-priced bank products. Process returns quickly and easily for beginners and experts alike. Save time with error diagnostic tools built into the interface. Navigate e-filing errors with links to forms needing correction. Test a variety of tax scenarios for your clients with the “What if?” mode. Save test scenarios for future reference. Advise your clients on deductions or capital expenditures with planning and advisory tools. Diversify your staff and clientele with TaxWise’s comprehensive Spanish features. Leverage over 60 forms and schedules in Spanish, on-screen and in print. Get bilingual product support to ensure your team always has the help it needs. -
50
Right90
IgniteTech
Power the most accurate forecasts for large, complex enterprises from every business perspective. Right90 is a SaaS sales forecasting solution for when precision and managing change matters. Deftly manage unit-based forecasting, shipments over time and channel & OEM complexity. Build the most accurate forecast around, then track and analyze over time to improve intelligence and accuracy. Enter, track and analyze the information you care about, without wasting time on spreadsheets. Roll up your data in real-time. No-hassle data entry with purpose-built links to all of your relevant systems. Forecast possibilities and track actuals. Maximize the return on your investment with IgniteTech’s Consulting Services, an exclusive benefit for IgniteTech Platinum customers. From advisory and process consulting, through implementation and support, our team of industry experts will ensure you get superior value from your technology investment.
