Alternatives to Co-Pilot
Compare Co-Pilot alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Co-Pilot in 2026. Compare features, ratings, user reviews, pricing, and more from Co-Pilot competitors and alternatives in order to make an informed decision for your business.
-
1
FlexTrade
FlexTrade
FlexTRADER® is the industry’s market-leading, multi-asset execution management system (EMS) that encompasses all facets of electronic and algorithmic trading, and is trusted globally by tier-one asset managers and hedge funds trading equities, FX, derivatives and fixed income for its unparalleled performance, quantitative analysis and worldwide connectivity to liquidity sources. FlexONE is our all-inclusive order/execution management system designed to facilitate and streamline the demanding trading requirements of the global hedge fund community. FlexFX is our award winning, algorithmic trading and execution management system for buy-side institutions trading FX. FlexFX offers advanced integration with OMSs, as well as fully integrated post-trade allocation solutions. Trusted by the world’s largest asset managers, FlexFX enables traders to manage and efficiently execute large numbers of orders (block size or small) across multiple value dates. -
2
BlazePortfolio
BlazePortfolio
Implement complex models and monitor asset allocations across portfolios with ease. Manage order flow across multiple custodians, asset and security classes. Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems. Features designed to ensure trading compliance and data accuracy. BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker-dealers, family offices, and industry partners. Manage order flow across multiple custodians, asset and security classes. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Implement complex models and monitor asset allocations across portfolios with ease. -
3
Solvas Portfolio
Alter Domus Data Solutions Inc.
Solvas Portfolio is a multi-asset class administration and reporting platform designed to help organizations protect revenues, reduce risk, and streamline operations across the entire asset lifecycle. As portfolios grow in size and complexity, manual tools fall short, but Solvas Portfolio consolidates data from multiple strategies and asset types into a single, transparent view. It enables teams to settle trades efficiently, analyze risk, reconcile cash positions, and collaborate more effectively with trustees. The platform’s intuitive workflows make data exploration fast and seamless, while its advanced reporting capabilities support timely, accurate communication with key stakeholders. With strong integration options, Solvas Portfolio connects smoothly with your accounting, reconciliation, trade, and credit risk systems to serve as the operational hub. Implementation experts help ensure a smooth migration of your asset data so your team can adopt the platform with confidence. -
4
TradingScreen
TradingScreen
Industry-leading all-asset class electronic trading solutions that enable buy-side traders to meet today's market structure challenges. Our SaaS model makes our trading solutions easy and fast to install. For those who need it now rather than later. Together, we’re Ultimate Trading Performance. It all starts with TradeSmart, our core OEMS technology platform that makes everything happen. It puts what you need on your screen, customized the way you need it. BidFX is an innovator in multi-asset FX trading and the market-leading provider of broker-neutral electronic trading solutions for the global FX marketplace. BidFX is an innovator in multi-asset FX trading and the market-leading provider of broker-neutral electronic trading solutions for the global FX marketplace. -
5
Neovest
JPMorgan
Neovest is a premier, broker-neutral Order and Execution Management System (OEMS) designed to handle the complex, multi-asset trading needs of hedge funds and proprietary trading firms. As an independently operated subsidiary of JPMorgan Chase, it provides a single, unified platform for global liquidity access and end-to-end investment lifecycle management. Neovest’s primary strength lies in its high-speed execution capabilities and vast connectivity network. Global Connectivity: Provides a single source of access to over 340 brokers and 130+ global exchanges, ECNs, and dark pools. Multi-Asset Support: Seamlessly trades equities, futures, options, and FX. Advanced Order Types: Supports complex strategies, including synthetic baskets, pairs trading, and multi-leg spreading in futures markets. Following its 2024 acquisition of LayerOne Financial, Neovest introduced PortfolioOne, a modular platform that expands its reach beyond execution into full portfolio management. -
6
FinFolio
FinFolio
Report, bill, rebalance and publish client portals for professional wealth managers. Dashboards, reports, trading, billing and client portals. One app is all you need. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple. All RIAs are not the same. You have complete freedom to customize FinFolio. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding. If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality. An open API lets you extend the software, customizing and interfacing with external services. -
7
Envestnet | Tamarac
Envestnet
Envestnet | Tamarac is an integrated portfolio management and reporting platform designed to help Registered Investment Advisors (RIAs) streamline operations, enhance client service, and scale efficiently. The platform combines powerful tools for trading, rebalancing, performance reporting, billing, and CRM integration in a single unified experience. Advisors can automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Tamarac’s flexible architecture connects seamlessly with industry-leading custodians and financial applications, ensuring smooth integration across the advisory tech stack. Trusted by thousands of firms, Tamarac helps advisors reduce administrative burdens while delivering exceptional, personalized client experiences. In essence, it empowers RIAs to spend less time managing systems and more time managing relationships. -
8
Costars
corfinancial
A fully integrated investment administration platform for third party administrators (TPAs), fund supermarkets, wealth management providers, building and friendly societies, and retail banks. Costars is a multi-asset investment administration solution that automates and improves client servicing, sale-channel uptake and the adoption of new products, including fully automated ISA management. Costars also provides management functionality for tax and regulatory requirements for underlying investors. Instrument types are packaged into portfolios, whether wrapped or unwrapped and are available across varying distribution channels. Handle millions of portfolios and positions with high throughput without scalability issues. With automated and manual trade input, present and historic portfolio valuations, automated customer credit and ID checks, data and documentation audit trail, full reporting and compliance, deal validation/authorization and pricing, everything is covered. -
9
InfoReach TMS
InfoReach
The InfoReach Trade Management System (TMS) is an independent, broker-neutral, multi-asset trading platform that ties together all the tools, technologies, global market connectivity and execution capabilities that traders need in a single system. It consolidates pre/at/post trade analysis, pre-built and broker-provided algorithms, real-time, interactive charts and position monitoring, multi-asset and portfolio trading capabilities, order management and FIX connectivity in a multi-broker buy-side order and execution management system. The InfoReach TMS offers high-performance, low-latency access to more than 140 brokers, ECNs, MTFs, exchanges, ATSs, dark pools and other major sources of global liquidity for electronic and automated trading of equities, options, futures forex and fixed income. While InfoReach TMS offers an unprecedented level of functionality and power to trading desks, it also can be configured to deliver just a subset of required features. -
10
Fundamental Portfolio Manager
Fundamental Software
The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market. -
11
WealthERP
Ampsys Consulting Pvt Ltd.
WealthERP is a comprehensive wealth management platform designed for financial advisors, investment firms, and institutions to efficiently manage multi-asset portfolios. It offers seamless portfolio tracking, financial planning, and investment analysis, helping professionals make data-driven decisions. With intuitive dashboards, client management tools, and reporting capabilities, WealthERP simplifies wealth management, enhances efficiency, and ensures compliance with financial regulations. -
12
Eze EMS
SS&C Eze
Eze EMS (formerly RealTick) is a high-speed, multi-asset, and multi-broker execution management system that provides fast, seamless, and centralized access to extensive liquidity across global equities, bonds, futures, and options. It offers critical market intelligence and real-time trading analytics to power performance. Features include an Algo Wheel and automated order routing capabilities to automate low-touch orders, allowing traders to focus on more complex trades. Integration with Eze OMS enables a fully synchronized trading solution, combining advanced trading tools with robust pre-trade compliance, position checking, and allocation automation. Key features include minimizing total cost of ownership with Software-as-a-Service (SaaS) delivery, expanding shorting capabilities with integrated short locate functionalities, quick order entry across asset classes including advanced program and list trades, powerful position checking, compliance, and allocation-scheme functionality. -
13
Solovis
Solovis
Uniquely designed for limited partners and asset allocators, the Solovis institutional investment management technology platform transforms multi-asset class portfolio management. It’s time for greater efficiency, faster insights and better investment decisions. Accelerate public and private asset data collection. Gain better insight into hedge fund managers, private equity and alternative investments. Transform investment data into useful intelligence. Extend your team with data operations and exposure analysts. Managing multi-asset class portfolios with allocations to hedge funds, private equity, real assets, mutual funds, ETFs and direct securities means managing hundreds, or even thousands of data points. Investment data comes in different formats, is updated at different times and is located in multiple system. Solovis is the centralized portfolio management technology platform that can automate investment data collection and deliver actionable insights. -
14
Snowball Analytics
Snowball Analytics
Snowball Analytics is a portfolio tracking platform, so it can run in-depth reports about your dividends, stocks, etf and crypto. With Snowball Analytics, you can link your brokerage accounts with auto updates. Track portfolio performance of stocks, funds and cryptocurrencies from all over the world. This stock tracker support automatic brokerage connections with over 1,000 brokers from US, Europe, UK, Asia, etc. You can track nearly any stock, ETF or Mutual Fund on the planet. Stock tracker support all major stock exchanges and show your portfolio performance in 25+ currencies. Snowball Analytics tracker have wide list of tools for analysis and dividend reporting. This equity tracker helps you with: Rebalancing and allocation of investments, calculation of dividend. Performance calculation including fees, dividend yield, trades, withholding tax, Dividend rating. Backtest your portfolio. Use benchmarking and build dividend portfolios or test portfolio on historical data.Starting Price: $6.70 per month -
15
PackHedge™
FinLab Solutions SA
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.Starting Price: $5,000 per year -
16
LSEG AlphaDesk
LSEG Data & Analytics
Simplify your workflow with LSEG AlphaDesk, the cloud-based order management system (OMS) and portfolio management system (PMS) for the buy-side. Work with flexible multi-vendor data feeds and multiple electronic trading systems, as well as custodians/ prime brokers and fund administrators. Manage all your firm’s orders in a single place. Track portfolio exposure in real-time with over 100 fields and flexible groupings. Stay on top wherever you are with responsive mobile access. LSEG AlphaDesk is an award-winning order management system (OMS) and portfolio management system (PMS) which offers cloud-based, multi-asset class, multi-currency order management and portfolio management for the buy-side, along with risk and compliance tools, all within a single user interface experience to help streamline and automate your workflow. -
17
MProfit Advisor
MProfit Software
With MProfit, you can seamlessly track all your investments in one place. Import your data to MProfit from 700+ brokers & financial institutions, view insightful portfolio reports and get your capital gains in ITR format. With MProfit, you can seamlessly manage investments in stocks, F&O, mutual funds, bonds, fixed deposits, NPS, AIF & various other assets. MProfit is available on web, desktop and Android & iOS mobile devices. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Investors can maintain individual portfolios and create portfolio groups to view consolidated holdings. Advisors can maintain client investments in category-wise & family-wise portfolios. Auto-import contract notes & back-office files for Stocks and F&O from 700+ brokers.Starting Price: $40 per month -
18
Venn by Two Sigma
Two Sigma
Venn by Two Sigma helps investors embrace a modern, quantitative approach to multi-asset portfolio risk and investment decision-making. Streamline your investment evaluation process and collaborate with your team. Venn’s modern interface and intuitive factor-based risk approach is designed to help investors uncover portfolio risks and position the portfolio to meet future objectives. Evaluate managers against your objectives using traditional risk metrics with the addition of factor analysis. All it takes is a set of returns. Better understand the underlying risk drivers in your portfolio using the Two Sigma Factor Lens™️, and then run optimization analyses on that portfolio based on your organization's constraints and objectives. Venn can help you take action to minimize unwanted and/or uncompensated risks, understand how changes to your strategic asset allocation affect expected performance, optimize your existing investment allocations, and more. -
19
Edgelab
Edgelab
Provide solutions that truly reflect clients’ preferences and ensure their funds are invested appropriately and risk doesn’t exceed what is suitable for them. Unlock wealth managers’ full potential with automated investment recommendations, enhanced risk analytics and decision support simulations. Streamline investment proposal generation and automate regulatory controls and reports to increase efficiencies and expand offerings to new client segments. Get instrument-level portfolio proposals consistent with the bank views, client's preferences and asset universe. Perform stress tests or simulate the impact of switch on client portfolio to discover the construction with optimal risk/return ratio. Identify all portfolios with breaches on the investment suitability and asset class strategic allocation. Get recommendations for best trades to move the existing client portfolio closer to the target allocation. -
20
RiskSmith
RiskSmith
A great portfolio is more than just a collection of individual investments - it’s a system that works together to build wealth. We help you see how effective your portfolio is, and tune it to get the most out of it. See how your investments really work together. See how well you trade risk for reward, and how much volatility is hiding in your portfolio. Being a great investor is about getting better at trading risk for reward. We help you see how effective your portfolio is at making that trade. Risk Efficiency tells you how well you’re trading risk for rewards, and helps you know how assets work together to hedge risk. Anything over 1 is good. Anything over 1.5 is really good. dScore tells you how much you can expect to lose, randomly, once or twice a month. If you’re comfortable with this number, you’re much more likely to withstand the craziness of the markets. For decades, we’ve looked at line charts that show the growth of an asset. -
21
PMplus
SuisseTechPartners
SuisseTechPartners is a market-leading, cloud-native Portfolio Management System, built by industry experts with decades of market experience. PMplus is a front to back wealth and asset management solution. We have a wide range of products including portofolio management system, accounting and multi-jurisdictional NAV, investment book of record, partnership accounting, order management OMS, regulatory compliance and IRM, management fees and billing, cash management, multi-asset class integration, data management platform, reconciliation services, client reporting and web-portal, customer onboarding and KYC, GIPS performance and VAR modeling. We work closely with your team to ensure that the implementation is carefully planned and executed according to your business requirements. We have managed multiple remote installations globally and have a proven track record of success. -
22
Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
23
Advent Genesis
SS&C Advent
Manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently, all within a comprehensive front-office solution. Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution. Expand into new markets, new regions, and new lines of business with confidence, reducing operational risk and driving greater efficiency. Comprehensive dashboards with exception and status updates, strategy and model level drift, and cash activity, give you powerful insights to easily drill into the details. Management views allow you to structure the appropriate oversight and controls and easily review proposed trades prior to approving them for execution. -
24
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. -
25
Agilis Investment Management
Agile Financial Technologies
The philosophy of Agilis Wealth Management is just that – to enable you to manage the wealth of your clients and in the process create “more” wealth for them and for yourself. We understand your need to offer that extra touch to client relationships – hence Agilis WM offers you a unique platform that lets you gain a 360° view of your investors and manage them in the first degree! Portfolio Rebalancing – guiding you back on track with Trade Recommendations. Trade Order Management – workflow driven for ease and speed to match pace with markets. Risk Management – compliance with regulatory & internal policies and limits. Analytics – empowering you with vital technical analysis. Model Portfolio – benchmarking to indices or your own models. -
26
Passiv
Passiv
Passiv turns your brokerage account into a modern portfolio management tool. Build your own personalized index, invest and rebalance with the click of a button, and seamlessly manage multiple accounts. Connect your accounts from any of these partner platforms. If your platform isn't listed below, you can join the mailing list to be notified when it's available. Build your portfolio and maintain your target allocation. Use Passiv's "buy-only" setting to identify the underweight assets in your portfolio. Save time by letting Passiv calculate & execute the trades needed to keep your portfolio balanced. Get notified whenever new cash & dividend payments come in or whenever your portfolio drifts out of alignment.We work with brokerages directly and use their APIs in order to keep your information safe and secure. This ensures that you are not breaching their terms & conditions.Starting Price: $99 per year -
27
Webull
Webull
Enjoy Tech. Enjoy Investing. 0 Commissions and no deposit minimums. Everyone gets smart tools for smart investing. Diversifying your portfolio with a comprehensive suite of investment products including stocks, options, ETFs, and ADRs. Invest in thousands of companies using our trading tools and analytics to create your own financial portfolio. Options provide a strategic alternative to just investing in equity. Diversify your holdings by investing into a group of stocks with the same convenience as trading a single stock. Save for retirement with Webull Traditional, Roth or Rollover IRA. Individual brokerage account is the general account which allows you to buy and sell securities and assets. Webull supports full extended hours trading, which includes full pre-market (4:00 AM - 9:30 AM ET) and after hours (4:00 PM - 8:00 PM ET) sessions. Webull provides intuitive and powerful advanced charts, multiple technical indicators, and premier Level 2 Advance (Nasdaq TotalView) to help users. -
28
StockMaster
Supertech
StockMaster was first developed in 1996 and since then it evolved into the Australia's leading and best-selling portfolio management software. It was designed specifically for investors who want to manage their investments and generate tax reports with ease. With its unique trade record system, you can easily record and report trade activities and dividends in a portfolio. Combined with its online charting and query system, you can simply plot and perform ad-hoc query on shares on the fly. StockMaster is more than just a portfolio management software, it includes the cash book and property management which allows you to track your daily cash transactions and income and expenses for your investment properties to make a complete investment management package. Real time tracking shares, managed funds, warrants, options, CFD, fixed interests..etc. Analyse your dividend income cashflow and imputation credit in next 12 months, and asset allocation in your portfolios.Starting Price: $220 per year -
29
BridgeFT
BridgeFT
Build unique digital experiences powered by real-time financial data and insights. Access a write-once read-many data feed of all major custodians, plus leverage plug-and-play white-labeled capabilities for billing, reporting, and more. Create new distribution channels and unlock your firm’s true growth potential. Streamline back-office operations with aggregated portfolio management, automated reporting, and simple fee billing. As the industry’s only completely API-first, multi-custodial software and data aggregation platform built by developers, for developers, BridgeFT’s WealthTech API streamlines your development and consistently matures with the latest technology. WealthTech-as-a-service platform offers a single, open API to trade-ready, multi-custodial data, advanced analytics, and mission-critical applications. Multi-custodial held away assets and 3rd party application data aggregation. -
30
Fidessa
ION
Access all your buy sides and brokers. Execute orders on more than 100 markets. And do everything you need in one solution, from automated low-touch trading to complete order and risk management. Equities trading is more complicated than ever. To grow your business, you need advanced technology that can unify your operations, simplify your workflows, and boost your efficiency. Whether you’re a boutique broker or a global bank, Fidessa gives you everything you need for equities trading in one, integrated solution. With sophisticated algorithmic trading, comprehensive order management, seamless straight-through processing to the middle office, and integration with third-party systems and technologies, our solution has everything you need to trade on equity markets worldwide. Get instant access to more than 6,500 buy-side customers and 600 brokers. Execute orders on more than 100 equities markets. -
31
Defcofx
Defcofx
Defcofx is an online trading broker providing traders with access to global financial markets through advanced technology and user-focused trading solutions. The company offers multi-asset trading across Forex, commodities, indices, cryptocurrencies, and CFDs, allowing clients to diversify portfolios and trade multiple instruments from a single platform. Designed for both beginners and experienced traders, Defcofx delivers intuitive trading platforms, fast execution speeds, and competitive trading conditions tailored to different trading strategies. The broker focuses on transparency, efficiency, and accessibility, supporting clients with market insights, educational materials, and responsive customer assistance. By combining modern trading infrastructure with flexible account options and secure transaction processes, Defcofx aims to create a reliable and efficient trading environment for traders worldwide.Starting Price: $50 -
32
WealthForce.ai
Intellect Design Arena
WealthForce.ai is a BIAN-compliant, AI-led, cloud-native wealth management platform designed to serve as an empowered Relationship Manager (RM) interface by consolidating all customer information in one place. It has delivered measurable improvements, such as a 40% increase in RM-to-customer ratio, an 80% reduction in portfolio review time, and a 30% uplift in operational efficiency. It supports efficient customer management through a comprehensive 360-degree view, enabling RMs and financial advisors to quickly optimize and customize portfolios based on individual client needs. The platform is structured around four core pillars, which automate operational processes with cognitive RPA, AI, and ML, support multi-asset operations, and include a dashboard for generating rules, building campaigns, and measuring cost-effectiveness. -
33
Shoonya
Finvesia
Shoonya is India’s most trusted zero-commission trading App that offers cutting-edge financial tools for hassle-free trade in Stocks, Futures & Options, Mutual Funds, IPOs, Equities, Derivatives (F&O), Currencies, Commodities, Bonds, and ETFs. Compare the prices across all four major stock exchanges- NSE, BSE, MCX, and NCDEX through advanced comparability tools and studies. Open your Demat Account and start trading today. Why trade with Shoonya? Shoonya is the most powerful multi-asset platform helping first-time investors and professionals make smart decisions on their trading and investments. It is India's first truly commission-free trading platform that offers first-in-class features: • Zero Account opening charges • Zero minimum balance make it as significant as the mathematical notation it is named after. • Easy-to-use interface, accessible on Shoonya mobile, web, and desktop versions. -
34
Robinhood
Robinhood
Robinhood is an all-in-one trading platform where users can manage stocks, ETFs, options, and cryptocurrencies with low fees. It offers intuitive trading tools to help investors build strategies and track market trends seamlessly. The platform supports 24/7 crypto trading with a variety of popular coins like BTC, ETH, and DOGE. Robinhood Gold members enjoy zero management fees on portfolios over $100K and receive expert-managed portfolio services. The platform emphasizes security with multi-factor authentication and 24/7 customer support. Robinhood also provides educational resources to help users become better investors on the go. -
35
Portseido
Portseido
Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place. The features from Portseido include portfolio visualizer app, portfolio performance tracker, stock portfolio tracker, dividend tracker, investment goal management, dividend calculator, FIRE calculator and portfolio analysis. Our goal is to provide investors with an easy-to use tool that allows them to become better investors.Starting Price: $8 per month -
36
HiddenLevers
HiddenLevers
Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.Starting Price: $300 per user per month -
37
Zoe Financial
Zoe Financial
Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.Starting Price: Free -
38
INDATA’s iPM Portfolio Architect AI is the investment industry’s first order and execution management (OMS/EMS) software that allows for portfolio construction (AI portfolio management), modeling, rebalancing, OMS compliance, OMS trading, and reporting solutions based on AI and machine learning (AI trading software). Architect AI leverages natural language processing (NLP) to perform complex workflows more rapidly, allowing portfolio managers, traders, compliance, operations and key executives to work more efficiently, reducing clicks and keystrokes in any given process, saving significant time. Our fund manager software optimizes the portfolio management process for the individual needs of each firm and their unique investment strategies while enhancing productivity. The Investment Management industry is uniquely positioned to take full advantage of several technology trends that can streamline and enhance the investment management process.
-
39
TypeAce
Toh Kar Le
TypeAce, your Al co-pilot built directly into your keyboard. Craft perfect emails, translate recipes & more, straight from your keyboard, anytime, anywhere on your phone. Welcome aboard TypeAce, your intelligent co-pilot powered by OpenAl's sophisticated GPT models built directly into your keyboard. Boost your productivity with TypeAce as it helps you navigate through your digital chores with ease and efficiency, whether you're typing in a note-taking app, crafting social media posts, replying to emails, or interacting in any other app. TypeAce's keyboard extension is like having a smart co-pilot always ready for assistance. Whether you're crafting a captivating blog post on a writing app or replying to a friend's message in a chat app, TypeAce is there, making every word count. Customize your co-pilot by saving frequently-used prompts and creating your own set of commands for the tasks you need most, the possibilities are endless.Starting Price: Free -
40
Everysk
Everysk
Protect your portfolios more effectively, raise more assets, test trade ideas and automate your daily risk tasks, all in a single platform. Grow your business, organize client information, comply with regulators and prepare recommendations in a fully automated fashion. Automate workflows to help you grow your business, integrate liquid and illiquid investments, and streamline your family reporting. We are the leading provider of investment workflows, enabling money managers with a platform that is fully integrated with our powerful forward-looking risk engine. Our workflows automatically analyze, organize and securely distribute portfolio reports and alerts, saving our clients valuable time. More precision to protect your investments: Powerful calculation engine designed to analyze portfolios ranging from simple equities to more complex multi-asset, long/short portfolios. Thousands of forward-looking portfolio outcomes are simulated in seconds. -
41
Quantmatix
Quantmatix
Quantmatix is an AI-powered investment research and market intelligence platform that combines decades of market expertise with advanced machine learning to deliver objective, data-driven insights, predictive signals, and portfolio analytics designed to help users time entry and exit points, optimize asset allocation, and manage risk across global financial markets. It continuously analyzes thousands of instruments in real time, generating high-precision trading and momentum signals, such as proprietary Q-Scores, trend exhaustion and reversal indicators, and cluster signals, and provides tools like global multi-asset screeners, instrument ranking, and sentiment analysis to surface high-conviction opportunities and thematic trends. Quantmatix’s technology integrates AI-derived timing algorithms with big data analytics to enhance return potential, reduce emotional bias, and support disciplined decision-making for equities, fixed income, FX, crypto, and commodities. -
42
PinkLion
InnovationCraft UG (haftungsbeschränkt)
PinkLion is an AI-powered investing copilot designed to help you grow and optimize your wealth with ease. We go beyond tracking your portfolio—offering personalized insights and actionable optimization tips, 1-year forecasts, as well as scenario simulations. Whether you’re starting out or refining your investments, PinkLion gives you the data-driven confidence to make smarter financial moves. Some of PinkLion´s features: - A Complete Investment Overview - Portfolio Setup with brokers or manual upload - Smart forecasting - Deep Portfolio Analytics - Portfolio Optimization Tools - Scenario Simulations - Side-by-Side Comparisons - Portfolio health checkStarting Price: $15/month -
43
TraderEvolution
TraderEvolution
TraderEvolution is a comprehensive multi-asset and multi-market trading platform designed for brokerage companies, banks, investment firms, and proprietary trading groups. It offers a modular, white-label solution that includes a robust back-end system and a suite of front-end applications compatible with web, mobile, and desktop interfaces. The platform supports a wide range of financial instruments, including equities, ETFs, futures, options, bonds, forex, and CFDs, facilitating both exchange-traded and OTC transactions. With over 60 ready-to-use integrations, TraderEvolution connects seamlessly to prime brokers, banks, ECNs, exchanges, and market data providers, ensuring extensive market access. Notable features include advanced order routing, market data management, user administration, risk checks, and comprehensive reporting tools. -
44
Arbor Portfolio Manager
Arbor Financial Systems
Arbor Portfolio Manager (APM) provides hedge funds and family offices with detailed trade and position management. Crypto Portfolio Management (Crypto PMS) is embedded, so you can manage traditional and digital assets together on one platform, giving you years of future proof investing. This includes in-depth portfolio analysis, performance, compliance, order management and middle office functions. Realtime, mobile and portal reporting give you constant access to your funds. Our hedge fund crypto portfolio management system includes listed and derivative coverage along with many client driven refinements for institutional grade management. Broad exchange connections, API, FIX and multiple market data feed choices enable us to build our Portfolio Management System to your needs.Starting Price: $1,500 -
45
VestmarkONE
Vestmark
The VestmarkONE® platform can help your wealth management organization and your advisors deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We're trusted by the largest and most respected firms in wealth management. Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization. Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives. A configurable suite of software and outsourced services that you (not your technology provider) configure and control. Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more. -
46
DIFX
DIFX (Digital Financial Exchange)
DIFX (Digital Financial Exchange) is a blockchain-based multi-asset trading platform that bringing significant and long-lasting disruptive alternatives to the trading of financial products by through its innovative ecosystem that is connecting individuals, prime brokers, corporations and also solve real-world payment problems by providing simple, effective, and secure payment and trading solutions across borders. DIFX aims to address many of the issues that existing exchange platforms face by leveraging blockchain technology to provide a secure, fast, and easy-to-use trading solution with competitive transaction fees. Our wide variety of solutions are catered to both retail and institutional clients and range from the following: ● Spot trading ● Secured Crypto Wallet ● Liquidity Provider ● Institutional Desk ● Leveraged Trading ● Custodian Services ● Crypto loan services ● Trading bots ● Launchpad services ● White Labelling ● OTC tradingStarting Price: Free -
47
Nirvana Solutions
Nirvana Solutions
One Solution To Serve All Your Asset Management Technology Needs. We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners and Service Providers. Our Mission is to Simplify the Investment Process. Our offering seamlessly integrates front, middle, and back-office solutions customized for a wide array of financial firms including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, Asset Managers and Asset Owners can manage complex portfolios from a single view allowing for confident decision making. -
48
NFT.org
NFT.org
Trade singular or custom baskets of fungible and non-fungible tokens on Ethereum and Polygon — 100% on-chain. NFT.org is powered by NFT Protocol - the premiere decentralized NFT trading protocol. NFT.org is the zero-intervention platform for safely trading all digital asset types. Trade any quantity and combination of supported asset types: ETH/MATIC, ERC 20s, ERC 721s and ERC 1155s. Assets are transferred on-chain to NFT Protocol upon swap creation and can only be released back to the swap creator or to a counterparty who's met the swap's conditions for execution. User signatures are never gathered nor stored. If it's on Ethereum or Polygon it can be traded on NFT.org. Unlock liquidity for otherwise illiquid assets via multi-asset barter on the most secure NFT trading platform. The future of NFT trading is multi-asset and 100% on-chain. $NFT is NFT Protocol's governance and utility token used to calculate protocol fees, reward users & participate in governance. -
49
Advyzon
Advyzon
Advyzon is an all-in-one cloud platform designed for wealth management and advisory firms that combines portfolio management, performance reporting, CRM, billing, document management, client portals, and business-intelligence dashboards into a unified system. The platform supports seamless integration with major custodians and daily-data feeds, offers a highly configurable CRM with email/calendar syncing and workflow automation, enables powerful and brand-customizable report generation and scheduled distribution, and provides secure client portals and mobile apps for client-advisor collaboration and document sharing. Additionally, Advyzon includes a rebalancing engine (“Quantum”) for trading and model management, built-in billing management for flat, tier, and performance fees, and a modular architecture that allows firms to enable additional features over time within the same database foundation. -
50
Private Wealth Systems
Private Wealth Systems
Private Wealth Systems is an award‑winning, cloud‑based platform that delivers ultra‑high‑net‑worth individuals, family offices, RIAs, endowments, foundations, and institutional consultants unparalleled accuracy, transparency, speed, and flexibility in portfolio management and reporting. It features intelligent aggregation across over 400 global data feeds, combining multi‑asset (public, private, fixed income, hedge funds, VC, real estate, derivatives, art/collectibles) and multi‑currency holdings into a single consolidated view. Its proprietary ledger‑backed data model preserves accounting integrity while enabling flexible structuring, grouping, and custom attributes at any level. Users benefit from real‑time performance insights, benchmark tracking, tax‑lot level gains/losses, wash‑sale detection, and full drill‑through analysis.
