Koyfin
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
Alternatives to Adaptive
Adaptive provides options analytics that let advisors add hedging and income overlays to portfolios clients already hold. It sells subscriptions to individual advisors and advisory firms, a lower tier to self-directed investors, and enterprise licensing with API access and on-premise hosting. Read the Adaptive profile.
Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
MSCI Wealth Manager
Portfolio risk analytics, tax-aware optimization and proposal tools for wealth managers, from MSCI
- RIAs
- Family offices
Data & researchCustom quote
Zephyr
Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams
- RIAs
- Banks and trust companies
- Asset managers
Data & researchCustom quote
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat
Ethos
Values-based and ESG impact ratings, portfolio analysis and client impact reports for advisors; owned by ACA Group
- RIAs
- Asset managers
Data & researchCustom quote
PitchBookIn the news
Private capital market data and research on companies, deals, investors, funds and limited partners
- Asset managers
Data & researchCustom quote
VRGL
Statement extraction, portfolio analytics and proposal workflow for independent advisors and enterprise wealth firms
- RIAs
Data & researchCustom quote
FinMason
Investment and risk analytics API for asset managers, wealth firms and insurers
- Asset managers
- RIAs
Data & researchCustom quote