KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
Alternatives to BondWave
BondWave makes fixed income analytics software for wealth management firms, RIAs, asset managers, bond traders and compliance staff. Its products run on one platform, Effi, short for Engine for Fixed Income, which the company tailors to each client's needs. Read the BondWave profile.
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat
FinMason
Investment and risk analytics API for asset managers, wealth firms and insurers
- Asset managers
- RIAs
Data & researchCustom quote
RPAGIn the news
Technology platform for retirement plan advisors and their firms
- RIAs
- Broker-dealers
- Asset managers
- Retirement plans
Data & researchTiered
Wilshire
Indexes, investment analytics and model portfolios for institutions and advisors
- Broker-dealers
- RIAs
- Family offices
- Asset managers
Data & researchCustom quote
CFRA
Independent equity, fund and ETF research and data for wealth firms
- Broker-dealers
- RIAs
- Banks and trust companies
- Family offices
Data & researchCustom quote
Oxford Risk
Behavioural risk profiling and suitability software for wealth managers and advisers
- RIAs
- Banks and trust companies
- Asset managers
Data & researchPer seat
AlphaSense
AI search and research platform for investors and corporate strategy teams
- Asset managers
- Family offices
Capital Preferences
Behavioral client discovery and preference profiling software for wealth managers
- RIAs
- Asset managers
Data & researchCustom quote
Clarity AIIn the news
Sustainability and ESG data platform for investors and wealth managers
- Asset managers
- Family offices
- Banks and trust companies
Data & researchCustom quote