Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
Alternatives to Jacobi
Jacobi Strategies provides multi-asset portfolio technology to asset managers, wealth managers and RIAs, asset owners and pension funds, and investment consultants and OCIOs. It is designed for investment teams that want to encode their own process, data and models rather than adopt a fixed one. Read the Jacobi profile.
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
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
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
FINTRXIn the news
Data and research platform on RIAs, broker-dealers, family offices and their decision-makers
- Asset managers
- RIAs
Data & researchCustom quote