FINTRXIn the news
Data and research platform on RIAs, broker-dealers, family offices and their decision-makers
- Asset managers
- RIAs
Data & researchCustom quote
Alternatives to TieoutIQ
TieoutIQ is a statement-to-proposal tool for US registered investment advisers with roughly one to ten advisors. An advisor or paraplanner uploads a prospect's brokerage statement PDFs and leaves the first meeting with an analysis and a client-ready proposal instead of re-keying positions into a spreadsheet. Read the TieoutIQ profile.
Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
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
Holistico
AI assistant and portfolio analysis platform for RIAs covering proposals, screening, rebalancing and compliance risk
- RIAs
Data & researchFree tier, paid plans
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
PREZENTD
AI workspace that turns advisor meeting notes and files into branded client presentations and proposals
- RIAs
Data & researchTiered