Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
Alternatives to Zephyr
Zephyr is cloud software for portfolio analysis, manager research and client reporting, owned by Informa. It is sold to wealth managers, financial advisors, RIAs, trust professionals and asset managers. Read the Zephyr profile.
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
MSCI Wealth Manager
Portfolio risk analytics, tax-aware optimization and proposal tools for wealth managers, from MSCI
- RIAs
- Family offices
Data & researchCustom quote