Last Updated: October 01, 2025
Flow is a web-browser-based, WebRTC platform. It is a 3-in-1 web app with online meeting options, large events, and 24/7 operating webinar rooms. With Storyboard™, hosts can conveniently choreograph an event, assign presenters, and automate (Autoflow™) with a few clicks. It supports, live, on-demand, pre-recorded, mixed, and evergeen automated events. Flow supports live, pre-recorded, mixed... Read more about Flow
Fundsaccess is a comprehensive investment management software designed to help financial advisors, asset managers, and investment firms manage portfolios, track performance, and make informed investment decisions. The software provides tools for portfolio construction, asset allocation, risk assessment, and performance reporting, allowing professionals to optimize client investments. With real-tim... Read more about fundsaccess
FundWare is a powerful investment management software designed to help investment firms, financial advisors, and portfolio managers track and manage their investments efficiently. The platform provides tools for managing client portfolios, tracking investment performance, and ensuring compliance with financial regulations. FundWare’s real-time data tracking allows users to monitor market trends,... Read more about FundWare
FX Agency Advisor is a powerful investment management software designed to streamline operations for financial institutions and investment firms. This comprehensive platform provides tools for managing client portfolios, analyzing market trends, and executing trades, ensuring that organizations can operate efficiently and effectively. With features like real-time analytics, automated reporting, an... Read more about FX Agency Advisor
Elements is an endpoint detection and response (EDR) software designed to protect businesses from advanced cyber threats by monitoring, detecting, and responding to security incidents across endpoints. The platform uses machine learning and behavior analysis to identify potential threats in real-time and provides automated response capabilities to mitigate attacks. Elements includes features like ... Read more about Elements
Itiviti is a leading investment management software designed to streamline and enhance the operations of investment firms, asset managers, and financial institutions. It offers a comprehensive suite of tools for portfolio management, trading, compliance, and reporting, ensuring that investment professionals can manage their assets efficiently and make informed decisions. Itiviti’s intuitive inte... Read more about Itiviti
Masttro is an advanced financial reporting software designed to help organizations streamline their financial data management and reporting processes. This platform provides comprehensive tools for consolidating financial information, generating reports, and analyzing performance metrics, ensuring that businesses can maintain accurate financial oversight. With Masttro, users can easily create cust... Read more about Masttro
Pivot Investor is a powerful investment management software designed to help individuals, financial advisors, and investment firms manage portfolios and track investment performance with ease. The platform offers a range of tools for asset allocation, risk analysis, and performance reporting, ensuring that users have a comprehensive view of their investments. Pivot Investor’s intuitive dashboard... Read more about Pivot Investor
PlanMagic Finance Pro is an advanced financial CRM software designed to help businesses manage their financial planning, forecasting, and analysis effectively. This platform offers a comprehensive set of tools that streamline the budgeting process, allowing users to create detailed financial plans and projections based on various scenarios. With PlanMagic Finance Pro, organizations can easily trac... Read more about PlanMagic Finance Pro
TDI Direction Change Indicator is a sophisticated investment management software designed to help investors and financial professionals make informed decisions based on market trends and data analysis. It offers advanced tools for tracking market movements, analyzing investment opportunities, and managing portfolios with precision. With TDI Direction Change Indicator, users can monitor real-time m... Read more about TDI Direction Change Indicator
TigerTrade is an investment management software designed for traders and financial institutions to streamline trading operations and enhance investment strategies. This platform provides tools for market analysis, portfolio management, and risk assessment. TigerTrade supports real-time data feeds and integrates with major exchanges, allowing users to execute trades quickly and accurately. The soft... Read more about TigerTrade
XW Trader is a sophisticated investment management software designed to streamline trading and portfolio management for financial professionals. This platform provides tools for tracking market trends, executing trades, and analyzing investment performance, ensuring that users can make informed decisions. With its intuitive interface, XW Trader allows users to easily manage multiple accounts, moni... Read more about XW Trader
AdviceOS is a comprehensive Financial CRM Software built to help financial advisors and wealth managers manage client relationships, portfolios, and compliance requirements. It provides tools for tracking client interactions, managing investment portfolios, and generating reports on financial performance. AdviceOS also includes compliance management features that help advisors meet regulatory requ... Read more about AdviceOS
AJ HYIP is a cutting-edge investment management software tailored for high-yield investment programs (HYIPs) and financial institutions seeking to manage and optimize their investment portfolios. The software offers a range of tools for tracking investments, analyzing performance, and automating financial transactions. With AJ HYIP, users can monitor real-time investment metrics, generate detailed... Read more about AJ HYIP
Bricknode Broker is an innovative Financial CRM Software tailored for financial service providers, including brokers and investment firms. This comprehensive platform streamlines client management, enhances communication, and automates various financial processes. With Bricknode Broker, users can efficiently track leads, manage client accounts, and monitor investment portfolios in real-time. The s... Read more about Bricknode Broker
Yes! Depending on the product, you may find:
These no-cost or low-cost alternatives can be ideal for startups and small businesses with budget constraints, but often come with feature limitations or usage caps. Always check each option’s details to ensure it fits your specific needs.