Betterment Alternatives

Automated, low cost investment service

CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.

Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.

Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.

HiddenLevers gives genuine business insight to C-Suites of financial institutions, customers, and productivity from the whole firm right down to the individual’s business.

eMoney is software that provides shippers an innovative source for their end-to-end encrypted transactions.

Investment Portfolio Management

Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

Automated portfolio management monitoring your investments

Ziggma is the web-based Investment Portfolio Management Software that makes investing easy.

BNY Mellon’s Pershing gives worldwide monetary answers for counsels, resource administrators, specialist vendors, family workplaces, reserve chiefs, enlisted speculation consultant firms, and abundance directors.

Morningstar Advisor Workstation helps people settle on better speculation choices all alone with evenhanded, free information, and investigation.

Take control of your money now with Personal Capital. Manage assets and investments, get objective advice and strategies, all in one place.