InvestWell Software
Flinks
RightCapital
Fast409A
Paro
Advizr
Brixx
Mint
Grist
Airtable
Rows
Coefficient.io
Stein
ActionDesk
Baserow
NocoDB
InvestWell Financial Planning Software for IFAs & RIAs is one of most reliable cost effective tool. This Mutual Fund Software works for both Investors and Distributors.
Mutual Fund Software is used by Mutual Fund Distributors to provide value added services to their investors. A good software must have strong Portfolio tracking capabilities, robust CRM and reliable data accuracy.
InvestWell has been at the forefront of the Mutual Fund industry in providing solutions to Mutual Fund Distributors since the last 18+ years. They have Cloud as well On-Premise solution for Portfolio Management of all assets for your Investors.
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Based on our record, Grist seems to be more popular. It has been mentiond 9 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Grist Labs | Systems Engineer | Full-time | NYC OR REMOTE +/- 3hrs | https://getgrist.com We're looking for someone to make our modern spreadsheet software run everywhere. To apply, there's a puzzle. Just do:. - Source: Hacker News / 4 months ago
[Baserow], [APITable], [Grist], and [Rowy] are all open source Airtable alternatives which offer hosted SaaS versions that include API access, though it's a bit difficult to compare the API rate limits across all these products. Self-hosting an app like this would allow you to bypass API rate limits altogether, if you're open to it. All the above products can be self-hosted — and you might want to look at [NocoDB]... - Source: Hacker News / about 1 year ago
There's also Grist (https://getgrist.com) - SQLite based with Excel-like formulae in Python. - Source: Hacker News / about 1 year ago
The only things I have found are Baserow which is basically the best one I've found so far, but it doesn't allow search between columns, importing columns from other tables and I can't restrict users from editing and perhaps corrupting the data. NocoDB doesn't import CSVs and seems to be buggy for some reason. Grist allows restriction for people but it does not have as good filters as Baserow and I can't save my... Source: about 2 years ago
Phenomenal capabilities exceed Excel, Google Sheets, Airtable. Allows app-like views on spreadsheet data, with drag-n-drop configuration. Supports Python-based formulas with familiar Excel functions. Access rules allow sharing a single row or any subset of data. Open-source, and can be self-hosted. https://getgrist.com. Source: about 2 years ago
Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
Airtable - Airtable works like a spreadsheet but gives you the power of a database to organize anything. Sign up for free.
RightCapital - RightCapital is a financial and tax planning software solution.
Rows - The spreadsheet where teams work faster
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
Coefficient.io - Automatically Sync Google Sheets with your Business Systems. No-code reporting and analysis tool.