Nosis
MoneyMade
Basket
CoinBundle
Xantos Labs
Caena
eToro
Delta
Betterment
Wealthfront
Riskalyze
CXi-Registry
HiddenLevers
Backstop Solutions
Morningstar Advisor Workstation
SimCorp Dimension
The only investor management software you'll ever need. Say goodbye to quarterly reports and ugly spreadsheets. Nosis gives your members a window into their portfolio and fund updates, all in one place bringing a whole new level of transparency to the managed account model.
Nosis BettermentNo features have been listed yet.
Since I started using Nosis to help better communicate and report to my investors, our fund has seen a rise in investor engagement. The trading bots have also allowed us to safely enter the crypto market through their smart trading strategies.
Nosis has been a game-changer for me. It's easy to use, and the updates are always on point. Would recommend it to anyone💯
We were an advisory business who always wanted to offer managed management services but the costs are just way too high. We started using Nosis which allowed us to offer the products and services that we wanted out of the box. We cant charge % based fees which is a shame because the way Nosis works we never actually take custody of the users funds but regardless of that we were able to charge double over night so it doesnt really matter.
Based on our record, Betterment seems to be more popular. It has been mentiond 11 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.
Go to betterment.com and put it in their cash reserve. You'll get a good interest rate that should help at least reduce some inflation risk. Source: about 1 year ago
If you want a less frightening way to invest, betterment.com was my gateway into investing. It has a pre-selected basket of index funds and bonds, and you can just select your risk tolerance, set up a deposit schedule, and they take care of the rest. I started with $10/paycheck 11 years ago, and now I have almost $20,000 invested as I kept increasing my automated deposits as my salary grew. Source: about 1 year ago
Also about Betterment: they too started offering crypto at exactly the wrong time, but unlike M1 they have the decency to hide it from view! If I go to betterment.com now, I don't see any reference to crypto on the main page unless you scroll all the way down to the site map at the bottom. That's something else that M1+ could offer:. Source: over 1 year ago
Lastly sign up for a free investment app like acorns, betterment.com, robin hood etc. Once you've got your budget setup dump everything else into those when combined with your credit card buffer you can always pull back out or preferrably reduce next months investments if you find yourself low on funds one month. Source: almost 2 years ago
There are muuuuuuch better options today that Edward Jones. Your "local guy" makes a living adding maintenance costs to your account. The original poster here could do really well by checking out betterment.com and just following the on-screen prompts (they offer IRAs, too). Next time you meet with your local guy, ask him how much (the exact dollar amount) he's made from the fees on your investment account...and... Source: almost 2 years ago
MoneyMade - Discover and compare investment opportunities
Wealthfront - Automated, low cost investment service
Basket - A note taking application for KDE. Lots of features.
Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.
CoinBundle - Invest in crypto portfolios with one click and zero fees
CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.
