Plaid
Verafin
QuoteMedia
Digital Insight
Ensenta
FIS Global
Banno
Dianomi
Diversiview Online
Portfolio Optimization
Riskturn
Accounts
RiskValue
BeamsERP Finance & Accounting Software
Portfolio Optimization Software
ForecastThis
Diversiview is a Portfolio Analysis and Optimisation software that allows investors to analyse and optimise their investment portfolios. It uses state of the art, AI-driven technology on top of Nobel prize winning research from Harry Markowitz, to enable users to check the health and the performance of their portfolios, review the expected risk-return position, view the granular diversification at investment level, and optimise the asset allocation to achieve their financial goals in line with their investment risk tolerance level - all in a few simple steps.
Diversiview is free to use for one portfolio analysis, and it uses a credit points paid system for further analyses and asset allocation optimisations. All Australian, US and Indian securities are available for cross-market analysis and optimisation. More markets coming soon.
Give it a try and analyse your portfolio today! Only by knowing where you stand you know what you can improve.
Plaid Diversiview OnlineNo features have been listed yet.
Based on our record, Plaid seems to be more popular. It has been mentiond 78 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.
Oh this is a https://plaid.com/ use case I think. - Source: Hacker News / 9 months ago
My company made a financial dashboard for small businesses that aggregates information from financial institutions into a simplified view. The problem I need to solve: our only way of showing what it looks like when in use, is by connecting our own bank accounts + credit cards, but of course that exposes our personal info. I'd like to setup a demo account using fake financial data that simulates a real world... Source: 10 months ago
I have been looking into this and found Plaid, Yodlee, and Flinks. I am not 100% if any of these will work. Source: 11 months ago
Yeah I fully expect to pay, but I am sure there are companies that do this. It's simply reading data, I am not touching anything within the user's bank account. Places like Australia are quite big on open banking I believe, that allows, with proper verification, to access bank account information. I've just found one company plaid.com, it doesn't have all the institutions I was hoping for but the majority of big... Source: 11 months ago
Switching platforms won't help. Every money visualization app on the market uses plaid to fetch their data, so every app will have the same data quality issues. Source: 11 months ago
Verafin - Verafin provides compliance, anti-money laundering, and fraud detection software.
Portfolio Optimization - Portfolio rebalancing and optimization
QuoteMedia - Financial web tools that allow users to access real-time stock quotes, with live charts and NASDAQ level 2 data.
Riskturn - The first risk-based software dedicated to investment valuation, capital budgeting and project portfolio management. Discover a user-friendly solution for all kinds of businesses.
Digital Insight - Digital Insight provides digital banking solutions to mid-market banks and credit unions.
Accounts - Simple. Powerful. Affordable