Software Alternatives & Reviews

WealthFy VS VestmarkONE

Compare WealthFy VS VestmarkONE and see what are their differences

WealthFy logo WealthFy

Wealthify is an online investment service which lets you build personal investment plans and then manages them for you. Start investing with as little or as much as you want.

VestmarkONE logo VestmarkONE

For over twenty years, wealth management firms, investment managers and advisors have turned to Vestmark to help them scale and grow their businesses.
  • WealthFy Landing page
    Landing page //
    2023-08-27
  • VestmarkONE Vestmark Homepage
    Vestmark Homepage //
    2024-02-05
  • VestmarkONE VestmarkONE Landing Page
    VestmarkONE Landing Page //
    2024-02-05

VestmarkONE® is an innovative wealth management SaaS solution that simplifies the construction and management of highly tailored portfolios. Wealth management organizations and advisors are positioned to deliver better investor outcomes by simplifying the construction and management of highly-tailored strategies and portfolios. We're trusted by the largest and most respected firms in the industry.

The VestmarkONE platform is a managed account technology platform that lets you build out a diversified asset allocation with securities, active or index-based SMA strategies, mutual funds, ETFs, and cash... all in flexible sleeves... each with different trading discretion... while preserving true sleeve- and tax lot-level portfolio accounting... all in a single custodial account. The VestmarkONE platform enables tax management and personalization across the entire portfolio – at scale – for even the smallest of accounts.

WealthFy

Categories
  • Finance
  • Investing
  • Robo-Advisor
  • Business & Commerce
Website wealthify.com
Release Date-

VestmarkONE

Categories
  • Business & Commerce
  • Finance
  • Tool
  • Trading
Website vestmark.com
Release Date2001-04-26

Category Popularity

0-100% (relative to WealthFy and VestmarkONE)
Finance
37 37%
63% 63
Investing
42 42%
58% 58
Robo-Advisor
42 42%
58% 58
Business & Commerce
40 40%
60% 60

User comments

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Social recommendations and mentions

Based on our record, WealthFy seems to be more popular. It has been mentiond 2 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.

WealthFy mentions (2)

  • Wealthify £100 bonus for investing £250 for 3 months.
    They are running a referral promotion where investing £250 for 3 months will net you £100 bonus. My referral link is https://invest.wealthify.com/refer/38851613 Non Referral link https://iwealthify.com/. Source: about 1 year ago
  • £25 from Wealthify for investing £500 for 3 months
    Sign up using my ref link (for bonus) ... non-ref link (no bonus). Source: about 3 years ago

VestmarkONE mentions (0)

We have not tracked any mentions of VestmarkONE yet. Tracking of VestmarkONE recommendations started around Mar 2021.

What are some alternatives?

When comparing WealthFy and VestmarkONE, you can also consider the following products

RobotFX Fluid - ⭐ ⭐ ⭐ ⭐ ⭐ Searching for the best way to trade forex profitably and be a successful trader? It is free to download and try our expert advisors on demo accounts.

Empirica RoboAdvisor - Intelligent Robo Advisory Platform for wealth managers with powerful algorithmic engine to execute sophisticated investment strategies. Demo on request.

Simplewealth - Simplewealth is a leading Swiss of robo-advisor. For businesses, we are a provider of white-label technology and investment applications. Based in Zurich, made for European regulation. Contact us today!

Scalable - Make any HTML element dynamically scaled (like css contain)

Ways2Wealth - Robo-Advisory

AIRR - One SAAS solution for all investment management needs