CXi-Registry Alternatives & Competitors

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

Key Riskalyze features:

Risk Assessment Portfolio Stress Testing Integration Capabilities Client Communication

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

Key Backstop Solutions features:

Comprehensive Asset Management Customizable Platform Client Communication Tools Data Integration

bank of the Free! Mobile banking that makes life easy.

Key bunq features:

100% online – no branch visits, no paperwork Manage expenses effortlessly Earn Cashback Free Business Account for Freelancers

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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.

Key HiddenLevers features:

Comprehensive Scenario Analysis User-Friendly Interface Integration Capabilities Customizable Reports

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

Key eMoney features:

Comprehensive Financial Planning Client Portal Data Aggregation Security

Investment Portfolio Management.

Key SimCorp Dimension features:

Comprehensive Functionality Integration Capabilities Customization Regulatory Compliance

Experience a better way to run your business using Morningstar Office Cloud, web-based portfolio management software for RIAs.

Key Morningstar Office features:

Comprehensive Investment Research Portfolio Management Tools Client Relationship Management Customizable Reports

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

Key Morningstar Advisor Workstation features:

Comprehensive Data Research and Analysis Tools Customization Integration Capabilities

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

Key Ziggma features:

Portfolio Management User-Friendly Interface Customizable Dashboards Comprehensive Data Analytics

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.

Key Pershing Financial Services features:

Comprehensive Wealth Management Solutions Global Reach and Network Technology and Innovation Regulatory Compliance and Risk Management

Croesus Advisor has been giving portfolio based programming and business knowledge-focused services to the monetary administrations’ industry in North America.

Key Croesus Advisor features:

Comprehensive Wealth Management Tools User-Friendly Interface Customizable Reporting Integration Capabilities

Morningstar Total Rebalance Expert is an account and portfolio management company that provides financial advisors with automated, Tax-efficient rebalancing abilities to simplify and enhance your assets.

Key Morningstar Total Rebalance Expert features:

Automation Integration Customization Tax Efficiency

Advent Portfolio Exchange is an integrated portfolio management software that comprises the entire enterprise on its platform.

Key Advent Portfolio Exchange (APX) features:

Integrated Platform Customizable Reporting Real-Time Data Processing Scalable Solution

We manage your investments so you don't have to.

Key Betterment features:

Automated Investing Low Fees Tax-Loss Harvesting User-Friendly Interface