ProfitBooks Alternatives

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

CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.

Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

Try for free paid Free Trial $17.99 / Monthly (Basic)

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

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.

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

Investment Portfolio Management

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

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

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.

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

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

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

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