Simplewealth Alternatives

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For over twenty years, wealth management firms, investment managers and advisors have turned to Vestmark to help them scale and grow their businesses.

Work smarter, not harder. Save 1 day/week with free customizable workflows. Get access to 40+ workflow templates such as Employee Recognition & Engagement. Simplify your day-to-day workflows, increase team productivity & add simplicity to your work.

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

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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.

Robo-Advisory

One SAAS solution for all investment management needs

paid Free Trial $500.0 / Monthly

At PINTEC, we are dedicated to helping institutional customers embrace intelligence, enhance value and stay competitive by wrapping sophisticated financial inputs into end-to-end solutions embedded in their products and services.

Ohpen is a ruthlessly effective cloud-based core-banking engine. It is built for one purpose only: the efficient administration of retail investment and savings accounts.

A powerful podcast app with audio snippets and transcripts

Too long; didn't listen - bookmark and discover podcasts.

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

The social investment network that connects traders from around the globe and enables them to share...