Investment Account Manager alternatives

Paid 13 alternatives

Official website

Investment Account Manager is an all-in-one portfolio management software that is providing you tools for centralized management for stocks, bonds, mutual funds, mutual exchange funds, and more. The platform comes with unified management having safe and secure ways to organize and implement, so one can improve investing results. The software is saving your time with the comprehensive features and functionalities that will not only let you avoid mistakes but empowers to make the better portfolio decision for sure.

Investment Account Manager provides extensive support whether you are making investments individually or professionally. There are multiple features for you that include accurately track security cost bases, import clients, custom-model portfolios, import clients’ custodial files, benchmark comparisons, client billing reporting, asset allocation, utilize fundamental ratio analysis tools, and more to add. Furthermore, there is a trial version available that you can use for ninety days, and all the technical stuff is available to utilize its resources adequately.

Ranked alternatives

1
MetaStockPaid
MetaStock is one of the leading marketing analytics platforms that is making its mark via providing charts and data to traders. The detailed analytics will let you analyze the current trends and strategies for how you can make your decision and prediction accuracy. The platform provides you all the tools and trading software for self-directed traders to scan, backtest, and analyze the markets with confidence.
MetaStock is facilitating day traders, swing traders, EOD traders with various trade stock, forex, futures, options, and more. You have the ultimate leverage to utilize the best-in-class tools in meta-stock in order to scan the markets, test your system, manage lists, and forecast prices better. Furthermore, it is worth mentioning that MetaStock can be a good option for the product of innovative market analysis that is helping out investors with analyzing and chart broad marketing fluctuations.
MetaStock alternatives
2
StockRoverFreemium
StockRover is an all-in-one investment research and portfolio management platform that helps you to find authentic data, plan trades, and analyze portfolio performance. This elegant utility surfaces the extensive data that can make your data prediction better, having accurate information onto the page. StockRover is providing various advantages like screen strategies, stock & ETF comparison, research reports, portfolio management, stock charting, portfolio management, and more to add.
The platform is made for any investor to carry out investment research, and for this, it is using any standard desktop software user interface that means a plethora of functions to use for sure. Unmatched screening capabilities, transparent evaluations, advanced computing, comprehensive research, rich performance metrics, automated portfolio updates, compare screeners, and more. Adding more, StockRover is simple to learn and can work seamlessly on desktops, laptops, tablets, and phones.
StockRover alternatives
3
ScanzPaid
Scanz is a reputable professional marketing scanning platform designed for the day traders and swing traders, providing charting and drawing tools to them. The platform provides you the data that will enhance your trading capabilities, so you can dominate the market with a strategic approach. Scanz is making its impact via delivering intuitive scanning, so you always have constant and endless trade opportunities to beak all stock records.
Say goodbye to the old trading days and waste your time in searching, but with Scanz, you have an automated way to capture everything to make profits in real-time. There is also a possibility to choose any customer scan having different volumes and variables or use the pre-built scanner. There are multiple features on offer that include fully customizable, unlimited saved scans, fundamentals filters, liquidity filters, smart memory, setting manager, data notification, auto sorting, market scan, powerful data columns, sector scanner, and much more.
Scanz alternatives
4
TrendSpiderPaid
TrendSpider is a technical analysis software and platform that helps you in achieving profitable trading results. It saves you time by automating your technical analysis, which otherwise has to be performed manually. You can select any chart for technical analysis, and the software will automate it for you in under 60 seconds. You will find your accuracy greatly improved as all the analysis is based on algorithms and formulas and not on any random observation. This use of algorithmically fuelled analysis helps you avoid mistakes that can prove costly and make you lose a significant amount of money.
It is worth mentioning that TrendSpider provides free one-on-one training sessions that users can utilize to learn about the software and effectively use all of its features. TrendSpider also comes equipped with Market Scanner, which is a great resource in instantly detecting actionable chart patterns.
TrendSpider alternatives
5
TradingViewFree
TradingView – Stock charts, crypto trading is an app for stock traders with beginner level trading skills to get new trading ideas to make some good deals, and they can share their revolutionary ideas with the outside world to help other traders.
TradingView – Stock charts, Forex & Bitcoin ticker app features a large number of professional market analyzing tools to help users do some next-level market research right through their mobile phone. You can create custom reminders by selecting the condition, price, and value of stocks.
Users can add stocks to a watch list to get notification alerts about the increase or decrease in the price before buying them to double their investment. TradingView – Stocks & Forex app features sorting options through which you can sort the list of available stocks on the basis of gain, loss, available volume of stocks, and the price, etc.
TradingView alternatives
6
NinjaTraderFreemium
NinjaTrader is a trusted trading software that is providing trader’s brokerage service to uncover endless investing and profit opportunities. The software brings advanced charting, analysis, and trade simulation, so one can carry out the best practices as far as your trading experience is concerned. NinjaTrader is the way to go with extensive insightful charts; this will let traders analyze the market better and reveal future proof trading ideas.
Get extreme expediency of the development to build comprehensive and integrated trading applications to evolve with the market faster. You can test ideas with the help of simulation and backtesting. This means you have the ultimate transparency of future outcomes. There are multiple features offered by NinjaTrader that include automating trades, personalized environments, thousands of third-party add-ons, trading application support, wide broker availability, and more to add.
NinjaTrader alternatives
7
ZiggmaPaid
Ziggma helps the dynamic financial investor ceaselessly endeavoring to improve his/her portfolio. It supports the hands-off investor who is searching for a helpful method to be on top of portfolio risk and improves organizations’ monetary activity. The deft financial investor who effectively exchanges an enormous number of stocks can excel on account of Ziggma Smart Alerts and the best free stock screener and the portfolio the board device. It also offers novices to profit by the Ziggma model portfolios and stock scores.
Its instinctive portfolio visuals pass on data viably. The creative checking apparatuses of Ziggma helps in saving the customers’ time. The platform offers a connection to one’s venture records to Ziggma to help keep him steady over his portfolios. It processes the market-driving monetary information and execution scores for stock exploration. One can utilize their model portfolios to benchmark and discover motivation to becomes successful in their ventures.
Ziggma alternatives
8
SharesightPaid
Sharesight is an online portfolio tracker that is acting as your one-stop shop to manage all the investment performance and tax reporting. This resourceful utility lets you track stock, dividends, DRPs, and CGT, corporate actions, and more to add. Sharesight provides ways for how you can be a better investor courtesy of the best in class and transparent stock portfolio trackers. Get complete leverage of the reports like performance, all trades, future income, diversity, contribution, sold securities, and more to add.
The platform is doing the simple stuff for the investors having automated holding updates, comprehensive tax and performance reporting, and no manual data entry for you at all. Get complete how-to know about your performance with daily price and currency updates, powerful reports, and email alerts. Furthermore, Sharesight can be a good option for your investment lifecycle, having highlights like portfolio sharing, file attachments, trade confirmation email imports, Xero integrations, benchmarking, cash accounts, and more.
Sharesight alternatives
9
Personal CapitalPaid
For the first time, Personal Capital is a wealth management system that works in addition to providing the solution for personal finance as well. Personal Capital is a highly advanced and configured way to take control of the money, manage personal assets, track the investments and organize and control the financial life in a more sophisticated and systemized way by adapting the intellectual strategies.
By using the Personal Capital, you will get the three most important advantages of controlling the financial life in the shape of seeing your net worth, analyze your financial portfolio anytime and plan for the future by adopting the right strategies at the right time.
The best about Personal Capital is that it makes it easy for its users to link all of their accounts. As it is based on the core accounting concept of a double-entry system, so it becomes simple for passing the entry in one accounting head and getting its effect on the other relevant account automatically.
Moreover, the portfolio system of Personal Capital allows the users to assess the current position of their wealth by using the free investment checkup and analyzer tools of the Personal Capital. There is a proper retirement plan that allows the users to set the retirement plan. Personal Capital is the house of all those features and functions to control every inch of your financial life.
Personal Capital alternatives
10
DolibarrFreemium
Dolibarr is a different type of ERP software that consists of many interesting features, and it is available for an end-to-end user. It is best for small and mid-sized businesses and has many interesting features that allow the user to keep track of invoices, inventory, contacts, sales charts, and analysis reports. It also gives you a cloud-based synchronization so you can check the ERP system wherever and anywhere you want.
The core feature is an online demo of the platform, and it also gives you an add-on store where you can buy the extensive software with its full features. It is open-source software, and easy to use with a constructive design and intuitive interface. It is best known for its accounting abilities, and it cries on that since it was launched. It comes with the HR module, but the payroll module does not integrate into that category.
The interface is intuitive, and the report generation feature works beautifully. You can update its feature because, after a single purchase, it comes with upgrades. The core feature of Dolibarr includes sales, human resources, logistics, invoicing, marketing, manufacturing, production, and much more.
Dolibarr alternatives
11
StockMarketEyePaid
StockMarketEye is an advanced portfolio tracking software designed for the investor to track the portfolios they want. The software provides you the ultimate visibility to stay competitive over the marketing trends via ease of monitoring portfolios in a unified place. StockMarketEye is a robust yet simple to use tool that provides charts and analysis that are easy to comprehend, and you always have nice confidence to boost as an investor.
StockMarketEye covers the expediency to investigate potential investment, track stocks, mutual funds, ETFs, currencies, and more globally. There are multiple features to look forward to that include categorized investment, track securities, real-time data availability, import accounts directly from brokerages, review all holdings, multi-currency support, dividend tracking, visualize its growth, customize portfolio reports, and more. Furthermore, StockMarketEye, since the last release, continues to evolve with its features and provides tools that can save both time and money.
StockMarketEye alternatives
12
FinFolioPaid
FinFolio is a functional and fully featured portfolio management software for advisors having the growing performance reporting, light CRM, rebalancing, and more. The software provides you the optimized workflow that you need to evolve better and have design innovation which means a constant and reliable experience on every screen in use.
FinFolio is acting as your back office, having comprehensive dashboards, reports, trading, billing, and client portals; all are in the unified palace. The software is making it extremely easy to manage wealth courtesy of intuitive interfaces, layouts, and simplified user experience. There are multiple features to look forward to that include quick deployments, API integrations, import and recon, detailed customization, extensive reporting, and more to add. Furthermore, it is worth mentioning that FinFolio is a reputable way to get done with portfolio management having great advisories and core values.
FinFolio alternatives
14
SimCorp DimensionPaid
SimCorp Dimension provides integrated management solutions to its customers to ease their way in successful investments. It helps to overcome modern challenges like increasing regulations and reporting requirements. It keeps track of the trends in the industry and offers a flexible system that fits into everyone’s requirements. The interesting feature is that it keeps the system up-to-date and supports clients in achieving their goals. One who wants to bring value to his organization can ask for their consultancy services at any time.
The integrated system of SimCorp Dimension includes managers of every kind like Enterprise Data Managers, Asset Managers, Strategy Managers, Investment Accounting Manager, and many more. They all collaborate with each other in making the business of their client successful. With numerous speculation chiefs actually working in an interwoven of single-reason IT frameworks that aren’t associated, they offer a streamlined arrangement that actually fulfills the entirety of the necessities of the customers.
SimCorp Dimension alternatives