Capitally
An innovative investment management software, Capitally empowers users to track and analyze their unique investment strategies. It combines the flexibility of spreadsheets with a user-friendly app, allowing for customizable asset tracking, seamless data imports, and secure storage. Ideal for long-term investors, Capitally enhances the financial independence journey.
Top Capitally Alternatives
StackScan
Identify and analyze websites by their tech stack with access to 50,000+ technologies and a database of 105 million domains.
T-REX
An innovative end-to-end platform, T-REX seamlessly integrates software and services for project finance, structured finance, and private credit. It automates data processes, enabling precise cashflow analytics and centralized collaboration among stakeholders. Designed for adaptability, it supports various asset classes and financing types, enhancing deal management from origination to maturity.
SymPro Investment Management
An innovative investment management solution, SymPro Investment Management delivers real-time, actionable intelligence by meticulously calculating earnings, accrued interest, and capital gains. It enhances transparency through precise GASB compliance reports and reduces data entry duplication by automating journal entries. Users can create diverse portfolios tailored to specific funds and advisers, ensuring efficient management of investments.
Boosted.ai
An advanced AI platform revolutionizes asset management by automating stock research and portfolio optimization. By analyzing vast amounts of data from diverse sources, it identifies critical trends and provides actionable insights tailored to individual investment strategies. This innovative solution enhances decision-making efficiency and supports dynamic risk management for wealth and institutional managers.
IT4Finance
An integrated platform specializing in investment portfolio and fund management, IT4Finance streamlines trading processes through intelligent interfaces that connect brokers, administrators, and custodians. Their experienced multidisciplinary team tailors solutions to enhance operational efficiency, reduce transaction costs, and improve client service, allowing clients to focus on their core business.
AGIMENDO.invest
AGIMENDO.invest offers a robust transformation package for SAP IdM Replacement, streamlining migration processes from analysis to implementation. It enhances security in SAP Fiori applications while improving administrative efficiency and user satisfaction. With an innovative approach, it ensures seamless integration of unique customizations under SAP S/4HANA, facilitating smooth business operations.
Arcesium
Arcesium transforms investment management by modernizing operational models and streamlining complex activities. By integrating disparate datasets into a unified platform, it enhances data accuracy and operational efficiency. The software empowers firms to navigate regulatory challenges and optimize workflows, ultimately unlocking growth opportunities and improving decision-making in a competitive landscape.
Trust Platform
AET’s Trust Platform revolutionizes retirement investing by allowing clients to access diverse alternative assets through self-directed IRAs. It streamlines capital integration into private investment deals, empowering businesses to unlock untapped retirement funds. With robust security measures and a tech-forward approach, it facilitates seamless transactions while ensuring regulatory compliance.
eXeer
As a modular SaaS solution, eXeer empowers investment managers to seamlessly aggregate, analyze, and visualize their investment data. It integrates existing tech stacks and new technologies, automating data collection from various sources. With its core analytics engine at the helm, eXeer ensures a reliable single source of truth for informed decision-making.
EX-ANTE
A network of over 8,000 finance professionals has transformed their investment management strategies with cutting-edge behavioral finance software. This innovative technology allows users to efficiently monitor client investments, customize portfolios, and implement precise risk management practices, ultimately enhancing decision-making and fostering sustainable business growth in the financial sector.
Asora
Asora revolutionizes investment management by automating the aggregation of bankable and private asset data, enabling users to monitor performance and generate tailored reports all on one secure platform. With ISO 27001 certification and GDPR compliance, it streamlines tracking of both liquid and illiquid assets, enhancing operational efficiency for family offices.
NVSTly: Social Investing
A free social investing platform, NVSTly enables retail traders to track trades and gain insights into every position while monitoring performance statistics across major financial markets. Users can instantly share trades on social media and Discord, access real-time updates, and engage with leaderboards, enhancing their trading experience with community interaction.
FinX
At Booth #117 during the Gartner 2023 India Data & Analytics Summit, visitors can explore a transformative platform that automates business workflows by integrating unstructured, siloed, and public data. Users benefit from a no-code/low-code environment to effortlessly build, test, and deploy data-driven solutions while enhancing decision-making with real-time financial insights.
Zapflow
Zapflow revolutionizes investment management for private equity, venture capital, and real estate teams by centralizing deal flow, portfolio tracking, and investor relations in a single, user-friendly platform. Its automation features streamline workflows, enhance collaboration, and provide real-time analytics, empowering firms to make informed decisions and optimize investment strategies effortlessly.
IMTC
Award-winning technology transforms fixed income management by automating workflows and enabling large-scale customization. Designed for managing SMAs, model portfolios, and funds, the platform facilitates simultaneous decision-making across accounts. Its streamlined integration with market data, analytics, and CRMs enhances efficiency while reducing manual errors throughout the investment lifecycle.
XWare Trader
XWare Trader offers tailored technology for OTC and multi-asset class execution, enabling efficient order book management and robust market depth. This solution provides brokerage firms with a low-latency liquidity suite, real-time risk management tools, and seamless integration for enhanced trading experiences, ensuring compliance and competitive advantages in a dynamic market.
Company Information
- Company: Capitally
- Country: Poland
Top Capitally Features
- Flexible asset tracking options
- Custom asset support
- Data encryption at rest
- User-friendly interface
- Detailed transaction tracking
- Broad account balance tracking
- CSV and XLS import support
- Historical performance analysis
- Multi-currency support
- Global market coverage
- Manual data entry capability
- Privacy-focused data management
- Subscription price lock-in
- Easy subscription management
- Six-month data retention
- Automated dividend tracking
- Support for diverse asset types
- Seamless transition between plans
- Intuitive user experience
- Built-in security measures