fbpx
Research and Analysis
11 December 2018

New Constructs: The Most Precise Valuation Based on AI-Powered Fundamental Analysis

New Constructs provides the stock research tools online (alerts, research, ratings and screeners, ETFs and mutual funds), powered by machine learning.
> Read Research
Research and Analysis
6 December 2018

Investment POD: A Sophisticated Investment Automation Platform That Stands the Test of Time

Investment POD builds an online presence cost effectively to help scale your business.
> Read Research
Research and Analysis
4 December 2018

inStream: Proactive Wealth Management for the Smart Advisor

inStream Solutions is the proactive financial planning software for advisors.
> Read Research
Research and Analysis
29 November 2018

Gravity Investments: Diversification Science Used to Deliver Better Portfolios

Gravity Investments is an Institutional RoboAdvisor.
> Read Research
Research and Analysis
27 November 2018

Wela: Conversation Makes Advice Powerful

Wela is a digital financial advisor leveraging technology to deliver financial advice to the mass affluent.
> Read Research
Research and Analysis
15 November 2018

iQuantifi: A Distinctive Robo-Planner to Help People Achieve Their Goals

iQuantifi is a RoboPlanner® that contracts with financial institutions to help their clients identify, prioritize and achieve their financial goals.
> Read Research
Research and Analysis
14 November 2018

GuidedChoice: Nobel Prize Winning Portfolio-Management Software

GuidedChoice is an independent advisory firm focused on helping people retire.
> Read Research
Research and Analysis
8 November 2018

Docupace: Secure Digital Operations Platform for Broker-Dealers

Docupace Technologies is the provider of secure and compliant electronic processing solutions for financial services firms and their advisors.
> Read Research
Research and Analysis
7 November 2018

FinFolio: A Perfect Blend of Trading, Wealth Management, and Material Design

FinFolio is a software company that provides professional investment management software to investment advisors and money managers.
> Read Research
Research and Analysis
1 November 2018

CircleBlack: Sophisticated Data Hub with On-Demand Integrations

CircleBlack is a wealth management platform designed with investors' and advisors' needs in mind.
> Read Research