BondIT drives sales by empowering relationship managers and trading desks with data-driven, personalized, optimal investment recommendations thus increasing trade flow and revenues.
Asset / Wealth Management
Through an aggregated, single portfolio overview across accounts in different institutions, Canopy allows users to visualize their net worth and make sense of their financial holdings, leading to better investment and wealth management decisions. Canopy is a Software-as-a-Service offered by Mesitis, a fintech start-up focused on the private wealth industry.
Nutmeg offers low cost, high yield investing options for casual investors looking for a hands-off approach.
Wealth ARC is a tool aimed at asset managers to help them advise their clients better thanks to its three main features: Smart portfolios, digital client experience, 360 degrees view.
BUX is a gaming Mobile App that lets the user trade stocks, indices, currencies and commodities (using CFDs) with virtual or real money.
Nvestly is a Social Trading Platform for people willing to learn from- or compare their performance with others.
FeeX’s objective is to find and cut hidden fees for their users’ portfolios.
Wealthfront is a portfolio management system that targets small investors (the minimum account size is $5K and the minimum withdrawal amount is $2,5K). See more
Personal Capital is a free financial advice platform that lets its user aggregate his financial (and investment) accounts in one place.
SigFig offers a real dashboard for users to monitor their investments, the ability to have it all in one place allows SigFig to obtain the user relationship over the traditional Advisors.
Betterment is a Robo-Advisor that targets people investing in order to achieve predefined goals (retirement, financing children studies, building a safety net, etc…). When a goal is considered unrealistic, Betterment make recommendations to modify it.
Motif Investing allows the user to invest in groups of 20 to 30 stocks or ETFs that share the same characteristics.
Very similar to Wealthfront or Betterment, Stockspot is an online Exchange-Trade Fund manager in Australia.
Trizic is a CRM for asset managers in order for them to provide their clients with an enriched user experience.
Marie Quantier (MQ) is a French portfolio advisor system that allows its user to build a perfectly diversified portfolio.