Top Rated Advisory World Alternatives
UH
Verified User in Health, Wellness and Fitness
Mid-Market(51-1000 emp.)
What do you like best about Advisory World?
Their user platform isnt user friendly. The program moves slow when there's multiple users on at one time. Review collected by and hosted on G2.com.
What do you dislike about Advisory World?
Super slow interface. Lots of lagging. Increased slowness of speed when multiple users are using the program. Review collected by and hosted on G2.com.
1 out of 2 Total Reviews for Advisory World
3.3 out of 5
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UF
Verified User in Financial Services
Small-Business(50 or fewer emp.)
What do you like best about Advisory World?
Easy portfolio/scenario/account setup using AdvisoryWorld. Possible to create a portfolio in a few minutes either by importing allocation from an excel sheet. Can be easily adjusted to show all of the metrics in which you are interested. Review collected by and hosted on G2.com.
What do you dislike about Advisory World?
Reports are lengthy by design and out of necessity for compliance reasons. Takes some time to get used to the system. Review collected by and hosted on G2.com.
There are not enough reviews of Advisory World for G2 to provide buying insight. Below are some alternatives with more reviews:
1
Stripe Connect
4.4
(225)
Stripe offers solutions for web and mobile payments that are built for developers. Stripe provides a set of unified APIs and tools that instantly enable businesses to accept and manage online payments.
2
Merge
4.8
(220)
Merge is an integrations platform for product development. Developers integrate once with Merge's API to offer a full category of integrations to their customers. Merge handles the full integrations lifecycle - from an easy initial build, to hand-held end-user onboarding, to fully managed maintenance of all of those integrations.
3
Asset-Map
4.8
(115)
Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity.
Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future.
4
Koyfin
4.8
(81)
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com
5
Spreadsheet Server by insightsoftware
4.4
(78)
Connect your ERP to Microsoft Excel in real time, avoiding manual data dumps and updates, to uncover what's truly going on in your organization. Create and refresh any financial or operational report you need with a tool that allows you to mix GL and non-GL data from multiple sources. Drill from summary level to journals, balances, and sub-ledgers to find and fix reconciliation issues quickly.
6
TradingView
4.5
(63)
TradingView is an advanced financial visualization platform with the ease of use of a modern website.
7
Amazon Finspace
4.5
(63)
8
Flinks
4.4
(58)
Flinks provides an open banking platform that makes it easy and efficient to use financial data. Connectivity lets you connect your users’ financial accounts from institutions across the US and Canada, to access KYC/KYB information, transactional data, and assets. Enrichment lets you turn raw financial data into actionable insights for credit risk analysis, income verification, life event detection, fraud prevention, and other data-driven use cases.
9
Irwin
4.6
(56)
Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital.
With Irwin, you can better manage your IR initiatives and empower your IR team. Our versatile product includes powerful investor targeting, the most comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), and timely research, estimates and transcripts.
10
fixer.io
4.5
(46)
Foreign exchange rates and currency conversion JSON API
Fixer is a simple and lightweight API for current and historical foreign exchange (forex) rates.
* 170 World Currencies
Real-time exchange rate data for 170 world currencies, updated every 60 seconds.
* Trusted Sources
Currency data delivered by Fixer is sourced from financial data providers and banks, including the European Central Bank.
* Bank-Level Security
Your connection to the Fixer API is encrypted using bank-grade 256-bit SSL Encryption.
