Top Rated Betterfront Alternatives
(36)
4.3 out of 5
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There are not enough reviews of Betterfront for G2 to provide buying insight. Below are some alternatives with more reviews:
1
DocSend
4.6
(529)
DocSend tells salespeople how prospects engage with their sales material. Have the right conversation, with the right person, at the right time, and do business faster.
2
Ideals Virtual Data Room
4.7
(603)
iDeals Virtual Data Room is a tool that provides secure access to large amount of confidential documents for designated parties who can view, analyze and collaborate in a protected environment using any device and from anywhere in the world.
3
Datasite Diligence Virtual Data Room
4.5
(241)
Datasite Diligence is the premier sell-side virtual data room. Where rigorous security meets seamless collaboration.
4
Carta
4.4
(195)
Carta is modernizing and revolutionizing the way private companies manage and interact with their share- and optionholders.
5
Qapita
4.7
(168)
Qapita is a Singapore headquartered digital equity management platform for private companies, particularly start-ups. Its software, QapMap, is designed to enable capitalisation table (CapTable) management, employee stock ownership plan (ESOP) management and digital ESOP issuance with the aim of eventually enabling digital share issuance for companies across South and Southeast Asia.
6
Ansarada
4.6
(161)
Ansarada is an AI-powered dealmaking platform provider focused on helping companies and their advisors thrive amidst their most important business events, such as mergers, acquisitions, capital raises, IPOs and audits.
7
Clinked
4.8
(144)
Client Collaboration
8
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.
9
Juniper Square
4.7
(90)
Juniper Square is an intuitive, all-in-one investment management software system designed specifically for the real estate industry.
10
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
