Top 10 Broadridge Advisor Desktop Solutions Alternatives & Competitors

Top 10 Alternatives to Broadridge Advisor Desktop Solutions Recently Reviewed By G2 Community

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Sharesight
(1)3.5 out of 5
Sharesight is a popular online investment portfolio tracker that has been running since 2007. Sharesight allows investors & fund managers to track their stocks, ETFs, dividends, trades, stock splits & more automatically, cutting down on the need for data entry, saving time and money. Investors can import their trading history from their stock brokerage account & let Sharesight do the rest - see your historic trading performance, benchmark against any other stock, index or ETF, run tax reports & more. Try Sharesight for free today.
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#1

AlphaSense
By AlphaSense
(285)4.7 out of 5
AlphaSense is a search engine for investment and corporate professionals designed to help users cut through the noise and uncover critical data points that others miss.
Categories in common with Broadridge Advisor Desktop Solutions:
• Financial Research
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#2

Acquire.com
By Acquire.com
(281)4.9 out of 5
MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.
Categories in common with Broadridge Advisor Desktop Solutions:
• Financial Research
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#3

Morningstar Direct
By Morningstar
(234)4.1 out of 5
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
Categories in common with Broadridge Advisor Desktop Solutions:
• Investment Portfolio Management
• Financial Research
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#4

Morningstar Advisor Workstation
By Morningstar
(224)4.1 out of 5
Built for productivity, Morningstar® Advisor Workstationsupports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
Categories in common with Broadridge Advisor Desktop Solutions:
• Investment Portfolio Management
• Financial Research
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#5

Betterment at Work
By Betterment
(275)4.1 out of 5
Betterment at Work provides modern 401(k) and financial benefits for today’s diverse workforce, empowering small-to-medium-sized businesses to attract and retain happy employees.
Categories in common with Broadridge Advisor Desktop Solutions:
• Investment Portfolio Management
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#6

PitchBook
By PitchBook Data
(178)4.5 out of 5
Global Private Equity & Venture Capital Data
Categories in common with Broadridge Advisor Desktop Solutions:
• Financial Research
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#7

Koyfin
By Koyfin
(81)4.8 out of 5
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
Categories in common with Broadridge Advisor Desktop Solutions:
• Investment Portfolio Management
• Financial Research
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#8

Grata
By Grata
(79)4.8 out of 5
Grata is the leading deal sourcing platform that supports a diverse range of business development workflows for M&A professionals. Grata’s best-in-class search technology and workflow tools empower users to engage with previously undiscovered middle market companies, nurture relationships, and manage a multi-channel business development strategy.
Categories in common with Broadridge Advisor Desktop Solutions:
• Financial Research
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#9

Nitrogen
By Nitrogen
(70)4.1 out of 5
Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.
Categories in common with Broadridge Advisor Desktop Solutions:
• Investment Portfolio Management
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#10

S&P Capital IQ Pro
By S&P Global
(67)4.3 out of 5
The S&P Capital IQ Pro platform combines fundamental data with sector-specific metrics and analytics that are relevant to the industries we cover, plus key asset data, mapping tools, regulatory insight, and more.
Categories in common with Broadridge Advisor Desktop Solutions:
• Financial Research
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Sponsored
Sharesight
(1)3.5 out of 5
Sharesight is a popular online investment portfolio tracker that has been running since 2007. Sharesight allows investors & fund managers to track their stocks, ETFs, dividends, trades, stock splits & more automatically, cutting down on the need for data entry, saving time and money. Investors can import their trading history from their stock brokerage account & let Sharesight do the rest - see your historic trading performance, benchmark against any other stock, index or ETF, run tax reports & more. Try Sharesight for free today.
Visit Website
Visit Website