Top Rated Earnix Alternatives
(14)
4.5 out of 5
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There are not enough reviews of Earnix for G2 to provide buying insight. Below are some alternatives with more reviews:
1
Applied Epic
4.4
(1,051)
Applied Epic enables agencies to manage their property and casualty and benefits business in a single application.
2
Tableau
4.4
(2,200)
Tableau Server is a business intelligence application that provides browser-based analytics anyone can learn and use.
3
PL Rating
4.3
(248)
Enhance your customer experience with real-time personal lines rates.
4
Duck Creek Policy
4.6
(118)
Duck Creek Policy allows you to manage the entire policy lifecycle from quote to bind to issue, as well as administer amendments, endorsements, renewals and cancellations.
5
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.
6
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
7
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.
8
SAS Risk Management
4.3
(78)
9
Nitrogen
4.1
(70)
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.
10
Amazon Finspace
4.5
(63)
