Top Rated Kore All-In-One Platform Alternatives
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3.5 out of 5
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1 Kore All-In-One Platform Reviews
4.5 out of 5
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There are not enough reviews of Kore All-In-One Platform for G2 to provide buying insight. Below are some alternatives with more reviews:
1
Morningstar Direct
4.1
(207)
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.
2
Betterment at Work
4.0
(212)
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.
3
Carta
4.4
(195)
Carta is modernizing and revolutionizing the way private companies manage and interact with their share- and optionholders.
4
Morningstar Advisor Workstation
4.2
(174)
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.
5
Qapita
4.7
(167)
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
Pulley
4.7
(115)
Pulley is a cap table platform taking a new approach to equity management. We give founders and employees the tools and insights to make smarter decisions about their equity.
7
Certent Equity Management
4.4
(114)
Streamline equity management, tighten compliance, minimize risk, improve your productivity. It’s life beyond the spreadsheet.
8
EquityList
4.7
(112)
Full-stack equity management platform for founders and their teams to manage cap table, ESOP, and related operations.
9
J.P.Morgan Workplace Solutions
4.9
(107)
J.P. Morgan understands that your company’s success is driven by the remarkable
commitment and dedication of its employees.
Workplace Solutions is a holistic tech and service-based offering, created to
empower your team to easily navigate their workplace incentives with confidence.
From stock plan management powered by Global Shares and financial education to
wealth building and beyond - our intuitive solutions help you attract and keep
talented people who believe in your company as much as you believe in them.
Contact us today to find out how we can help empower your workforce.
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
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