Top 10 Perform FPC Alternatives & Competitors

Top 10 Alternatives to Perform FPC Recently Reviewed By G2 Community

#1

Asset-Map
By Asset-Map Holdings, Inc.
(115)4.8 out of 5
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.
Categories in common with Perform FPC:
• Financial Analytics
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#2

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 Perform FPC:
• Financial Analytics
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#3

Spreadsheet Server by insightsoftware
By insightsoftware
(78)4.4 out of 5
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.
Categories in common with Perform FPC:
• Financial Analytics
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#4

TradingView
By TradingView, Inc.
(63)4.5 out of 5
TradingView is an advanced financial visualization platform with the ease of use of a modern website.
Categories in common with Perform FPC:
• Financial Analytics
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#5

Amazon Finspace
By Amazon Web Services (AWS)
(63)4.5 out of 5
Categories in common with Perform FPC:
• Financial Analytics
See all Amazon Finspace reviews
#6

Irwin
By Platform Group Limited
(56)4.6 out of 5
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.
Categories in common with Perform FPC:
• Financial Analytics
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#7

eMoney
By eMoney Advisor, LLC.
(45)4.5 out of 5
Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
Categories in common with Perform FPC:
• Financial Analytics
Try for free
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#8

Envestnet | MoneyGuide
By Envestnet
(23)4.0 out of 5
Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.
Categories in common with Perform FPC:
• Financial Analytics
See all Envestnet | MoneyGuide reviews
#9

Aumni
By Aumni
(23)4.5 out of 5
We use the latest technology to discover, analyze, and deliver investment insights that empower leaders in private capital markets that were once buried in unstructured documents—we shine a bright light on “dark data”.
Categories in common with Perform FPC:
• Financial Analytics
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#10

Company Watch
By CompanyWatch Financial Analytics
(16)4.8 out of 5
Comprehensive solutions to help you identify, assess, and manage financial risk. Credit Checks, Enhanced Director Matching, AML Checks, Due Diligence, Business Intelligence, Predictive Analytics, and much more!
Categories in common with Perform FPC:
• Financial Analytics
Try for free
See all Company Watch reviews