Alternatives to SigFig
Compare SigFig alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to SigFig in 2026. Compare features, ratings, user reviews, pricing, and more from SigFig competitors and alternatives in order to make an informed decision for your business.
-
1
Sharesight
Sharesight
Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan). -
2
StockMarketEye
StockMarketEye
StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...Starting Price: $74.99 per year -
3
PortfolioPilot
PortfolioPilot
PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.Starting Price: $20 per month -
4
Motilal Oswal
Motilal Oswal
Motilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 as a small sub-broking unit. Focus on customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled us to blossom into an 8500+ member team. Today we are a well-diversified financial services firm offering a range of financial products and services such as private wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking, currency broking, and home finance. We have a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions and corporate clients. Research is the solid foundation on which MOFSL advice is based. -
5
Vyzer
Vyzer
One platform for all of your investment management needs. A secure, automated, online, investment portfolio tracking and wealth management solution, tailor-made for Limited Partnership (LP) investors. Analyzing all your financial documents. Investment accounts integrations. Generate and export reports. Automated transaction tracking. Vyzer integrates the very highest level of security to protect your sensitive information. Vyzer offers investors a secure platform that delivers clarity and visibility across all their holdings in a single holistic dashboard. From real estate syndications to private equity, crypto to traditional investments, with AI-driven, unbiased, honest insights to maximize return. Vyzer is the only digital wealth management platform that combines public and private investment performance tracking, financial planning tools, projections and very soon benchmarking in one powerful solution, making it easy to follow the money.Starting Price: Free -
6
FutureAdvisor
BlackRock
FutureAdvisor establishes partnerships with wealth management firms to help them drive asset growth, be more efficient, target new client segments and reach the next generation of investors. We take academically researched portfolio management principles and industry best practices and apply them to your situation and your existing investment accounts. We use the funds you already own to minimize churn and minimize tax impact. When necessary, we add low cost index funds to better diversify the portfolios. We take academically researched portfolio management principles and industry best practices and apply them to your situation and your existing investment accounts. We use the funds you already own to minimize churn and minimize tax impact. When necessary, we add low cost index funds to better diversify the portfolio.Starting Price: 0.5% Fee -
7
Diversiview
LENSELL
Diversiview by LENSELL is a cloud-powered platform for advanced portfolio analytics and optimisation, designed to support both individual investors and financial professionals in elevating portfolio performance. With Diversiview, users can: -Compute key portfolio metrics such as expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, recovery time and more. -Examine diversification in detail at the individual investment level. -Explore projected outcomes for the current allocation alongside thousands of alternative portfolio configurations. -Determine efficient allocations along the Efficient Frontier — including the Minimum Risk, Optimal, and other efficiency-driven portfolios — powered by our proprietary Dual-Objective Optimisation Approach (DOOA). - Run backtests to assess portfolio strategy performance over time. Advisers: the platform also provides the ability to store unlimited portfolios, link them to clients, define benchmarks, build model portfolio -
8
PortfolioMetrics
PortfolioMetrics
PortfolioMetrics is a web-based platform that helps you analyze and improve your investment strategy. With just a few inputs, you can simulate how a portfolio would have performed historically, compare it to benchmarks, and run deeper simulations like Monte Carlo forecasts. Whether you're a private investor, a financial advisor, or a content creator, PortfolioMetrics gives you the tools to evaluate risk and performance, optimize asset allocation, and create shareable insights. The platform supports: - Historical backtests based on real market data - Strategy comparison and benchmarking - Key metrics like CAGR, drawdowns, and Sharpe ratio - Advanced tools like Monte Carlo - Export options (PDF, CSV) and public sharing links -
9
Betterment
Betterment
Betterment is a trusted digital investment platform designed to make building wealth and saving for retirement simple. It offers globally diversified portfolios managed with automated trading, rebalancing, and tax-loss harvesting technology, helping investors maximize returns while minimizing stress. Beyond investing, Betterment provides high-yield cash accounts with APYs significantly above the national average, plus FDIC insurance up to $2 million for peace of mind. For retirement, Betterment supports Traditional, Roth, and SEP IRAs, each offering distinct tax advantages to fit different financial situations. The platform also makes it easy to roll over old 401(k) plans into low-cost IRA accounts, helping clients reduce fees and consolidate assets. With Betterment’s personalized planning tools and expert guidance, individuals gain clarity and confidence in achieving long-term financial goals. -
10
Ghostfolio
Ghostfolio
Ghostfolio is a privacy-first, open-source dashboard for your personal finances. Break down your asset allocation, know your net worth and make solid data-driven investment decisions. Ghostfolio empowers busy people to keep track of stocks, ETFs, or cryptocurrencies without being tracked. Get the full picture of your personal finances across multiple platforms. Use Ghostfolio anonymously and own your financial data. Benefit from continuous improvements through a strong community. Trading stocks, ETFs, or cryptocurrencies on multiple platforms. Ghostfolio is for you if you are interested in getting insights into your portfolio composition, caring about diversifying your financial resources, or if you're interested in financial independence. Ghostfolio is a lightweight wealth management application for individuals to keep track of stocks, ETFs, or cryptocurrencies and make solid, data-driven investment decisions.Starting Price: $15 per year -
11
Riskalyze
Riskalyze
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.Starting Price: $250 per month -
12
Interactive Brokers
Interactive Brokers
IBKR provides clients from all over the globe with the ability to invest worldwide at the lowest cost. Invest globally in stocks, options, futures, currencies, bonds and funds from a single integrated account. Fund your account in multiple currencies and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week. Powerful enough for the professional trader but designed for everyone. Available on desktop, mobile and web. Spot market opportunities, analyze results, manage your account and make better decisions with our free trading tools. Real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis and more. When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses. -
13
Fidelity
Fidelity Investments
From complex wealth management to your retirement needs, we can help you with financial planning. With no account fees, $0 commission trades, and no minimums to open an account, we can help your money go further. Get easy-to-use tools and the latest professional insights from our team of specialists. Knowing where you stand is crucial. Use this tool to see how prepared you are for retirement, and what steps you may need to work on. Get professional investment management with our low-cost robo advisor solutions, from digital-only investing to a hybrid robo service with access to advisors when needed. Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance. -
14
Tradesocio
Tradesocio
Robo Advisor is an investment solution offering the customer investment opportunities based on their risk profile and investment goals. Suitable for investors seeking instant digital advice, Robo Advisor offers low-net-worth clients with a cost-effective investment platform. End-to-end wealth solution that financial institutions can offer to masses. Utilizes AI Algorithm that analyzes customers assets, liabilities, risk modelling and objectives. Designed for passive investors with an easy-to-use interface and real-time NAV. Robo Advisor uses algorithms and trusted research to match the customer's investment objectives in short, medium, or long-term investment plans. It features tailored investment strategies that are a low-cost alternative to traditional advisors. It allows the user to invest in multiple goal-based strategies and be able to control and rebalance across multiple assets. -
15
Merrill Edge
Merrill Edge
As your investing needs change, you can feel comfortable knowing that we'll be there for you along the way. Personalized investing with insights, guidance and tools to confidently put your investing ideas into action. Tell us your goals, and Merrill investment professionals will build, monitor and rebalance your portfolio. All the benefits of Merrill Guided Investing online plus guidance from an advisor along the way. Investment balances can help you earn Preferred Rewards benefits and pricing discounts. Members enjoy program benefits including credit card rewards bonuses, discounts on home and auto loans, monthly account maintenance fee waivers, and more. Life is constantly evolving. Merrill understands your needs and provides the advice, guidance, insight and tools you need to help make the most of the moment, no matter what your goals for the future are. -
16
Nitrogen
Nitrogen
Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.Starting Price: $1,188 per year -
17
Magnifi
Magnifi
Now you can easily invest in emerging technology with seven new Magnifi Managed Portfolios. Wall Street luminaries and top financial advisors share insights on topics trending on Magnifi and the world around us. Find, compare and invest using the world’s first semantic search-powered marketplace for finance. Put intelligent investing in the palm of your hand. Magnifi is bringing seven new innovation portfolios directly to you. These managed portfolios are based on indexes by Morningstar, using thematic strategies that seek to capture exposure to specific innovation themes changing the world around us. Individual investors will now be able to access thematic strategies with portfolio rebalancing oversight to invest in areas such as big data, robotics, fintech, health tech, and others without an ETF or mutual fund wrapper. Each managed portfolio tracks a Morningstar Index with the objective of delivering a high degree of thematic purity. -
18
Firstrade
Firstrade
Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, and other factors. An investor should understand these and additional risks before trading. Carefully consider the investment objectives, risks, charges and expenses before investing. All investments involve risk and losses may exceed the principal invested. Past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Firstrade is a discount broker that provides self-directed investors with brokerage services, and does not make recommendations or offer investment, financial, legal or tax advice. No annual fee, account set-up fee, or maintenance fee. Trade commission-free on stocks, options and mutual funds in your IRA. Our customizable trading platforms let you manage your account and trade from your desktop, iPad or mobile phone. -
19
EXANTE
EXANTE
Access more than 50 of the world's financial markets directly from your EXANTE account – including NASDAQ, London Stock Exchange and Tokyo Stock Exchange For private investors who need direct access to 50+ global venues and the open book — from a single multi-currency account. Unlock stocks, ETFs, bonds, futures, options, metals, fiat and crypto currencies. For wealth and asset managers who service multiple investors. Unlock new exchange-traded and OTC instruments to your clients. Enjoy easy multi-account management and granular reporting. Make high-touch investor relations and personal wealth services easy with our 24/7 customer care. For private financial agencies that manage investments on behalf of high net worth families and groups. Enjoy a choice of jurisdiction, easy asset transfer and utmost investor protection with a globally licensed, award-winning platform. -
20
Portseido
Portseido
Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place. The features from Portseido include portfolio visualizer app, portfolio performance tracker, stock portfolio tracker, dividend tracker, investment goal management, dividend calculator, FIRE calculator and portfolio analysis. Our goal is to provide investors with an easy-to use tool that allows them to become better investors.Starting Price: $8 per month -
21
VisualMvo
Efficient Solutions
Efficient Solutions (Effisols.com) offers portfolio optimization software for investment professionals and sophisticated personal investors. Their tools include VisualMvo and MvoPlus for single- and multi-period mean variance optimization, and MCRetire, a Monte Carlo retirement simulator. These applications help users design optimal investment portfolios and assess long-term financial planning strategies, all supported on Windows systems. -
22
Titan
Titan
Titan is a premier investment firm that manages $500M for 25,000 clients. Wall Street ignores everyday investors, catering to only the ultra wealthy. This divide didn’t sit well with us, so we built Titan: a world-class investment manager for the rest of us. We aim to grow your capital over the long term by following our time-tested investment philosophy: identifying the rare species of stocks known as “compounders” and holding on tight. We don’t just expertly invest your capital — we explain everything. By giving our clients courtside seats, they become the smartest investors they’ve ever been. From instant investing to portfolio manager access, we provide access to many cutting-edge features that other firms do not, free of charge. We are a diverse team of veteran Wall Street investors, engineers, operations, investor relations, and product folks. Our employees and advisors have worked at some of the leading institutions in the world. -
23
Darwinex
Darwinex
Cost-effective market access via multiple platforms. The fastest way for talented traders to attract investor capital. With multiple platforms & APIs, proprietary strategy analytics, a €90M/year prop and seamless track record migration, Darwinex supports you every step of the way. Build new or diversify existing investment portfolios with 3,000+ listed trading strategies, uncorrelated to any other asset class. Our risk engine protects your investments in real-time. Raise 3rd-party investor capital and charge success fees on HWM profits. Our prop capital allocation (DarwinIA) invests up to €90M/year in talented traders. We provide traders exceptional execution, access to a wide range of financial assets, front-to-back asset management infrastructure, and the regulatory umbrella necessary to legally monetize third-party investor capital. Trades are anonymized, and intellectual property rigorously protected at all times. -
24
DEGIRO
DEGIRO
DEGIRO is one of the fastest growing online brokers in Europe. What separates DEGIRO from the rest is that we offer institutional fees to retail investors. Our mission is to empower people to become the smartest self-directed investors they can be by creating high-quality, cost-effective, transparent and accessible investment platforms & services. DEGIRO has quickly become one of the largest brokers in Europe. What separates DEGIRO from the rest is that we offer the unique combination of a user-friendly and comprehensive platform with incredibly low fees. Investing is no longer limited to your home market. Get access to more than 50 exchanges across 30 countries for true global investing and exceptional diversification possibilities. Our investment platform is at the forefront of the industry but we are always trying to be better. Based on your feedback, we continuously improve our service. -
25
Venn by Two Sigma
Two Sigma
Venn by Two Sigma helps investors embrace a modern, quantitative approach to multi-asset portfolio risk and investment decision-making. Streamline your investment evaluation process and collaborate with your team. Venn’s modern interface and intuitive factor-based risk approach is designed to help investors uncover portfolio risks and position the portfolio to meet future objectives. Evaluate managers against your objectives using traditional risk metrics with the addition of factor analysis. All it takes is a set of returns. Better understand the underlying risk drivers in your portfolio using the Two Sigma Factor Lens™️, and then run optimization analyses on that portfolio based on your organization's constraints and objectives. Venn can help you take action to minimize unwanted and/or uncompensated risks, understand how changes to your strategic asset allocation affect expected performance, optimize your existing investment allocations, and more. -
26
Wealthsimple
Wealthsimple
The simple way to grow your money like the world's most sophisticated investors. People love us for our technology. And the team who are always around to answer your questions. Diversifying your investments means you can minimise risk while maximising rewards. We invest your money across the entire stock market using funds that track the global economy. We're what's called a fiduciary. That means we're obligated to give you actionable feedback that's in your best interest, not ours. We use state-of-the-art data encryption when handling your financial information and two-factor authentication (2FA) protection. Wealthsimple is backed by $380M in investment from some of the world's largest financial institutions. -
27
Pluang
Pluang
Invest in a range of diverse asset classes such as Gold, S&P 500, Crypto and Mutual Funds. Refer your friends and earn up to Rp1.000.000! Get access to best asset classes with just three taps on your phone. Registered with and regulated by BAPPEBTI. Say goodbye to high spread, commission fee and other hidden fees. At Pluang, you can diversify your portfolio by investing varied asset classes like gold, crypto asset, stock index and US dollar, all in one app. Download the Pluang app on iOS or Android and join more than 2.000.000+ people who’ve changed the way they invest. Pluang is a financial app managed and developed by PT Bumi Santosa Cemerlang with the mission to give more access for Indonesian investors to invest in financial services products easily and safely with affordable cost. Buy gold at the world price in just three taps on your phone. Easy way to invest in gold, starting from Rp.10.000 or less. -
28
Autonomous
Autonomous
Autonomous is an AI-driven financial advisory and wealth strategy platform built to help users connect all their financial accounts and assets, understand their full financial picture, and receive continuous, personalized investment and planning guidance with zero traditional advisory fees; it integrates data across brokerage accounts, tax-advantaged accounts, liabilities, cash flows, and complex holdings so the AI can recommend tailored strategies rather than one-size-fits-all portfolios. It uses advanced simulations and institutional investing principles to answer questions about trade-offs (e.g., 401(k) contributions vs paying down a mortgage), generate individualized direct indexing portfolios that adapt to evolving goals and risk, and continuously monitor for opportunities like tax-loss harvesting and rebalancing that help optimize long-term outcomes. -
29
Trove
Trove
Trove is an investment app that simplifies access to global and local public markets by letting users buy fractional shares of U.S., Nigerian, Chinese, and other international stocks, ETFs, bonds, and fixed-income instruments through a unified mobile/web interface. It combines real-time price updates, live quotes, and advanced charts, tailored trade recommendations based on a user’s risk profile and investment questionnaire, and educational resources via “Trove University” to help both beginners and experienced investors make informed decisions. It layers portfolio diversification tools, technical summaries, and market news with easy onboarding, verify your profile, fund your account, and begin investing in a few steps, while also offering virtual cards for spending and cash-back on everyday purchases. U.S. investments are routed through a regulated brokerage partner with SIPC protection, and custody of assets is structured to remain secure even if the intermediary changes.Starting Price: Free -
30
Groww
Groww
Groww is an investing platform where users can find the best mutual funds to invest in and can invest their money without any hassles. Groww provides objective evaluation of mutual funds and does not advice or recommend any mutual fund or portfolios. Investor shall invest with their own descretion. Groww does not guarantee any returns and safety of capital. With Groww, Investing in mutual funds, stocks, digital gold are made easy, fast & secured. Enjoy 100% paperless onboarding without any hassles and Invest in popular mutual funds, stocks & buy gold in a few minutes from the comfort of your home. Invest in any direct mutual funds by SIP or lump sum at 0% commission for free. If you are already an investor, switch your regular investments plan to direct mutual fund plans & earn extra returns. Groww is the simple Demat & stock trading app that allows you to open a free Demat account & trade BSE, NSE listed stocks in the share market at a low brokerage on the stock orders. -
31
Choice
Choice
Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.Starting Price: 1% digital trade fee -
32
Finominal
Finominal
Finominal offers a suite of institutional-grade portfolio analysis tools designed to enhance transparency and provide actionable insights for investors across global markets. It encompasses a comprehensive range of functionalities, including fund and security analysis, portfolio construction, and backtesting. Key tools such as the Portfolio Analyzer allow users to benchmark performance, assess factor exposures, and evaluate diversification. The Fund Reviewer and Fee Reducer assist in comparing mutual funds or ETFs and identifying cost-effective alternatives. For deeper insights, the Alpha Analyzer and Performance Benchmarker evaluate securities' performance metrics, while the Diversification Booster and Risk Scorer aid in optimizing portfolio composition. Finominal's Index Customizer and Volatility Optimizer facilitate tailored portfolio construction, and the Time Machine tool enables historical strategy backtesting.Starting Price: $120 per month -
33
TIKR
TIKR
Find the best stocks, follow top investors, quickly analyze businesses, and monitor your portfolio with TIKR. Get an inside look at the portfolios of 10,000+ investors, including company insiders, hedge funds and other multi-billion dollar firms globally. TIKR goes beyond just the US 13F filings and tracks any stocks that the investor has disclosed globally, including in Europe, Asia, Australia, and more. Sift through 100,000+ stocks globally with our powerful screener to find the hidden gems with the highest returns potential. Apply thousands of filters including by country, industry, financials, ratios, Wall Street analyst forecasts, valuation multiples, capital structure, growth rates, and margins. Save time and speed up your investment analysis with accurate financial data powered by S&P Global CapitalIQ on 100,000+ stocks across 92 countries and 136 exchanges. Easily analyze and chart detailed financial data, ratios, valuation multiples, and analyst forecasts.Starting Price: $19.95 per month -
34
BlackRock 360 Evaluator
BlackRock
Analyze investments in a portfolio context in minutes. Import or create new portfolios, browse models, or access saved portfolios to get started. Use the 360° Evaluator to objectively analyze your portfolio across key attributes like exposure breakdowns, expenses, risk factors, and much more. Share customizable client reports to show clients the value of what you do. 360° Evaluator helps advisors ensure portfolios are designed to perform the way they’re intended and makes it easy to share essential information with clients. Drawing on data and analytics from Aladdin, 360° Evaluator empowers advisors to quickly and easily see the key attributes of a portfolio, compare it to other portfolios, and optimize for market movements and clients’ evolving needs. Communicate investment ideas to clients easily and in visually appealing ways. 360° Evaluator’s client report contains a portfolio summary that highlights portfolio holdings, analytics, insights, and more. -
35
Morningstar
Morningstar
Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips. Maximize client engagement with the gold standard for long-term investment information. Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence. Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos. At a time when changing consumer demands and modernization of experiences are a part of every business decision, Morningstar can help you deliver personalization at scale. Discover new ambitions for your practice with innovative ways to engage new clients, expand wallet share with existing clients, and maximize lifetime customer value. Leverage Morningstar as your competitive advantage. Build investments, analytics, and a story-telling engine with world-class investment information. -
36
Empower
Empower
Financial professionals who listen, tools that deliver. Get robust technology working seamlessly with highly skilled fee-based financial professionals to deliver a truly personalized solution for you. Experience financial transparency like never before. Our financial professionals can help you build a Personal Strategy around your unique goals and preferences, then implement it in a portfolio that’s tax optimized, risk minimized and regularly rebalanced to match your ever- changing situation. Whether you’re looking for more investment solutions or sophisticated financial management, we can help you build a diversified portfolio around all the things you care about.Starting Price: Free -
37
PinkLion
InnovationCraft UG (haftungsbeschränkt)
PinkLion is an AI-powered investing copilot designed to help you grow and optimize your wealth with ease. We go beyond tracking your portfolio—offering personalized insights and actionable optimization tips, 1-year forecasts, as well as scenario simulations. Whether you’re starting out or refining your investments, PinkLion gives you the data-driven confidence to make smarter financial moves. Some of PinkLion´s features: - A Complete Investment Overview - Portfolio Setup with brokers or manual upload - Smart forecasting - Deep Portfolio Analytics - Portfolio Optimization Tools - Scenario Simulations - Side-by-Side Comparisons - Portfolio health checkStarting Price: $15/month -
38
Public
Public.com
Invest in stocks. Learn from others. Public makes the stock market social. Follow other investors, discover companies to believe in, invest with any amount of money. We're on the mission to open the stock market to everyone by making it inclusive, educational, and fun. Public is the investing social network where members can own fractional shares of stocks and ETFs, follow popular creators, and share ideas within a community of investors. Public makes the stock market an inclusive and educational place, with social features that make it easy to collaborate as you build your confidence as an investor. -
39
Stash
Stash
Stash is a personal finance app that simplifies investing, making it easy and affordable for everyday Americans to build wealth and achieve their financial goals. Fractional shares make it easy to invest what you can afford on a set schedule. We can help you bank better with no hidden banking fees and access to early payday through direct deposit. The everyday card that helps you earn stock while you shop. Take stock of your life, our three subscription plans help make it affordable and easy. Our retirement options can help you ease into a more secure future. Stay focused on their long-term goals with our children’s investment accounts. Stash was built with a simple philosophy, everyone should have access to investing. Thanks to fractional shares, anyone can invest in the stock market with $5 or less. Stash helps more than 5 million people reach their financial goals. Stash can give you everything you need to build wealth for the long-term.Starting Price: $3/month -
40
Sharekhan
Sharekhan
Solutions with the right balance of human intelligence and technology to keep you on track of your goals, especially during market volatility. A complete human network to understand your financial goals, stay on top of your investments, alert you of market movements and help you with any other service query you might have. A team dedicated to consistently provide you with research during any kind of market weather. At Sharekhan, we endeavour to amplify your investing experience though community programs where you can interact and learn with others. Our in-house and third-party educational solutions ensure you get to choose the right learning platform for yourself. Trading and investment solutions built on modern, easy-to-use platforms. Our in-house trading innovation team comprises of traders and investors themselves. Investment advisory products such as Power Portfolio, Star Portfolio & Top Picks Portfolio. -
41
Stockspot
Stockspot
We build you a diversified portfolio using proven investment strategies to grow your wealth. Think global shares, Australian shares, and government bonds. Stockspot is Australia’s leading online investment adviser. We build you a smart, custom portfolio using ETFs (exchange-traded funds), which give you access to a range of different investments with low fees. A diversified portfolio and the patience to stick with it is the boring but brilliant secret to success when you invest. Stockspot portfolios are designed to invest for both growth and dividends. Our technology helps to automate repetitive tasks like rebalancing and reinvesting dividends to keep your portfolio healthy and your costs low. Every dollar that you save on fees is an extra dollar added to your returns. We regularly review your assets and the market to keep your portfolio balanced. Add to your investments to grow your wealth faster.Starting Price: From $1 per month -
42
Bibit
Bibit.id
Our technology uses the Modern Portfolio Theory approach introduced by economist Harry Markowitz which has been proven to manage risk and maximize your profits through diversification. Everyone has a different profile. We help put your money into a portfolio of mutual funds that are specifically made for you according to your age, income and tolerance for risk. Automatically. Our technology will work and monitor your portfolio automatically to maintain your optimal allocation. Account opening is digital and can be completed in minutes. No forms, no financial planners, no spreadsheets. No hassle. Seeds don't keep your funds. The funds you invest are transferred directly to the bank's custodian and are managed by an OJK licensed company. Funds can only be disbursed to an account in your name. -
43
Shares
Shares
Shares is a social investment platform that gives everyone access to the stock market and improves the investment experience by letting users engage with an active community. Anyone with any amount of money can buy fractional shares of stocks and ETFs with no minimum investment. Shares investors are everyday people from all backgrounds who come together to connect, learn and build solid financial futures – within a lively investment community. Every feature inside Shares was designed to fit the way people connect today. It’s simple and straightforward to use and lets people chat, share, follow, tag and engage with groups in a seamless flow – all inside a secure real-time trading platform. We are backed by top consumer and fintech VCs and are expanding fast across Europe. Our environment is hivelike, diverse, international and non-hierarchical. -
44
iCapital Network
iCapital Network
Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors. Everything you need to offer alternative investments to your high-net-worth clients, from a curated menu of professionally diligent funds to fund education to powerful portfolio analytics. All on an industry-leading, intuitive digital platform. Offer a robust selection of iCapital’s professionally diligent funds or your own menu of funds, along with comprehensive advisor training and certification on a comprehensive, seamless, digital investment platform. -
45
Risevest
Risevest
Risevest is an investment platform that gives users access to a curated portfolio of global dollar-denominated assets, including U.S. stocks, U.S. real estate, and fixed-income instruments, managed by experts to deliver long-term and stable returns. It lets individuals set financial goals (tuition, wedding, travel, retirement, etc.), automate regular contributions toward those goals, and build diversified exposure through stock plans, real estate plans that provide rental yield plus appreciation, and fixed-income plans for lower-risk consistency. The interface makes it easy to model savings based on income percentage and investment horizon, providing clear projections and encouraging disciplined contribution habits. Risevest also supplements investing with market insights, community support via free Telegram groups, educational content in its blog and newsletter, and tools for both self-directed investors and those who prefer guided, expert-curated portfolios.Starting Price: Free -
46
ICICIdirect
ICICIdirect
ICICIdirect is the largest retail broker and financial product distributor in the country trusted by over 50+lac customers with over 2 decades of service having 170+ branches across India. ICICIdirect.com has revolutionized the world of online investing. This online share trading platform offers a trading account for seamless and hassle free electronic trading. ICICIdirect offers more than 50 products and services like equity, mutual funds, derivatives, futures and options currency, commodity, ETF, insurance, IPOs, corporate fixed deposits, loans, NPS, wealth management, corporate services, NRI services, portfolio management services, global investment, financial learning, tax services etc. under one roof to help you to achieve your investment goals. What sets ICICIdirect apart is its unique research desk that offers various research based products designed to meet your needs across different time horizons. -
47
Vanguard
Vanguard
Vanguard is made up of more than 30 million investors, all with unique stories and individual goals. You're in good company. It all starts with a plan. Choose how to build yours. Get personalized support as you strive toward your goals, no matter where you stand in your financial journey. Let our new online financial planner match an investment strategy to your retirement goals. Ready to plan your financial future? We have what you need to be a successful DIY investor. Vanguard investors just like you have lots of experiences to share. Our funds are crafted with you in mind to help you reach your goals of investment success. Over the last 10 years we have had a history of strong performance. Vanguard has been helping investors reach their goals since 1975. Our unique, investor-owned structure keeps us focused on your needs first. Vanguard is client-owned. As a client-owner, you own the funds that own Vanguard.Starting Price: $20 per year -
48
XS.com
XS.com
XS.com is revolutionizing the world of online brokerage. With a potent blend of cutting-edge technology, user-friendly interfaces, and diverse investment options, they're opening up financial markets to users of all experience levels. Their platform is intuitive, ensuring a smooth user experience for both beginners and seasoned investors. They offer a broad spectrum of instruments, from stocks and bonds to ETFs, forex, and even cryptocurrency, catering to all investment styles. What sets XS.com apart is their commitment to transparency and education. They provide real-time market data and a comprehensive suite of learning resources, empowering users to make informed decisions. They uphold stringent security measures to ensure the safekeeping of personal data and investments. Whether you're dipping your toes into investing or are an experienced trader, XS.com is your steadfast companion in the financial markets journey. -
49
Palance
Palance
We built Palance because investing shouldn’t feel like guessing. Most platforms overwhelm you with data but stop short of showing what actually matters. At Palance, we bring clarity to every decision, unifying your assets across markets, highlighting exposures, uncovering hidden risks, and surfacing smarter insights through intuitive design. From our own frustration as investors, we created Palance to be the platform we wished existed, one that’s powerful enough for professionals yet accessible to anyone who wants to invest with confidence. With deeper analytics, better coverage, and a cleaner experience, Palance empowers you to see your portfolio the way it truly is, and make decisions that align with your goals. -
50
Pearler
Pearler
Want to build financial independence but don't know where to start? Pearler makes investing simple again. Over the long term, investing regularly in low-cost exchange-traded funds outperforms most active trading strategies. You have worked hard for your money, it's time to make your money work for you. Choose what assets you want to invest in or use a template portfolio to get you started. Set-and-forget your investment strategy. Let time do all the heavy lifting using the power of compound interest. Track your progress towards financial independence, a home deposit, retirement, or any other financial goal. Don't do the journey alone. Join a community of long-term investors to help you stay on track. Simply choose the amount, frequency, and specific shares you want to invest in. It’s the easiest set-and-forget strategy for both beginners and experienced investors. Discover popular, low-fee ETFs, LICs and shares loved by the Pearler community.Starting Price: $6.97 per trade
