A curated guide to the best investment software platforms for financial advisors. From institutional-grade research tools to developer-friendly APIs, find the right solution for your practice.
Institutional Research Platform
Enterprise-grade investment research platform with comprehensive fund analysis, portfolio construction tools, and institutional-quality data.
RIAs, institutional investors, comprehensive fund research
Open-Source Investment Research
Open-source investment research platform offering institutional-grade tools without the institutional price tag.
Technical analysts, developers, cost-conscious advisors
Market Data & Portfolio Tracking
Free, accessible market data and portfolio tracking. Ideal for basic research and client education with real-time quotes and news integration.
Basic market research, portfolio tracking, client education
AI-Powered Research Assistant
AI-powered financial research tool that provides instant answers to complex financial questions with cited sources.
Quick research, fact-checking, market analysis
Financial Data API
Developer-friendly API for accessing comprehensive financial data, including fundamentals, ratios, and market data.
Custom dashboards, automated analysis, data integration
Investment Research & Analysis
Crowdsourced investment research platform with premium stock analysis, dividend grades, and quant ratings.
Individual stock research, dividend investing, alternative perspectives
Trading Platform & Research
Professional-grade trading platform with advanced tools, global market access, and comprehensive research capabilities.
Active traders, global investing, advanced analysis
Financial Data API
Comprehensive financial data API with real-time and historical data for stocks, forex, crypto, and more.
Custom applications, automated analysis, data-driven strategies
Our team can help you evaluate your needs and select the optimal software stack for your advisory practice. We offer custom implementation and integration services.