Manage investment portfolios

EquityStat

Business

The premier cloud-native portfolio management platform for performance-focused individual investors.

thinkorswim

Trading Platform

Award-winning trading platforms providing powerful features and real-time insights for in-depth market analysis and strategy development.

Active Trader Pro

Business

Institutional-grade desktop trading workstation for high-velocity market execution.

Money Pro

Personal Finance

Advanced financial orchestration for individuals and small businesses with automated bank synchronization.

Empower Personal Dashboard

FinTech

The premier wealth management and automated net-worth tracking engine for high-net-worth individuals.

QuantConnect

Algorithmic Trading Platform

A cutting-edge, unified API for quantitative research, backtesting, and live trading on the world's leading algorithmic trading platform.

Robinhood

Financial Services

Democratizing finance for all.

Stash

Investing

Investing made easy and affordable for everyone.

Vanguard

Helping investors reach their financial goals with low-cost investing.

Robeco

Finance

An international asset manager offering a mix of investment strategies with a strong focus on sustainability.

Addepar

Business

The intelligent operating system for the world’s most sophisticated investment portfolios.

Black Diamond Wealth Platform

A unified platform for wealth management and client engagement.

Altus Group

Connects data, analytics, applications and expertise to power performance and mitigate risk throughout every phase of the CRE investment lifecycle.

Amundi

Business

A leading European asset manager offering a comprehensive range of investment solutions.

Enfusion by CWAN

Unified front-to-back investment management platform.

Kubera

Personal Finance

A unified platform for tracking net worth across diverse assets, offering real-time reporting and advanced financial insights.

MarketSurge

Investing

A stock research platform designed for individual investors to trade like professionals.

JPMorgan Asset Management

Providing global investment management solutions to institutions, financial intermediaries and individual investors.

J.P. Morgan

A leading global financial services firm providing solutions to corporations, institutions, and individuals.

SimCorp One

Investment Management

The industry's only truly integrated front-to-back investment management platform.

SS&C Black Diamond Wealth Solutions

Wealth Management

A premier wealth management technology and services suite designed to simplify tech stacks and streamline operations.