It’s the value of your holdings that generate your returns. StockCalc is a fundamental valuation site. Each night we run 6 valuation models on 8000 stocks, 800 ETFs and 150 industries and create a detailed valuation report for each.
Know the value (not just the price) of your client’s holdings each day.
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally.