Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
Alternatives to DataPoints
DataPoints sells online behavioral assessments that financial planners, wealth managers, financial coaches and therapists give clients to learn their money attitudes, wealth-building habits and risk tolerance. The tools draw on decades of research on affluent households, including the data behind the book The Millionaire Next Door. Read the DataPoints profile.
Zephyr
Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams
- RIAs
- Banks and trust companies
- Asset managers
Data & researchCustom quote
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat
Ethos
Values-based and ESG impact ratings, portfolio analysis and client impact reports for advisors; owned by ACA Group
- RIAs
- Asset managers
Data & researchCustom quote
PitchBookIn the news
Private capital market data and research on companies, deals, investors, funds and limited partners
- Asset managers
Data & researchCustom quote
PREZENTD
AI workspace that turns advisor meeting notes and files into branded client presentations and proposals
- RIAs
Data & researchTiered
VRGL
Statement extraction, portfolio analytics and proposal workflow for independent advisors and enterprise wealth firms
- RIAs
Data & researchCustom quote
DNA Behavior
Behavioral and financial-personality profiling platform for advisory firms, with API and AI assistant
- RIAs
Data & researchSubscription