If you're looking for a broad suite of investment and outsourcing solutions for banks, wealth managers and institutional investors, Allfunds is a top contender. This WealthTech platform offers sophisticated tools for trading, execution, ESG, data analytics and compliance. Its Allfunds Blockchain improves the investment fund ecosystem, and the platform houses a universe of more than 3.3 trillion euros in assets, with insights into market trends and investor behavior.
Envestnet | Yodlee is another useful platform, offering a rich view of customers' financial lives through connections to more than 17,000 global data sources. With features like AI-powered financial experiences, transaction data enrichment and customizable financial applications, it can support a broad range of use cases including retail banking, credit and wealth management. It's bank-level secure and can be easily integrated with existing infrastructure.
Toggle Terminal is an advanced analytics platform that lets you ask complex data questions in natural language without having to write any code. It's designed for institutional investors and wealth management professionals, with features like Scenario Testing, Asset Intelligence and Chart Exploration. The platform lets you get a better understanding of your data and ask more sophisticated questions.
For a more integrated research platform, FinChat marries institutional-grade financial data and analytics with conversational AI. It offers trusted financial data vetted by human equity analysts, advanced data visualization and AI-driven competitor comparisons. It's good for individual investors, companies and financial services firms looking to do more sophisticated investment research.