A comprehensive financial management platform that consolidates investments, personal, and business finances, offering tools for portfolio analysis, asset tracking, and automated account synchronization.
Investors, personal finance enthusiasts, small business owners
“Over 400,000 registered users”
Intelinvest uses a free trial pricing model. Among 1083 Finance tools, 15% use the same pricing structure. Its feature set centers on integration with brokers, comprehensive asset tracking, portfolio analytics and optimization, built for Investors, personal finance enthusiasts, small business owners. It sits in the top 23% of 1083 tools by information completeness. A comprehensive financial management platform that consolidates investments, personal, and business finances, offering tools for portfolio analysis, asset tracking, and automated account synchronization.
Finance spans 1083 tools across 813 specializations on SaaS Choice. Intelinvest sits within the Investment Portfolio Management segment, which contains 3 tools.
Share your experience to help others make better software choices.
Other finance tools you might want to compare.
Delta by eToro is an investment tracking app that consolidates your stocks, crypto, commodities, and more, providing real-time analytics and personalized insights to help you make smarter investment decisions.
Sharesight is a comprehensive portfolio tracking software that consolidates your investments, offers dividend tracking, performance analysis, and tax reporting, suitable for individual investors and financial professionals.
TSI offers technology-enabled, AI-driven revenue recovery, healthcare revenue cycle management, loan servicing, and business process outsourcing solutions for diverse industries.
Powder offers AI-powered document analysis and data extraction tools tailored for financial services, enabling rapid proposal building and external asset aggregation.
Holistiplan is an award-winning platform that simplifies tax, estate, and insurance planning for financial professionals, helping them deliver comprehensive, efficient advice to clients.
Skyline Payments offers a platform that simplifies accounts receivable and payable processes, enabling faster payments and automation within existing accounting tools.
A comprehensive financial management platform that consolidates investments, personal, and business finances, offering tools for portfolio analysis, asset tracking, and automated account synchronization.
Intelinvest uses a free trial model. Visit their website for detailed pricing information and available plans.
Popular alternatives to Intelinvest in the Investment Portfolio Management space include Delta, Sharesight, TSI Solutions, Powder. Each tool takes a different approach, so the best choice depends on your specific requirements and budget.