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  2. 7 best investing platforms for 2025: Low-cost options to put ...

    www.aol.com/finance/best-investment-platforms...

    SoFi was founded in 2011 as a student loan refinancing company. In 2019, SoFi — , short for Social Finance — expanded into investment services, offering a user-friendly platform to new investors.

  3. Robo-advisors: How these intelligent platforms manage your ...

    www.aol.com/finance/automate-investing-robo...

    Managing investments used to require sifting through thick financial newspapers or paying substantial fees to meet with advisors in person. But investing has evolved dramatically, especially for ...

  4. 6 Best Money Apps To Help You Manage Your Investments ... - AOL

    www.aol.com/6-best-money-apps-help-120024544.html

    Money apps allow customers to create and manage budgets, buy and sell investments, track their financial status and even file their taxes all from the screen on a smartphone. 6 Best Money Apps To ...

  5. List of personal finance software - Wikipedia

    en.wikipedia.org/wiki/List_of_personal_finance...

    Open source software is one way of potentially minimizing the risks of privacy and monetization related risks of data exposure. The following is a list of personal financial management software. The first section is devoted to free and open-source software, and the second is for proprietary software.

  6. Clearwater Analytics - Wikipedia

    en.wikipedia.org/wiki/Clearwater_Analytics

    The Clearwater solution is a web-based investment accounting and reporting solution providing automated portfolio book-of-record accounting, daily investment policy compliance monitoring, performance tracking, risk analytics, and a variety of buy-side tools for insurers, investment managers, corporations, and other institutional investors. [9] [10]

  7. Adenza - Wikipedia

    en.wikipedia.org/wiki/Adenza

    Adenza Group, Inc. is a software application provider specializing in capital markets, investment management, central banking, risk management, clearing, collateral and treasury & liquidity. Their integrated suite of trading and risk applications is used by banks and other financial companies.

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