Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our SMA partners serve as a seamless entry point for those interested in digital asset investments. For those seeking the ease of participating in a trust or fund while enjoying the benefits of tax efficiencies, flexibility, and a variety of asset options akin to direct ownership of digital assets, this pathway is highly appealing. With specialized knowledge in digital assets, SMA partners oversee every phase of your client's investment experience, from initial onboarding to ongoing portfolio management. The BITRIA digital turnkey asset management platform enhances digital asset investing by providing top-tier portfolio management features, granting advisors, asset managers, and CIOs distributed access and control over both firm and client accounts, as well as model strategies. It enables the onboarding of client funds, the adoption of either pre-designed or personalized portfolio allocations, and the rebalancing of positions, among other capabilities. All client accounts can be managed through a unified interface, facilitating multi-tiered allocations and rebalancing tasks, ensuring a streamlined investment process. This integrated approach makes it easier for professionals to navigate the complexities of digital asset management efficiently.
Description
Snowball Analytics is a portfolio track platform that can run detailed reports about your dividends.
Snowball Analytics allows you to link your brokerage accounts and receive automatic updates. You can track thousands of stocks, funds, and cryptocurrencies around the globe. This stock tracker supports automatic brokerage connections with more than 1,000 brokers from the US, Europe, UK and Asia. You can track almost any stock, ETF, or Mutual Fund anywhere on the planet. Stock tracker supports all major stock exchanges. It also shows your portfolio performance in 25+ currencies.
Snowball Analytics tracker has many tools for analysis and dividend screening
Rebalancing,
Calculation of the yield on cost and dividend yield
Withholding tax custom
Dividend rating,
Portfolio performance calculation including fees and dividends.
Benchmarking,
Backtests,
Building and testing dividend portfolios, or testing portfolios based on historical data
API Access
Has API
No
API Access
Has API
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$6.70 per month
For Investors: $12.50
10 Portfolios
Unlimited Holdings
Unlimited Custom holdings
Full Benchmarking
Top dividend stocks, no limits
10y company fundamentals
30+ years backtests
Priority Support
For Professionals to manage and analyze client’s portfolios and share results: $299 per month
10 Portfolios
Unlimited Holdings
Unlimited Custom holdings
Full Benchmarking
Top dividend stocks, no limits
10y company fundamentals
30+ years backtests
Priority Support
For Professionals to manage and analyze client’s portfolios and share results: $299 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
BITRIA
Country
United States
Website
bitria.io
Vendor Details
Company Name
Snowball Analytics
Founded
2022
Country
France
Website
snowball-analytics.com
Product Features
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
Yes
Portfolio Rebalancing
Yes
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No