Average Ratings 2 Ratings

Total
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Average Ratings 0 Ratings

Total
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Description

Claritus offers a technology-focused private wealth management solution that enables you to monitor, comprehend, and manage your financial resources seamlessly! We at Claritus strive to ensure that you can easily grasp the details of your assets and investments without needing an advanced finance education! Understanding how crucial privacy and security are for you, we uphold the highest standards of data protection and encryption. With Claritus, your information is strictly confidential and accessible only to you. Our platform empowers you to manage, track, and maintain complete oversight of your investment portfolio, all through a single, user-friendly interface. In a confusing landscape filled with numerous apps, services, and spreadsheets, Claritus serves as your guiding light. By providing real-time data from over 17,000 global financial institutions, brokerages, and other financial entities, tracking your portfolio has never been more straightforward or effortless! Plus, our commitment to user-friendly design ensures that everyone can benefit from financial clarity without any hassle.

Description

MarketRacoon emerged from the vision of bringing all your investment information into one straightforward and user-friendly software-as-a-service (SaaS) tool, allowing you to effortlessly track the progress of your financial planning. Empower yourself to manage your investments effectively, with MarketRacoon by your side as a reliable ally on your financial journey. Become a part of our community today!

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Bank of America Business Advantage Yes 
Charles Schwab Yes 
Chase Business Complete Banking Yes 
Fidelity Yes 
Interactive Brokers Yes 
Robinhood Yes 
TD Ameritrade Yes 
Vanguard Yes 
Wells Fargo Business Checking Yes 

Integrations

Bank of America Business Advantage No 
Charles Schwab No 
Chase Business Complete Banking No 
Fidelity No 
Interactive Brokers No 
Robinhood No 
TD Ameritrade No 
Vanguard No 
Wells Fargo Business Checking No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

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 No 
iPad App No 
Android App No 
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 No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Claritus

Country

United States

Website

claritus.io

Vendor Details

Company Name

MarketRacoon

Founded

2022

Country

New Zealand

Website

marketracoon.com

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 No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Alternatives

Alternatives

MarketRisk Reviews

MarketRisk

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