Average Ratings 2 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Manage your business finances in both Crypto and Fiat quickly and efficiently. Handling numerous financial accounts in Crypto and Fiat with countless transactions can lead to significant challenges in data aggregation and analysis, creating frustration for many business owners. SMLPR offers a solution to alleviate these difficulties. With a scalable Crypto asset management system tailored to your business requirements, you can leverage SMPLR to enhance your financial decision-making processes and optimize your portfolio performance. By streamlining financial management, SMLPR empowers you to focus on growth and success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bank of America Business Advantage
Bitcoin
Charles Schwab
Chase Business Complete Banking
Dogecoin
Ethereum
Fidelity
Interactive Brokers
Litecoin
Polygon (Matic)
Robinhood
TD Ameritrade
Vanguard
Wells Fargo Business Checking

Integrations

Bank of America Business Advantage
Bitcoin
Charles Schwab
Chase Business Complete Banking
Dogecoin
Ethereum
Fidelity
Interactive Brokers
Litecoin
Polygon (Matic)
Robinhood
TD Ameritrade
Vanguard
Wells Fargo Business Checking

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Claritus

Country

United States

Website

claritus.io

Vendor Details

Company Name

SMLPR

Founded

2022

Website

smplr.xyz/

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Alternatives

Alternatives