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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
Tradelize's Market Maker stands out as a versatile tool that is quite uncommon in the realm of cryptocurrency trading. It operates as a comprehensive level 2 order filler, adhering to standards typically seen in traditional financial markets. This tool provides a broad array of orders with various configurations, settings for how long they remain active, and the capability for swift order execution without the hassle of switching between exchanges. Additionally, Tradelize features a Time and Sales window, which offers in-depth insights into the trading activity of specific financial instruments. Users can apply a filter to this window to establish a minimum trade volume, effectively eliminating minor quotes from the data stream. Furthermore, Tradelize provides price charts that incorporate all the essential tools for charting and technical analysis that traders are accustomed to, displaying historical data across all assets from various exchanges. The Tradelize Portfolio acts as a comprehensive portfolio manager, enabling users to monitor and manage their investment portfolios across all connected exchanges and sub-accounts conveniently from a single interface, making trading more streamlined and efficient. This combination of tools equips traders with the necessary resources to navigate the complexities of the cryptocurrency market effectively.
API Access
Has API
No
API Access
Has API
No
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
$399 per month
Free Trial
No
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
No
iPad App
No
Android App
Yes
Windows
Yes
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Claritus
Country
United States
Website
claritus.io
Vendor Details
Company Name
Tradelize
Country
Estonia
Website
tradelize.com/pro-terminal
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
