
Nutmeg
This investment management software empowers users to invest at every life stage while maximizing tax allowances. With tailored portfolio management aligned with individual goals, it offers expert guidance and a range of calculators and resources. Transparency is prioritized, ensuring clients understand their investments and have access to continuous support from a dedicated team.
Top Nutmeg Alternatives
Misys FusionInvest
FusionInvest serves as a cutting-edge investment management solution, designed to streamline the entire investment value chain.
Red Deer
Acquired by Kaizen Reporting, Red Deer offers a sophisticated technology platform designed for surveillance and research in compliance workflows.
iLEVEL
iLEVEL revolutionizes investment data management by enhancing transparency and insight for alternative portfolios.
Allocator
Allocator centralizes reports from Private Capital GPs and Hedge Funds, eliminating the hassle of logging into multiple portals.
SharePad
This investment management software serves as a central hub for private investors and traders, delivering vital insights on shares, funds, and ETFs across multiple regions.
WealthObjects
An investment management software, WealthObjects streamlines operations for wealth managers and financial institutions through customized portals and workflows.
Promoter
It effectively manages complex project finance scenarios across various industries, including oil and gas, infrastructure...
Finbourne
Its modular platform integrates seamlessly with existing systems, providing real-time insights and secure data management...
Atominvest Software
This integrated platform enhances deal sourcing, fundraising, and investor relationship management while optimizing portfolio oversight...
focus adviser
With its cutting-edge Advice Engine, it optimizes investment modeling and portfolio allocations...
butterwire
It identifies fundamentally strong yet controversial stocks, diversifying risk across unrelated exposures...
StatPro Revolution
With precise portfolio analytics, it ensures transparency in performance and attribution, empowering teams to meet...
Covercy
With a single click, users can effortlessly fundraise, distribute, and grow their investments...
Broker Lender CRM
Designed for both new and established businesses, it facilitates growth through effective communication and insightful...
AlternativeSoft
Users can benchmark funds, calculate risk sensitivities, build model portfolios, and automate reporting, all while...
Top Nutmeg Features
- Personalized investment goal tracking
- Expert investment choice support
- Tax allowance optimization tools
- User-friendly goal calculators
- Comprehensive investment how-to guides
- Latest expert investment insights
- Transparent portfolio performance updates
- Diverse investment portfolio management
- Automatic portfolio rebalancing
- No setup or exit fees
- Cashback on large transfers
- Flexible investment account options
- Simple pension investment process
- Accessible Junior ISA contributions
- Socially responsible investment options
- Thematic investment strategies available
- Restricted financial advice offered
- Effortless investment tracking technology
- Clear and straightforward investment experience
- Low-cost ETF-based portfolios.