Stake
Stake is a sophisticated stock portfolio management software designed to cater to high net worth investors. It offers tailored investment solutions, expert fiduciary and tax guidance, and innovative equity-backed finance options. Users can access advanced stockbroking and derivatives services, empowering them to manage their investments effectively and achieve their unique financial goals.
Top Stake Alternatives
Kavout
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InvestSMART
Australia's leading investment app empowers users to monitor and manage their stock portfolios effortlessly.
Trendo
Trendo offers intuitive stock portfolio management software that empowers traders to navigate global financial markets efficiently.
Passiv
The simplest way to manage investments, Passiv allows users to see all accounts in one place and track real-time growth, dividends, and returns effortlessly.
Wealthsimple Trade
This stock portfolio management software facilitates commission-free trading, enabling users to buy and sell thousands of stocks and ETFs swiftly.
Clear Street Studio
Modernizing the brokerage ecosystem, Clear Street Studio offers an API-first platform designed for active traders, hedge funds, and asset managers.
Benzinga Pro
Users benefit from analyst ratings, access to free reports, and timely news updates, ensuring they...
Fund Manager
Available in Personal, Professional, and Advisor versions, it caters to individual investors, professional traders, and...
Morningstar Office Cloud
It streamlines portfolio analysis, risk assessment, and client reporting, enabling users to make informed investment...
Portfolio Trader
Users can effortlessly track multiple portfolios and multi-currency holdings, benefiting from in-depth Profit & Loss...
Solvas|Portfolio
Tailored for asset managers and fund administrators, it excels in collateral tracking across diverse securities...
MyStockPortfolio
Users can screen over 8,000 stocks, track holdings, and gauge market trends with instant stock...
EquityStat
Users can effortlessly analyze individual investments and overall portfolio performance, including annualized returns and dividend...
Toggle
This innovative platform combines advanced analytics with an intuitive interface, enabling users to explore thousands...
AllInvestView
Users benefit from intuitive analytics, automated dividend tracking, and fixed income tools, all while enjoying...
Top Stake Features
- Customised investment portfolio construction
- Intergenerational wealth planning
- Cross-geographical tax structuring
- Shariah-compliant portfolio options
- Local and offshore trust structuring
- International estate planning services
- Exchange control management
- Equity-backed finance options
- Fast and flexible financing solutions
- Comprehensive derivative trading services
- Online share trading platform
- Bespoke portfolio blending
- Institutional investment services
- Retail equity trading options
- Insights from expert analysts
- News and investment views
- Tailored fiduciary solutions
- Personalised risk profile analysis
- Collective investment collaborations
- Dedicated client-centric approach
Top Stake Alternatives
- Kavout
- InvestSMART
- Trendo
- Passiv
- Wealthsimple Trade
- Clear Street Studio
- Benzinga Pro
- Fund Manager
- Morningstar Office Cloud
- Portfolio Trader
- Solvas|Portfolio
- MyStockPortfolio
- EquityStat
- Toggle
- AllInvestView
