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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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| Description | TOGGLE Copilot is a tool that sifts through billions of financial data points so users don’t have to check manually. It is integrated with major investing platforms in the UK, US, and Canada, and users can connect with just a single click. Users are given daily updates on their holdings and also get instant alerts to portfolio vulnerabilities. The tool sends users daily updates and also highlights interesting assets. It gives timely insights on holdings and allows users to follow what Togglers are looking at. It monitors valuations, technical analysis, fundamentals, macroeconomics, and much more. Users can easily follow investment ideas across a vast universe of assets. It monitors a wide range of data and highlights changes with meaningful implications for the markets. The tool generates a stream of investment insights that are tailored for relevance and time-sensitivity. It backs insights with comprehensive and transparent analysis, and if further investigation is required it’s just a click away. Read more | Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide. Read more | Monarch Money is a platform used to track accounts and analyze your investments to achieve your goals. The software offers tools to up-to-date view of your assets, liabilities, and spending. Collaborate with teams to identify trends and setup budgets to monitor your track with goals. It supports Mobile Android and iOS. Individuals, Small companies make use of the software. Read more |
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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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| Read All User Reviews | Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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TOGGLE Copilot Custom |
Investment Services Custom Wealth Management Custom Private Client Custom |
Monarch $7.50 $9.99 per month |
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kopilot
4.6 Based on 5 Ratings 
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| Company Details | Located in: NYC, New York | Located in: Redwood City, California | Located in: San Francisco, CA |
| Contact Details |
Not available https://www.toggle.global/copilot |
Not available https://www.personalcapital.com/wealth-management |
Not available https://www.monarchmoney.com/ |
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