diff --git a/libs/common/src/lib/personal-finance-tools.ts b/libs/common/src/lib/personal-finance-tools.ts index f713871dc8..9f891d3818 100644 --- a/libs/common/src/lib/personal-finance-tools.ts +++ b/libs/common/src/lib/personal-finance-tools.ts @@ -2,6 +2,21 @@ import { Product } from '@ghostfolio/common/interfaces'; export const personalFinanceTools: Product[] = ( [ + { + categories: [ + 'FAMILY_OFFICE', + 'FINANCIAL_ADVISOR', + 'NET_WORTH_TRACKING', + 'WEALTH_MANAGEMENT' + ], + key: '1fs-wealth', + name: '1fs Wealth', + origin: 'GB', + platforms: ['WEB'], + slogan: 'A single platform for all of your wealth.', + updatedAt: '2026-09-24', + url: 'https://www.1fs.co' + }, { categories: [ 'FAMILY_OFFICE', @@ -44,7 +59,6 @@ export const personalFinanceTools: Product[] = ( url: 'https://addepar.com' }, { - alias: 'APX', categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'], hasSelfHostingAbility: true, key: 'advent-portfolio-exchange', @@ -77,6 +91,22 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-09', url: 'https://akkuro.com' }, + { + categories: [ + 'FAMILY_OFFICE', + 'FINANCIAL_ADVISOR', + 'NET_WORTH_TRACKING', + 'WEALTH_MANAGEMENT' + ], + hasSelfHostingAbility: false, + key: 'aleta', + name: 'Aleta', + origin: 'US', + platforms: ['ANDROID', 'IOS', 'WEB'], + slogan: 'Family Office Software for Forward-Thinking Families', + updatedAt: '2026-09-24', + url: 'https://aleta.io' + }, { categories: ['ETF_TRACKING', 'STOCK_TRACKING'], founded: 2023, @@ -174,6 +204,26 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://altruist.com' }, + { + categories: ['BUDGETING', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'], + hasFreePlan: true, + key: 'alwy', + languages: [ + 'Dansk', + 'Deutsch', + 'English', + 'Nederlands', + 'Norsk', + 'Suomi', + 'Svenska' + ], + name: 'Alwy', + origin: 'SE', + platforms: ['IOS', 'WEB'], + slogan: 'Future-proof your business', + updatedAt: '2026-09-24', + url: 'https://alwy.se' + }, { categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'], founded: 2023, @@ -215,6 +265,21 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://anlage.app' }, + { + categories: [ + 'FAMILY_OFFICE', + 'FINANCIAL_ADVISOR', + 'TAX_REPORTING', + 'WEALTH_MANAGEMENT' + ], + key: 'arch', + name: 'Arch', + origin: 'US', + platforms: ['WEB'], + slogan: 'Private Markets. Simplified.', + updatedAt: '2026-09-24', + url: 'https://arch.com' + }, { categories: ['FAMILY_OFFICE', 'WEALTH_MANAGEMENT'], founded: 2002, @@ -240,6 +305,39 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-09-23', url: 'https://asignal.io' }, + { + categories: ['FAMILY_OFFICE', 'NET_WORTH_TRACKING', 'WEALTH_MANAGEMENT'], + founded: 2021, + hasFreePlan: false, + hasSelfHostingAbility: false, + key: 'asora', + name: 'Asora', + origin: 'IE', + platforms: ['ANDROID', 'IOS', 'WEB'], + pricingPerYear: '$10800', + slogan: 'Software for the modern family office', + updatedAt: '2026-09-24', + url: 'https://www.asora.com' + }, + { + categories: [ + 'FAMILY_OFFICE', + 'FINANCIAL_ADVISOR', + 'NET_WORTH_TRACKING', + 'WEALTH_MANAGEMENT' + ], + founded: 2011, + hasFreePlan: false, + hasSelfHostingAbility: false, + key: 'asset-vantage', + name: 'Asset Vantage', + platforms: ['ANDROID', 'IOS', 'WEB'], + pricingPerYear: '$30000', + slogan: + 'The Financial Operating System for Modern Family Offices and Their Advisors', + updatedAt: '2026-09-24', + url: 'https://www.assetvantage.com' + }, { categories: ['FAMILY_OFFICE'], founded: 2022, @@ -253,6 +351,33 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://www.asseta.ai' }, + { + categories: ['FAMILY_OFFICE', 'WEALTH_MANAGEMENT'], + key: 'atalaya', + languages: ['English', 'Español'], + name: 'Atalaya', + origin: 'ES', + slogan: 'Software for Family Offices', + updatedAt: '2026-09-24', + url: 'https://www.atalaya.ai' + }, + { + categories: [ + 'FAMILY_OFFICE', + 'FINANCIAL_ADVISOR', + 'NET_WORTH_TRACKING', + 'TAX_REPORTING', + 'WEALTH_MANAGEMENT' + ], + hasSelfHostingAbility: false, + key: 'atlasfive', + languages: ['English'], + name: 'AtlasFive®', + origin: 'US', + slogan: 'Experience Wealth Intelligence', + updatedAt: '2026-09-24', + url: 'https://eton-solutions.com' + }, { categories: ['WEALTH_MANAGEMENT'], founded: 2016, @@ -263,6 +388,20 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://www.atominvest.co' }, + { + categories: [ + 'FAMILY_OFFICE', + 'FINANCIAL_ADVISOR', + 'NET_WORTH_TRACKING', + 'WEALTH_MANAGEMENT' + ], + key: 'auria', + name: 'Auria', + platforms: ['WEB'], + slogan: 'Simplify the complexities of wealth with a unified solution', + updatedAt: '2026-09-24', + url: 'https://auriaplatform.com' + }, { categories: ['BUDGETING'], founded: 2020, @@ -506,6 +645,41 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-09', url: 'https://www.buxfer.com' }, + { + categories: [ + 'FAMILY_OFFICE', + 'FINANCIAL_ADVISOR', + 'NET_WORTH_TRACKING', + 'WEALTH_MANAGEMENT' + ], + founded: 2017, + hasSelfHostingAbility: false, + key: 'canopy', + languages: [ + 'Bahasa Indonesia', + 'Bahasa Melayu', + 'Deutsch', + 'English', + 'Español', + 'Français', + 'Italiano', + 'Português', + 'Tiếng Việt', + 'Русский', + 'العربية', + 'ภาษาไทย', + '日本語', + '简体中文', + '繁體中文', + '한국어' + ], + name: 'Canopy', + origin: 'SG', + platforms: ['ANDROID', 'IOS', 'WEB'], + slogan: 'All your wealth, finally understood.', + updatedAt: '2026-09-24', + url: 'https://www.canopy.cloud' + }, { categories: ['NET_WORTH_TRACKING'], hasFreePlan: true, @@ -557,6 +731,19 @@ export const personalFinanceTools: Product[] = ( slogan: 'Toma el control total de tus finanzas.', updatedAt: '2025-07-27' }, + { + categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'], + founded: 2016, + hasFreePlan: false, + key: 'clockwork', + name: 'Clockwork', + origin: 'US', + platforms: ['WEB'], + slogan: + 'Manage your alternative investments, and everything else, with Clockwork.', + updatedAt: '2026-09-24', + url: 'https://www.clockwork.app' + }, { categories: ['WEALTH_MANAGEMENT'], founded: 2011, @@ -882,6 +1069,22 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-08-16', url: 'https://www.donkycapital.com' }, + { + categories: [ + 'FAMILY_OFFICE', + 'NET_WORTH_TRACKING', + 'TAX_REPORTING', + 'WEALTH_MANAGEMENT' + ], + founded: 2006, + key: 'elysys', + name: 'Elysys', + origin: 'MC', + slogan: + 'Complete front-to-back investment accounting and portfolio management on Business Central', + updatedAt: '2026-09-24', + url: 'https://www.elysys.com' + }, { categories: ['BUDGETING', 'FINANCIAL_ADVISOR', 'FINANCIAL_PLANNING'], hasSelfHostingAbility: false, @@ -1116,6 +1319,17 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-08-16', url: 'https://extraetf.com' }, + { + categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'], + hasSelfHostingAbility: false, + key: 'fa-platform', + languages: ['English'], + name: 'FA Platform', + origin: 'FI', + slogan: 'Empowering Investment Management with Innovation', + updatedAt: '2026-09-24', + url: 'https://fasolutions.com' + }, { categories: ['INVESTMENT_RESEARCH'], key: 'factorstoday', @@ -1442,6 +1656,20 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://www.fundmanagersoftware.com' }, + { + categories: ['FAMILY_OFFICE', 'TAX_REPORTING', 'WEALTH_MANAGEMENT'], + founded: 1999, + hasFreePlan: false, + hasSelfHostingAbility: true, + key: 'fundcount', + name: 'FundCount', + origin: 'BB', + platforms: ['LINUX', 'MACOS', 'WEB', 'WINDOWS'], + pricingPerYear: '$14450', + slogan: 'One source of truth for every entity, fund, and asset class.', + updatedAt: '2026-09-24', + url: 'https://fundcount.com' + }, { categories: ['BUDGETING'], hasFreePlan: true, @@ -1626,6 +1854,16 @@ export const personalFinanceTools: Product[] = ( pricingPerYear: '$120', updatedAt: '2025-08-27' }, + { + categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'], + key: 'infront', + name: 'Infront', + origin: 'NO', + platforms: ['WEB'], + slogan: 'Built for Complex Wealth. Made for Family Offices', + updatedAt: '2026-09-24', + url: 'https://www.infront.co/global/en/your-industry/wealth/family-offices.html' + }, { categories: ['INVESTMENT_RESEARCH'], hasFreePlan: true, @@ -1760,6 +1998,18 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-09-23', url: 'https://istfin.com' }, + { + categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'], + hasSelfHostingAbility: false, + key: 'j-ray', + languages: ['English'], + name: 'J-Ray', + origin: 'FI', + platforms: ['WEB'], + slogan: 'The Guiding Light for Complex Wealth', + updatedAt: '2026-09-24', + url: 'https://jaysolutions.com' + }, { categories: ['ETF_TRACKING'], founded: 2011, @@ -1774,6 +2024,18 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://www.justetf.com' }, + { + categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'], + founded: 2004, + hasSelfHostingAbility: true, + key: 'keesense', + languages: ['English', 'Français'], + name: 'KeeSense', + origin: 'MC', + slogan: 'Augmented Wealth Management', + updatedAt: '2026-09-24', + url: 'https://www.keesystem.com' + }, { categories: ['CRYPTOCURRENCY', 'TAX_REPORTING'], founded: 2018, @@ -2233,6 +2495,23 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://myfinancetools.io' }, + { + categories: [ + 'FAMILY_OFFICE', + 'FINANCIAL_ADVISOR', + 'NET_WORTH_TRACKING', + 'WEALTH_MANAGEMENT' + ], + hasSelfHostingAbility: false, + key: 'myfo', + languages: ['English'], + name: 'MYFO', + origin: 'CA', + platforms: ['WEB'], + slogan: 'The First Full Family Office Operating System', + updatedAt: '2026-09-24', + url: 'https://www.myfotech.com' + }, { categories: ['CRYPTOCURRENCY', 'NET_WORTH_TRACKING', 'STOCK_TRACKING'], hasFreePlan: true, @@ -2499,6 +2778,19 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://www.getpennies.com' }, + { + categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'], + founded: 2020, + hasSelfHostingAbility: false, + key: 'performativ', + languages: ['Deutsch', 'English', 'Nederlands'], + name: 'Performativ', + origin: 'DK', + platforms: ['WEB'], + slogan: 'The Operating System Powering Tomorrow’s Wealth Management', + updatedAt: '2026-09-24', + url: 'https://www.performativ.com' + }, { categories: ['FAMILY_OFFICE'], hasFreePlan: true, @@ -2552,6 +2844,22 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://www.plannix.co' }, + { + categories: [ + 'CRYPTOCURRENCY', + 'FAMILY_OFFICE', + 'FINANCIAL_ADVISOR', + 'WEALTH_MANAGEMENT' + ], + founded: 2012, + hasSelfHostingAbility: true, + key: 'pmplus', + name: 'PMplus®', + origin: 'CH', + platforms: ['WEB'], + updatedAt: '2026-09-24', + url: 'https://www.suissetechpartners.com' + }, { categories: ['BUDGETING'], founded: 2015, @@ -2582,6 +2890,17 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://www.pocketsmith.com' }, + { + categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'], + founded: 2017, + key: 'point', + languages: ['English'], + name: 'Point', + origin: 'GB', + slogan: 'AI-Ready Investment Data', + updatedAt: '2026-09-24', + url: 'https://pointgroup.io' + }, { categories: ['FINANCIAL_PLANNING', 'WEALTH_MANAGEMENT'], hasFreePlan: false, @@ -2775,6 +3094,16 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://www.portseido.com' }, + { + categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'], + key: 'private-wealth-systems', + name: 'Private Wealth Systems', + origin: 'US', + platforms: ['WEB'], + slogan: 'Portfolio Management & Reporting Software', + updatedAt: '2026-09-24', + url: 'https://privatewealthsystems.com' + }, { categories: ['FINANCIAL_PLANNING'], founded: 2021, @@ -2815,6 +3144,23 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-09-23', url: 'https://www.assetbook.com' }, + { + categories: [ + 'FAMILY_OFFICE', + 'FINANCIAL_ADVISOR', + 'TAX_REPORTING', + 'WEALTH_MANAGEMENT' + ], + founded: 2012, + key: 'qplix', + languages: ['Deutsch', 'English'], + name: 'QPLIX', + origin: 'DE', + platforms: ['IOS', 'WEB'], + slogan: 'Your Software to Master Wealth Management.', + updatedAt: '2026-09-24', + url: 'https://www.qplix.com' + }, { categories: ['NET_WORTH_TRACKING'], hasSelfHostingAbility: false, @@ -2963,6 +3309,20 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://www.segmio.com' }, + { + categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'], + founded: 2019, + hasFreePlan: false, + hasSelfHostingAbility: false, + key: 'sesame-one', + name: 'Sesame One', + origin: 'GB', + platforms: ['WEB'], + pricingPerYear: '£20000', + slogan: 'Spend more time building investment value, not spreadsheets', + updatedAt: '2026-09-24', + url: 'https://www.landytech.com' + }, { categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'], key: 'sharescope', @@ -3360,6 +3720,30 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://www.sumio.app' }, + { + categories: ['FAMILY_OFFICE'], + hasFreePlan: false, + hasSelfHostingAbility: false, + key: 'sumit', + languages: ['English'], + name: 'SumIt', + platforms: ['WEB'], + slogan: 'Powerfully simple family office accounting.', + updatedAt: '2026-09-24', + url: 'https://getsumit.com' + }, + { + categories: ['FAMILY_OFFICE', 'WEALTH_MANAGEMENT'], + hasSelfHostingAbility: true, + key: 'swimbird', + languages: ['English'], + name: 'Swimbird', + origin: 'SE', + platforms: ['ANDROID', 'IOS'], + slogan: 'Wealth Management Software', + updatedAt: '2026-09-24', + url: 'https://www.swimbird.com' + }, { categories: ['INVESTMENT_RESEARCH'], key: 'tc2000', @@ -3408,6 +3792,22 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://tiller.com' }, + { + categories: [ + 'FINANCIAL_ADVISOR', + 'INVESTMENT_RESEARCH', + 'WEALTH_MANAGEMENT' + ], + founded: 2010, + hasFreePlan: false, + key: 'tindeco', + languages: ['English'], + name: 'Tindeco', + origin: 'CH', + slogan: 'Scalable Investing Made Simple', + updatedAt: '2026-09-24', + url: 'https://tindecofs.com' + }, { categories: ['CRYPTOCURRENCY', 'DIVIDEND_TRACKING', 'STOCK_TRACKING'], hasFreePlan: true, @@ -3858,6 +4258,17 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://www.wallstreetzen.com' }, + { + categories: ['FINANCIAL_ADVISOR', 'FINANCIAL_PLANNING'], + key: 'wealth-wizards', + languages: ['English'], + name: 'Wealth Wizards', + origin: 'GB', + regions: ['GB'], + slogan: 'Get new regime ready.', + updatedAt: '2026-09-24', + url: 'https://www.wealthwizards.com' + }, { categories: ['FAMILY_OFFICE', 'TAX_REPORTING'], founded: 2001, @@ -3940,6 +4351,18 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-07-05', url: 'https://www.wealthposition.com' }, + { + categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'], + hasSelfHostingAbility: true, + key: 'wealthspectrum', + languages: ['English'], + name: 'WealthSpectrum', + origin: 'IN', + platforms: ['WEB'], + slogan: 'Powering smart investment operations', + updatedAt: '2026-09-24', + url: 'https://www.wealthspectrum.com' + }, { categories: ['STOCK_TRACKING'], founded: 2018, @@ -3970,6 +4393,18 @@ export const personalFinanceTools: Product[] = ( updatedAt: '2026-08-28', url: 'https://www.wisesheets.io' }, + { + categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'], + founded: 2010, + hasSelfHostingAbility: true, + key: 'wize', + languages: ['English'], + name: 'WIZE', + origin: 'CH', + slogan: 'The all-in-one Wealth & Asset management IT platform', + updatedAt: '2026-09-24', + url: 'https://www.wize.net' + }, { categories: [ 'FINANCIAL_ADVISOR',