Seraf
6.7#49 in portfolio management softwareFrom $600 a yearWebAPI
VisitSeraf vs Snowball Analytics
Snowball Analytics
8.6#4 in portfolio management softwareFrom $79.99 a yearFree planAndroidiOSWeb
VisitWhat both publish
| Fact | Seraf | Snowball Analytics |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2013 | 2021 |
| Free plan | No | Yes |
| Performance reporting | Yes | Yes |
| Security | Seraf says its privacy policy includes EU Standard Contractual Clauses and that it uses encryption for sensitive information in transit. | Snowball Analytics says it does not store broker or crypto-account credentials; Yodlee connections are read-only, and stored data is depersonalized and encrypted in transit. |
| Support | Enterprise accounts include guided onboarding and ongoing email support; individual accounts receive knowledge-base support, with hands-on data-entry services available for an hourly rate. | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. |
Seraf plans
- Advanced$600 a year
- Professional$800 a year
- Angel group, 1–49 seats$995 a year
- Angel group, 50–99 seats$1,295 a year
- Angel group, 100–149 seats$1,695 a year
- Angel group, 150+ seats$2,195 a year
Snowball Analytics plans
- FreeFree
- Investor$149.99 a year
- Expert$249.99 a year
- Starter$79.99 a year
Pick Seraf if…
You want what its maker publishes above — check its page for the details.
Pick Snowball Analytics if…
It suits long-term retail investors who want an overview of investments across supported assets and broker connections. It may also help investors tracking dividend income or reviewing performance, risk and diversification.