Snowball Analytics
8.6#4 in portfolio management softwareFrom $79.99 a yearFree planAndroidiOSWeb
Visit| Fact | Snowball Analytics | Tamarac |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2021 | 2000 |
| Headquarters | Lyon, France | Seattle, Washington, USA |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Security | 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. | Envestnet says it uses transmission encryption, firewall barriers, and authentication procedures to help protect online sessions and accounts from unauthorized access. |
| Support | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. | Envestnet directs Tamarac users to its Support & Training Center for product documentation and release information. |
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.
You want what its maker publishes above — check its page for the details.