Snowball Analytics
8.6#4 in portfolio management softwareFrom $79.99 a yearFree planAndroidiOSWeb
Visit| Fact | Snowball Analytics | Temenos Wealth Front Office |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2021 | 1993 |
| Headquarters | Lyon, France | Geneva, Switzerland |
| Performance reporting | Yes | Yes |
| Purpose | Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions. | Temenos Wealth Front Office is a portfolio management system developed for advisors and portfolio managers. |
| Risk analysis | Yes | Yes |
| Support | The pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice. | Temenos describes standard support as including 24/7 access to its critical call center and a customer support portal for incidents and software updates. |
No prices published.
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.
It suits financial institutions and wealth-management teams serving clients from ultra-high-net-worth to mass affluent segments. Advisors can use its portfolio tools for advisory, discretionary, or execution relationships.