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2. Stake (platform) - Wikipedia

   en.wikipedia.org/wiki/Stake_(platform)

   Stake is an Australian financial services company headquartered in Sydney, Australia. It was founded in 2017 by Matt Leibowitz, Dan Silver and Jon Abitz. Stake predominately offers low-cost brokerage services to retail investors in Australia, New Zealand, Brazil and the United Kingdom. As of February 2022, Stake had over 450,000 users, making ...

3. 8 Pro-Approved Portfolio Management Software For Investors

   www.aol.com/finance/8-pro-approved-portfolio...

   The best software provides valuable tools to help you better analyze your overall portfolio and each investment individually. ... Continue reading → The post 8 Best Portfolio Management Software ...

4. List of personal finance software - Wikipedia

   en.wikipedia.org/wiki/List_of_personal_finance...

   Open source software is one way of potentially minimizing the risks of privacy and monetization related risks of data exposure. The following is a list of personal financial management software. The first section is devoted to free and open-source software, and the second is for proprietary software.

5. FinanceWorks - Wikipedia

   en.wikipedia.org/wiki/FinanceWorks

   FinanceWorks was a financial management software tool developed by Digital Insight. The software provided users with a comprehensive platform for managing their finances, including account aggregation, budgeting, spending tracking, investment monitoring, and bill payment. Although the software was discontinued in 2016, it was well received by ...

6. DriveWealth's New Partnership 'Transforms The Role Of Investors'

   www.aol.com/news/drivewealths-partnership...

   Founded in 2012, DriveWealth provides a select variety of exchange traded funds, U.S.-listed stocks and educational content to promote the general understanding of finance and investing.

7. What is a cash management account? - AOL

   www.aol.com/finance/cash-management-account...

   A cash management account is an alternative to a traditional checking or savings account, which is offered by brokerage firms and robo-advisors. They help customers keep large sums of money secure ...