Compare Investfly vs Little Green Light vs Canopy

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57%
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28%
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Crozscore:

80%
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32%
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Crozscore:

68%
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28%
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Software Description:

Investfly is an online trading platform and community where members can manage virtual stock portfolios and build automated trading strategies. Investfly offers a full suite of trading tools and allows users to connect to their brokerage account for live trading.

Founded in 2014, Investfly seeks to remove the complexity from trading, allowing anyone to take their idea and turn it into an investment strategy.The suite of tools are both straightforward and powerful making Investfly a valuable platform for both beginners and professionals.

Users without coding knowledge can develop automated trading systems with simple strategy-building tools, run advanced stock screens and set real-time price alerts. Other features include social forums, cloning/following capabilities and interactive trading competitions.

Software Description:

Little Green Light is a cloud-based, SaaS donor management CRM compatible with Mac and Windows. Through an intuitive user interface, Little Green Light simplifies the daily tasks of managing donor records, executing fundraising campaigns, maintaining constituent relationships, pulling reports, online fundraising, and more. Additionally, Little Green Light offers fast and efficient customer service, and weekly training sessions and Q&A webinars. Numerous nonprofits have leveraged the technology and capabilities of Little Green Light to exceed fundraising goals and growth expectations.

Software Description:

Getting a complete and accurate view of a High Net-worth Individual’s entire wealth portfolio is a challenge for both the individuals and their wealth managers due to the sheer complexity of their assets which are also spread across multiple bank accounts. To address this, we have built Canopy, a platform that allows all assets to be aggregated and viewed as a single portfolio, advanced portfolio analytics, generation of custom reports, and more.

Current aggregation providers typically require data feeds or manual data entry. However, data feeds from private banks remain a challenge to obtain outside of US, and even then, data feeds are not available for alternative investments, holdings with hedge funds or other non-financial assets etc. Here at Canopy, we overcome the lack of data feeds by accepting data in conventional electronic formats including Excel, CSV and electronic PDFs.

Features:

  • Data Export
  • Multi-User
  • Stripe
  • PayPal
  • API

Features:

  • Email Integration
  • File Sharing
  • Task Scheduling/Tracking
  • Contact Sharing
  • Contact Management
  • PayPal
  • Stripe
  • External Integrations
  • Notifications
  • Scheduling
  • Dashboard
  • Calendar Management
  • Data Import
  • Data Export
  • Multi-User

Features:

  • Customer Management
  • External Integrations
  • Multi-User
  • Notifications
  • Multi-Currency
  • Data Export
  • Data Import
  • API
  • 2-Factor Authentication

Summary:

  • Automated trading without any need for coding.

  • Algorithmic trading made easy.

  • Stockalert and trade with real-time data.

Summary:

  • Scalable cloud-based fundraising donor management CRM

  • SaaS fundraising and donor management software

  • Cloud based fundraising and donor management software

  • Affordable cloud based donor management CRM for nonprofits

  • Nonprofit constituent relationship management software

  • Nonprofit fundraising and donor record management software

  • Nonprofit online donation forms and donor management

  • Academia and education alumni management software

Summary:

    No key features associated with this application.

Premium

$19.99
1 user(s) / month
Included in plan:
  • Run Automated Trading Strategy
  • 5 Virtual Portfolios
  • Unlimited Trade Triggers
  • Stock alert notification via Email

Elite

$49.99
1 user(s) / month
Included in plan:
  • 10 Virtual Portfolios
  • Stock alert notification via Email and SMS
  • Connect Broker Account and Trade Live

Up to 2,500 Constituents

$39.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking

Up to 5,000 Constituents

$49.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking
  • Customized mailings

Up to 10,000 Constituents

$59.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking
  • Customized mailings

Up to 20,000 Constituents

$69.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking
  • Customized mailings

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes. Investfly offers extensive set of guides and resources for users to get started and has an active customer support too.

  • What is this service generally used for?
  • For paper trading and performing automated trades defined by a set up rules that performs auto-trades without human interference.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • What platforms does this service support?
  • Investfly supports both Android and IOS app.

  • Does this service integrate with any other apps?
  • Yes. Investfly enables connecting 3 broker accounts: Interactive Broker. Tradier Brokerage and Just2Trade.

  • What are some applications this service is commonly used in tandem with?
  • Stock Charts, Google Finance, Yahoo Finance, Interactive Broker, Tradier, Just 2 Trade

  • Who are the main user groups of this service?
  • Stock traders of any level from beginner to professionals.

  • Does this service offer an API?
  • Yes, it does.

FAQs:

    Who are the main user groups of this service?
  • Nonprofits
    Academia and higher education
    Churches and religious organizations

  • What are some applications this service is commonly used in tandem with?
  • Stripe
    PayPal
    ProPay
    Constant Contact
    Mail Chimp
    SmartyStreets

  • Does this service integrate with any other apps?
  • Formstack
    Wufoo
    Donor Search

  • What is this service generally used for?
  • Donor management
    Fundraising
    Event tracking
    Online donations
    Custom reporting
    Import and export data
    Gift and pledge tracking
    Constituent relationship management

  • What platforms does this service support?
  • Windows
    Mac

  • Does this service offer guides, tutorials and or customer support?
  • Fast and efficient customer support
    Product training webinars
    Q&A webinars

FAQs:

    Who are the main user groups of this service?
  • Financial institutions, private banks, family offices, wealth managers, external asset managers etc.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, it does.

  • What are some applications this service is commonly used in tandem with?
  • CRM, Portfolio Management tool, Accounting tool etc.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, it does.

  • Does this service integrate with any other apps?
  • Yes, it does.

  • Does this service offer an API?
  • Yes, it does.

Publisher:

Founded:
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Based in:
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Employees:
-
Likes:
277
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
69
Followers:
37

Other:

Who uses Investfly
  • Personal
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
United States

Other:

Who uses Little Green Light
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Canopy
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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