Compare RootAnt vs Formula Stocks vs Pitchbook

More Information More Information More Information

Crozscore

52%
what is this?
interest falling

Crozscore

54%
what is this?
interest falling

Crozscore

90%
what is this?
no significant changes
RootAnt screenshot Formula Stocks screenshot Pitchbook screenshot view 5 more

About RootAnt

The platform provides a financial platform that is built with modularity at its core. It has a deep suite of a fully integrated, back-end, middleware and front-end services and applications. RootAnt now remains one of the only Fintech companies in China improving the financial experience.

RAPID DEPLOYMENT
Dramatically reduce setup risk and maintain your new platform for a fraction of the cost of a legacy system. Compete in the market and grow your margins, with minimal CAPEX and a more efficient OPEX.

LEVERAGE DATA
Access detailed, real-time customer data through state-of-the-art data warehousing, understand customers with machine learning technology and present tailored, relevant in-house and third-party services.

MULTI-DEPLOYMENT
RootAnt has two deployment options: in the cloud or local. The economics of the cloud means you can pay as you grow and only pay for the space you use. For higher security reason, you could choose private data center to deploy.

The vertical solutions we currently serve are: Trading, Asset Investment, Wealth management and Digital Assets.

About Formula Stocks

Formula Stocks is a service, which gives you access to high quality stock recommendations. Use these in your own account. Or mirror our model portfolio, which have outperformed the S&P 500 88% of the time.

Historically, 89-92% of all our recommendations have been successful. If you had bought random high-quality stocks, only approx. 59% of these would have earned a positive return. A staggering difference.

We specialize in high-probability investments – a high probability of long-term gain combined with a low probability of loss. We prefer to buy good businesses at fair prices with a margin of safety, shielding us from some downside, while enjoying the upside of owning businesses that earn a meaningful return on capital.

Our recommendations and model portfolio are based on timeless and proven investment principles, mathematical probabilities and sound logic. They are scientifically quantifiable, which means that every principle used can be proven to work using the scientific method.

About Pitchbook

Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports.

With offices in Seattle, San Francisco, New York and London, PitchBook serves more than 18,000 clients globally.

What you can do with PitchBook:

  • Private market intelligence
  • Fundraising
  • Sourcing investments
  • Due diligence
  • Business development
  • Networking
  • Deal execution

PitchBook’s clients:

  • Venture capital firms
  • Corporate development groups
  • Investment banks
  • Private equity firms
  • Limited partners
  • Law firms
  • Accounting firms
  • Lenders
  • Commercial real estate firms
  • Executive search firms

Request a free trial today and see what comprehensive private market data can do for your business:

www.pitchbook.com/free-trial

Features

  • 2-Factor Authentication
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Scheduling
  • Tax Management

Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-Currency
  • Multi-User
  • Notifications
  • BitCoin
  • PayPal
  • Stripe

Features

  • A/B Testing
  • Analytics
  • API
  • Conversion Tracking
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Forecasting
  • Inventory Tracking
  • Keyword Tracking
  • Link Tracking
  • Multi-User
  • Notifications
  • Project Management
  • SEO
  • Supplier Management

Summary

  • Affiliate System

  • CRM/CEM

  • Account Management

  • Investment Platform

Summary

    No key features associated with this application.

Summary

  • Company Signals

  • Private Equity

  • Venture Capital

  • Data Analysis

  • Fund Performance

  • Alternative Assets

  • Competitive Intelligence

  • Limited Partners

  • News

  • Quarterly reports

FAQs

    No FAQs associated with this application.

FAQs

    What are some applications this service is commonly used in tandem with?
  • Brokers

  • Does this service offer guides, tutorials and or customer support?
  • Customer support 7 days a week.

  • Who are the main user groups of this service?
  • Anyone interested in investing with above-average returns and lower risk.

  • What is this service generally used for?
  • Bettering investment performance

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Support: Email Support, Phone Support, Videos.

  • Does this service integrate with any other apps?
  • Integrations: Microsoft Dynamics CRM, Salesforce, Dynamo.

  • What platforms does this service support?
  • Windows, MacOS, Android, iOS, Chrome Extension, Excel Plugin.

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

  • What is this service generally used for?
  • This service is generally used for business intelligence.

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

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with CRM software.

  • Who are the main user groups of this service?
  • Main users of Pitchbook are accounting firms, corporate development companies, lenders and other financial institutions.

Vendor Information

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

Vendor Information

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

Vendor Information

Founded:
-
Based in:
Seattle
Employees:
501-1000
Likes:
4.6k
Followers:
30k

Other

Who uses RootAnt
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Chinese, English
Regional Restrictions:
No restrictions.

Other

Who uses Formula Stocks
  • Personal
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Pitchbook
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
Back to top