Compare Smartkarma vs Formula Stocks vs CardPointe

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Crozscore:

75%
what is this?
32%
interest rising

Crozscore:

52%
what is this?
22%
interest falling

Crozscore:

82%
what is this?
43%
no significant changes
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Software Description:

Smartkarma is Asia’s largest provider of independent research, with over hundreds of analysts writing on thousands of companies across Asian and European markets. Its cloud-based platform connects independent investment research providers to institutional asset managers, such as sovereign wealth funds, hedge funds, pension funds, boutiques and family offices.

Many of the world’s leading institutional investors subscribe to Smartkarma’s innovative network for its quality up-to-the-minute reports and real-time discussions. The network continues to grow as Smartkarma bolsters its offering - i.e. Premium Services allows asset managers to more deeply engage with independent research providers and C-Suite will soon help corporates monitor shareholder interest, promote research coverage, and streamline investor relations workflow.

Smartkarma’s success has led to a quick expansion from the Singapore Global Headquarters to Hong Kong, Frankfurt, London and New York. Sequoia Capital, a world-leading technology venture capital firm, recently joined Wavemaker Partners, Jungle Ventures, and Spring Seed in ensuring Smartkarma’s further growth by providing Series B funding, bringing the total equity investment in Smartkarma to USD 21 million.

Software Description:

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.

Software Description:

CardPointe is CardConnect's powerful payments portal that gives businesses the power to easily integrate, process and manage credit card payments. The CardPointe platform comes with a full suite of products including a Virtual Terminal, plug-and-play retail terminal, Hosted Payment Page, mobile app and device.

Users can easily manage all of their business's credit card transactions and perform actions like set up bill plans and manage PCI compliance by taking the PCI Self Assessment Questionnaire. Every transaction processed with CardPointe is protected by CardConnect's patented tokenization and PCI-validated point-to-point encryption (P2PE).

Features:

  • Batch Permissions & Access
  • Data Export
  • Data Import
  • Notifications
  • Multi-User
  • API

Features:

Features:

Summary:

  • Smartkarma’s unique platform has been built to unite the fragmented research industry, empowering investors & research analysts to collectively achieve their full potential..

  • Our innovative cloud-based platform enables independent investment research providers and institutional asset managers.

  • Discuss up-to-the-minute reports in real time.

  • Research reinvented.

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Per User Plan

$625.00
1 user(s) / month

FAQs:

    Does this service offer an API?
  • Yes, there are premium options for large clients looking to integrate Smartkarma via an API.

  • Does this service integrate with any other apps?
  • Symphony.

  • Who are the main user groups of this service?
  • Smartkarma's research network includes institutional investors and independent research analysts.

  • What are some applications this service is commonly used in tandem with?
  • Smartkarma Insights are integrated into Symphony and Bloomberg.

  • What is this service generally used for?
  • Smartkarma's platform serves global asset managers in their need for investment research insights and ideas.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, clients are onboarded with extensive customer support.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, there are per user plans and teamwide plans to accommodate firms of all sizes.

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:

    What is this service generally used for?
  • CardPointe is a powerful platform that allows businesses to simply and securely accept and manage credit card payments.

  • Who are the main user groups of this service?
  • CardConnect processes payments for businesses of all sizes. CardPointe is most often used by small to medium-sized organizations of all industry types.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
3.12k
Followers:
1.09k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
177
Followers:
26

Publisher:

Founded:
-
Based in:
King of Prussia
Employees:
201-500
Likes:
965
Followers:
2.41k

Other:

Who uses Smartkarma
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
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 CardPointe
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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