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Palance

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Last updated on

Company health

Employee growth
No change in the last year

Ratings

G2
5.0/5
(1)

Palance description

Palance is an investment portfolio management software designed for individual investors. It offers tools to track investments, analyze performance, and understand risk. Palance stands out for its wide range of assets including ETFs, mutual funds, and cryptocurrencies. Its pricing is subscription-based with a free version available. Palance aims to make sophisticated investment analysis accessible and affordable.


Who is Palance best for

Palance is an investment portfolio management software for individual investors seeking sophisticated analytics and insights. It offers performance tracking, risk analysis, and supports various assets, including ETFs, mutual funds, and cryptocurrencies. A subscription-based model with a free version is available.

  • Best for small businesses (1-50 employees).

  • Not industry-specific, ideal for individual retail investors.


Palance features

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Palance allows users to consolidate all their investments onto a single platform.

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Palance offers exclusive benchmarks, including popular ETFs and Funds, ESG-compliant indices, and top investors' portfolios.

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Palance provides access to various investment options, including ETFs, mutual funds, and cryptocurrencies.

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Palance allows users to monitor investments, compare performance against benchmarks, and gain insights into individual positions and overall portfolio performance.


Palance alternatives

  • Logo of Beanvest
    Beanvest
    More focused on stock, ETF, and crypto tracking. Lacks portfolio management and risk analysis features.
    Read more
  • Logo of Aumni
    Aumni
    Better fit for venture capital and private equity firms managing complex portfolios. Geared towards larger businesses and enterprise customers. Has more momentum and positive user reviews regarding customer support and data accuracy.
    Read more
  • Logo of Koyfin
    Koyfin
    Better fit for users seeking market analysis tools. Caters to a wider audience including professionals and enterprises. Has a free plan and paid options. More established and growing faster. Offers live market data, customizable dashboards, and advanced graphing.
    Read more
  • Logo of Vyzer
    Vyzer
    Better for users with diverse portfolios, including private equity and limited partnerships. Vyzer is growing faster and caters to family offices.
    Read more
  • Logo of Covercy
    Covercy
    Better for commercial real estate investment firms working with high-net-worth individuals. Caters to larger businesses. Has positive pricing sentiment and offers more features like investor reporting, updates, and document sharing. Covercy is growing faster and has a more established online presence as a Palance competitor and alternative. However, some users report occasional bugs.
    Read more
  • Logo of Atom Finance
    Atom Finance
    Consumer product discontinued as of March 1, 2024.
    Read more

Palance FAQ

  • What is Palance and what does Palance do?

    Palance is an investment portfolio management software for individual investors. It provides tools to track investments, analyze performance, and understand risk across various assets, including ETFs, mutual funds, and cryptocurrencies. A free version is also available.

  • How does Palance integrate with other tools?

    There is no information available regarding Palance's integrations with other tools. It's primarily designed for individual investors to track investments, analyze performance, and understand risk across diverse assets.

  • What the main competitors of Palance?

    Alternatives to Palance include Beanvest, another portfolio tracker for individuals, and Koyfin, which offers broader market analysis tools. For venture capital needs, Aumni is a strong competitor. While Palance focuses on individuals, AlphaSense targets large corporations and Vyzer caters to high-net-worth families.

  • Is Palance legit?

    Based on limited data, Palance's legitimacy is uncertain. A 5/5 rating from a single G2 review suggests some users find it valuable. However, more information is needed to determine if Palance is safe and reliable for managing your investment portfolio.

  • How much does Palance cost?

    I couldn't find pricing details for Palance. For the most current pricing information, it's best to visit Palance's website or contact their sales team. This will ensure you have accurate data about whether Palance is worth the investment.

  • Is Palance customer service good?

    There is no customer service information available for Palance.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.