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Feature
F
Formula Insight Payment Processing
G
GoldenBasis Payment Processing
Rating
4.3
3.7
Reviews 7 9
Category Payment Processing Payment Processing
Description

Formula Insight offers Institutional Investors previously inaccessible data. We provide a central repository of financial models so investors can track changes to forecasts, quantify projection accuracy and expedite analysis. This further systematizes the investment process and enables better investment decisions.

GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI.

Website https://www.formulainsight.io/ https://www.goldenbasis.com
Positives
"Clean UI and powerful features. Exactly what we needed."
Brayan Jakubowski - 5/5
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
Negatives
"Missing important features we need for our workflow."
Effie Ernser - 2/5
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
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