getquin vs WealthSpectrum
getquin
getquin.comWealthSpectrum
wealthspectrum.comSide by side
| Figure | getquin | WealthSpectrum |
|---|---|---|
| Price from | €749.92/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 3 | 0 |
| Spec score · Portfolio Management Software | 8.5 (#12) | 7.8 (#40) |
| Asset coverage | The portfolio tracker says users can import, track, and analyze more than 800,000 assets. | It supports assets including equities, fixed income, mutual funds, ETFs, REITs, derivatives, structured products, private equity and real estate funds, hedge funds, and third-party PMS products. |
| Company | The site says getquin was founded in 2020 and launched in Germany; its imprint lists QUIN Technologies GmbH at an address in Berlin. | WealthSpectrum is the flagship platform of Applied Software Pvt. Ltd.; the company says it has worked with investment managers, wealth managers, and custodians for over 20 years. |
| Performance reporting | Yes | Yes |
| Privacy | getquin says it does not sell user data and users can permanently delete their stored data at any time. | The privacy policy says usage information may be collected and that the company does not share it with third parties except when legally required. |
| Product | getquin is a wealth platform for tracking net worth, planning for retirement, and analyzing investments. | WealthSpectrum is an integrated wealth management platform covering front, middle, and back office operations. |
| Security | getquin says API connections are read-only and data is encrypted with AES-256. | The maker states that WealthSpectrum is SOC 2 Type II compliant and lists three-tier architecture, SSO, MFA, and IP whitelisting. |
Plans
In their own words
getquin
getquin is a wealth platform for tracking net worth, planning for retirement, and analyzing investments. Its tracker supports importing, tracking, and analyzing more than 800,000 assets. Data can be added through supported financial-institution connections, manual entry, CSV files, or PDF files; Open Banking imports work only with supported brokers, while manual imports are available worldwide. Portfolio tools include performance measures, cost, tax and dividend views, a dividend calendar, fund holdings analysis, allocation analysis, and risk analysis. AI agents can explain returns, risks, dividends, and performance drivers, and examine diversification and costs. Users can discuss stocks in a forum and share portfolios for community feedback. getquin offers web, iOS, and Android access. Its free plan includes unlimited bank and broker connections, real-time financial data, a net-worth overview, and essential portfolio analysis. Paid plans start at €89.99/yr. getquin says connections are read-only, data is encrypted with AES-256, stored in Germany and Europe, and not sold; users can permanently delete stored data.
WealthSpectrum
WealthSpectrum is an integrated wealth management platform for front-, middle-, and back-office operations. It supports portfolio accounting across equities, fixed income, mutual funds, ETFs, REITs, derivatives, structured products, and alternative assets, including private equity, real estate, and hedge funds. Portfolio tools cover client profiling, rebalancing, trade orders, monitoring, fees and billing, performance measurement, reporting, and analytics. It calculates time-weighted and money-weighted returns and supports market, custom, and blended benchmarks. Trading workflows include pooled orders, pre-trade compliance checks, and post-trade allocations. Investor and client reports can include investment summaries, performance reports, and tax statements. The Client and RM Portal provides portfolio views, charts, transaction histories, and exportable reports, along with AI-generated meeting notes and action items based on portfolio reviews and market views. Integrations and data connections include brokers, custodians, mutual fund platforms, data feeds, and APIs for CRM, onboarding, EMS, and WhatsApp reporting. Deployment options include on-premise, private cloud, and managed cloud. Pricing is on request.