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TOGGLE serves both professional and individual investors, improving investors ability to make timely adjustments to their portfolio in response to fundamental and market data

Product Details

TOGGLE is an AI-powered analytics software that helps discretionary investors extract better and timelier information from their data, for a fraction of the cost of a data science team. TOGGLE helps investors manage daily information flow, scout for hidden opportunities, analyze asset drivers and past patterns, and make traditional and alternative data readily available for analysis

Contact Details


Founded in 2019

Located in United States

TOGGLE Compass
TOGGLE Compass

Starting Price

  • Not provided by vendor


  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native


  • In Person
  • Live Online
  • Webinars
  • Documentation


  • Business Hours

Toggle Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
For Healthcare
For Sales
For eCommerce
Predictive Analytics
Process/Workflow Automation
Virtual Personal Assistant (VPA)
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Accounting Management
Bonds / Stocks
Client Management
Client Portal
Commodity Futures
Compliance Reporting
Data Import/Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Rebalancing
Real Estate
Risk Management
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputational Risk Management
Response Management
Risk Assessment