Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
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AlternativeSoftSince its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users. With our platform, users can efficiently: - Assess manager risk/return through access to over 3,000 statistics on funds - Establish a customizable investable universe using robust screening tools - Monitor and evaluate fund exposures - Build, optimize, and oversee portfolios - Conduct thorough due diligence on hedge funds - Generate reports on funds using PowerBI or Excel API - Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.
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FundCountFundCount is a sophisticated software solution designed for analytical and partnership accounting, enabling users to monitor, analyze, and generate reports on intricate investment portfolios. This software caters to a diverse clientele, including fund administrators, family offices, hedge funds, and private equity firms. With a built-in multicurrency general ledger and automated workflow features, FundCount enhances operational efficiency in daily tasks. Its user-friendly reporting tools provide flexibility, allowing firms to swiftly produce tailored reports that align with the unique needs of each client. Recognized for its excellence, Hedgeweek awarded FundCount the title of Best Fund Accounting and Reporting System Firm, further solidifying its reputation in the industry. By streamlining accounting processes, FundCount empowers firms to focus on strategic growth and client satisfaction.
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SharesightSharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform. With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations. The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms. This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources. Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
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ZenTreasuryZenTreasury provides CFOs, treasurers, and finance experts with tools to enhance financial operations through a comprehensive Treasury Management System (TMS). Our platform simplifies processes such as cash forecasting, lease accounting, and treasury workflows, offering real-time insights and automation that lessen complexity while ensuring compliance. You can begin with our Freemium plan, ideal for cash forecasting and liquidity management, or choose one of our Premium plans that include advanced features tailored for expanding businesses. The lease accounting module of ZenTreasury facilitates adherence to IFRS 16, automating amortization schedules, tracking key dates, supporting multiple currencies, and managing cost center allocations, all backed by validation from a reputable international audit firm for reliable accuracy. ZenTreasury also enhances treasury functions by providing effective management of financial contracts, risk mitigation strategies, and optimization of cash flow through robust reporting and analytical capabilities. As a secure SaaS solution or as a Private Cloud deployment on Microsoft Azure, AWS, or Google Cloud, ZenTreasury offers both flexibility and enterprise-grade security to meet your requirements. By choosing ZenTreasury, you join an expanding community of finance professionals who are revolutionizing their operational practices and achieving greater efficiency.
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NaviPlanNaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
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LabWare LIMSWith 14,000 labs across 125 nations and an impressive 98% customer satisfaction rate, LabWare stands out in the realm of laboratory automation solutions. Their offerings are designed to enhance productivity, improve throughput, and ensure efficiency, while also maintaining data integrity and compliance with regulations. For those seeking swift implementation, LabWare provides a fully-validated, cost-effective SaaS LIMS featuring best practice workflows that can be deployed within days. Alternatively, laboratories that need a tailor-made enterprise-level LIMS/ELN have the option of self-hosted or adaptable cloud deployment solutions. LabWare's users benefit from an array of advanced features, including lot management, sample and stability management, instrument interfacing, comprehensive workflows and dashboards, inventory management, Certificates of Analysis (COAs), and barcoding capabilities, which collectively empower laboratories to optimize their operations. Furthermore, LabWare continuously evolves its solutions to meet the ever-changing needs of the laboratory environment.
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Portfolio ManagerBlue Sky's "Portfolio Manager" Lease Management Software offers a user-friendly SaaS solution for the centralized oversight of lease agreements. This platform enhances the management of lease and maintenance contracts throughout their entire lifecycle, thereby bolstering the audit process, lowering expenses, boosting cash flow, and reducing risk through a unified view that enhances enterprise value. Furthermore, Portfolio Manager facilitates comprehensive status management for ongoing leasing RFPs, enabling users to track statuses, notes, documents, and subsequent actions for each active project. The software supports efficient data entry through flat file data imports and is highly customizable, featuring extensive reporting functions. Users can export any data field to Excel via the report writer, and pre-built templates are designed to integrate with most ASC842 lease accounting software. Additionally, the automated management of end-of-lease terms includes customizable parameters and alerts, ensuring that users never overlook a lease expiration. For those with specific needs, custom programming options are also available, making it a versatile choice for lease management. Overall, Portfolio Manager stands out as a comprehensive tool for organizations looking to optimize their lease management processes effectively.
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HostawayHostaway stands out as an exceptional vacation rental platform that seamlessly connects with various channels while providing robust support. It is user-friendly and empowers property managers with sophisticated solutions that enhance operational flexibility. The platform features a comprehensive dashboard and a mobile application, enabling users to oversee all facets of their marketing, sales, and accounting processes. Hostaway members enjoy premium partnerships with well-known channels such as VRBO, Booking.com, and Airbnb. Additionally, they have the ability to handle complex configurations, granting them unparalleled control and assurance that only Hostaway can provide. Designed with teamwork in mind, Hostaway simplifies staff training, boosts business efficiency, and fosters employee satisfaction. The system includes a booking engine, a customizable WordPress website, and a variety of marketing and sales tools to optimize direct bookings. Furthermore, Hostaway boasts an array of industry-leading property management systems (PMS) and channel managers, along with seamless integration with over 40 software vendors, making it a comprehensive solution for modern property management.
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ServiceaideServiceaide offers a user-friendly service management solution that can be deployed in a matter of weeks instead of taking months. You will experience a tangible return on investment with minimal administrative costs and swift implementation. This adaptable platform can be utilized either on-premises or through cloud services. Built on ITIL best practices, Serviceaide encompasses all the essential components your team needs. You have the flexibility to choose the environment that aligns with your technological, infrastructural, and compliance requirements. Furthermore, Serviceaide stands out as a comprehensive and cost-effective option, equipping IT personnel with the necessary tools to handle everything from ticketing to incident, change, and asset management efficiently. In addition to its robust functionalities, Serviceaide includes a virtual agent, self-service portals, and AI-driven features to enhance both analyst and user productivity. By automating processes across technical workflows and business services, organizations can significantly boost their operational agility. This makes Serviceaide not just a solution, but a strategic partner in driving business success.
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iPaperiPaper is a high-end SaaS platform designed to transform your printed materials, such as leaflets and catalogs, into engaging, interactive shoppable flipbooks that can be disseminated across all your digital platforms. You can effortlessly embed and distribute your flipbooks on various marketing channels and your own website, with our platform ensuring they maintain a visually appealing format on any device and at any size. The core features of iPaper are designed specifically to help you attract more visitors and boost sales. Users can incorporate a shopping basket feature within their flipbooks, enabling customers to make purchases directly from the catalog. Additionally, you have the flexibility to enhance your flipbooks with various multimedia elements like images, videos, product links, forms, newsletters, pop-ups, and calls-to-action, which serve to engage visitors and facilitate their purchasing decisions. However, the manual process of adding or modifying these enhancements can be quite labor-intensive; fortunately, iPaper simplifies this through its automation tools, allowing for seamless enrichment. Getting started with iPaper transcends merely crafting an aesthetically pleasing catalog; it empowers retailers to build a fully automated, interactive marketing channel that not only drives traffic but also motivates consumers to make purchases. Ultimately, iPaper represents a strategic investment in enhancing customer engagement and streamlining the shopping experience.
What is Costars?
Costars provides an all-encompassing investment administration platform specifically designed for third-party administrators, fund supermarkets, wealth management firms, building societies, and retail banks. This versatile multi-asset solution not only enhances client service but also increases engagement across sales channels while enabling the launch of innovative products like fully automated ISA management. Moreover, Costars incorporates vital management tools to meet the tax and regulatory requirements of investors, efficiently organizing diverse instrument types into either wrapped or unwrapped portfolios accessible through various distribution avenues. The platform is adept at handling millions of portfolios and positions without compromising on throughput or scalability. It supports both automated and manual trade entries, offering up-to-date and historical portfolio valuations while performing automated checks for customer credit and identity verification and providing a detailed audit trail of data and documentation. In addition, Costars features extensive reporting and compliance functionalities alongside deal validation, authorization, and pricing mechanisms, ensuring efficient management of all facets of investment administration. Ultimately, this integrated solution enables users to optimize their workflows and significantly enhance overall operational efficiency. With its robust capabilities, Costars stands out as a vital resource for organizations looking to streamline investment processes and provide superior service to their clients.
What is Avaloq Wealth?
Elevate your wealth management services with our all-encompassing solution. Investment advisors, portfolio managers, and relationship managers can rely on products that are meticulously crafted and consistently validated by seasoned experts in the wealth management sector. Utilizing a unified platform, tailored investment strategies for your clients are created, ensuring cohesion among all teams involved. The investment process is enhanced through automated risk assessment and oversight, providing greater control. Avaloq Wealth also streamlines client relationship management by offering a comprehensive view of clients and expediting the onboarding of new clients through the automation of cumbersome procedures. It is essential to maintain consistency in client relationship management and investment strategies between the front office and the investment office. You can increase your productivity by automatically identifying new sales opportunities. By automating compliance functions and manual tasks, valuable time is liberated for your portfolio managers. Additionally, gain from user-friendly software that is intentionally designed and rigorously evaluated with client feedback in mind, guaranteeing optimal usability and satisfaction. This innovative solution not only boosts efficiency but also cultivates a more agile and responsive approach to client service, ultimately leading to stronger client relationships and enhanced business growth.
Integrations Supported
Amazon Web Services (AWS)
Experian Connect
Kubernetes
Red Hat OpenShift
icCube
Integrations Supported
Amazon Web Services (AWS)
Experian Connect
Kubernetes
Red Hat OpenShift
icCube
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
corfinancial
Date Founded
1996
Company Location
United Kingdom
Company Website
www.corfinancialgroup.com/financial-software-products/costars/
Company Facts
Organization Name
Avaloq
Date Founded
1991
Company Location
Switzerland
Company Website
www.avaloq.com/solutions/products/avaloq-wealth
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management