EQ International vs. AdvisorWare

Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success. Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.

Criminal IP's Attack Surface Management (ASM) is a cutting-edge platform driven by intelligence that seeks to constantly pinpoint, catalog, and supervise all internet-connected resources associated with an organization, including often ignored and shadow assets, thereby granting teams insight into their genuine external exposure as seen by potential attackers. This innovative solution combines automated asset identification with open-source intelligence (OSINT) techniques, enhancements via artificial intelligence, and advanced threat intelligence to uncover exposed hosts, domains, cloud services, IoT devices, and various other entry points on the internet, while also gathering evidence like screenshots and metadata, linking discoveries to known vulnerabilities and tactics used by attackers. By assessing exposures in terms of business significance and risk, ASM highlights vulnerable components and misconfigurations, delivering real-time alerts and interactive dashboards that streamline investigation and remediation processes. Moreover, this all-encompassing tool not only aids organizations in managing their security stance but also equips them to stay ahead of emerging threats by fostering a proactive security culture within their teams. Ultimately, the proactive management of attack surfaces can significantly enhance an organization's resilience against cyber risks.

Dun & Bradstreet’s global data and analytics fuel AI-driven solutions for the credit-to-cash process. With D&B Finance Analytics, users benefit from an intuitive and adaptable platform that enables finance teams to enhance customer service, decrease expenses, and effectively manage risk. It empowers organizations to tackle credit and receivables risks, leading to reduced bad debts, lower Days Sales Outstanding (DSO), and improved cash flow. By streamlining manual decision-making, monitoring, customer interactions, and matching processes, businesses can operate more efficiently. Additionally, it provides customers with an online credit application and a payment portal that enhances the overall experience. The D&B Finance Analytics suite includes two key platforms: D&B Credit Intelligence and D&B® Receivables Intelligence, which work in tandem to deliver comprehensive insights and advanced technologies that drive success across all aspects of credit-to-cash operations. This integration allows users to swiftly identify credit risks, smoothly onboard new clients, and establish appropriate credit terms. Ultimately, these capabilities are designed to facilitate better financial management and foster growth.

Sharesight 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.

CompUp is a comprehensive platform for compensation management that aims to assist rewards teams in benchmarking, strategizing, and effectively communicating compensation structures to promote equitable pay practices. By consolidating various compensation data and benchmarks into one place, it equips organizations with essential insights necessary for executing appraisal simulations and overseeing executive appraisals seamlessly. Key Features Include: Survey Management: Streamlines the administration of all compensation-related surveys. Bands: Develop and securely distribute pay bands tailored to different functions, job families, and levels. Simulation: Perform budget simulations to suggest personalized increments for employees. Appraisal Cycles: Facilitates efficient multi-level budget approvals across various business units. People Analytics: Offers customizable dashboards that provide in-depth insights for informed decision-making. Total Rewards Portal: Enables employees to view the full value of their compensation package. Pay Equity Management: Helps organizations identify and rectify pay disparities, ensuring compliance with fair pay standards. Additionally, the platform's user-friendly interface enhances team collaboration and efficiency in managing compensation-related tasks.

Summ (formerly Crypto Tax Calculator) is leading crypto & equities tax software that simplifies tracking and reporting across all your brokers, exchanges, wallets, NFTs and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Unique spam filtering controls also help strip out junk tokens and fake outgoings so spam doesn’t corrupt gains and losses. Summ's portfolio helps you see everything together so you can pay the least tax possible and get accurate IRS-ready reports. That’s why Summ is seriously loved by users (rated 4.6 /5 stars on Trustpilot) and they’re an official tax partner of both MetaMask and Coinbase. If you’re ready to stop fighting your tax software, Summ turns investing chaos into confidence. Add clarity. Subtract doubt.

Around the world, teams focused on risk management, procurement, and compliance face increasing demands to navigate the challenges posed by geopolitical and business risks. The intricacies of both domestic and international operations, alongside a myriad of regulations, significantly influence third-party risks. Therefore, it is essential for organizations to take a proactive approach in managing their relationships with third parties. This innovative platform, leveraging the D&B Data Cloud's extensive database of over 520 million global business records and more than 2 billion updates each year, serves as an AI-driven tool that continually assesses and mitigates counterparty risk. D&B Risk Analytics incorporates top-tier risk data, providing alerts on high-risk transactions and identifying connections across a billion data points, all of which empower businesses to make well-informed choices. Additionally, the platform's intelligent workflows facilitate rapid and comprehensive screening processes, ensuring timely alerts on critical business metrics. As a result, companies can enhance their risk management strategies and improve their overall operational resilience.

Planview ProjectAdvantage (previously known as Sciforma) is a powerful, AI-enabled project portfolio management platform purpose-built to help enterprises transform the way they plan, execute, and scale initiatives. Acting as a unified control center, it consolidates data from projects, programs, and portfolios—offering unparalleled transparency into timelines, budgets, and resource capacity. With real-time dashboards and advanced reporting, organizations can instantly assess project health, anticipate bottlenecks, and make informed, strategic decisions. The platform supports Agile, Waterfall, and hybrid methodologies, giving teams the flexibility to work their way while maintaining centralized governance. PMOs can identify high-value projects through built-in scoring systems and optimize staffing through intelligent forecasting tools. Its extensive integration ecosystem connects with BI, ERP, CRM, and DevOps platforms, ensuring seamless information flow across the enterprise. Planview ProjectAdvantage’s intuitive interface enhances adoption, enabling both technical and non-technical users to collaborate efficiently. The platform also includes out-of-the-box templates for resource management, financial tracking, and strategic goal alignment. Trusted by over 3,000 global customers, including industry leaders like Sopra Steria, Bioaster, and SymphonyAI, ProjectAdvantage drives digital transformation and operational excellence. As part of the Planview ecosystem, it empowers organizations to thrive in a fast-paced, interconnected business environment—turning vision into measurable value.

Reflectiz is a web exposure management platform that helps organizations identify, monitor, and mitigate security, privacy, and compliance risks across their online environments. It provides full visibility and control over first, third, and fourth-party components like scripts, trackers, and open-source libraries that traditional security tools often miss. What sets Reflectiz apart is its ability to operate remotely, without the need to embed code on customer websites. This ensures there’s no impact on site performance, no access to sensitive user data, and no additional attack surface. The platform continuously monitors all external components, providing real-time insights into the behaviors of third-party applications, trackers, and scripts that could introduce risks. By mapping your entire digital supply chain, Reflectiz uncovers hidden vulnerabilities that traditional security tools may overlook. Reflectiz offers a centralized dashboard that enables businesses to gain a comprehensive, real-time view of their web assets. It allows teams to define baselines for approved and unapproved behaviors, swiftly identifying deviations and potential threats. With Reflectiz, businesses can mitigate risks before they escalate, ensuring proactive security management. The platform is especially valuable for industries like eCommerce, finance, and healthcare, where managing third-party risks is a top priority. Reflectiz provides continuous monitoring and detailed insights into external components without requiring any modifications to website code, helping businesses ensure security, maintain compliance, and reduce attack surfaces. By offering deep visibility and control over external components, Reflectiz empowers organizations to safeguard their digital presence against evolving cyber threats, keeping security, privacy, and compliance top of mind.

Planview AdaptiveWork, which was formerly known as Clarizen, provides PMOs and professional services teams of all sizes with the ability to gain immediate insight into their operations, optimize workflows, proactively manage risks, and improve overall business performance. By aligning with the strategic goals of the organization, teams can enhance workforce productivity, ensuring that their efforts are focused on executing the most essential tasks in a timely manner. The platform enables effective tracking, management, and prioritization of work requests, ensuring that each request is equipped with all the essential details for execution. Additionally, its seamless bi-directional integration with CRM systems, coupled with custom triggers, allows for the effortless capture of opportunity details, which is vital for planning client projects. Furthermore, the platform automates and regulates the different phases of the request lifecycle, such as submission, scoring, prioritization, routing, and approval, making the transition from requests to actionable projects, tasks, or work items much smoother. This all-encompassing strategy not only enhances operational efficiency but also promotes a culture of accountability and transparency throughout the organization, ultimately leading to better decision-making and project outcomes. By leveraging these capabilities, teams can adapt more readily to changes and challenges in the business environment.