Enfusion vs. AssetMark

Since 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.

FundCount 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.

ZenTreasury 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.

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.

NaviPlan® 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.

Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Manage Your Trip (MYT SAaS) is an online platform designed for tourism operators to efficiently handle both group and private tours. This comprehensive solution enables tourism professionals to effortlessly manage, promote, and develop their offerings. With the MYT Traveler and MYT Tour Guide applications, users can conveniently access the platform from their mobile devices, enhancing their operational flexibility. MYT SAaS includes essential features such as back-office management, a distinctive tourism CRM, and various marketing tools. Additional functionalities encompass feedback management, operational oversight, contact database maintenance, real-time feedback, group registration, online booking, and many other vital capabilities that contribute to a streamlined tourism experience. Overall, MYT SAaS empowers tourism operators to elevate their services and improve customer interactions significantly.

Epicor Vision is a robust enterprise software solution designed for automotive aftermarket parts distributors focused on enhancing customer service and boosting profitability. This all-encompassing distribution management system is equipped with numerous high-value features that not only drive efficiency and increased profitability but also connect nearly every facet of your business, ensuring competitiveness in the current aftermarket landscape. Notable features include sophisticated inventory management and adaptable pricing strategies; cutting-edge sales acceleration tools; comprehensive insights into performance analytics; essential Epicor Vista® parts demand intelligence; connectivity channels that expedite operations throughout the supply chain; distinctive tools aimed at enhancing customer loyalty, such as CRM modules; seamless integration with the JMO warehouse management system; and visibility of inventory across the enterprise at points of sale. Designed to cater specifically to your individual business needs, Epicor Vision software simplifies the integration of all essential business processes into a unified platform, thereby streamlining operations even further. By choosing Epicor Vision, companies can not only stay ahead of the competition but also create a more cohesive and responsive business environment.

Robin’s workplace solution is designed for hybrid work environments and features dedicated tools for managing visitors, reserving meeting rooms, and booking desks flexibly. It offers an efficient experience for visitors, provides actionable insights into capacity trends, delivers statistics by team, tracks meeting room usage, and includes comprehensive reporting for detailed analytics. With all these capabilities, users can effectively oversee their workspace, assist individuals in locating colleagues and conference rooms, and ensure a warm reception for guests in the office. Furthermore, the platform's user-friendly interface enhances overall productivity and collaboration among teams.

Truckstop pioneered the concept of online load boards and remains a leading SaaS provider in the realm of spot market freight matching. By offering a comprehensive solution that combines a vast selection of quality trucks and loads from a single source, we empower shippers, carriers, and brokers with the flexibility to select and utilize effective tools that foster strong relationships. Our platform provides users with access to a network of verified participants and offers unlimited searches for trucks and lanes. Additionally, our analytical tools enable users to negotiate more favorable rates based on truck-to-load ratios and specific activity related to origins or destinations. In terms of security, we prioritize your safety by investing in advanced features designed to mitigate fraud risks in your operations. We are committed to staying ahead of malicious actors and their increasingly complex tactics, ensuring enhanced protection for your freight activities at every stage of the process. Moreover, our ongoing dedication to innovation means that you can expect continual improvements and additional resources to support your business needs.