Envestnet Portal vs. CRMJetty

Numerous organizations and countless team members rely on Axero's intranet software for effective communication, collaboration on projects, task and event management, content organization, and fostering their workplace culture. This platform has become essential for enhancing productivity and engagement within the workplace.

Allvue Systems is the premier provider of AI-powered, cloud-based software for alternative investment management, serving private equity, venture capital, private credit, and CLO managers worldwide. The platform unifies fund accounting, portfolio monitoring, compliance, investor relations, and financial reporting into one intelligent ecosystem. Its Agentic AI Platform integrates automation and analytics across all operations, helping firms uncover insights, streamline decision-making, and reduce manual work. Designed for both general partners and fund administrators, Allvue supports the full investment lifecycle—from fundraising to capital calls to performance reporting. The Nexius Intelligent Data Platform further enhances data governance and reporting accuracy by centralizing and transforming private capital data at scale. Built on modern, cloud-based architecture, Allvue ensures seamless updates, secure scaling, and zero-disruption innovation as firms expand their portfolios. Its ecosystem integrates with over 20 partner solutions, empowering users with flexibility and extensibility. Backed by decades of financial expertise and trusted by over 500 global clients managing $8.5 trillion+ in assets, Allvue is redefining operational excellence in private markets. The platform’s AI-first approach enables firms to automate compliance, optimize fund performance, and deliver superior investor experiences. In a rapidly evolving financial landscape, Allvue equips investment leaders with the tools to innovate confidently and grow sustainably.

Moxo’s innovative service orchestration platform transforms intricate B2B interactions by providing smooth and efficient experiences. When business processes are disjointed across various departments, clients, vendors, and partners, inefficiencies and risks can emerge. Moxo addresses this issue by integrating workflows, turning disorganized operations into cohesive and cost-efficient solutions that enhance client satisfaction. The Moxo platform accelerates vital processes like client onboarding, document management, and resolving exceptions. As a result, organizations benefit from faster completion times, reduced compliance risks, and outstanding client experiences. With endorsements from leading firms in industries such as financial services, consulting, legal, healthcare, and real estate—including giants like Citibank and BNP Paribas—Moxo is instrumental in orchestrating essential business relationships. This level of trust highlights the platform's effectiveness in optimizing collaboration across various sectors.

Introducing an innovative board portal and collaboration solution tailored for boards and senior executives. Discover how Nasdaq Boardvantage streamlines board activities by eliminating paper usage and significantly reducing meeting preparation times. You can effortlessly schedule both single and multi-day meetings in just seconds, while also adding relevant details, attaching important documents, tracking attendance, and even setting up remote meetings. To ensure data protection, the platform employs encryption alongside multiple layers of security to maintain confidentiality, integrity, and availability of information. Additionally, you can swiftly generate and distribute evaluations for boards and committees, as well as handle Conflict of Interest inquiries and general surveys. The platform allows for efficient management of files, contacts, and signatures while fostering collaboration through features like notifications, annotations, and the ability to conduct unanimous consent votes, along with e-signatures and secure in-app email communication. It is designed for accessibility on various devices, including smartphones, tablets, and desktops, ensuring a seamless synchronization experience both online and offline. Overall, Nasdaq Boardvantage enhances the efficiency and security of board operations significantly.

Transform your meetings into a seamless experience with iBabs. This innovative application removes the hassle of paperwork, facilitates quicker decision-making, and boosts overall productivity. Utilizing iBabs gives you total command and a detailed insight into all aspects of your meetings, simplifying the organization and participation process. With a trusted user base of 3,000 organizations and more than 300,000 individuals, iBabs guarantees secure and automated management accessible from any device. Years of expertise in enhancing board meeting procedures empower you to make well-informed, confident decisions consistently, ensuring that your meetings are as effective as possible.

We offer organizations a digital workspace that feels like home. Claromentis has enhanced the functionalities of the conventional intranet, enabling users to access vital information, engage in communication and collaboration with colleagues, optimize business workflows, and acquire new skills. Our digital workplace solution ensures that teams stay connected with each other and their tasks, no matter their physical location. It integrates all the essential tools your team requires to perform their roles efficiently, whether they are working from an office or operating remotely. Renowned brands globally, including well-known entities such as Virgin Care, Legal & General, and Crabtree & Evelyn, alongside non-profit organizations like SeriousFun Children's Network and forward-thinking tech firms such as Boost.ai, place their trust in our solutions. This widespread trust showcases the effectiveness and reliability of our digital workplace software.

My Member Software is an intuitive, open-source member management solution that is easily downloadable and designed for organizations such as associations, clubs, and foundations to efficiently handle their memberships. While it seamlessly integrates with the CMS Joomla, it is also compatible with Wordpress and Drupal websites, allowing users to manage their members conveniently from any location and at any time. To simplify the installation process, you have the option to set it up independently or seek assistance from our team. Additionally, we are eager to explore partnership opportunities with web designers and accounting firms to enhance our service offerings. This collaborative approach ensures that our users receive comprehensive support tailored to their specific needs.

MyHub is an innovative cloud-driven intranet solution designed to enhance business workflows through a comprehensive suite of manuals and tools. It is optimized for mobile devices, enabling users to engage with entire teams or select individuals with ease. With its integrated functionalities for email and social media, MyHub ensures that projects progress seamlessly and efficiently. Administrators have the power to empower their users with content management capabilities, a discussion forum, cloud file sharing, and an array of additional features that cater to diverse business needs. This versatility makes MyHub an invaluable asset for any organization looking to improve collaboration and productivity.

Oversee your clients' IT systems effectively by utilizing ConnectWise RMM, a comprehensive software solution designed to provide proactive management tools along with NOC services that will surpass client expectations. With the rising number of vulnerabilities each year, prioritizing smart patching has become crucial; our system automatically tests and deploys patches whenever feasible while minimizing the installation of harmful updates. This ensures that your clients remain secure, allowing you to focus less on endpoint management and dedicate more time to expanding your business. Finding, hiring, and keeping top-tier talent can be a significant challenge, with 81% of IT leaders affirming that securing the right professionals is tough. By incorporating ConnectWise RMM and NOC services, you can access the necessary expertise and problem-solving capabilities to fulfill your clients' needs without the burden of increasing your workforce. Ultimately, this strategic approach not only enhances client satisfaction but also positions your business for sustainable growth in a competitive market.

Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.