Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
Banker's DashboardMonitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.
-
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.
-
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.
-
Order.coManage Every Purchase & Payment in One Place Order.co centralizes purchasing across all your vendors. Teams can shop from a customized catalog, submit orders for approval, and let the platform handle the rest. From logging into vendor sites and placing e-commerce orders on your behalf to generating compliant POs and reconciling invoices, Order.co eliminates manual tasks and ensures that every purchase is compliant, trackable, and on budget. Unlock 5-8% cashback rewards with AI-Powered Sourcing Order.co’s AI sourcing scans thousands of vendor data points — such as pricing, delivery speed, reliability, and more — to identify the best-fit supplier for each purchase automatically. Tap into a network of 15,000+ suppliers, access exclusive discounts, and proactively respond to shifting market conditions like price swings and tariff changes. Most customers save 5–10% in categories like maintenance and office supplies. Simplify Invoice Management & Automate Payments Reduce invoice processing time by over 80% with automated coding, 3-way matching, and reconciliation. Sync directly with QuickBooks Online, Sage Intacct, NetSuite, and more to pay on your terms and close your books faster, with fewer errors. Plus, unlock more float than traditional credit cards or card-based spend management solutions. Control Spend Without Slowing Teams Down Set granular approval workflows and custom budgets by user, location, or GL code. Order.co ensures teams stay compliant, even when ordering from e-commerce sites, while flagging fulfillment risks or delays, suggesting smarter alternatives automatically. Gain Real-Time Spend Insights & Forecast with Confidence Track spend as it happens. Get a real-time view of spend by department, vendor, or location. Evaluate supplier performance and forecast with predictive insights that help your business stay ahead of change.
-
ProShopProShop is an innovative, cloud-based management system that seamlessly integrates ERP and MES functionalities, specifically tailored for manufacturing firms operating in regulated industries. Developed right on the shop floor, ProShop stands out as a unique solution unlike any other available today. It excels in managing intricate manufacturing settings more effectively than competing products, offering unparalleled visibility into all facets of your manufacturing operations. Often referred to as a Digital Manufacturing Ecosystem, ProShop operates entirely paperlessly and merges the capabilities of ERP, MES, and QMS with various other software solutions. This comprehensive system is ideal for machine shops, fabricators, job shops, contract manufacturers, and other organizations in regulated fields that require stringent process management and demand precise, timely data to facilitate the most lucrative decision-making. By adopting ProShop, businesses can significantly enhance their operational efficiency and competitiveness in the market.
-
QlooQloo, known as the "Cultural AI," excels in interpreting and predicting global consumer preferences. This privacy-centric API offers insights into worldwide consumer trends, boasting a catalog of hundreds of millions of cultural entities. By leveraging a profound understanding of consumer behavior, our API delivers personalized insights and contextualized recommendations. We tap into a diverse dataset encompassing over 575 million individuals, locations, and objects. Our innovative technology enables users to look beyond mere trends, uncovering the intricate connections that shape individual tastes in their cultural environments. The extensive library includes a wide array of entities, such as brands, music, film, fashion, and notable figures. Results are generated in mere milliseconds and can be adjusted based on factors like regional influences and current popularity. This service is ideal for companies aiming to elevate their customer experience with superior data. Additionally, our premier recommendation API tailors results by analyzing demographics, preferences, cultural entities, geolocation, and relevant metadata to ensure accuracy and relevance.
-
Union ImpactA cloud-based CRM solution designed specifically for union management encompasses a variety of functionalities including membership tracking, job dispatching, employer coordination, project management, grievance handling, dues payments, issuance of member certificates, tracking of class and event participation, management of market recovery funds and budgets, and much more. This system is fully customizable to meet your specific needs, allowing unions to operate more effectively and efficiently. Take advantage of a complimentary demo to see how this solution can enhance your union's operations.
-
ULTATELUltatel stands out as a prominent leader in the field of business communications. By leveraging advanced cloud VoIP technology, we empower businesses to enhance their productivity and maintain seamless connections with their customers, no matter their location. Our offerings are designed to be fully customizable and scalable, featuring unlimited Calling, SMS, Fax, Chat, Video, and over 40 Advanced Features to meet diverse needs. One of the most appealing aspects of our service is our commitment to Transparency in Pricing; you won’t encounter any hidden fees or unexpected charges, ensuring that what you see is indeed what you pay, unlike some competitors. As a recognized Gartner Category Leader and G2 High Performer, Ultatel is dedicated to delivering a cohesive communications platform that evolves alongside your company's requirements. Our innovative FlexScale technology allows you to adjust your service capacity effortlessly and immediately, without any interruptions or penalties. In addition, our award-winning Customer Support team is available around the clock, every day of the year. With an impressive 94% first-contact resolution rate, you can trust that you’ll receive exceptional assistance whenever you need it. Don't hesitate to reach out to us today to arrange your discovery call or demo, and experience how Ultatel can transform your business communications! Your satisfaction is our priority, and we look forward to partnering with you for success.
-
Zil MoneyZil Money provides a variety of payment solutions to enhance financial management for businesses. With the option to pay by credit card, users can utilize their cards even when vendors do not accept them. The platform allows for both one-time and recurring ACH/RTP payments with just a single click, streamlining the payment process significantly. Wire transfers can be conducted electronically, moving funds seamlessly between financial institutions. Users can also manage their bills online, scheduling payments to suppliers while minimizing financial risks. Additionally, Zil Money offers the ability to digitize traditional paper checks, allowing payments to be sent via email or text message. The service integrates smoothly with existing accounting and payroll software, ensuring a cohesive financial ecosystem. Opening an online bank account with ZilBank.com allows users to further simplify their payment management while saving time and resources. Check printing is made easy with a drag-and-drop feature for instant creation and compatibility with any printer. For customer convenience, businesses can create and send secure payment links to facilitate online transactions effortlessly. Moreover, the platform empowers companies to fund their payroll using credit cards, alleviating cash flow issues during payday, preserving cash reserves, and even earning rewards in the process. With these diverse payment options, Zil Money is positioned as a comprehensive solution for modern business financial needs.
-
QuantA cloud-based solution designed for managing retail spaces, product categories, and planograms is now available. It features intelligent automation that generates planograms based on sales data, ensuring that planograms remain up-to-date even across extensive retail networks with multiple locations. Quant serves as a comprehensive tool for Space Planning and Category Management, including functionalities for planograms, product ranging, shelf labels, POS printing, in-store communication, and marketing. Leveraging the advantages of cloud computing, Quant Cloud enables teams to collaborate on projects from anywhere in the world, accessing the same database seamlessly across various devices. There’s no requirement for complex infrastructure setups or additional strain on your IT resources. Our team of consultants is readily available to provide support, training your staff and facilitating data integration, allowing Quant to be operational in under 12 weeks. This efficient onboarding process means you can quickly start reaping the benefits of improved retail management.
What is Flowspring?
Enhance the growth of your assets under management with our cutting-edge competitive insights. Whether you are launching new products, optimizing your marketing strategies, revising your pricing structure, or planning your distribution tactics, Flowspring offers extensive support tailored to your needs. Our analytics are designed to help you navigate complex decision-making processes. If you think your competition is confined to funds within your specific category, you may be missing out on crucial insights. Flowspring uncovers the funds that are either attracting or losing your assets, which may extend beyond your immediate market category. Additionally, the competitive landscape is often quite uneven, presenting unique opportunities to focus on direct comparisons among funds that potential investors are considering. As both products and investor preferences shift over time, Flowspring's factor model of fund flows adeptly differentiates the influences of fees, performance, category movements, and other crucial factors, keeping you at the forefront of an ever-changing market. By utilizing this information, you can make strategic choices that foster sustainable growth and capitalize on emerging trends in the industry. Embracing these insights will empower you to outpace your competitors and optimize your asset management strategies effectively.
What is Backstop?
Backstop provides an exceptional suite of productivity software tailored for investment managers and institutional asset owners. Specifically designed for a variety of organizations, including foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop empowers asset managers and allocators with cutting-edge cloud-based tools that focus on enhancing capital raising and retention, optimizing research and portfolio management, and effectively addressing the needs of their primary stakeholders. Their primary products consist of Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile, all of which provide extensive support for a wide range of operational requirements. By utilizing these sophisticated tools, clients can greatly enhance their operational efficiency and overall effectiveness in the realm of investment management. Additionally, the integration of these solutions fosters a more collaborative environment, allowing teams to work seamlessly together toward achieving their investment goals.
Integrations Supported
AlternativeSoft
PitchBook
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
ISS MI
Date Founded
2017
Company Location
United States
Company Website
www.flowspring.com
Company Facts
Organization Name
Backstop Solutions Group
Date Founded
2003
Company Location
United States
Company Website
www.backstopsolutions.com
Categories and Features
Categories and Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
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
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations