Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
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Dynamo SoftwareDynamo 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.
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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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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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ZenTreasuryZenTreasury is an all-in-one cloud-based platform designed for modern finance teams who need full control over IFRS 16 lease accounting and treasury operations. Whether you manage a few dozen or several thousand contracts, ZenTreasury replaces manual spreadsheets with automation, compliance, and real-time visibility. Lease Accounting Capabilities: Full IFRS 16 compliance Automated classification, reassessment, and modifications Accurate journal entries and disclosure reports Multi-currency and multi-entity support Cost center allocations and optional asset-level tracking Role-based access control with detailed audit trails Rapid onboarding with an intuitive user experience Treasury Features: Centralized register for loans, guarantees, FX trades, and derivatives Cash flow forecasting and liquidity planning Treasury accounting entries Internal loan and interest rate management Simplified approvals and process workflows ZenTreasury supports seamless integration into your existing system landscape, helping you maintain accurate records and ensure financial transparency without the complexity of traditional ERP modules. The platform is hosted on enterprise-grade cloud infrastructure with strict security controls, supporting companies in regulated industries and high-growth environments. It is scalable, fast to implement, and backed by expert support. Trusted by enterprises worldwide, ZenTreasury is used across industries and regions by organizations looking to digitize financial operations, reduce compliance risk, and gain better insight into lease liabilities and financial instruments. Whether your priority is automating IFRS 16 reporting or improving treasury control, ZenTreasury delivers a complete solution to modernize your finance function with confidence.
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WallesterWallester is an Estonian-licensed financial institution and has been an official Visa partner since 2018, specialising in innovative digital financial solutions and card issuance. We empower companies across the European Economic Area (EEA) and the UK to streamline payments, launch branded cards, and scale efficiently. What we do: White-Label Solution with Embedded Finance Our solution enables businesses to integrate financial services directly into their platforms—a concept known as embedded finance. White-Label allows companies to launch branded payment cards tailored to their specific needs, enhancing customer experiences and opening new revenue streams. We ensure a swift time-to-market with simplified integration and dedicated support from our implementation team. Wallester Business: Corporate Expense Management It is designed to modernise corporate expense management. Wallester Business provides companies with instant access to virtual and physical Visa cards, streamlining financial processes through a modern app and comprehensive portal. Features include expense tracking, budget analytics, and seamless integration with accounting systems to enhance financial oversight and efficiency. Discover how Wallester can transform your financial operations and drive your business forward. Learn more and follow us on LinkedIn, Instagram (@wallester_com) or Facebook (@Wallester).
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B2iB2i Technologies offers customizable, fully integrated corporate and investor relations website solutions built to provide full control and seamless connectivity. Our platform is developed to fit naturally within a company’s existing corporate website, instead of requiring a move to a proprietary hosting platform. With modular data components, ready-to-use APIs, and a dedicated WordPress plugin, we deliver complete investor relations capabilities directly inside your existing digital framework. Unlike many competing providers that place IR content on proprietary systems or separate subdomains, our approach takes a different path.
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NMI PaymentsNMI Payments transforms payments from a backend function into a strategic growth driver. Designed for software companies. SaaS platforms, ISVs and ISO partners, it enables you to embed, brand, and monetize payments directly within your software—without becoming a PayFac or taking on compliance complexity. As a full-stack processor, acquirer, and technology partner, NMI manages underwriting, risk, and regulatory oversight behind the scenes. The result: faster go-to-market, stronger brand control, and new recurring revenue streams. With modular design and white-label flexibility, NMI adapts to your business model, whether you’re processing payments online, in-store, in-app, or unattended. Key Benefits Launch white-labeled payments in weeks, not months Control pricing, share in transaction revenue, and own the customer relationship Built-in compliance, risk, and fraud prevention tools Flexible integration via no-code, low-code, or full API access Developer-First Experience NMI’s developer environment bridges business and technical needs. Developers gain instant sandbox access, prebuilt SDKs, and intuitive APIs to test, integrate, and deploy quickly. Guided onboarding, dynamic sandbox simulations, and drop-in components make payments easier to build and maintain. Business teams can explore revenue opportunities through self-service tools and instant earnings insights. With NMI Payments, you can embed and scale payments without losing control—powering faster launches, stronger retention, and lasting growth
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TicketsauceMany ticketing platforms suffer from being outdated, costly, lacking customer support, or a combination of these issues, which is why Ticketsauce and NIGHTOUT have joined forces to fill a gap that others overlook: a comprehensive event ticketing and marketing solution with honest and clear pricing. - Complete White Label Solution A fully customizable white label ticketing option enables you to personalize event pages, tickets, and management software, allowing you to sell your brand's ticketing service while maximizing your revenue potential. - Venue Management and Seating Arrangements Design personalized booth layouts and seating configurations tailored to any venue, offering the flexibility to mix seating with general admission tickets or sell individual seats at a table. - Hosting Virtual and Livestream Events Making money from virtual events is now simpler than ever, as you can run events on multiple platforms while showcasing customized banner advertisements and still keep your sponsorship earnings intact with our versatile event tools. - Strategic Marketing Gain valuable visibility through the NIGHTOUT Marketplace and its partner network, ensuring your events reach the right audience through various channels, including websites, mobile platforms, and newsletters, thus enhancing the chances of attendance. In a landscape where many ticketing services fall short, our innovative approach promises to elevate the event experience for both organizers and attendees alike.
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ND WalletND Wallet is a highly customizable, white-label crypto wallet solution designed for businesses eager to deploy their own secure, non-custodial wallet quickly and efficiently. It supports multiple major blockchains including Bitcoin, Ethereum, Solana, Polygon, and TRON, along with essential token standards such as ERC-20, TRC-20, and SPL, as well as NFTs, ensuring broad digital asset compatibility. Built using cutting-edge MPC technology and end-to-end encryption, ND Wallet guarantees full user control over private keys, enhancing security and privacy. Optional KYC/AML integration is available for businesses needing to comply with regulatory frameworks. The wallet is available on both iOS and Android platforms, featuring real-time transaction tracking and seamless Web3 login for enhanced usability. ND Wallet also offers an optional secure messenger that allows users to send crypto payments directly within chat conversations. Its extensive UI customization options enable businesses to create a branded experience tailored to their unique needs. This solution is ideal for startups, NFT marketplaces, DeFi projects, and enterprises looking for a fast-to-market wallet with deep blockchain integration. The white-label approach ensures companies can maintain their brand identity while offering top-tier security and functionality. ND Wallet simplifies wallet deployment, allowing businesses to focus on growth while providing users with a secure and feature-rich crypto experience.
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Centrex SoftwareOur robust Customer Relationship Management (CRM) system is designed to enhance productivity, boost revenue generation, and foster better customer engagement. You can effectively oversee your advance and loan portfolio while benefiting from seamless integration with ACH processors. The platform also features a broker portal and comprehensive syndicate reporting capabilities. Engage your audience through email and SMS campaigns, manage incoming and outgoing SMS communications, and monitor email open rates, among various other features. ClixSign® facilitates the electronic signature process for any document, allowing you to track when up to eight signers have viewed and signed them. Your clients can utilize a personalized portal that enables them to upload necessary documents, check messages, and monitor their balances and payments. With our cutting-edge contact and deal management software, you gain a clear view of the entire sales pipeline. Additionally, Centrex Software specializes in providing tailored software development services, aiding clients in creating web and mobile applications for a wide range of needs, ensuring that they have the right tools to succeed in their business endeavors. This combination of features and services empowers companies to operate more efficiently and effectively.
What is Fortress?
In the current digital environment, investors expect to have 24/7 access to their investment portfolios. Fortress provides this availability across all devices, improving client engagement through an intuitive digital platform. Completely white-labeled, Fortress integrates effortlessly with your branding, offering additional benefits to your clients while prioritizing a secure and user-friendly online experience. This solution not only enhances the bonds with clients but also solidifies your brand's visibility in the competitive digital landscape. Furthermore, by utilizing Fortress, firms can ensure they meet the evolving demands of tech-savvy investors.
What is Axys?
Enhance your portfolio management and accounting procedures with a holistic approach that reduces reliance on IT support. In wealth management, nurturing client relationships is vital, and the time dedicated to clients is irreplaceable. SS&C Advent’s Axys® provides a wide array of prebuilt reports along with user-friendly customization features, allowing firms to improve efficiency and minimize time spent on various tasks. As a key part of the powerful Advent Investment Suite, Axys is engineered to increase your productivity, enhance accuracy, and offer a clear view of your portfolios and their performance, all while allowing you to retain your existing operational processes. The platform seamlessly automates the reconciliation of trade details, settlement data, transactions, and positions. Ultimately, SS&C Advent’s leading portfolio management solution injects speed, precision, and flexibility into every facet of your portfolio management and accounting practices, empowering you to dedicate more time to client engagement rather than administrative duties. This transformation not only fosters stronger relationships but also drives better outcomes for both clients and the firm.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
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
BRT
Date Founded
2004
Company Location
Switzerland
Company Website
www.brt.ch/fortress
Company Facts
Organization Name
SS&C Advent
Date Founded
1983
Company Location
United States
Company Website
www.advent.com/solutions/axys/
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
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