Geneva vs. Advent Portfolio Exchange

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.

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.

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.

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.

Property Matrix stands out as a premier solution for managing residential, commercial, and mixed property portfolios. This fully cloud-based system is crafted for mobility, allowing you to access your property management tools in real-time from any device, which means you can oversee your assets from virtually anywhere. The software boasts enterprise-level accounting capabilities, adept at addressing even the most intricate financial requirements, alongside customizable reports, templates, and workflows tailored specifically to your business needs. Among its essential features are tenant and owner portals, automated lease generation, online application processes, check scanning functionality, and integrated marketing tools that effortlessly post vacancies to leading listing sites with a single click. Property Matrix also enhances maintenance management by enabling tenants to submit requests online while allowing vendors to effectively oversee work orders. Its sophisticated CAM management, adjustable settings, and powerful automation capabilities help streamline operations, thereby saving time and lowering costs. Supported by top-tier customer service, Property Matrix is designed to scale smoothly, accommodating property managers whether they oversee 50 or 5,000 units. The platform has garnered the trust of property managers around the globe, who rely on it to boost efficiency, elevate tenant satisfaction, and foster business growth, all while simplifying their management tasks. With its innovative tools and robust support, Property Matrix is not just a software solution; it is a comprehensive partner in property management success.

STORIS provides specialized ERP software solutions designed specifically for the home furnishings and appliance sector. Drawing on over 35 years of industry expertise, STORIS creates tools that cater to the unique operational requirements of retailers. Its comprehensive ERP platform seamlessly integrates essential business functions such as Point of Sale, Inventory Management, Logistics and Distribution, Buying Tools, Customer Service, Accounting, Financing, Reporting, Business Intelligence, and System Tools. Additionally, STORIS NextGen is a cloud-based, mobile-friendly solution that significantly reduces transaction processing time from 35 minutes down to just 4-6 minutes. This remarkable improvement not only boosts operational efficiency but also enhances the overall customer experience. By offering integrated, industry-specific solutions, STORIS empowers retailers to optimize their operations and effectively manage their businesses in a competitive marketplace. Furthermore, the flexibility and accessibility of STORIS NextGen allow businesses to adapt quickly to changing demands.

Sage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.

KPI Fire assists organizations in structuring and measuring enhancement initiatives that align with their strategic goals and key performance indicators. This platform is particularly beneficial for enterprises focused on Continuous Improvement, Operational Excellence, Lean methodologies, Six Sigma, or initiatives aimed at reducing costs. By streamlining processes, KPI Fire not only saves valuable time but also offers an effective method for companies to ensure accountability regarding their investments in time and resources for improvement projects. Additionally, KPI Fire eliminates the need for cumbersome, intricate spreadsheets and templates, allowing businesses to efficiently manage their continuous improvement programs in a manner they wish they could handle personally. Highlighted Features and Applications: KPI Fire excels in overseeing a Continuous Improvement (CI) program, facilitating idea generation, project launches, and tracking benefits. Strategic Implementation: Organizations can outline their strategic goals and connect the relevant metrics to assess progress, as well as establish target values to aim for. Idea Management: Improvement Ideas are gathered as potential projects and are ranked according to their effort versus impact, ensuring alignment with the defined strategies, which enhances the decision-making process. This structured approach not only fosters a culture of innovation but also drives tangible results in achieving organizational objectives.

Rent Manager is an all-encompassing software solution for property management, accounting, customer relationship management, marketing, reporting, and facility maintenance, designed to empower users with the ability to oversee various property types effectively. This platform offers extensive customization options, allowing users to modify numerous features such as report generation, interface aesthetics, and individualized information display tailored to each user’s needs. With its robust double-entry accounting system, users can meticulously monitor every financial detail, whether they are managing a single property or an extensive portfolio of hundreds. By streamlining everyday operations, Rent Manager significantly cuts down on the time spent on routine tasks, enabling users to dedicate more efforts toward expanding their business ventures. The accompanying rmAppSuite Pro mobile application further enhances accessibility, allowing property managers to retrieve and manage their data on-the-go for tasks like conducting inspections, communicating with tenants, and tracking violations directly from their mobile devices. Additionally, Rent Manager boasts an extensive library of over 450 pre-built reports, equipping users with the necessary insights to address critical operational inquiries, ranging from financial health to service-related issues, occupancy rates, and leasing activities. This comprehensive approach ensures that property managers have all the tools they need for efficient and effective property oversight.