Passthrough vs. FundCentre Reporting

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.

ARGOS Identity helps compliance and operations teams verify people and review documents with two products: ARGOS ID Check and ARGOS Omni. With ARGOS ID Check, users verify themselves in a hosted flow: they capture their ID, take a selfie and pass a liveness check, and the result arrives as approved, rejected or pending. Behind it, ID Check reads 4,000+ ID document types from 200+ countries, checks the ID for forgery, matches the face to the ID photo, screens users against sanctions and PEP lists and keeps monitoring them. Your team sets the approval thresholds and custom policy rules, and cases that need judgment go to reviewers as pending. With ARGOS Omni, a Review Ops Agent, reviewers write their criteria in plain language. Omni turns them into a playbook and reviews each case the way the team would: it checks that the required documents are there, extracts and compares the data, screens names against AML watchlists, and returns verified, rejected or pending_review with the reason and evidence for every decision. Teams use it for business customer onboarding (KYB), vendor onboarding, corporate telecom subscription review and insurance claims. Pricing is usage-based and quoted by sales.

Sumsub is an all-encompassing verification platform that facilitates global customer onboarding, accelerates access, lowers expenses, and combats digital fraud effectively. By integrating robust verification processes with enhanced conversion rates across the globe, Sumsub offers a comprehensive suite tailored to diverse requirements, including KYC/AML checks, KYB verifications, payment fraud mitigation, and facial recognition authentication. This versatility not only streamlines operations for businesses but also enhances user experience, making it a preferred choice in the realm of digital verification solutions.

An all-encompassing solution for confirming identities, detecting fraud, and ensuring compliance is now available. iDenfy employs a three-tiered approach to identity verification, safeguarding startups, financial institutions, online gambling platforms, streaming services, rideshare companies, and various other digital enterprises from identity fraud. This method effectively shields organizations from the most harmful types of identity fraud that can occur. The platform provides an extensive range of fraud prevention tools, such as business verification, proxy detection, fraud scoring, and anti-money laundering (AML) screening, alongside ongoing monitoring and NFC verification, among other services to combat fraud. Since its inception prior to the establishment of AML, GDPR, and various fraud regulations, iDenfy has been at the forefront of the identity verification industry, mastering the complete verification process by integrating AI biometric recognition with meticulous manual checks to confirm the authenticity of users. Utilize our ID verification software to potentially reduce identity verification expenses by up to 40%, as you will only incur costs for successful verifications. By employing iDenfy, businesses not only enhance their security measures but also streamline their operational efficiency.

Around the world, teams focused on risk management, procurement, and compliance face increasing demands to navigate the challenges posed by geopolitical and business risks. The intricacies of both domestic and international operations, alongside a myriad of regulations, significantly influence third-party risks. Therefore, it is essential for organizations to take a proactive approach in managing their relationships with third parties. This innovative platform, leveraging the D&B Data Cloud's extensive database of over 520 million global business records and more than 2 billion updates each year, serves as an AI-driven tool that continually assesses and mitigates counterparty risk. D&B Risk Analytics incorporates top-tier risk data, providing alerts on high-risk transactions and identifying connections across a billion data points, all of which empower businesses to make well-informed choices. Additionally, the platform's intelligent workflows facilitate rapid and comprehensive screening processes, ensuring timely alerts on critical business metrics. As a result, companies can enhance their risk management strategies and improve their overall operational resilience.

Wallester 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).

Mortgage Automator gives private and hard money lenders across the US and Canada a single platform to run their entire lending operation, from the first loan application to final payoff. Instead of piecing together spreadsheets, email, and disconnected software, teams manage origination, underwriting, servicing, and fund reporting in one place. The platform handles the repetitive work that eats up staff time: generating commitment letters, loan agreements, and discharges on demand, calculating interest and payments automatically, and keeping deals moving through a customizable pipeline. Borrowers, brokers, and investors each get their own branded portal for secure, real-time access to statements and updates, cutting down on status-check emails and phone calls. Lenders managing outside capital also get dedicated fund management tools to track investor positions and generate clear reporting, which helps build trust with the people funding their loans. Because workflows adapt to different loan types and deal volumes, lending teams can take on more business without a proportional increase in headcount, backed by onboarding and support built specifically for private and hard money lenders.

Manage 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.

B2i 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.

Adaptive serves as the premier human security platform tailored for the age of artificial intelligence. The landscape of threats has transformed dramatically due to AI advancements; deepfakes enhance the authenticity of social engineering, while AI-driven phishing simplifies the execution of complex attacks, and the swift integration of AI tools within organizations presents new vulnerabilities. To combat these challenges, Adaptive unifies security awareness training, phishing simulation, email security, and AI governance, effectively safeguarding every entry point in the workplace. This platform equips employees with the knowledge to recognize and confront new threats, mitigates sophisticated attacks in their inboxes, and oversees the secure utilization of AI and related tools. Each component of the service collaborates seamlessly, aggregating insights from employees, emails, web browsers, and devices to perpetually assess and diminish human-related risks. With over 2,000 top-tier organizations placing their trust in Adaptive, the platform boasts an impressive rating of 4.9 out of 5 on G2 and Gartner, along with an NPS score of 94. It has garnered recognition from esteemed publications such as Fortune and Fast Company and has been showcased by major outlets like CNN, BBC, WSJ, Politico, and Variety. Additionally, Adaptive has successfully secured over $100 million in funding from prominent investors, including OpenAI and NVIDIA, underscoring its significant impact on the industry.