Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
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AllvueAllvue 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.
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InnoslateSPEC Innovations offers a premier model-based systems engineering solution aimed at helping your team accelerate time-to-market, lower expenses, and reduce risks, even when dealing with the most intricate systems. This solution is available in both cloud-based and on-premise formats, featuring an easy-to-use graphical interface that can be accessed via any current web browser. Innoslate provides an extensive range of lifecycle capabilities, which include: • Management of Requirements • Document Control • System Modeling • Simulation of Discrete Events • Monte Carlo Analysis • Creation of DoDAF Models and Views • Management of Databases • Test Management equipped with comprehensive reports, status updates, outcomes, and additional features • Real-Time Collaboration Additionally, it encompasses numerous other functionalities to enhance workflow efficiency.
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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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D&B Risk AnalyticsAround 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.
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SafeticaSafetica Intelligent Data Security ensures the protection of sensitive enterprise information no matter where your team operates. This international software organization specializes in providing solutions for Data Loss Prevention and Insider Risk Management to various businesses. ✔️ Identify what needs safeguarding: Effectively detect personally identifiable information, intellectual property, financial details, and more, no matter where they are accessed within the organization, cloud, or on endpoint devices. ✔️ Mitigate risks: Recognize and respond to dangerous behaviors by automatically detecting unusual file access, email interactions, and online activities, receiving alerts that help in proactively managing threats and avoiding data breaches. ✔️ Protect your information: Prevent unauthorized access to sensitive personal data, proprietary information, and intellectual assets. ✔️ Enhance productivity: Support teams with live data management hints that assist them while accessing and sharing confidential information. Additionally, implementing such robust security measures can foster a culture of accountability and awareness among employees regarding data protection.
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MoxoMoxo’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.
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BorealisAll activities related to stakeholder engagement can be efficiently overseen from a single platform, with the option to incorporate additional modules that enhance governance, environmental, and social aspects. Borealis' Stakeholder Engagement module equips users with essential tools to develop impactful engagement strategies, foster stronger connections with stakeholders, and align operations with recognized industry standards. By centralizing all stakeholder information, the Stakeholder Engagement module streamlines access and simplifies your workload, allowing for more efficient management. Cultivate stakeholder trust through a validated approach. Plan Link your engagement strategy directly to its execution. Borealis offers a mapping tool that simplifies stakeholder analysis, enabling you to prioritize resource distribution effectively. Engage Enhance communication with stakeholders by making it more relevant and timely. Utilizing AI-driven machine learning, Borealis ensures that records remain organized and continually updated. Measure Demonstrate compliance with constantly changing standards. Borealis facilitates easy tracking of progress, creation of comprehensive reports and documentation, and showcases the tangible effects of your initiatives on stakeholder relationships. In this way, you can not only maintain transparency but also build credibility with your stakeholders.
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EldermarkEnhancing workflow processes, optimizing revenue, advancing business development and marketing, along with improving clinical outcomes, can be achieved effectively. By seamlessly connecting your entire community, you can empower your staff to enhance their performance while gaining a comprehensive overview of your community's financial health. This approach will equip you with proactive insights necessary for streamlining operations and maximizing revenue potential. Centralizing all clinical and business activities onto a single platform will provide you with simplified solutions, economies of scale, and heightened security, essential for delivering top-notch care. Furthermore, you'll gain deeper insights into your performance in relation to financial and occupancy targets, staff safety, and satisfaction levels, enabling you to address the numerous challenges you encounter daily. Ultimately, this integrated strategy will facilitate a more efficient and effective care environment.
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CanditechCanditech equips HR professionals and hiring managers with the tools they need to make swift, confident, and impartial hiring choices. Its comprehensive testing platform assesses both technical and interpersonal skills through job simulation evaluations that encompass a range of tasks such as coding, SQL, Excel, and video communication. These assessments serve as strong indicators of a candidate's future job performance and overall fit for the role. By adopting a holistic perspective, the platform enables recruiters and hiring managers to fairly evaluate candidates for various positions across the organization, including departments like R&D, Marketing, Sales, and Customer Support. Candidates are also given the opportunity to demonstrate their technical abilities alongside their soft skills, fostering a positive experience throughout the hiring process. From the outset, the platform delivers impressive returns on investment: ✅ Cut down the time-to-hire by 50% ✅ Minimize unnecessary interviews by 80% ✅ Enhance diversity in hiring and mitigate bias Ultimately, Canditech not only streamlines the hiring process but also promotes a more equitable evaluation of potential employees.
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Valant Behavioral Health EHRConcentrate your efforts on delivering outstanding, data-informed care using Valant, the comprehensive EHR and practice management solution specifically crafted for behavioral health practices, regardless of their size. Valant is designed to enable you to minimize the time spent on administrative duties, allowing for more focus on providing high-quality care to both individuals and groups. Streamline your workflow by: - Alleviating documentation burdens with a system that automatically creates clinical narratives, nearly finishing your notes for you. - Scheduling over 80 integrated, reportable outcome measures to be sent to patients automatically via the MYIO Patient Portal prior to their appointments. - Allowing the system to generate a coded charge when you document appointments. - Automating the patient onboarding experience so intake packets are readily available for patients to sign within their portal. - Receiving service requests directly through your EHR, effectively managing new patient inquiries, and obtaining a data-driven match score for prospective patients, thereby enhancing your practice's efficiency and patient satisfaction.
What is Provisian?
Provisian provides an efficient platform for creating financial strategies, assessing risks, and offering financial guidance all in one place. Users can simulate various market conditions to reduce risks and make informed decisions. With direct access to over 11,000 financial institutions, Provisian fosters better collaboration with clients while enabling effective performance tracking. The platform is supported by a committed team that is available around the clock, ensuring assistance whenever needed. Clients can build robust relationships through a comprehensive financial profile that not only predicts outcomes but also minimizes risks and facilitates informed decision-making. A centralized portal and intuitive reporting tools simplify communication and enhance user experience. Investment approaches can be tailored to fit each client’s individual risk tolerance and objectives. Users are also given the tools to visualize and adjust the fundamental assumptions that drive anticipated results. Additionally, the platform supports Monte Carlo simulations to guide users in making prudent financial choices, while a multitude of innovative simulations helps identify the most probable outcomes. By utilizing these advanced tools, financial advisors can better understand market trends and meet their clients' diverse needs, ultimately leading to more personalized service. This comprehensive approach ensures that clients receive advice that is not only timely but also tailored to their specific financial journey.
What is Boldin?
This financial wellness platform offers tailored solutions that address the varying needs of different businesses. By leveraging its APIs, users have the ability to develop tools that deliver comprehensive financial forecasts. The white-label planner provides an extensive do-it-yourself financial planning experience, and interactive calculators can be easily integrated into websites to engage users effectively. Moreover, the platform emphasizes education and training to boost users' financial confidence and knowledge. Financial advisors are provided with sophisticated tools that facilitate close collaboration with clients on their financial strategies. In addition, the platform employs a holistic approach, boasting the Financial Projection Engine (FPE) for meticulous financial calculations, which enables individuals to make informed decisions regarding their financial and time management. The integration process is designed to be user-friendly, whether through customizable planners or APIs, ensuring seamless alignment with a company’s goals. Ultimately, this adaptable platform not only assists businesses but also aims to enhance the financial health of their clients, fostering a more financially literate society. By prioritizing user experience and comprehensive support, it stands out as a leader in financial wellness solutions.
Integrations Supported
Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
Robinhood
SoFi
Vanguard
Wells Fargo Business Checking
Integrations Supported
Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
Robinhood
SoFi
Vanguard
Wells Fargo Business Checking
API Availability
Has API
API Availability
Has API
Pricing Information
$75 per month
Free Trial Offered?
Free Version
Pricing Information
$120 per year
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
Provisian
Company Website
provisian.com
Company Facts
Organization Name
Boldin
Date Founded
2015
Company Location
United States
Company Website
www.boldin.com/retirement/enterprise/home/