PureFacts Wealth Management vs. Boldin

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.

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.

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 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.

Jiminny stands out as a premier Conversation Intelligence platform that captures and evaluates vital market insights through video, voice, and email communication. Utilizing advanced AI technology, it streamlines data entry into CRM systems, thus freeing up valuable time for your team and enhancing overall productivity. This allows revenue teams to concentrate on smarter selling techniques, leading to accelerated growth and a higher number of closed deals. The platform features an intuitive design and provides actionable insights, enabling managers to successfully nurture their teams while allowing executives to make informed, data-backed decisions with confidence. Users experience tangible ROI within just six months, thanks to a smooth onboarding process and an easy-to-navigate interface. By harnessing Jiminny's capabilities, your business can turn conversation intelligence into a significant catalyst for revenue advancement and long-term success.

Significantly improve the speed and quality of Radiology reporting by reducing unnecessary dictation, particularly for ultrasound and DEXA. Imorgon transfers modality measurements into Powerscribe/Fluency/RadAI merge fields/tokens, eliminating manual entry errors. Imorgon's specialized services offer the following advantages: - All measurements are always transferred (usually DICOM SR) - Electronic worksheets capture findings and insert them into Powerscribe/Fluency/RadAI (rather than dictating from a worksheet) - Worksheets with priors, calculators, and clinical decision support (TI-RADS, O-RADS, etc) - Integrate into Epic or other EHRs - Vendor neutral - Support to ensure everything continues working Significant improvement in the overhead of reporting with a quick ROI.

Transform your chiropractic practice with ChiroTouch, a solution backed by nearly 25 years of specialized expertise. Tailored specifically for chiropractors, our EHR and practice management software incorporates advanced features that streamline workflows and enhance operational efficiency. By reducing the burden of administrative tasks and customizing to fit your specific needs, ChiroTouch significantly improves patient care from appointment scheduling to outcomes assessment, enabling you to focus more on your patients' health and satisfaction. With ChiroTouch, you will experience a marked decrease in administrative challenges and an enhancement in patient interactions, freeing you to dedicate more time to care. Effortlessly maintain compliance and security while our software minimizes claim denials and accelerates your revenue cycle, alleviating billing pressures and encouraging the growth of your practice. Join the community of 36,000 providers across 12,500 practices that have adopted ChiroTouch, and unlock new possibilities for efficient chiropractic management and improved patient outcomes. By making this transition, you are not only investing in your practice but also in the well-being of your patients.

The Orion Practice Management System provides vital information right on your desktop, streamlining all essential elements for your legal practice, such as Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this innovative system enables law firms to move effortlessly from a broad overview to specific details with exceptional efficiency and ease, available in real-time and on-demand. By managing the data-collection process, the Orion Practice Management System allows you to quickly evaluate the firm’s health and operational status whenever needed. Built with flexibility in mind, this system enables each user to tailor their profiles and save personal preferences, guaranteeing a customized experience with every login. This customization includes options for selecting which columns to show, defining the sorting order—whether ascending or descending—and modifying the arrangement of various sections on the interface. Furthermore, this level of personalization not only boosts productivity but also ensures that each individual can operate in a manner that aligns with their specific working style. Ultimately, the Orion Practice Management System transforms the way legal professionals engage with their daily tasks, making processes more intuitive and user-friendly.

The Resco Mobile App Development Toolkit serves as a no-code solution for crafting tailored mobile business applications that enhance platforms such as Microsoft Dynamics 365, Power Platform, Business Central, and Salesforce. This toolkit is particularly beneficial for partners and independent software vendors (ISVs), allowing them to develop scalable, white-labeled applications suited for various sectors, including utilities, energy, construction, and field services. Featuring offline capabilities and secure data synchronization, users can create mobile solutions geared towards inspections, asset management, and work orders, among other functionalities. The intuitive drag-and-drop interface simplifies the customization process, enabling users to design workflows, forms, and dashboards without requiring programming skills. This development toolkit not only facilitates the creation of specialized mobile solutions that expand CRM and ERP functionalities but also addresses the unique requirements of frontline employees. By delivering branded applications and modernizing field operations, businesses can potentially unlock new revenue opportunities and provide clients with dependable, sector-specific mobile technology. Resco's adaptable and robust toolkit presents a significant opportunity for growth and innovation in mobile app development.

Elation Health stands out as the premier platform for primary care, enabling 32,000 healthcare providers to offer tailored care to more than 16 million patients. By utilizing a clinically-focused electronic health record system, along with integrated billing solutions and AI-driven tools, Elation enhances care processes, ensuring that independent practices can flourish in a competitive landscape. This commitment to innovation not only improves patient outcomes but also streamlines operations for practitioners.