Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
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PlaidPlaid operates as a global data network that supports various tools that help countless individuals achieve better financial well-being. Our goal is to create a financial ecosystem that is inclusive, competitive, and advantageous for all by streamlining payment processes and transforming the lending landscape. Collaborating with over 8,000 businesses, including popular fintech platforms like Venmo and SoFi, as well as numerous Fortune 500 firms, Plaid empowers users to have greater autonomy and flexibility in managing their finances. Based in San Francisco, the company's network encompasses more than 12,000 institutions across the United States, Canada, the United Kingdom, and Europe, ensuring a wide reach and impact in the financial sector. Additionally, Plaid is dedicated to fostering innovation that enhances user experiences in financial transactions.
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FundCountFundCount 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.
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Banker's DashboardMonitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.
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North OneIn the realm of American business banking, a desire for improved banking solutions led to the creation of North One. Entrepreneurs can swiftly open an account within minutes, allowing them to focus on building their businesses, generating employment, and supporting their communities despite the challenges they face. North One simplifies the management of the more complex aspects of running a business, enabling you to concentrate on your future goals. Tailored for freelancers, small enterprises, and startups throughout the nation, it offers smart integrations with existing tools for seamless payments, money tracking, and finance automation. Designed to streamline financial management, North One helps you dedicate your efforts to operating your business efficiently. Say goodbye to traditional banking hassles—no more branches, waiting in lines, or piles of paperwork. Your North One account is accessible anytime, anywhere, whether from your smartphone or computer. Additionally, it allows for the automatic creation of envelopes for essential expenses like taxes, payroll, and rent, ensuring that your financial obligations are always organized. With North One, you can focus less on banking logistics and more on your entrepreneurial journey.
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AlternativeSoftSince 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.
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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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Predict360Predict360, developed by 360factors, serves as a comprehensive risk and compliance management platform designed to streamline workflows and improve reporting for various financial institutions, including banks, credit unions, and insurance companies. This cloud-based SaaS solution consolidates essential components such as regulations, compliance management, risk assessments, controls, key risk indicators (KRIs), audits, policies, and training into one cohesive platform while offering powerful analytics and insights that help clients foresee risks and enhance compliance efforts. If your current Governance, Risk, and Compliance (GRC) system isn't equipped with an effective analytics and business intelligence tool for creating insightful reports for executives and board members, consider Lumify360 from 360factors. This predictive analytics platform can seamlessly integrate with any existing GRC, allowing you to maintain your workflow processes while equipping stakeholders with the timely reports and dashboards they require for informed decision-making. With these advanced tools at your disposal, you'll be better positioned to navigate the complexities of regulatory compliance and risk management.
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WorksectionTransform your approach to project management with Worksection, the online platform designed to simplify workflows and improve collaboration among team members. Suitable for teams of any size, the intuitive design of Worksection makes it user-friendly for individuals outside of the IT realm as well. With over 1,600 marketing agencies, design studios, software developers, law firms, and architectural practices relying on it, Worksection is adept at managing intricate projects with ease. Its integrated time tracking feature allows for effortless monitoring of billable hours, guaranteeing precise billing for clients. Featuring efficient task management, Gantt charts for meticulous planning, Kanban boards for visualizing progress, and centralized communication, Worksection ensures your projects remain on schedule from inception to completion. Additionally, comprehensive reports provide valuable insights into team performance, aiding in strategic decision-making. Integrate seamlessly with popular tools like Slack, Google Drive, and Zapier to enhance workflow efficiency across various platforms. With dedicated support always available, you can achieve your objectives more swiftly than ever. Join now to revolutionize your project management experience with Worksection and see the difference it makes in your team's productivity.
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CasebookCasebook offers customizable software solutions designed specifically for organizations in the human services sector, including social services agencies and community service nonprofits. We recognize that each organization has distinct needs and requirements, which is why our cloud-based solution is crafted to enhance efficiency throughout every stage, from intake to comprehensive reporting. What differentiates Casebook from standard information management software is our commitment to a personalized approach that directly addresses the needs of professionals in human services. By engaging with industry experts, we have ensured that our platform meets the essential demands for effective data management and regular reporting that practitioners depend on. When you select Casebook as your software partner, you gain access to a powerful platform that not only elevates service delivery and reporting but also streamlines your organization's overall operations for greater efficiency. We invite you to connect with us today to discover how Casebook can transform your human services processes for the better. Reach out to us to explore our specialized platform and learn about our flexible pricing options based on user needs that can scale with your organization.
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BILLBILL is a leading provider of cloud-based software that simplifies, digitizes, and automates back-office financial processes for small and mid-sized businesses. Our customers come from all industries, ranging from startups to established brands and nonprofits to franchises.
What is Rogo?
Transform your organization with cutting-edge generative AI solutions specifically designed for the finance industry. Rogo combines cutting-edge language models with extensive knowledge of financial services, allowing you to create the perfect AI platform tailored to your needs. By streamlining your research processes, you can make well-informed, data-driven decisions and produce insightful content in just minutes instead of days. Dive into an AI solution that is intricately aligned with the complexities of financial services. Rogo’s specialized financial AI is crafted to evolve, understanding the unique language and data specific to your organization. It adeptly searches, analyzes, and references millions of documents, including your proprietary internal data and an extensive external library, significantly minimizing the time required for manual research. Designed as a secure and purpose-built AI platform for leading financial institutions, Rogo aids in optimizing time management, revealing critical insights, and automating fundamental workflows. Leverage a wide range of productivity tools to improve your operations, enabling junior staff to focus on more strategic roles while allowing executives to handle their inquiries independently. This shift not only boosts efficiency but also cultivates an innovative culture within your organization, positioning you for future success. Embrace the potential of AI and watch your firm thrive in a competitive landscape.
What is Octopus?
Your system is designed to be fully operational within a single day and operates directly in the browser, negating the need for any local installations. It provides exceptional live chat support, enabling users to engage in simultaneous learning while using the platform. The offering includes thorough assistance for setup and data migration, as well as automated features for the import and export of external data. With a data warehouse IBOR, it effectively resolves double entry issues, facilitating trade capture through easy copy-and-paste actions. The platform provides interfaces for all counterparties and features automatic report generation for Daily NAV, Factsheets, Compliance, and more, complemented by a report scheduler that enables email alerts. Furthermore, it grants access to a vast array of Bloomberg data sets, pricing, and regulatory information covering over 50 million securities, all backed by dedicated servers situated in a highly secure data processing center close to SIX. Built on a UNIX architecture, this reliable and fast web application ensures secure VPN access at all times. Boasting extensive automation capabilities, the system allows for the effortless import of data from external sources and the automatic distribution of reports, making it possible to automate nearly every function within the octopus framework. This broad range of functionalities significantly boosts both operational efficiency and the overall user experience, making it an invaluable tool for businesses. Ultimately, the system stands out as a comprehensive solution that addresses various operational challenges effectively.
Integrations Supported
AdminPulse
Amazon Web Services (AWS)
Box
Dropbox
Google Cloud Platform
Google Drive
Microsoft Azure
Microsoft Excel
Microsoft OneNote
Microsoft Outlook
Integrations Supported
AdminPulse
Amazon Web Services (AWS)
Box
Dropbox
Google Cloud Platform
Google Drive
Microsoft Azure
Microsoft Excel
Microsoft OneNote
Microsoft Outlook
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$2,900 per month
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
Rogo
Date Founded
2021
Company Location
United States
Company Website
rogo.ai/
Company Facts
Organization Name
Finanzinformatik IT
Date Founded
2004
Company Location
Switzerland
Company Website
www.octo21.com
Categories and Features
Artificial Intelligence
Chatbot
For Healthcare
For Sales
For eCommerce
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio 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