Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
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.
-
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.
-
ZenTreasuryZenTreasury 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.
-
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.
-
SharesightSharesight 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.
-
enforzaEnforza is an innovative cloud-managed firewall solution that aims to streamline perimeter security across multiple cloud environments. This platform boasts strong capabilities in firewall management, egress filtering, and NAT Gateway functionalities, ensuring uniform security measures across diverse cloud settings and geographical locations. By converting your Linux instances—whether they are hosted on-site or in the cloud—into managed security appliances, enforza serves as a cost-effective alternative to traditional options like AWS Network Firewall, Azure Firewall, and standard NAT Gateways, all while eliminating data processing fees. Notable Features: Effortless Installation: You can set up the enforza agent on your Linux instance with just one command. Centralized Management: Register your device through the enforza portal for streamlined oversight. User-Friendly Interface: Effortlessly create and enforce security policies across different environments thanks to an intuitive management interface. With enforza, organizations can attain enterprise-level security while avoiding the intricacies and expenses linked to conventional cloud-native solutions, allowing businesses to focus on their core operations.
-
ZinreloZinrelo is a sophisticated, enterprise-level loyalty platform that operates on a SaaS model, enabling brands to create comprehensive rewards programs. By integrating advanced technology with in-depth data analytics and continuous strategic guidance, Zinrelo enhances various aspects of customer loyalty such as transactional, social, advocacy, engagement, behavioral, and emotional dimensions. Three primary factors that establish Zinrelo as a reliable choice for brands around the world are its distinctive data analytics capabilities that facilitate contextual decision-making, a robust and secure technology framework that scales effectively, and ongoing strategic consultations aimed at fostering continuous improvement. The Zinrelo loyalty rewards platform is packed with essential features tailored for mid-sized to large enterprises, ensuring a broad range of functionalities to meet diverse business needs. Key features of the platform include comprehensive customer engagement strategies, an integrated referral program, multiple reward tiers, a powerful marketing promotions engine, and a fully customizable member dashboard. Additionally, it supports omni-channel program implementation, offers flexible rewards options, and automates email notifications, while providing detailed reporting capabilities with downloadable options. The platform also accommodates transactions in 100 different currencies, including USD and EUR, and features multi-language support, among other enhancements, all designed to elevate the customer experience.
-
Cloud ClaimsAPP Tech has been at the forefront of implementing an incident-based methodology in claims and risk management since its inception in 2003, providing advanced technological solutions to a wide array of clients throughout North America. Our integrated systems have enhanced efficiency and scalability in claims management, improved visibility, accelerated response times, reduced premium costs, and mitigated risk events for numerous customers. Cloud Claims by APP Tech stands out as an acclaimed software solution for risk management and claims processing. Designed specifically for self-insured organizations, third-party administrators, and businesses aiming to monitor their claims and losses, IMS facilitates comprehensive management of the claim lifecycle—from the initial incident report to payment processing and collections. The platform boasts a rich assortment of features that empower users with full oversight of both their claims and associated risk data, including incident and claims management, collaborative tools, detailed reporting, and insurance tracking, among many others. We take great pride in our flawless implementation success and outstanding customer retention rates, which stem from our dedication to thoroughly understanding our clients’ unique demands and delivering tailored solutions that effectively address those needs. Furthermore, our ongoing support ensures that clients maximize the benefits of our software long after implementation.
-
XpertCodingXpertCoding, developed by XpertDox, is an innovative AI-driven medical coding solution that leverages cutting-edge artificial intelligence, machine learning, and natural language processing to rapidly process medical claims within a 24-hour timeframe. This software not only optimizes the coding workflow but also contributes to quicker and more precise claim submissions, enhancing financial outcomes for healthcare providers. Among its numerous features are a detailed coding audit trail, reduced reliance on human oversight, a module aimed at improving clinical documentation, seamless connectivity with electronic health record systems, a robust business intelligence platform, a flexible pricing model, a notable decrease in coding costs and claim denials, and a risk-free implementation process that includes no upfront costs along with a complimentary first month of service. By utilizing XpertCoding's automated coding system, healthcare organizations can ensure prompt payments, streamlining their revenue cycle and allowing them to concentrate more on delivering quality patient care. Opt for XpertCoding to experience dependable, efficient, and accurate medical coding that is specifically designed to meet the needs of your practice and improve overall operational effectiveness.
-
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.
What is Social Security Timing?
The Social Security Timing® Software is specifically crafted to help you fine-tune your clients' approaches to claiming Social Security, ultimately boosting their retirement wealth. This innovative tool simplifies the complex world of Social Security, enabling you to pinpoint the exact month and year your clients should file for benefits, as well as the amount they will receive following the earnings test, which could lead to an increase in retirement income by up to $100,000. A crucial component of the software, known as What’s at Stake, emphasizes the significant differences between just satisfactory and truly optimal choices for accessing Social Security. In addition, the Break-even Chart provides valuable insights into which strategy performs best under varying life expectancy situations. The software also automatically produces the four most common options specifically designed for married couples, streamlining the process of presenting complete alternatives to your clients. By leveraging this powerful tool, financial advisors are empowered to make educated decisions that can dramatically influence their clients' financial destinies, ensuring a more secure retirement. This comprehensive approach not only enhances client satisfaction but also strengthens the advisor-client relationship through informed financial planning.
What is Kitt?
Just fill out our online form, and we will handle everything from there. If you would rather speak with someone directly, you can arrange a call with us, and we will walk you through the sign-up process in detail. Should you be working with another manager currently, we will take on the delicate task of notifying them that we will be assuming responsibility for your account. Additionally, we will collaborate with them to gather all the necessary paperwork to facilitate a seamless transition. If you’re concerned about being tied to a contract with your existing manager, don’t hesitate to contact us, and we will strive to negotiate a favorable solution for you. We pride ourselves on our flexibility, as we do not impose any long-term commitments. Although we are confident that you will appreciate the services KITT offers, we recognize that situations may change, and we will not pressure you to stay if you’re not satisfied. Attracting quality tenants is essential for your success as a landlord since dependable tenants not only pay their rent promptly but also tend to remain longer and take excellent care of your property. To maximize success, we implement a distinctive strategy by hosting open homes in the evenings and on weekends to cater to working professionals, allowing them the opportunity to view the property at their convenience. This innovative approach has consistently proven effective in linking landlords with the most suitable tenants, ultimately contributing to a thriving rental experience. Furthermore, we continuously evaluate and adapt our methods to ensure we meet the evolving needs of both landlords and tenants alike.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$49.99 per user per month
Free Trial Offered?
Free Version
Pricing Information
$30 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
Covisum
Date Founded
2016
Company Location
United States
Company Website
www.covisum.com
Company Facts
Organization Name
Kitt
Date Founded
2017
Company Location
New Zealand
Company Website
www.kitt.io
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management