Solovis vs. FundCount

Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success. Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.

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.

You can reap significant rewards while minimizing the risks associated with market fluctuations. Our thorough evaluation methods and established partnerships are designed to assist you in managing your investment capital effectively. Gain entry to high-quality institutional opportunities spanning various asset classes. Engage in pre-screened transactions within the realm of private equity. Enjoy a steady stream of passive income deposited directly into your bank account. With our cutting-edge investor portal, you can monitor your investments with ease. Unlike typical crowdfunding platforms, we operate as a tech-driven investment firm focused on real estate. We commit our own capital to each offering, aligning our interests closely with yours, as our compensation is significantly tied to performance outcomes. This ensures that we are as invested in your success as you are.

CoinStats stands out as a premier crypto portfolio management solution, boasting 1.2 million active users globally. It allows individuals to monitor their crypto, DeFi, and NFT holdings in real-time by integrating with over 300 wallets and exchanges. Additionally, the CoinStats DeFi wallet offers the capability to safely store, purchase, and exchange cryptocurrencies. With assets exceeding $100 million under management, CoinStats is dedicated to enabling users to effectively handle their portfolios through a user-friendly interface. You can view all your investments from a single dashboard, making it easier to enhance your approach to crypto investing. The platform is free, secure, and designed for simplicity. Become part of the community of satisfied users and take charge of your crypto assets with confidence today. By leveraging CoinStats, you can transform your investment experience and make informed decisions.

Coinbase is recognized as the most user-friendly platform for acquiring, trading, and managing your cryptocurrency portfolio. To sweeten the deal, new users can begin their crypto adventure with a $20 Bitcoin bonus upon signing up, after they make their first $20 purchase. Dive into the complexities of various cryptocurrencies while also having the chance to experiment with them firsthand. With its multifaceted features, Coinbase is an excellent entry point for anyone eager to start trading. You can seamlessly buy and sell popular digital currencies while tracking them all from a single dashboard. Moreover, you can implement a gradual investment strategy by setting up recurring purchases on a daily, weekly, or monthly schedule. For greater peace of mind, users have the option to safeguard their assets in a secure vault that includes time-locked withdrawals. Keep abreast of market developments through the Coinbase mobile app, which is accessible on both Android and iOS platforms. Most digital currencies are stored offline, enhancing their protection. Furthermore, cryptocurrency held on Coinbase servers is backed by extensive insurance to further ensure its safety. Catering to a broad spectrum of well-known digital currencies, Coinbase proves to be a flexible option suitable for investors of all levels. This platform not only empowers beginners but also offers advanced tools for experienced traders looking to optimize their strategies.

DXtrade is a versatile trading platform tailored for brokerages, allowing for extensive customization and white-label options. It encompasses a comprehensive suite of brokerage functionalities, which include order management systems (OMS), execution management systems (EMS), pricing tools, onboarding processes, trading analytics, compliance features, risk management, and more. Designed to cater to both institutional and retail trading needs, the platform accommodates a diverse array of asset classes, including foreign exchange (FX), contracts for difference (CFD), spread betting (SB), equities, commodities, futures, options, investment funds, and cryptocurrencies. This flexibility ensures that brokerages can effectively meet the demands of their clients across various markets. With its robust infrastructure, DXtrade stands out as a leading solution in the trading technology landscape.

Engage in the trading of well-known cryptocurrencies and explore expertly curated investment portfolios. Join a thriving community of over 30 million traders to enhance your trading experience. With access to more than 30 of the most sought-after coins, you can create a well-rounded investment strategy. We prioritize your security and offer robust protection measures to ensure your peace of mind. Enjoy a transparent trading experience with no hidden costs. To refine your trading abilities, a virtual portfolio worth $100,000 is available for practice. Through eToro’s innovative CopyTrader feature, you can easily replicate the trades of successful investors. Simply choose a trader you wish to follow, specify an investment amount, and hit copy to trade alongside them. The user-friendly interface allows for effortless management of your cryptocurrency holdings. Utilize charts and advanced analytical tools to stay updated on market trends for each coin. Enjoy seamless integration with the eToro wallet for convenient transactions. With a solid reputation built over a decade, eToro is a trusted name in the fintech sector. Your funds are safeguarded by leading security measures, giving you confidence in your investments. We will never disclose your private information without your permission, ensuring your privacy is maintained. Additionally, funds held at eToro USA are FDIC insured, providing further reassurance that your cash remains secure and protected.

Planview Enterprise One™ seamlessly combines business and technology planning to enhance resource optimization and foster innovative products, services, and customer experiences, thereby accelerating the execution of strategic initiatives. It facilitates the management and delivery of various work types and technology applications. By converting business needs into standards aligned with strategic goals, the platform helps in minimizing costs and reducing risks. This comprehensive solution accommodates all work methodologies, including agile, iterative, traditional, and collaborative approaches. It helps maintain team productivity by effectively balancing workload and resources, ensuring maximum resource utilization. With a scalable user interface, it keeps all team members aligned with key priorities to achieve desired results. Additionally, it guarantees that projects are completed on time and within budget, allowing for the maintenance of schedules and milestones. Enhanced performance insights are provided through user-friendly dashboards, which further support project tracking and team accountability. This holistic approach empowers organizations to navigate complex project landscapes with confidence and clarity.

It's essential to have more than just a basic platform for document exchange; you require advanced features like AI-driven redaction capabilities. An integrated Q&A tool with sophisticated workflow options is also necessary, as is a reliable source of truth to support your processes. That's where Datasite Diligence comes into play. Datasite offers the most reliable virtual data room (VDR) for mergers and acquisitions, with over 14,000 projects initiated each year on its platform. Built with top-tier functionality and innovative productivity tools, Datasite Diligence ensures that the due diligence process is seamless and efficient, allowing you to focus on what truly matters. In today's fast-paced business environment, having the right tools is crucial for success.

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.