V3 VMETRIX vs. Axioma Portfolio Optimizer

ZenTreasury 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.

Since 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.

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.

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.

APP 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.

Eclipse ERP software, crafted by industry professionals and favored by leading distributors in HVAC, Electrical, Plumbing, and PVF, offers innovative solutions to enhance supply chain efficiency. Constant improvement in supply chain management is essential, and Eclipse provides real-time data and insights that enable smarter operations from forecasting to fulfillment. The user-friendly job management tools simplify the process of ordering large distribution projects across electrical, HVAC, or plumbing sectors. Additionally, you can track your inventory live, ensuring your business remains agile and responsive. This system not only helps in satisfying customers and boosting profits but also in reducing excess inventory. The effectiveness of a warehouse is closely linked to the proficiency of its staff and the tools they utilize, and Epicor Eclipse simplifies the management of warehouse functions such as receiving, put-away, picking, inventory adjustments, and cycle counts to streamline operations. With these capabilities, companies can maximize their operational potential and maintain a competitive edge in the market.

Maestro, previously identified as RapidResponse®, stands out as the singular AI-enhanced platform designed for supply chain orchestration, enabling rapid and informed decision-making. In a world where volatility and unpredictability are part of everyday life, it's essential to be prepared for swift action. Kinaxis Maestro equips businesses with the necessary flexibility to make prompt, assured decisions in both integrated business planning and the digital supply chain landscape. This empowers individuals to enhance their planning capabilities, effect positive change, and improve their quality of life. Renowned brands place their trust in us, as we merge human insight with artificial intelligence and simultaneous planning, facilitating companies in anticipating the future and swiftly adapting to shifts. Kinaxis operates on a cloud-based model that offers reliable applications designed to ensure that everyone is informed more quickly, takes action more efficiently, and minimizes waste effectively. Maestro integrates various exclusive technologies and methodologies to deliver precise answers at the optimal speed and timing for your organization, enabling you to operate with agility and efficiency regardless of the circumstances. This innovative approach fosters a resilient supply chain that can thrive amid challenges.

Our goal is to eliminate the Month End process. For nearly three decades, Multiview has been dedicated to enhancing corporate finance and back-office functions, allowing our clients to concentrate on their core business activities. While corporate finance and accounting have traditionally been used to evaluate past performance—an approach that certainly holds value—we believe that even greater benefits can be realized when this information is utilized on a daily basis to inform decisions and drive results, rather than merely reflecting on outcomes after they occur. The ability to control data resides with the CFO and can be effectively shared across the organization, making trust in the information used for decision-making paramount. In essence, the finance team plays a crucial role in narrating the story of what is happening within the organization, underpinned by precise and timely data. We invite you to be part of our mission to End Month End and transform your organization from merely chasing numbers to actively leveraging them for success. By adopting this proactive approach, you can foster a culture of informed decision-making and strategic planning within your team.

A comprehensive platform that integrates planning, analytics, and data is transforming how decisions are made in supply chain management, revenue generation, and profit and loss strategies for large corporations, meeting the fast-paced and scalable demands of the digital age. In every multinational enterprise, numerous planning processes—such as demand forecasting, supply chain logistics, revenue tracking, product development, and financial forecasting—often function independently, leading to a disjointed decision-making process. These processes are typically slow and sequential, failing to effectively tackle the complex challenges, uncertainties, and vast scales encountered by contemporary organizations. Additionally, the sheer volume of data available today, gathered from both internal and external sources, presents a distinctive challenge; while companies can access descriptive analytics, they frequently find it difficult to derive actionable insights that facilitate timely and informed decision-making. The urgent need for integrated solutions that optimize data utilization is more critical than ever, as businesses strive to navigate the intricate and dynamic landscape of today's marketplace. It is essential for organizations to adapt to this shift in order to remain competitive and responsive in an ever-evolving environment.