Yewno|Edge vs. AlphaWatch AI

Allvue Systems is the premier provider of AI-powered, cloud-based software for alternative investment management, serving private equity, venture capital, private credit, and CLO managers worldwide. The platform unifies fund accounting, portfolio monitoring, compliance, investor relations, and financial reporting into one intelligent ecosystem. Its Agentic AI Platform integrates automation and analytics across all operations, helping firms uncover insights, streamline decision-making, and reduce manual work. Designed for both general partners and fund administrators, Allvue supports the full investment lifecycle—from fundraising to capital calls to performance reporting. The Nexius Intelligent Data Platform further enhances data governance and reporting accuracy by centralizing and transforming private capital data at scale. Built on modern, cloud-based architecture, Allvue ensures seamless updates, secure scaling, and zero-disruption innovation as firms expand their portfolios. Its ecosystem integrates with over 20 partner solutions, empowering users with flexibility and extensibility. Backed by decades of financial expertise and trusted by over 500 global clients managing $8.5 trillion+ in assets, Allvue is redefining operational excellence in private markets. The platform’s AI-first approach enables firms to automate compliance, optimize fund performance, and deliver superior investor experiences. In a rapidly evolving financial landscape, Allvue equips investment leaders with the tools to innovate confidently and grow sustainably.

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.

Monitor 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.

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.

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.

DAT delivers transformative digital solutions for the freight and logistics landscape, operating platforms such as DAT One—the most expansive truckload freight network in North America—along with DAT iQ, a powerful resource for actionable analytics and freight market intelligence. Their portfolio also features Trucker Tools, which excels in providing shipment tracking and load visibility solutions. A broad spectrum of supply chain stakeholders, from shippers and brokers to carriers, journalists, and industry specialists, count on DAT’s expertise for up-to-the-minute freight trends and market evaluations. With a daily average of close to 700,000 posted loads and a data archive reflecting transactions exceeding $1 trillion, the company supports informed decisions across the industry. Dating back to its inception in 1978 and headquartered in Beaverton, Oregon, DAT forms a core business within Roper Technologies (Nasdaq: ROP), an enterprise recognized on the Nasdaq 100, S&P 500, and Fortune 1000, continuously raising the bar for digital innovation in transportation and supply chain logistics.

InEight's construction project controls software stands out as the ideal choice for capital construction due to its unparalleled configurability and adaptability. This platform is built on an integrated, modular design that connects all aspects of your operations, allowing InEight to consolidate your data and provide unique insights that are otherwise unavailable. Additionally, no other construction project controls software provider matches our deep industry expertise in both product development and software implementation, ensuring that our solutions are tailored to meet the specific needs of the industry. As a result, users can expect a comprehensive approach that enhances project outcomes and drives efficiency.

Guardz is the unified cybersecurity platform built for MSPs. We consolidate the essential security controls, including identities, endpoints, email, awareness, and more, into one AI-native framework designed for operational efficiency. With an identity-centric approach, an elite threat hunting team, and 24/7 AI + human-led MDR, Guardz transforms cybersecurity from reactive defense into proactive protection.

Adaptive Security was founded in 2024 by seasoned entrepreneurs Brian Long and Andrew Jones. Since inception, the company has raised over $50 million from top-tier investors including OpenAI, Andreessen Horowitz, and executives from Google Cloud, Fidelity, Plaid, Shopify, and other industry leaders. Adaptive defends organizations against sophisticated, AI-driven cyber threats such as deepfakes, vishing, smishing, and spear phishing. Its next-generation security awareness training and AI phishing simulation platform enables security teams to deliver ultra-personalized training that adapts to each employee’s role, access level, and exposure. This training leverages real-time open-source intelligence (OSINT) and features highly convincing deepfake content—including synthetic media of a company’s own executives—to mirror real-world attack vectors. Through AI-powered simulations, customers can continuously assess and improve organizational resilience. Hyper-realistic phishing tests across voice, SMS, email, and video channels evaluate risk across every major vector. These simulations are fueled by Adaptive’s AI OSINT engine, giving teams deep visibility into how attackers might exploit their digital footprint. Today, Adaptive serves global leaders like Figma, The Dallas Mavericks, BMC Software, and Stone Point Capital. With an industry-leading Net Promoter Score of 94, Adaptive is redefining excellence in cybersecurity.

NINJIO offers a comprehensive cybersecurity awareness training platform designed to mitigate human-related cybersecurity threats through captivating training, tailored assessments, and detailed reporting. This holistic method emphasizes contemporary attack methods to enhance employee awareness and leverages insights from behavioral science to refine users' instincts. Utilizing our exclusive NINJIO Risk Algorithm™, we pinpoint social engineering weaknesses within users based on phishing simulation results, tailoring content delivery to create a customized experience that promotes lasting behavioral change. With NINJIO, you will benefit from: - NINJIO AWARE, which provides training centered around attack vectors, captivating audiences with Hollywood-style micro-learning episodes derived from actual hacking incidents. - NINJIO PHISH3D, a simulated phishing tool that uncovers specific social engineering tactics that are most likely to deceive individuals in your organization. - NINJIO SENSE, our innovative training course grounded in behavioral science, which immerses employees in experiences that replicate the emotional manipulation tactics used by hackers. Additionally, this approach fosters a more vigilant workforce equipped to recognize and counteract potential threats effectively.