Compare AdviceWorks vs. investory.io

Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.

NaviPlan®, the most accurate financial planning engine on the market, allows firms to tailor their services to any client. This includes simple goals-based assessments and advanced cash flow planning analysis. NaviPlan empowers financial professionals to provide the best possible service to any client, from simple goals-based assessments to complex retirement income scenarios and estate plans. NaviPlan calculations can be applied to unlimited scenarios, including stock options, business planning, insurance recommendations and detailed tax analysis. NaviPlan's tax planning software is built using the most accurate calculation engine on the financial planning market. It provides advisors with a variety of tax planning tools, including federal tax projections and state tax projections to tailor their service to each client.

ZenTreasury empowers CFOs, treasurers, and finance professionals to optimize financial operations with a unified Treasury Management System (TMS). Our platform simplifies cash forecasting, lease accounting, and treasury workflows, delivering real-time insights and automation to reduce complexity and ensure compliance. Start for free with our Freemium plan, perfect for cash forecasting and liquidity management, or scale with Premium plans offering advanced features for growing organizations. ZenTreasury’s lease accounting module streamlines IFRS 16 compliance, providing automated amortization schedules, critical date tracking, multi-currency support, and cost center allocations—all validated by an international audit firm for trusted accuracy. In treasury, ZenTreasury enables seamless financial contract management, risk mitigation, and cash flow optimization with powerful reporting and analytics tools. Available as a secure SaaS solution or Private Cloud deployment on Microsoft Azure, AWS, or Google Cloud, ZenTreasury adapts to your needs with enterprise-grade security and scalability. Join the growing list of finance professionals transforming their operations with ZenTreasury today.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection and portfolio construction for institutional investors. Our alternative investment analytics platform is designed to empower users, creating a personalized investment universe guided by cutting-edge analytics. Data integration is effortless, with compatibility from Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin and Refinitiv. Users can quickly: - Navigate manager risk/return with over 3000 statistics on funds - Define your funds' investible universe with powerful screening solutions - Track and analyse fund exposures - Construct, optimise and manage portfolios - Perform due diligence on hedge funds - Reporting on funds with powerBI or Excel API - 500'000 mutual funds, 30'000 hedge funds, 5'000 raising private equity funds and determine which ones are the best With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds and private equity funds.

What your clients don't know about cybersecurity can really harm them. Asking questions is the best way to keep your clients safe. ConnectWise Identify Assessment gives you access to a risk assessment backed up by the NIST Cybersecurity Framework. This will reveal risks throughout your client's entire company, not just their networks. You can have meaningful security conversations with clients by having a clear, easily-read risk report. You can choose from two levels of assessment to meet every client's needs, from the Essentials to cover basic information to the Comprehensive Assessment to dig deeper to uncover additional risks. The intuitive heat map displays your client's risk level and prioritizes to address them based on financial impact and probability. Each report contains recommendations for remediation to help you create a revenue-generating plan.

You have real-time visibility into the performance of your shop floor. Shoplogix smart factory platform allows manufacturers to improve overall equipment effectiveness, reduce operational cost, and increase profitability. It allows them to visualize, integrate, and act on production and machine performance real-time. We are trusted by manufacturers to improve efficiency in their factories. Analytics and real-time visual data provide valuable insights that allow you to make informed decisions. Discover hidden shop floor potential to drive rapid time-to-value. Through education, training, and data-driven decisions, you can create a culture that is constantly improving. Make the Shoplogix Smart Factory Platform your foundation for digital transformation and compete in the i4.0 market. To automate data collection and exchange with other manufacturing technologies, connect to any device or equipment. Automate monitoring, reporting and analysing machine states to track real time production.

Hackers build Continuous Security Testing for SaaS Companies Continuous vulnerability assessments and pentests on demand will automatically assess your security posture. Hackers never stop testing and neither should your company. We use a hybrid strategy that combines expert hacker-built testing methodologies, a real time reporting dashboard, and continuous high-quality results. We improve the traditional pentesting cycle by continuously providing expert advice, verification of remediation, and automated security tests throughout the year. Our team of experts will work with you to scope and review all your applications, APIs and networks, ensuring that they are thoroughly tested throughout the year. Let us help you sleep better at night.

Coreprint is the flagship product of Vpress, a global leader in Web2Print solutions. It delivers powerful, personalized content that supports multimedia marketing campaigns and integrates seamlessly with MIS, workflows, and ERP/CRM software. With Coreprint, printers can provide their clients with a branded storefront that offers 24/7 access for ordering, quoting, and artwork approval. This convenience attracts new business, helping our partners grow. Our platform features top-end capabilities such as Variable Data Printing (VDP), a Dynamic Editor, and a free Digital Asset Manager (DAM). We continually develop our software to meet industry trends and demands, ensuring the best functionality. Our new User Interface (UI) is designed for ease of use, providing a smooth and enjoyable experience. In addition to our advanced features, we take pride in our exceptional support team. Our motto, 'Partnering Customers to Success,' reflects our commitment. Our dedicated Account Managers will understand your business inside and out, always ready to offer the best advice and support.

Spend less time digging through stacks of papers and more time serving. Your client documents can now be accessible from anywhere. CharityTracker offers more than secure storage—it’s a smart, seamless way to optimize your case management. CharityTracker is simple to implement and cost-effective. You will love the speed at which you can get up-and-running with CharityTracker’s cloud-based, hosted solution. You’ll have CharityTracker’s beautifully-designed interface operational quickly. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in with thousands of communities! Book a free demo. Pricing starts at just $20/mo. user