Compare AdvisorStream vs. InvestCloud

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

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.

We focus on creating, distributing and repurposing content at scale. This allows companies to reach a wider audience without requiring extensive internal resources or expertise. This allows small and medium-sized companies to compete and scale without relying too heavily on paid channels. Get more targeted buyer traffic through the best and largest traffic source in the World. Brand presence is improved online and conversions are increased across all traffic sources.

iPaper is a premium SaaS solution that allows you to convert your printed leaflets and catalogs into fully interactive shoppable flipbooks that can be pushed across all your digital channels. You can embed and share your flipbooks across all marketing channels and your website. Our platform automatically makes sure that it looks good in any scale and on any device. iPaper’s main features are all focused on enabling you to drive traffic and increase sales. You can create a shopping basket inside your flipbook and provide a way for your visitors to buy directly from within the catalog. You can also enrich your flipbooks with images, videos, product links, forms, newstickers, pop-ups and call-to-actions to make them more engaging for visitors and guide them further along their buying journey. However, adding or editing these enrichments manually can be very time consuming. With iPaper this can be done automatically with enrichment automation. Getting started with iPaper is much more than just creating a catalog that looks good. It is built to help retailers create an automated interactive marketing channel that will drive traffic and inspire shoppers to buy.

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.

Riddle offers an online platform that enables users to craft interactive content like quizzes, surveys, personality tests, prediction games, and leaderboards. Create content on our platform and seamlessly embed it into your website. Our mission? To boost engagement, generate leads, segment your audience, and monetize content—all with full GDPR compliance. #### What does Riddle provide? We help our clients tackle the following challenges: - Enhance user engagement and increase time spent on your site - Expand ad opportunities and simplify the creation of branded and sponsored content - Collect zero-party data directly from your audience - Generate high-quality leads - Organize competitions and prize draws online and during live events - Gain insights into user behavior and preferences #### Key features include: - Unlimited plans with no restrictions on views, starts, or leads - Tools to create quizzes, surveys, polls, personality assessments, and leaderboards - Easy embedding of content on websites and within apps - Access to 15 different content formats that can be mixed and matched - Secure data collection and storage solutions - Integrations with tracking systems, CRM platforms

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.

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.

Manage your clients' IT infrastructure. Don't settle. ConnectWise RMM, a ConnectWise software solution that provides proactive tools as well as NOC services, will exceed your clients' expectations. Smart patching is more important than ever as the number of vulnerabilities is increasing every year. We automatically test and deploy patches when possible and limit harmful patches. Clients are protected while you spend less time managing endpoints, and more time growing your company. It is difficult to find, afford and retain high-quality talent. 81% of IT leaders believe it's difficult to find the right talent. Add ConnectWise RMM and NOC services to get the expertise and problem solving you need to be the advisor your clients require--without increasing headcount.

The fastest and most fun way to learn how invest like a carnivore, is to simply mimic the real-time trades of legendary Trader Z (and his elite team) of Wall Street advisors. Live trading by our elite group of traders. We do not charge any commissions or account fees. There are no options, bonds, or complicated strategies. Trades can be made with any quality, discount brokerage at no cost. No micro caps or penny stocks. Learn to mirror our trades and become street smart. Your daily alerts reflect actual trades made by Wall Street legend Trader Z and his elite team. You can make the same trades using your discount broker (or no fee), or with your pass. Dutch, a legendary trader, gives insight and advice on the end-of-the-day market. The Wrap is funny and a little bit irreverent. It's your insider's guide for trading like a Carnivore. Sometimes it's fun just to have fun with your food.