Compare AssetMark vs. Practifi

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.

ZenTreasury is an enterprise-grade TMS (Treasury Management System) that digitizes and automates financial contract management, cash forecasting, and accounting. Designed for finance teams dealing with complex treasury operations, it centralizes FX, loan, guarantee, and lease workflows into one secure platform. The system supports a wide variety of instruments including foreign exchange contracts (spot, forward, swap), interest rate swaps, internal loans, deposits, guarantees, letters of credit, and IFRS 16 leases. It provides built-in approval chains, document attachments, audit trails, and auto-generated journal entries. ZenTreasury offers real-time visibility into liquidity and exposures across entities, with forecasting tools and integration capabilities for SAP, Microsoft Dynamics, NetSuite, and 360T. Hosted on ISO 27001:2022 certified Google Cloud infrastructure, it ensures data integrity and compliance without heavy IT overhead. Ideal for mid-sized to large enterprises aiming to modernize treasury workflows, reduce spreadsheet reliance, and improve governance.

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® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.

Nexo is a premier digital assets wealth platform designed to empower clients to grow, manage, and preserve their crypto holdings. Our mission is to lead the next generation of wealth creation by focusing on customer success and delivering tailored solutions that build enduring value, supported by 24/7 client care. At Nexo, we understand that building wealth isn’t one-size-fits-all. That’s why we give you the power to choose how your assets grow. Whether you value flexibility or want to lock in higher returns, Nexo puts your goals in your hands. Earn daily compounding interest on your crypto and stablecoins with Flexible Savings. Spend, trade or withdraw them anytime, while you enjoy up to 14% annual interest. Go for the long-term and earn as high as 16% annual interest with Fixed-term Savings. Your crypto deserves to grow alongside your ambitions. At Nexo, we also believe in empowering you to make the most of your portfolio. Why sell your digital assets and miss on gains, when you can leverage them? With Nexo’s crypto Credit Line, you can unlock liquidity without selling a single coin. Grow your buying power and enjoy rates as low as 2.9%. Build your wealth, your way with Nexo.

Serviceaide is an intuitive service management solution which can be implemented within weeks and not months. You will see a real ROI with low administration costs and rapid implementation. Flexible platform that can be used on-premises or in the cloud. Serviceaide is built on ITIL best practice and has all the components that your team requires. You can select the environment that suits your technology, infrastructure, and compliance needs. Serviceaide is a comprehensive and affordable solution that provides IT staff the tools they need to manage everything, from tickets to incident, change, and asset management. Serviceaide features a virtual agent, self service portals, and AI-based functions to support analyst and user productivity. Automate processes in technical workflows, business processes and services to increase business agility.

Resco Mobile App Development Toolkit is a no-code platform for building custom mobile business applications designed to enhance Microsoft Dynamics 365, Power Platform, Business Central, and Salesforce. Ideal for partners and ISVs, it enables you to create white-labeled, scalable apps for industries like utilities, energy, construction, and field service. With offline functionality and secure data synchronization, you can build mobile solutions tailored for inspections, asset management, work orders, and more. The drag-and-drop interface streamlines customization, allowing you to design workflows, forms, and dashboards without coding expertise. This toolkit empowers you to create verticalized mobile solutions that extend CRM and ERP capabilities while addressing the specific needs of frontline workers. Deliver branded apps, modernize field operations, and generate new revenue streams by equipping clients with reliable, industry-specific mobile technology. Unlock the potential to scale your business with Resco's flexible and robust toolkit.

Kontainer is a leading provider of intuitive and design-driven Digital Asset Management (DAM) and Product Information Management (PIM) solutions. We offer customizable, elegant, plug-and-play tools that save time, reduce workload, streamline workflows, and keep your files and data secure. Our DAM and PIM systems help you deliver consistent brand experiences while ensuring high data quality and full compliance. With full integration into your existing tech stack, Kontainer makes it simple to manage and distribute assets and data across all your key platforms—from e-commerce and CMS to CRM, ERP, and digital marketing tools. Our solutions include: ◦ DAM – Digital Asset Management ◦ PIM – Product Information Management ◦ Photo Consent Tool ◦ Brand Guidelines ◦ Custom & AI-Driven Tagging ◦ AI Product Descriptions & Translations ◦ Custom Formatting & Templates ◦ Marketing & PR Tools ◦ Approval Workflows ◦ GDPR Compliance & Consent Management ◦ Smart Search ◦ Sales & Presentation Tools ◦ Custom Landing Pages & Branded Experiences With over 20 years of experience, we’re here to support your success with expert guidance and long-term partnership. Schedule a free demo and discover how Kontainer can help your business work smarter.

Paired Plus is the ultimate all-in-one spa and salon software, built to streamline operations and fuel growth. Scalable for solo stylists or 300-staff spas, it includes every feature with no extra fees. The intuitive appointment book, client profiles, POS, and inventory tools simplify daily tasks, while 300+ customizable reports, exportable to Excel or email, provide deep insights to drive success. Our exclusive 2-in-1 mobile app keeps staff and clients connected, enabling seamless scheduling and communication on the go. DARCI, our AI-powered assistant, automates reminders, surveys, e-forms, and personalized birthday or holiday messages, fostering client loyalty. The Fortune Teller feature forecasts outcomes by tweaking key indicators like visit frequency, guiding strategic promotions and raises to boost revenue. Unlimited email marketing and built-in theft prevention, with instant alerts for suspicious activity, ensure engagement and security. Paired Plus integrates with IQWare, Opera, RDP, and Maestro, syncing bookings and billing for hotel or resort spas. Our California- and Oregon-based team offers unlimited training and 24/7 support at no cost, with tailored sessions to ensure confidence. Need branding? We provide free logo design and marketing support, from email campaigns to social media, to attract and retain clients. With Paired Plus, every feature—from DARCI’s automation to Fortune Teller’s insights—is included. Our cloud-based platform ensures access anywhere. Join countless businesses trusting Paired Plus to elevate client experiences and revenue. Discover the future of spa and salon management today!

Best-in-Class Business and Industry Functionality: Propel your business forward with accurate data collection, robust financial analyses, and precise forecasting capabilities. Acumatica Cloud ERP serves as a centralized data repository, gathering information from every department under a single pane of glass. So, all business processes are clearly organized and authorized employees have access to the same, real-time data—anytime, anywhere, from any web-enabled device. Acumatica is the only business management solution designed for the unique and evolving needs of growing midmarket companies, enabling its customers to put their customers’ success at the heart of all operations. Its future-proof platform drives value and provides the flexibility, efficiency, and remote collaboration capabilities modern businesses need. Enjoy automation without complexity, compliance without rigidity, and continuous improvement without unpredictability.