Compare Axys vs. MSCI Wealth Manager

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.

Project Insight helps organizations connect project data across teams and systems to make better decisions about their business. As a strategic project and portfolio management platform, it brings together resource and capacity planning, financial management, project requests, execution, governance, and portfolio performance. The result is a connected project data backbone that gives PMOs and executives visibility into organization-wide work and supports trustworthy reporting, forecasting, and AI analysis. Teams can continue using familiar tools such as Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot while Project Insight brings their project information into one central command center, reducing manual data entry and disconnected reporting. Manage projects, programs, and portfolios using flexible workflows, intelligent scheduling, Gantt charts, Kanban boards, time tracking, budget management, and customizable dashboards. Leaders can monitor workloads, project health, costs, and strategic priorities without chasing information across departments. AI-powered features help create project plans, turn meeting discussions into action items, recommend resources, forecast capacity, and evaluate what-if scenarios. From growing teams outgrowing spreadsheets to established PMOs with complex business processes, Project Insight adapts to the way organizations work through configurable processes, dedicated onboarding support, and free view-only access for clients and stakeholders.

Blue Sky's "Portfolio Manager" Lease Management Software is an easy to learn and use SaaS solution for centralized management of lease contracts. By managing your lease contracts and associated maintenance contracts throughout the entire lifecycle you can strengthen the audit process, reduce costs, increase cash flows and mitigate risk with centralized visibility that drives enterprise value. Portfolio Manager provides complete status management for running leasing RFP's, tracking status, notes, documents and next steps for every open project. Flat file data imports allow for efficient data entry. Fully customizable with robust reporting capabilities. The report writer allows every data field to be exported to excel. Pre-built templates are available to feed most ASC842 lease accounting software templates. End of lease term management is automated with custom parameters and automatic notifications to ensure you never miss an end of lease term notification. Custom Programming available.

Join thousands of property managers who trust Buildium to take control of every aspect of their business and drive more revenue per door. It’s the #1 most recommended for a reason. Buildium is all-in-one property management software loaded with all the features you need to thrive—accounting, communications, leasing, top-rated mobile apps and more. You’ll be able to find new revenue streams from resident services, count on award-winning support, and tap into an ecosystem of proven integrations with Buildium Marketplace. No matter the portfolio, Buildium is purpose-built for your job. With packages starting at just $62 a month, and zero hidden fees, it’s no wonder Buildium is ranked by Forbes to be the “Best Real Estate Accounting Software for Property Managers.”

Planview Enterprise One™, which integrates business and technology planning, optimizes all resources, and delivers breakthrough products, services and customer experiences, enables strategic execution to be accelerated. Manage and deliver across all types and technology of work and application portfolios. Transform business requirements into standards that meet strategic objectives. This will reduce cost and mitigate risk. A complete approach to all types of work, including agile, iterative, traditional, and collaborative. Keep teams productive by balancing work and resources. Maximize your use of resources. A scalable user experience ensures that everyone is focused on the right priorities in order to achieve the desired outcomes. Ensure on-time, on-budget project delivery. Projects and people can stay on track with milestones and schedules. Dashboards provide performance insight.

Bryt Software streamlines the Loan Servicing Process. We simplify your operation by reducing errors and improving efficiency. Bryt is a feature-rich, intuitive, and easy-to-use application. Simple but powerful. Bryt has been designed to make your life easier. Our 30 MINUTES IMPLEMENTATION has been designed to be so intuitive, you can get up and running with little or no assistance. Most of our clients are able self-implement their system without any implementation fees. If you need support, we offer unlimited free support that will amaze! We use the latest AZURE cloud technology. We believe that our customers deserve fair and honest pricing. Our fees are determined by the number of users you have and the features you require. We won't lock you into a contract that is too long. We know you will love the product and service we offer.

Summ (formerly Crypto Tax Calculator) is a crypto & equities tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. Backed by Airtree, Coinbase Ventures, and 20VC, Summ helps investors stay compliant with confidence. With support for thousands of integrations, Summ imports your complete transaction history and automatically generates audit-ready tax reports aligned with the tax requirements of over 180 countries. Users can review trades, uncover tax-saving opportunities, and download accountant-ready tax forms, including Form 8949, Form 1040, capital gains summaries, and more. Summ's portfolio tracker delivers real-time profit and loss insights, estimated tax liabilities, and accurate pricing for more than 300,000 cryptocurrencies and shares. Rated 4.6/5 on Trustpilot and featuring seamless TurboTax integration, Summ makes crypto & equities tax reporting simple for both casual investors and active traders. Built for speed, accuracy, and compliance, Summ gives users complete confidence at tax time.

Most finance teams run two systems: one for lease accounting, one for treasury, reconciled by hand. ZenTreasury runs both as one governed subledger, because the ERP that posts the journal entry does not know the contract behind it. ZenTreasury does. Add a lease and the platform generates the full schedule automatically: right of use asset, lease liability, depreciation, interest, and balance carry forward, all following the standard from the moment the lease is saved. Index-linked remeasurement is handled automatically, with index rates, base values, and next indexation dates tracked per contract. Every later change, such as a scope change, term extension, rate revision, or partial termination, recalculates the schedule and logs it with a timestamp and user, so auditors get the before and after picture without asking. On the treasury side: centralised FX position management across forwards, swaps, and cross currency instruments with mark-to-market valuations; internal and external loan tracking with valuation against yield curves and automated interest accrual; trade finance and guarantee monitoring with fee and exposure tracking; and group wide cash flow forecasting with scenario modelling, all multi entity and multi currency. Direct bank connectivity included. One platform, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. Lease calculations are independently reviewed by an international audit firm. Connect Claude, ChatGPT, or any MCP client directly to your contract data.

Rent Manager is a fully integrated property management, accounting, CRM, marketing, reporting, and facility-maintenance software suite that enables users to manage all types of properties. Users can completely customize the platform and reconfigure multiple aspects; including how reports and documents are generated, the appearance of the interface, and which information is displayed on a user-by-user basis. The double-entry accounting system allows users to track every aspect of their business’ finances—whether they manage a single community or hundreds of properties. Rent Manager helps reduce time spent on routine tasks by streamlining daily activities, letting users invest more time in growing their business. Using the rmAppSuite Pro mobile app, property managers can access their data in the field to conduct inspections, communicate with tenants, track violations, read meters, and more, directly from their smartphone. Rent Manager also provides more than 450 built-in reports designed to help users answer important questions about their operations—from the financial status of their portfolio to services issues, vacancies, rent roll, leasing, and more.

Premier Construction Software is an AI-powered cloud ERP built for growing general contractors who need tight control over job costs, WIP, and cash flow across multiple projects and entities. It unifies construction accounting, project management, and field operations so GCs can eliminate spreadsheets, speed up billing, and protect margins with real-time financial visibility. How we help GCs win more work and protect margin: • Construction cloud ERP built for general contractors, owners, and developers managing multi-project, multi-entity portfolios. • Advanced construction accounting with detailed job costing, real-time WIP reporting, and cash-flow forecasting to spot issues before they hit the P&L. • Integrated project and field management with RFIs, subcontracts, drawings, and change orders tied directly to the budget and schedule. • Automated billing, approvals, and payroll workflows (including subcontractor and pay app portals) to reduce manual entry and speed up collections. • Native AI and predictive intelligence that surface risks, recommend next actions, and provide executive-ready dashboards for owners and project leaders. • Unlimited entities, consolidated reporting, and role-based dashboards so finance and operations see the same numbers in real time. Trusted by GCs and Land Developers globally, Premier saves time, cuts risk, and helps you move forward with clarity. With Premier, you’re not just adopting software, you’re partnering with a trusted leader committed to your success.