Compare Boldin vs. Dynamic Planner

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.

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.

Bordio is a project management software designed to help teams organize their projects and tasks efficiently. As a task management tool, Bordio allows you to plan out your team's week using a project planning calendar, prioritize tasks on a kanban board, and set reminders for meetings—all in one integrated platform. Imagine effortlessly dragging and dropping tasks into your online calendar, color-coding them for clear visibility of today’s priorities and upcoming commitments. Got a meeting? Schedule it directly in Bordio’s work board and streamline your workflow by eliminating the need for multiple apps. Plus, you can engage in real-time chat within a task, keeping all related conversations and files organized and accessible. Bordio’s integration with Google Calendar enhances this functionality, creating a unified view of all your schedules. This project management tool offers an affordable solution for comprehensive work management. It serves as both a team management software and project tracker, making it easier to manage workloads, track progress, and ensure projects are completed on time. With features like the task tracker and team task planner, Bordio empowers you to monitor each task's progress.

Our vision is to End Month End. For nearly 30 years, Multiview has been proudly advancing corporate finance and back-office operations alongside our clients so they can spend more time focusing on their business. Corporate Finance and accounting have been leveraged as a way to discuss past performance. There is value in that. We believe, however, there is even more value if you can leverage that information not only monthly, quarterly, or annually, but daily to drive results and decisions with the information. Not talk about the results after it is too late to do something about it. The power of data control is at the hands of the CFO or centralized in an organization is you can share it throughout the company. Trusting the information you’re making decisions on is incredibly important. Ultimately, the finance team’s job is to tell stories. Tell the stories about what is actually going on within an organization, and support the story with accurate, timely data. Join us on our vision to End Month End, and help your organization Stop Chasing Numbers. Start Using them.

Premier is the global leader in construction ERP, rated #1 Construction Accounting Software by Forbes Advisor. A true all-in-one platform that ensures financial control, operational excellence and collaboration connecting every process and stakeholder. Achieve unmatched efficiency by streamlining your entire construction process: - Consolidated financials - Cashflow management - Operational control - Intuitive workflows & automation - Project control & field management - Drawing management - Predictive intelligence (AI) No hidden fees. All inclusive tiered pricing. Request a demo to see how Premier can streamline your construction business.

Acuity PPM provides Project Management Teams (PMO's) with lightweight and easy-to-use software to manage the project portfolio. Acuity PPM provides a Work Intake module to support demand management and helps you create and evaluate new project requests through prioritization, financial planning and resource management (capacity planning). Once a request is approved, project teams can track project progress with centralized status reports, track key milestones, risks, issues, financial plans, decisions, lessons learned, project and portfolio roadmaps, and resource plans in Acuity PPM. This helps leadership teams select the right projects for the organization. Connect to common Project Management tools such as Jira, Smartsheet, Asana, Wrike, Monday.com, and others. PMO's don't need complicated and cumbersome software, which is too complex for most users to use. Our modular approach allows PMO's to add functionality as they need it, since most Project Management Offices are at maturity level 1 or 2. This allows you to pay only for what you use and not for what you don’t. That's fair.

Wyn is a seamless embedded business intelligence platform. Designed for self-service BI, Wyn's offers limitless visual data exploration, allowing the everyday user to become data-driven. Wyn Enterprise Features: • Embedded BI Seamlessly embed analytics within your own applications. Integrate dashboards into your business applications with API and iFrame capabilities. • End-user BI Reports Leverage Wyn's powerful and fast reporting engine to develop complex BI reports. • Interactive BI Dashboards Analyze data and deliver actionable information with interactive dashboards, multi-dimensional dynamic analysis, and intelligent drilling. • Easy-to-use Designers Drag-and-drop controls enable non-technical end-users to visualize, analyze, and distribute permitted data easily. • Self-service BI Eliminate your dependence on the IT departments and data analysts. Offer every end-user (from code-first to code-free) the ability to create custom ad hoc reports and interactive dashboards. • Built-in Multi-tenant Support Enhance your SaaS-based business applications with a BI platform that natively supports multi-tenancy. Manage your BI resources and data across all your customers from a single environment.

The YAROOMS Workplace Experience Platform is your one-stop shop for an amazing workplace experience. We offer easy-to-use solutions that help companies efficiently manage people and spaces in a flexible workplace, including: * Space booking system - make all your workspace bookable: from desks to meeting rooms and even parking lots. * Hybrid work status - a calendar-like scheduling tool for everyone in your organization to set their work statuses (at home, in the office, out of office). * AI workplace assistant - quickly handle multiple reservations, schedule recurrent bookings, locate spaces with specific amenities, find colleagues, and more. * Visitor management system - customizable visitor registration flow, arrival notifications, multi-location settings, and visitor analytics. * Digital reception assistant - manage visitor traffic, ensure compliance, and book spaces straight from the front desk. * Lobby display app, which enhances your workplace’s visibility by showing the booking status of all rooms in your office. * Room panel - a digital signage app to improve meeting room usage. * Carbon dashboard that allows companies to monitor and report on their Scope 2 & Scope 3 CO2 emissions.

MentorCity is an intuitive online mentoring program that helps to build the future of individuals and organizations through the power and connections of relationships. MentorCity is a unique online mentoring software that can be used by schools, companies, and associations to help with member engagement, succession planning, diversity and inclusion strategies, and leadership development. MentorCity is a powerful personal development tool that helps organizations save time by reducing matching responsibilities. This allows program administrators to concentrate their efforts on creating a mentoring culture that produces exceptional results.