Compare DigiPrima vs. inStream

Allvue Systems is a global leader in AI-driven alternative investment management software, designed to optimize fund operations and accelerate business growth. Its end-to-end solutions support every phase of the investment lifecycle—from fundraising and portfolio management to investor reporting and compliance. Powered by the Allvue Agentic AI Platform, the software embeds intelligence and automation into critical workflows, helping fund managers focus on strategy rather than administration. Whether managing private equity, venture capital, private credit, or CLO portfolios, Allvue delivers accuracy, scalability, and insight through one integrated ecosystem. The platform’s cloud-based design ensures seamless updates, continuous performance optimization, and enterprise-grade security. With deep industry input from 500+ global clients, Allvue has evolved into a multi-asset system of record that centralizes data and enables better collaboration. Its partnerships with consultants, fund administrators, and technology providers expand its capabilities for specialized needs. By combining AI innovation, compliance strength, and financial expertise, Allvue enables firms to operate more intelligently, efficiently, and profitably.

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.

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.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

kama.ai's Designed Emotional Intelligence, kama DEI, truly understands the meaning and human impact behind your client or user's situation or inquiry the way we as people understand each other. Our Natural Language Understanding (NLU) technology, combined with our proprietary knowledge base, and our human value guidance algorithm supports true human-like understanding and inference behind the interactions with users. Our knowledge base content is easily 'programmed' in natural language, rated by human values, that we all understand, creating an ever expanding Virtual Agent that can answer questions for your clients, employees or other stakeholders. Conversation journeys deliver prioritized product and service information, directly the way your product or service experts or client practitioners want to communicate it. No data scientists or programmers are required. kama DEI Agents can 'speak' over our website chat interface, Facebook Messenger, smart speakers, or from within mobile applications. Ultimately, we help you get the right information, to the right people, at the right time, providing any-time client engagement, increasing your marketing ROI and building your brand's loyalty

FreshBooks makes billing and invoicing for small businesses easy. FreshBooks is a top-rated accounting and invoice software for self-employed professionals as well as small businesses. It makes it easy to invoicing and billing so that companies can concentrate on the work they love. It has a wide range of powerful features, including expense tracking, time tracking and payment processing. The Freshworks mobile app allows users to work from anywhere using FreshBooks.

c/side: The Client-Side Platform for Cybersecurity, Compliance, and Privacy Monitoring third-party scripts effectively eliminates uncertainty, ensuring that you are always aware of what is being delivered to your users' browsers, while also enhancing script performance by up to 30%. The unchecked presence of these scripts in users' browsers can lead to significant issues when things go awry, resulting in adverse publicity, potential legal actions, and claims for damages stemming from security breaches. Compliance with PCI DSS 4.0.1, particularly sections 6.4.3 and 11.6.1, requires that organizations handling cardholder data implement tamper-detection measures by March 31, 2025, to help prevent attacks by notifying stakeholders of unauthorized modifications to HTTP headers and payment information. c/side stands out as the sole fully autonomous detection solution dedicated to evaluating third-party scripts, moving beyond reliance on merely threat feed intelligence or easily bypassed detections. By leveraging historical data and artificial intelligence, c/side meticulously analyzes the payloads and behaviors of scripts, ensuring a proactive stance against emerging threats. Our continuous monitoring of numerous sites allows us to stay ahead of new attack vectors, as we process all scripts to refine and enhance our detection capabilities. This comprehensive approach not only safeguards your digital environment but also instills greater confidence in the security of third-party integrations.

Secure your company’s communications with Proton Mail — the business email solution trusted by over 50,000 organizations. With end-to-end encryption built in, your internal and external communications stay confidential by default. Proton Mail helps your business meet GDPR, HIPAA, and other compliance standards, while giving you full control over your data under strong Swiss privacy laws. Empower your team with encrypted email and calendar, support for your custom email domains, professional branding, and simple migration from providers like Google Workspace or Microsoft 365 — no IT team required.

Venn is revolutionizing how businesses enable BYOD workforces, removing the burden of buying and securing laptops or dealing with virtual desktops. Our patented technology provides companies with a new approach to securing remote employees and contractors working on unmanaged computers. With Venn’s Blue Border™ software, work lives in a company-controlled Secure Enclave installed on the user’s computer, enabling IT teams to secure company data while ensuring end-user privacy. Over 700 organizations, including Fidelity, Guardian, and Voya, trust Venn to meet FINRA, SEC, NAIC, and SOC 2 standards. Learn more at venn.com.

All stakeholder engagement activities can be managed from one platform. Additional modules can be added to strengthen governance, environment, and social areas. Borealis' Stakeholder Engagement module gives you the tools to create more effective engagement plans, strengthen relationships with stakeholders, and align processes with industry best practice. To simplify your day, the Stakeholder Engagement module centralizes all stakeholder information and makes it easily accessible. Build stakeholder trust with a proven methodology Plan Connect engagement strategy to execution. The mapping tool in Borealis makes it easy to analyze stakeholders to prioritize the allocation of resources. Engage Communicate with stakeholders in a more relevant and timely manner. Borealis uses AI-driven machine learning to keep records clean and up-to-date. Measure Prove compliance with ever-evolving standards. Borealis lets you easily track and progress, generate reports and documentation, and demonstrate the impacts of your efforts.