Compare MoneyGuidePro vs. Morningstar Advisor Workstation

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.

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.

ZenTreasury empowers CFOs, treasurers, and finance professionals to optimize financial operations with a unified Treasury Management System (TMS). Our platform simplifies cash forecasting, lease accounting, and treasury workflows, delivering real-time insights and automation to reduce complexity and ensure compliance. Start for free with our Freemium plan, perfect for cash forecasting and liquidity management, or scale with Premium plans offering advanced features for growing organizations. ZenTreasury’s lease accounting module streamlines IFRS 16 compliance, providing automated amortization schedules, critical date tracking, multi-currency support, and cost center allocations—all validated by an international audit firm for trusted accuracy. In treasury, ZenTreasury enables seamless financial contract management, risk mitigation, and cash flow optimization with powerful reporting and analytics tools. Available as a secure SaaS solution or Private Cloud deployment on Microsoft Azure, AWS, or Google Cloud, ZenTreasury adapts to your needs with enterprise-grade security and scalability. Join the growing list of finance professionals transforming their operations with ZenTreasury today.

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.

Streamline Bookings & Grow Your Business: Award-Winning Booking Software for Tours, Activities & Rentals. Effortless Bookings, Happy Customers Automate & Simplify Your Tours & Rentals Relieve Yourself from Administrative Burden, Focus on Experiences: • Stop juggling bookings and emails. • Our software automates tasks, freeing you to create unforgettable experiences and grow your business. Booking Made Simple: • Seamless online reservations for tours, activities, and rentals. • This user-friendly platform lets customers book and pay instantly for a smooth experience. Reach the World: • Get listed on top travel platforms like TripAdvisor, Viator, Expedia, Groupon, GetYourGuide, and Google. • Showcase your tours and rentals to a global network of potential customers Unmatched Customer Support: Our USA-based experts provide exceptional customer service every step of the way. You're not just a client; you're a valued partner. Grow Sales, Improve Customer Communication and Service, and Automate your business with aReservation Tour & Rental Booking Software by Indexic. The Tour and Rental Markets Serve All Tours, Golf Cart Rental, ATV Rental, Boat Rental, Boat Tours, Bike Rentals, E-Bike Rentals, & Zipline.

Vena Solutions provides an intuitive FP&A platform built to enhance financial operations through streamlined planning, budgeting, and forecasting. Fully integrated with Microsoft Excel, Vena enables users to efficiently manage their financial data and collaborate in real-time. The platform offers AI-driven insights, automated processes, and comprehensive reporting capabilities, helping businesses improve their decision-making and reduce time spent on manual tasks. Vena’s scalability and flexibility allow organizations to align teams, enhance data accuracy, and drive better financial outcomes.

Integrated planning, analytics and data platform transforms supply chain, revenue and P&L decision making at global enterprises for digital age speed & scale. Siloed planning and disconnected decision - Every global company has a multitude of planning processes - demand planning is just one example. The other planning processes include revenue/commercial planning, product/financial planning, revenue/commercial planning, and revenue/commercial planning. All these planning processes drive different plans and decisions. These planning processes are often slow, siloed and sequential, and do not help with complexity, volatility, and scale of today's businesses. There is also a lot of data available, both internal and external. Companies also have limited descriptive analytics capabilities, but they are limited in their ability to learn from all the data and turn it into knowledge to make faster and better decisions.

CompAccelerator by Dartican is a robust compensation planning tool that allows you to respond to the demands of today's dynamic business environment. CompAccelerator assists managers in allocating long-term and salary bonuses. This increases transparency, improves visibility, and improves accuracy. It also reduces the time and costs required to set up and manage your planning cycle. The intuitive administration of this feature-rich, highly scalable software allows for sophisticated capabilities that can be quickly and easily applied to improve business agility. CompAccelerator comes with a team of support staff that has extensive corporate compensation experience.

ComplyAdvantage provides an innovative AI-powered platform for financial institutions to detect and manage risks related to fraud and money laundering. Its real-time transaction monitoring, customer screening, and risk analysis tools help businesses prevent financial crime and ensure regulatory compliance. The platform's machine learning algorithms significantly reduce false positives, improve the accuracy of risk assessments, and speed up the customer onboarding process. With customizable case management and detailed insights, ComplyAdvantage enhances the efficiency and effectiveness of AML compliance efforts across industries.