Compare Obsidian SmartDocs vs. Redtail CRM

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.

Moxo is a pioneering Service Orchestration Platform designed to streamline and modernize workflows. Founded in 2012 by Subrah Iyar, co-founder and CEO of WebEx, and Stanley Huang, former Senior Director of Engineering at WebEx, Moxo reimagines business processes for the digital age. The platform supports comprehensive workflow orchestration processes, enabling businesses to deliver seamless service experiences from onboarding through ongoing client services. Moxo continues to lead the way in workflow automation and client engagement, providing an intuitive, scalable platform that grows with the needs of enterprise clients. The platform’s extensive integration capabilities allow organizations to seamlessly connect with CRMs such as Salesforce and HubSpot, along with external applications like DocuSign, automatically triggering data syncing at a configurable cadence, ensuring that all business actions remain aligned with existing systems of record. Through Zapier, Moxo integrates with thousands of other applications, offering even more customization and automation options for businesses across industries. Moxo prioritizes privacy and permission-based access, providing tailored solutions for industries with regulatory requirements.

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.

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.

America's business banking. Better banking was what business builders wanted. North One was born. In minutes, you can open an account. You are responsible for building your business, creating jobs, and serving your community. It's hard work. North One makes it easy to manage the most difficult parts of your business. We're here to help you focus on the road ahead. North One is built for freelancers, small businesses and startups across America. Smart integrations with existing tools allow you to make payments, track your money, and automate your finances. North One was designed to make managing money simple so you can concentrate on running your business. No more branches. No more lines. No more paperwork. Access your North One Account 24/7 from your smartphone or computer. No matter where your business is located, you can access it from anywhere. Automatically create envelopes for taxes, payroll and rent.

CredentialingSpectrum is a secured, cloud-based medical credentialing software for facility, payer and contract management. It is a healthcare credentialing system that simplifies the process and increases efficiency. CredentialingSpectrum is a one-click comprehensive automation system that makes it convenient and the best provider credentialing software available in the USA.

Predict360, by 360factors, is a risk and compliance management and intelligence platform that automates workflows and enhances reporting for banks, credit unions, financial services organizations, and insurance companies. The SaaS platform integrates regulations and obligations, compliance management, risks, controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform and delivers robust analytics and insights that empower customers to predict risks and streamline compliance. Happy with your current GRC but lacking a true analytics and BI tool for intuitive executive and Board reports? Ask about Lumify360 from 360factors - a predictive analytics platform that can work alongside any GRC. Keep your process management workflows intact while providing stakeholders with the timely reports and dashboards they need.

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Plaid is an international data network that powers tools used by millions of people to live a more healthy financial life. Our ambition is to facilitate an inclusive, competitive and mutually beneficial financial systems by simplifying payments and revolutionizing lending. Plaid works with more than 8,000 companies, including fintechs such as Venmo and SoFi and several Fortune 500 companies, to give people more control and choice over how they manage money. Plaid is headquartered in San Francisco and its network spans more than 12,000 institutions throughout the US, Canada UK and Europe.