Compare Portfolio Visualizer vs. SymPro Investment Management

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.

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.

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.

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.

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.

SPEC Innovations' model-based systems engineering solution is a great way to help your team reduce time to market, cost, and risk for even the most complex systems. This on-premise or cloud application uses a modern web browser with an intuitive graphical user interface. Innoslate's full lifecycle capabilities also include: * Management of Requirements * Documents Management * Modeling * Discrete Simulator * Monte Carlo Simulator * Views and Models from the DoDAF * Database Management * Test Management, including full reports, status updates, and results. * Real Time Collaboration

Trade popular cryptocurrencies. Discover professionally managed portfolios. Connect with more than 30M traders. With over 30 of the most popular coins, you can build a diverse portfolio. For your security and peace of mind, we offer top security. No hidden fees. To practice your strategy, you can get a $100,000 virtual portfolio. Using eToro’s revolutionary CopyTrader technology, anyone can trade crypto by copying other traders. Select a trader that you want to copy, enter a amount, and click copy. You trade when they trade! A simple interface makes it easy to manage your cryptos. You can track the trends of each coin with charts and advanced analysis tools. Integration with the eToro wallet is seamless. eToro is a trusted leader in the fintech industry for more than a decade. Your funds are protected with industry-leading security protocols. Without your consent, we will never share your private information. FDIC insured funds are held at eToro USA. You can rest assured that your cash is safe.

KPI Fire helps companies organize and quantify improvement projects that support strategic objectives and key performance metrics. KPI Fire is ideal for companies driving a Continuous Improvement, Operational Excellence, Lean, Six Sigma, or Cost Savings Initiative. KPI Fire saves time and provides a simple way for companies to be accountable for investments of time and money into cost savings or improvement initiatives. KPI Fire replaces bloated & complex spreadsheets and templates and organizes your continuous improvement program in a way that you wish you had time to do yourself. Features & Use Cases: Continuous Improvement/ Cost Savings Portfolio Management. KPI Fire is an excellent solution for managing a CI program with idea solicitation, project initiation, and benefit tracking. Strategy Execution: Define the strategic initiatives and link the metrics that will be used to measure progress as well as the targets values to achieve. Idea Funnel: Potential projects are captured as Improvement Ideas and are prioritized based on effort vs impact and alignment with specified strategies.

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.

You can enjoy lucrative returns while limiting market volatility. Our due diligence processes and strategic relationships can be used to help you with your investment capital. Access to institutional-quality opportunities across a range of asset classes. Invest in pre-vetted transactions in private equity. Passive cash flow to your bank account. Our industry-leading investor portal allows you to track your investments. We are not another crowdfunding platform. We are a technology-enabled investment firm in real estate. We invest in every offering and our compensation is heavily weighted towards the performance.