Compare Simplicitree vs. TaxPlanIQ

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® 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.

Spend less time digging through stacks of papers and more time serving. Your client documents can now be accessible from anywhere. CharityTracker offers more than secure storage—it’s a smart, seamless way to optimize your case management. CharityTracker is simple to implement and cost-effective. You will love the speed at which you can get up-and-running with CharityTracker’s cloud-based, hosted solution. You’ll have CharityTracker’s beautifully-designed interface operational quickly. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in with thousands of communities! Book a free demo. Pricing starts at just $20/mo. user

Referral Factory is the #1 referral software used to create, manage and track your referral program with ease! Sign up, build a referral program, and ask your customers to spread the word. No coding required. With Referral Factory you get access to +1000 pre-built referral program templates, or you can build your own template. Style your referral campaigns to look and feel 100% on brand. Issue referral links to all your users. Simple to track who referred who. Issue rewards for referrals automatically (cash, vouchers, or upload your own coupons). What is unique about Referral Factory is that you don't need to install tracking scripts to get started, meaning you don’t need a developer to launch your own referral program. They also offer integrations with Hubspot, Salesforce, Intercom, Zoho, Pipedrive and more. When you’re ready to scale there are webhooks, Zapier Zaps, and a flexible API.

Transform your last-mile delivery operations with our comprehensive shipment management software solutions! From comprehensive operations management to a robust driver app and a customizable client portal, we offer a complete solution. Our committed team continually strives to develop innovative technology tailored to the unique needs of the logistics supply chain across North America. Twenty-five years ago, CXT Software was founded with a mission to empower courier and route delivery companies. Our software has been a trailblazer, introducing innovative features and workflows for courier dispatching and driver management, while also paving the way for streamlined logistics management technology for diverse industries such as healthcare, pharmaceuticals, retail, distribution, and more. We take pride in staying ahead in the dynamic world of shipment management by delivering the best solutions and services. If you haven't had the opportunity for a no-pressure personalized demo, why wait? Learn how we’re more than just a service provider; we’re your partner in success.

You can quickly find the right caregiver for your client! Our database matches caregivers to clients based on skills, availability, and location. You can monitor your leads and refer sources with a full history of your activities. Your website can be linked to AdaCare's databases. Keep track of all your staff members, including their names, addresses, phone numbers and available hours, CEUs, expirations, and phone numbers. Our "instant timecard", which replaces paperwork and sends out alerts if caregivers get late, is called the "instant timecard". You get better documentation with less work. To view their calendars, maps, and schedules, caregivers can log in. Your caregivers and office staff can benefit from this service. For easier billing and payroll, you can print and export hours and miles. You can also access reports and charts to help you manage your business. You can work anywhere you like, whether it's at home, in the office, or out in the field. It's secure and reliable. Your caregivers can log into their computer from home to print their own schedules or maps.

Companies like yours can become more organized and more productive. You can customize statements and run insightful management reporting. Tabs3Pay allows you to accept credit card and ACH payments. The Platinum Edition also gives you mobile access to Tabs3 and Tabs3Pay. Fully meets all accounting requirements for law firms. In an integrated, easy-to-use system, you can print financial statements, pay bills, reconcile bank statements, manage client trust accounts, and even print financial statements. An electronic case file organizes all information, including contacts, appointments, emails and documents. Your practice is now more organized than ever. Dashboards that keep you informed with easy-to-read graphs and the ability monitor collections, billings, and trust balances. Clients can pay their bills online and deposit funds to Trust Accounting with Tabs3Pay.

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.

We work with you to make sure your inbox providers don't send spam emails to your email. In just a matter of weeks, our clients have seen their open rates increase by more than DOUBLE! High-engagement recipients open emails and scroll down as they read. This should be done for almost all emails that are opened, as long as the content is not longer than the page. If a recipient takes an email from spam and goes out of their way, it is telling the inbox provider that they made a mistake. Inbox providers will be able to tell if you move an email from the promotions folder into the primary inbox that you don't agree with their sorting criteria. It and other similar emails should go directly to the primary mailbox. It shows that the recipient is interested in your email content. The inbox provider can interpret this as "This email is extremely important, please do not send it to spam."