Compare Valere vs. Yardstick

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.

Martus Solutions delivers a powerful budgeting, reporting, and forecasting platform tailored for nonprofits and small to mid-sized businesses (SMBs). Eliminate the hassle of spreadsheets and simplify your financial processes with Martus. Our intuitive tools offer collaborative budgeting and comprehensive personnel planning, enabling your organization to make data-driven decisions with confidence. Martus empowers teams to work smarter, with real-time data access, customizable reporting, and automated workflows designed to streamline your budgeting and forecasting efforts. Gain critical insights into your organization’s financial health, allowing for strategic growth and mission alignment. With rapid implementation, seamless ERP integration, and an approachable user interface, Martus delivers both efficiency and value. Hundreds of organizations have already discovered how Martus transforms financial management—bringing transparency, accountability, and accuracy to your financial operations, all at an affordable cost.

All-in-one property management software that helps property managers and owners make more money, get organized, and grow. Simplify property management with easy-to-use, secure, and reliable software. With cutting-edge technology, world-class support, and free educational resources, DoorLoop empowers you to grow personally, professionally, and financially.

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.

EASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more. Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further.

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.

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.

Blue Sky's "Portfolio Manager" Lease Management Software is an easy to learn and use SaaS solution for centralized management of lease contracts. By managing your lease contracts and associated maintenance contracts throughout the entire lifecycle you can strengthen the audit process, reduce costs, increase cash flows and mitigate risk with centralized visibility that drives enterprise value. Portfolio Manager provides complete status management for running leasing RFP's, tracking status, notes, documents and next steps for every open project. Flat file data imports allow for efficient data entry. Fully customizable with robust reporting capabilities. The report writer allows every data field to be exported to excel. Pre-built templates are available to feed most ASC842 lease accounting software templates. End of lease term management is automated with custom parameters and automatic notifications to ensure you never miss an end of lease term notification. Custom Programming available.

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.