Compare WealthTrace vs. iPM Portal

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.

Allvue Systems, a leader in investment management solutions, is available to fund managers, investors, and administrators within the alternative investments industry. We offer flexible, innovative investment software that removes barriers between people, information, systems, and people. This optimizes decision making and streamlines processes to meet investor requirements across private equity, private debt, and other alternative asset types.

This is the easiest way for users connect their bank accounts with an app. Plaid gives developers the tools they need for creating easy-to-use experiences for their users. Plaid has enabled millions of people to connect their accounts to the apps they love. Plaid can be implemented in a matter of minutes with just a few lines code. Our front-end module can be easily integrated into any website or app you are building. It is designed to maximize conversion. Plaid technology allows you to connect to your financial accounts with apps and services. This can help you save for retirement, create a budget, and transfer funds. Plaid is probably something you have already used. Plaid is used by more than 25% of Americans who have bank accounts. We're also growing internationally.

Avilar's employee performance and competency management system, WebMentor Skills™, helps organizations identify, analyze and manage skill gaps within their workforce. By identifying the strengths and weaknesses of your employees, you can take the necessary steps to improve your training programs, develop workforce skills, and optimize performance. Identifying skill gaps with competency-based skills assessments, a skills database, and skills tracking capabilities is a critical first step in creating a competent workforce. Our workforce analytics and development solutions also help you: Align training with corporate goals Create individual development plans Close skill gaps Perform rapid skills inventories Plan for retirement and succession Identify and train tomorrow's leaders Prepare for disasters and crises Prepare a business continuity plan Perform assessments and performance reviews Make data-driven decisions Optimize workforce performance Comply with regulatory requirements

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.

Clair is a workplace-connected banking app that allows America’s workforce to advance a portion of their earnings before payday. Whether you need funds to help cover bills, stay ahead of your credit card payment, or use the money to invest, you shouldn't have to wait until payday to have access to the money you have earned. Clair On-Demand Pay is a free employee benefit that is used and loved by employees at over 12,000 businesses. With Clair, you can enjoy a range of financial wellness tools designed to support your financial goals such as: - Free Earned Wage Advances - Fee-free cash withdrawals at 40,000 in-network ATMs† in the U.S. - A 2% high-yield Savings Account‡ - FDIC-insured* Spending Account with no hidden fees Through strategic partnerships with leading payroll and workforce management platforms like When I Work, Trinet Zenefits, Gusto, Altametrics, and more, we're making it easy for businesses and their employees to stay on top of their financial goals and build a strong financial future with On-Demand Pay.

Netchex, a cloud-based HCM system (Human Capital Management), is designed to assist businesses in managing their employee lifecycle. It includes tools for recruiting, hiring, onboarding, payroll and tax compliance, human resource management, time and attendance, benefits and more. Netchex is a cloud-based solution that allows users to manage their employee lifecycle from any device with internet access. Netchex's applicant tracking and onboarding software helps users to streamline the entire hiring process. Netchex's recruiting technology allows users to find and evaluate qualified candidates as well as perform background checks, send offer letters, archive CVs, and much more. Flexible payment options, preprocessing reports and analyses, compliance management, and other features help users manage payroll, tax, and other processes efficiently and accurately.

Copy trades of traders around the globe and profit from their trading. CopyFX - A copy trading investment platform by RoboForex group. CopyFX allows you to simplify the trading process, better manage your risks, and share your trading knowledge for additional profit. You want to make money in the Forex market but don't want to learn too much about financial operations or trade alone. CopyFX allows you to collaborate with traders who are experts in copying orders to your account. You are a successful trader on the Forex market, and you don't mind sharing your knowledge with others. However, you're not confident enough to assume responsibility for the money of other people. After becoming a CopyFX Trader, you can continue your trading activity and receive a commission/percentage from Investors for copying your transactions.

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.