Best XT-ERP Alternatives in 2024

Find the top alternatives to XT-ERP currently available. Compare ratings, reviews, pricing, and features of XT-ERP alternatives in 2024. Slashdot lists the best XT-ERP alternatives on the market that offer competing products that are similar to XT-ERP. Sort through XT-ERP alternatives below to make the best choice for your needs

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    Odoo Reviews
    Top Pick
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    Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.
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    Sharesight Reviews
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    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.
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    Artintech ERP Reviews
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    Artintech ERP is a comprehensive enterprise resource planning solution designed to optimize and streamline your business operations across various departments. Tailored for small to medium-sized enterprises (SMEs), Artintech ERP offers robust functionality with a user-friendly interface, allowing businesses to seamlessly manage their resources, inventory, human capital, finances, and customer relations all in one integrated platform. Why Choose Artintech ERP? * User-Friendly Interface: Designed for ease of use, Artintech ERP minimizes the learning curve, ensuring a smooth transition and quick adoption across your organization. * Cloud-Based Flexibility: Access your ERP system anytime, anywhere, with our secure cloud-based solution, which provides the flexibility to manage your business on the go. * Comprehensive Support: Our dedicated support team is available to assist you every step of the way, from initial implementation to ongoing maintenance and updates.
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    Sales Analysis & Forecasting Tool Reviews
    SAFIO Solutions, a cloud-based forecasting software solution for inventory optimizing, delivers a comprehensive platform that provides insight, efficiency, and analytics to help make strategic decisions for improved operational performance. SAFIO Solutions uses a proprietary Sales Analysis & Forecasting tool to integrate client data into a single, user-friendly interface. It is intuitive to the information a planner requires to make efficient and impactful decisions because it was created by a planner. Get the analytics and reporting you need to identify emerging trends, opportunities, and liabilities and take action to achieve your goals. You can forecast easily, efficiently, and accurately with confidence. You can use it on any device, at home or at work, and wherever you are.
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    Procurify Reviews
    Procurify is the Intelligent Spend Management company. We’re on a mission to give all organizations unprecedented visibility and control over their business spend. By bringing more spend under management in one procure-to-pay solution, our customers capture unified spend data that can be harnessed to realize millions of dollars in time and cost savings. Procurify is trusted by hundreds of customers worldwide to manage over US$30 billion dollars of organizational spend.
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    Zangerine Reviews

    Zangerine

    Zangerine

    $199.00/month
    Wholesalers in the United States Automate and optimize your inventory, ecommerce, quotes, shipping, and other operations from any computer or mobile device. What can ZANGERINE do for you? * Eliminate errors to save money Automation can reduce wasted time * Increase sales through more efficient ecommerce * Upgrade to real time data that improves decision-making * Increase security and accountability * Get a competitive edge with custom features ERP FEATURES * Purchasing * Inventory management * Barcode scanning * CRM * Sales quotes * Process payments * B2B ecommerce platform * Customer portals * Order management * Multi-warehouse, 3PL and Dropship fulfillment * Pick, pack, and ship labels * RMA Management * 58 Preset managerial accounting reports What makes ZANGERINE different? * Our software was specifically designed to solve the problems of Wholesalers * Our team will help you go live in just 5 sessions * We are the only ones who can guarantee successful implementation
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    Smart Inventory Planning & Optimization  Reviews
    Smart Software, a leading provider in demand planning, inventory optimization, and supply chain analytics solutions, is based in Belmont, Massachusetts USA. Smart Software was founded in 1981 and has helped thousands of customers plan for future demands using industry-leading statistical analysis. Smart Inventory Planning & Optimization is the company's next generation suite of native web apps. It helps inventory-carrying organizations reduce inventory, improve service levels, and streamline Sales, Inventory, Operations Planning. Smart IP&O is a Digital Supply Chain Platform that hosts three applications: dashboard reporting, inventory optimization, demand planning. Smart IP&O acts as an extension to our customers' ERP systems. It receives daily transaction data, returns forecasts and stock policy values to drive replenishment planning and production planning.
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    INDATA iPM Portfolio Architect AI Reviews
    INDATA's iPM portfolio Architect AI software is the first order and execution management software (oms/ems). It allows portfolio construction (AI portfolio management), modeling and rebalancing as well as reporting solutions based AI and machine learning (AI trade software). Natural language processing (NLP), which Architect AI uses, allows portfolio managers, traders and compliance to perform complex workflows faster. This allows them to save significant time and reduce clicks. Our fund manager software optimizes portfolio management for each firm's unique investment strategies and maximizes productivity. The Investment Management industry is uniquely placed to take advantage of many technology trends that can streamline or enhance the investment management process.
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    StockTrim Reviews
    StockTrim is inventory planning and demand forecasting software. It can save SMBs up to 40% on their working capital. Machine learning algorithms analyze stock behavior and recommend order plans to optimize inventory and stock control. Our delighted users report: A) Increase in cash flow of 20-40% due to working capital retention and reduced overstocks b) HALVING under-stocking that was causing sales and profits to drop c) 75% TIME sAVER in planning and replenishment Implementation is simple and the 14-day free trial allows you to set up your system and receive very useful analysis.
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    Corrigo Reviews
    Corrigo empowers Facility managers to manage high volume work orders, assets, and vendor management at large scale. Corrigo Enterprise CMSMS replaces repetitive manual tasks by powerful work order automation. This allows team members to focus on higher priority work. Automated work order creation, assignment, escalation and management saves 2.5 hours per workflow Corrigo Enterprise Asset management is simple, always on and provides detailed insight to improve asset performance. A unified database allows you to reduce costs and budget for your asset portfolio. You can source and develop relationships with new providers, while also improving the performance of your existing pros. As you scale, go beyond managing 1-1 relationships and optimize your overall vendor network.
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    JAIX Logistics Reviews
    Realize Your Logistics Business's Full Potential with JAIX. Our advanced and robust solution is highly customizable, adapting to your specific requirements. Whether you operate 3PL, linehaul, PUD fleet, warehouse, or predictive maintenance, or all of the above, our software will exceed your expectations. Benefit from hosted subscription software, backed by experienced logistics professionals. Amplify efficiency and expand with JAIX.
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    Webull Reviews
    Enjoy Tech. Enjoy Investing. No minimum deposit and no commissions. Smart tools for smart investing are available to everyone. Diversifying your portfolio using a wide range of investment products, including options, stocks, ETFs, ADRs, and ETFs. You can invest in thousands of companies with our trading tools and analytics. Options offer a strategic alternative for investing in equity. Diversify your holdings with the same ease as trading one stock. Webull Traditional, Roth, or Rollover IRAs can help you save for retirement. An individual brokerage account allows you to trade securities and assets. Webull supports extended hours trading. This includes pre-market (4:00 AM to 9:30 AM ET) as well as after-hours (4:00 PM to 8:00 PM ET). Webull offers intuitive and powerful advanced charts, multiple indicators and the premier Level 2 Advance (Nasdaq TotalView), to assist users.
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    Altior Reviews
    This is the simple way to manage your industrial company. We have adapted the latest technologies of digital giants to business management. Altior is the best and most economical way to structure your business. This is a different approach to industrial management software. It only takes 10 seconds to see the price of your ERP in cloud and economical. You might not be a fan of computing. "Good thing," your job is to create! Altior is super easy to use, with one price per user, zero hidden costs, and no hardware costs. There is no annual increase. Finally, a solution you'll love using. A solution that is user-friendly, just like the applications we use every single day as individuals. Search engine, automatic entry, click reduction, all the things you need to get what you want. We share the same profession. We share the same passion for this career as former industrialists and IT service providers. We will be focusing on our common issues (costing, margin, stock and cash flow), as well as technical data.
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    iCare AMS Reviews
    We developed an integrated ERP system for the aviation maintenance industry based on our aviation maintenance expertise. Today, more than 25 customers use our system. We have CAMO Organisations, Airlines and major MRO organizations like: TARMAC AEROSAVE (An Airbus Company). AEROTECHNIC INDUSTRIES (Joint venture of AFI-KLM & Royale Air Maroc). These partners get the benefits of our fully integrated, highly customizable system that is 67% less expensive than major aviation ERP providers. iCare AMS offers maintenance management, airworthiness and logistics management, purchases management as well as quotes & invoices for customers & providers. iCare SMS manages audits, findings and corrective actions. All items that are related to Quality and Safety Management System. Our system will answer all your questions. If it doesn't, we promise to make every effort to fulfill them.
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    Wealthica Reviews
    All your financial information in one place. No more logging in to multiple websites. Our financial services connect with your financial institutions to simplify your financial life. We can save your transactions history, balances, and holdings. Wealthica provides a historical view of your net worth over time. This allows you to focus on the big picture and track your progress towards your financial, networth or retirement goals. Track stocks, ETFs and funds, as well as private investments, cryptocurrency, and other investments. You can keep track of your portfolio easily. Wealthica makes it easy and automated. You can create a budget and export it to Google Spreadsheet or Excel. Portfolio, rebalance with Passiv, report capital gains, income, or fees. These are just a few of the Wealthica power-ups. Wealthica is available both as a web app and as a mobile companion app for iOS and Android. Wealthica will ensure that you always have your net worth in hand.
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    AGR Dynamics Reviews
    AGR Dynamics is a Demand Forecasting, Planning, and Inventory Optimization software based on best practice processes to help businesses manage their supply chain – from the initial product and financial planning to forecasting, reporting, ordering, and allocation through an integrated and highly automated process. The software eliminates excess costs from supply chains by determining expected future demand and optimizing inventory levels to ensure maximum availability with minimum capital tied up in stock whilst improving Customer Service Levels.
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    Adaptive ERP Reviews
    Top Pick
    Adaptive provides a comprehensive, user-friendly, cloud-based, customizable ERP with multiple fraud risk mitigation controls. * Enhanced Security: A unique database and encryption key per client. Access controls & permissions are built into every module. A special 2-Factor Authentication login that is close to hack-free * Streamline your business. * Adaptive handles all setup: No need for integrators Key Functionality: * Document Management: Unlimited Folders & File Tags; Share files/ folders with teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio & Project Management: Plannning, Skills, Capacity Utilitisation, RACI, Swimlanes, Gantt Charts, Patent-Pending Kanban-C & Dependencies, Critical Dependencies, ListViews, RFIs, Risk Registers, Time & Billing, Scheduling, Analytics * Integrated E-Commerce & ERP & CMS * CRM * Dashboards for teams, clients & suppliers * Automate Accounting (GL, AR, AP, Trial Balance, Ageing) & customised ledgers * Automate Invoicing & E-Payments * Purchase Orders * Inventory Management * MRP * Manufacturing * Maintenance & Work Orders * Job Costing, Quotes * Encrypted Messaging * Detailed Reporting & filters
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    FarEye Reviews
    FarEye, a predictive logistics SaaS platform, is helping industries in Manufacturing, Transport and Logistics make deliveries more efficient. FarEye's intelligent logistic platform allows enterprises to manage, track, and optimize logistics operations. It empowers businesses to gain real-time visibility, excel in last mile delivery and deliver customer delight. FarEye has been named by 17 Gartner customers, including DHL, Walmart and Dominos. FarEye empowers global enterprises to reduce delivery time by up 27%, increase courier productivity up to 15%, eliminate risk by up 57%, and ensure operational excellence.
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    Daxium-Air Reviews
    Daxium-Air offers a variety of mobile business apps that can be customized. You will be more efficient and have a better image. You can accelerate all aspects of your retail operations. Your sales and marketing teams perform daily activities such as POS, advertising and data gathering on site. They also check stores and mystery shop. Your technicians, supervisors, and inspectors can be managed and optimized. They can also digitally record their intervention reports using mobile forms. Daxium-Air, our web/mobile platform, is designed to allow you to create your own mobile workforce management tool. It has a customizable back-office with colors, menus, forms. Create dashboards and automated reports to track your operations.
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    Global PayEX Reviews
    Improve your working capital efficiency. Cloud-based AI-powered platform for B2B working capital optimization of accounts receivables (AR) and payables (AP). Global PayEX provides working capital efficiency through its suite AI-driven cloud-based solutions. The PayEX platform improves all key metrics of working capital, such as DSOs and DDOs, unapplied receivables, cash conversion cycles (CCC), reconciliation cost, and time. Also helps to achieve greater customer satisfaction by enhancing engagement, efficiency, transparency, and engagement. Many Fortune 500 companies and large organizations trust us to optimize their AR and PA processes. Our technology platforms process millions in invoices and payments, with automated reconciliations to ERP systems. PayEX has its headquarters in the US, but also has offices in India, Ghana and the UAE. We are JP Morgan's first fintech investment in APAC.
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    INTUENDI Reviews
    INTUENDI is a Demand Planning and Inventory Optimization solution that allows users reduce inventory costs, improve service levels, and promote business growth. INTUENDI offers Machine Learning-based technologies that allow users to accurately forecast demand. Users can access the intuendi.com platform to find optimal stock levels for products. We use real-time stockout risk analysis to identify items at high or low risk. INTUENDI's AI/UI is intuitive and easy to use. Users can save time and reduce the effort required to analyze their data. They can also save money on software costs. This will allow them to increase sales and get the highest return on investment.
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    Taulia Reviews
    Free up cash in your trading relationships to do more of what you love. There is value in your supply chain. If you can find it, you can use your cash to grow your business, invest into R&D, create new products, and solve big problems. Talk to us today to learn how we can help you create an invoicing program and working capital program that will free up cash and address your entire supply chain. You can release liquidity to all your suppliers and generate millions in cost savings. Third-party funding allows you to unlock working capital and speed up payments to suppliers to keep your cash in reserve. Taulia's automated invoicing solution allows you to manage all your invoices quickly, efficiently, and from any supplier.
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    Cordis Value Creation Automation (VCA) Reviews
    Business automation systems use technology and integration tools to automate repetitive and complex tasks. The system is easy to use and connects various tools and features to drive data and automate business processes, such as accounting, record maintenance and employee management. Our business process automation software reduces costs and speeds up productivity. The Process automation software allows all businesses of any size to do more with less time. This reduces the effort required by staff and employees, allowing them to focus on their business expansion and sales.
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    Raptech Reviews
    Raptech, a cloud-based digital management software, enables growing businesses to automate the processes for Lead-to quote, order-to cash, source-to pay, record-to report and source-to cash. You can take full control of your business with efficient workflows. AI-powered analytics enables you to make data-driven decisions in real time. The sales team can be more efficient and effective if they have the tools and processes in place to manage their sales pipeline and forecast. This will help them to convert potential clients into sales leads. The bottom line can be improved by streamlining order fulfillment, billing, payment receipt, and other processes. To maximize profits, revenue projections can be used to make strategic decisions. Understanding spending patterns will help you make an informed decision about cost control. Spend forecasts will help you monitor and fix problems before they become serious. A higher return on capital is possible by ensuring efficiency in cash flow and working capital management.
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    LeanDNA Reviews

    LeanDNA

    LeanDNA

    Available upon request.
    LeanDNA, a SaaS platform for global manufacturers, helps reduce excess inventory, prevent shortages and establish operational command. The platform is factory-centric and bridges the gap between complex supply chains, inventory operations, and their labor-intensive methods of reporting, analytics, inventory decision making, and their outdated, labor-intensive methods. The software can be integrated with any ERP system. It normalizes data across disparate ERP systems, planning tools, as well as other supply chain execution tools. The platform uses artificial intelligence to provide prescriptive and prioritized insights to procurement teams to optimize inventory, improve supply chain efficiency, decrease working capital, and unlock new business opportunities.
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    Diversiview Reviews

    Diversiview

    LENSELL

    $99 AUD / 50 credit points
    Diversiview is a cloud-based Portfolio Analysis and Optimizer Software that helps retail investors and professional investment professionals take their portfolios to a higher performance level. Diversiview is a tool that allows investors to: - calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio; View detailed, granular investment diversification; - view the granular allocation, including ETF breakdown (where ETFs form part of the portfolio); - and last but not least, four options to optimize asset allocation in order to achieve a specific goal, including: minimal risk portfolio, optimal portfolio, and efficient portfolio positions, from the Efficient Frontier. Diversiview allows investors to backtest their investment strategies and compare them with major indexes, model portfolios, or other benchmarks.
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    Statmetrics Reviews
    Get a better understanding of the risk-return profile for your investments. Use comprehensive technical, fundamental, and quantitative analysis to make better investment decisions. Statmetrics is a comprehensive solution for portfolio analysis and investment research. Statmetrics is optimized to be used on Android mobile devices. It allows you to access global market data, news, monitor and screen markets and perform charting and technical analyses, build and backtest multi-asset portfolios. You can also apply portfolio risk-return optimization strategy, analyze the fundamental characteristics of portfolios or potential investments.
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    Stock Portfolio Organizer Reviews
    Stock Portfolio Organizer allows you to manage your stock portfolio and track your investments in futures, shares, margin, CFDs, futures, and forex. It allows you to analyze gains, losses, and performance for all of your investments. It also supports multi currency support. Stock Portfolio Organizer supports EOD, Realtime, and Tick data feeds to allow you to track the performance of portfolio as market changes occur. Stock Portfolio Organizer can be extended in many ways by advanced users using a powerful JavaScript programming language. This allows you to create brokerage calculation formulas and position sizing calculators.
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    Atom Reviews

    Atom

    Atom Finance

    $6.99 per month
    Atom was founded by investment professionals to offer unparalleled access to institutional investing resources. Large institutional investment firms have always been ahead of individual investors. Atom provides individual investors and independent investment groups access to high-quality company data and investing resources. Finance has been slower to innovate than other sectors. Atom embraces modern technology standards, and reimagines legacy terminals' outdated user interface. Our platform provides institutional-grade content, while optimizing for usability to improve workflow efficiency. We understand that investment is not a one-size fits all process. Our platform tailors the research experience to meet your needs. Financial software should be tailored to investors and not vice versa.
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    AllInvestView Reviews
    AllInvestView is a comprehensive investment dashboard crafted to streamline the management of your complete investment portfolio. It caters to a wide range of investments, including stocks, bonds, mutual funds, and cryptocurrencies, offering a cohesive overview and detailed analytics. The platform is equipped with a fixed income module, automated dividend monitoring, and presents all these features through an intuitive interface. AllInvestView differentiates itself by accommodating a diverse array of asset types along with unique tools tailored for monitoring fixed income and yields. It introduces an effective ticketing system for swift modifications and access to transaction specifics. Additionally, the platform enhances investment strategy with advanced asset allocation tools, such as efficient frontier analysis. Future enhancements include tax reporting support, simplifying financial management for our users further.
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    Kore Reviews
    Since 2016, Kore has been pioneering the way for private companies seeking funds with its top-tier online platform. It streamlines the entire fundraising process, from issuing securities to managing shareholder relations and cap tables. Kore is an All-In-One platform to help companies in their capital raising process. Whether it's a RegCF, RegA+, or RegD offering, we can streamline the way compliantly. Also, our technology boosts investor communications, taking your investor relationships to the next level. Investors, brokers, lawyers, accountants, and investor acquisition experts all benefit from our integrated ecosystem. We also have a lot of educational content to guide companies on their fundraising journey. Our articles, videos, and webinars can assist investors in getting savvy about Private Capital Markets and their opportunities. Perfect for curious minds looking for the latest in Tech and investment insights.
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    MProfit Advisor Reviews

    MProfit Advisor

    MProfit Software

    $40 per month
    MProfit allows you to track all of your investments from one place. MProfit allows you to import data from 700+ financial institutions and view detailed portfolio reports. You can also access capital gains in ITR format. MProfit allows you to manage your investments in stocks, F&O mutual funds, bonds fixed deposits, NPS and AIF, as well as F&O, F&O, mutual fund, bonds, fixed deposit, NPS, AIF, and other assets. MProfit is available for web, Android and iOS mobile devices. Manage your investments in Stocks and F&O, Mutual Funds. Traded Bonds, Fixed Deposits. NPS, PMS, AIF, and many other asset classes. Manage your Stocks, F&Os, Mutual Funds and Traded Bonds. Fixed Deposits, NPSs, PMSs, AIFs, and many other asset classes. Investors can manage their own portfolios or create portfolio groups to view all of their consolidated holdings. Advisors can manage client investments in category-wise and family-wise portfolios. From 700+ brokers, auto-import contract notes and back-office files for Stocks & F&O.
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    Swissquote Reviews

    Swissquote

    Swissquote

    $1000 minimum diposit
    2 Ratings
    Swissquote Bank Ltd. is more than a broker. The Swiss Federal Banking Commission granted the company banking and transferable securities trading licences in 2001. It is also subjected to supervision by Swiss Financial Market Supervisory Authority FINMA and is a member the Swiss Bankers Association. Since May 2000, Swissquote Group Holding Ltd. (SQN), has been listed on SIX Swiss Exchange. Transfer fees will be reimbursed up to CHF 500 Zero account maintenance fees. Trade over 3 million products at competitive prices Swissquote will open your trading account. Send the bank documents showing the transfer fees to marketing@swissquote.com. We will pay up to CHF 500 for the costs. Our multilingual Customer Care Center can assist you with any technical questions, order placement assistance, and financial advice.
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    Totem VC Reviews
    Funds-specific operating system. You can connect directly to your back-office and keep track of your investments. Automate the data collection process to track your companies' progress and better serve their needs. With our powerful report builder, you can create custom LP reports or access real-time data from Excel. To align your investment team, centralize your deal pipeline and save hours of manual entry every day. Your firm's network can be leveraged to help you with sourcing deals and recruiting.
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    ATrad Reviews
    ATrad is a stock brokerage and broker back office solution. It specializes in providing services to Frontier and Emerging Markets. ATrad is an innovative and simple investment platform that provides a turnkey solution to Capital markets broker-firms. The solution includes components for the back, middle and front office of Broker firms in frontier and emerging markets. ATrad has a 70% market share in broker-firm usage on the Colombo Stock Exchange, a key frontier market in Asia. ATrad integrates with the Bloomberg EMSX API. This API offers DMA Trading in Colombo Stock Exchange. Options include direct order routing without intervention and manual moderation for broker investment advisors. All orders are automatically verified against the CSE or local stock market regulations by ATrad.
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    Kavout Reviews
    Research-backed and validated equity signals and factors are delivered as an automated data-feed to quantitative and systematic investment professionals that is timely and cost efficient. A derived equity rating score of 0 to 9 with high K Scores indicates higher likelihood of out-performance. Quantitative buyside companies overlay K Score with investment models as buy/sell signal. We used machine learning algorithms and ranking algorithms to rank over 200 factors and signals, including fundamental, price/volume, and alternative data. You can access the most recent researched signals, anomalies, or factors in minutes, rather than weeks. You can save time and money by conducting your own research and validating factors. You will receive an automated data-feed, long-term history, and wide coverage all at your fingertips. An ETF that offers more control. Kavout can help you design index-enhancing portfolios.
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    Empower Reviews
    Financial professionals who listen and tools that deliver. You can get robust technology that works seamlessly with highly-skilled fee-based financial professionals in order to deliver a truly customized solution for you. Financial transparency is now more transparent than ever. Our financial professionals will help you create a Personal Strategy based on your unique goals and preferences. Then, they'll implement it into a portfolio which is tax optimized, minimizes risk and is regularly rebalanced in order to match your constantly changing situation. We can help you create a portfolio that is diversified around the things that you care about, whether you are looking for sophisticated financial management or more advanced investment solutions.
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    PORTAX After-Tax Portfolio Analysis Reviews
    After-Tax Portfolio Optimization, Asset Allocation. Multiple Period Investment Horizons with Per-Period Results: Asset Weight and Market Value, Cost Basis Cash Flows, Management Fee Turnover, Taxes, After-Tax Returns For Each Asset. Analyse of up to 100 assets over 120 periods. The period intervals can be from daily to annual. Sub Portfolios for Modelling Different Tax and Ownership Structures. International Asset Class Return Series to Forecast Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios are used to create and compare custom portfolios. International Currencies and Tax Rates to Model Around the World Economic Cycles and Shifts Modelling with time-varying asset returns and standard deviations. Extensive private brand client reporting.
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    Portfolio123 Reviews

    Portfolio123

    Portfolio123

    $9 per 21 days
    Be a cold-blooded, responsible investor. You can create, backtest, then invest in your own rule-based strategies. Portfolio123 is trusted by academics and professionals alike. You can manage your accounts like never before. Everything you know and love has been reinvented. Free real-time quotes and analysis, free investor tools, multiple accounts management, sending orders to your broker, keeping track of your decisions. The best data in the industry, professional-level quant tools and a flexible workspace. We believe that the world needs a better way to invest. Our mission is to help everyone have stocks, increase their chances of better returns, and live a happy life. It doesn't matter how much time or effort you put into managing your portfolio.
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    JUMP Front-to-Back Reviews
    CONSOLIDATION Centralize all your activities in one single solution while addressing your business issues – including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. AUTOMATION Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes with full-STP workflows and real-time data sharing between all your Front, Middle and Back office teams. PERFORMANCE OPTIMIZATION Steer your performance and mitigate risks thanks to decision making tools based on IBOR real-time calculation engines (simulation, ex post and ex ante market risk monitoring, performance analysis, stress tests) REGULATORY COMPLIANCE Benefit from an embedded library of pre-configured ratios to monitor your regulatory and statutory commitments in pre and post trade CUSTOMER REQUIREMENTS COMPLIANCE Take advantage of a flexible and scalable rules engine to ensure compliance with customer requirements – in terms of risk-taking, asset allocation, blacklists, etc. and automate customized reports generation for each customer
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    Co-Pilot Reviews
    Welcome to Co-Pilot. This is the next-generation platform for active wealth managers that offers multi-asset portfolio trading. Flyer provides a complete FIX solution that includes software, integrations and development kits, as well as support. Co-Pilot, a comprehensive investment platform, centralizes portfolio management and order management in one multi-asset application supported by Flyer Trading Network. Developers can quickly create their own trading platform using the Co-Pilot API. They can also connect with trading partners to create an accessible and easy-to-use experience for their users. Advanced order routing and allocation network that standardizes connectivity and workflows, making it easy to trade with brokers and custodians. Advanced trading tools are needed to optimize complex workflows that are inherent in managing large portfolios of mutual funds and equities. The number of possible portfolio combinations is limitless, as well as the possible allocation combinations.
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    Manavate Reviews

    Manavate

    Manavate Ltd

    $29.00/month/user
    1 Rating
    Manavate, a cloud-based management system, makes it infinitely simpler to manage your business. You can say goodbye to wasted time on emails and phone calls that often lead to chaos and a loss of efficiency. Register for a free trial to enjoy all that Manavate offers.
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    Passiv Reviews
    Passiv turns your brokerage account into a modern portfolio management tool. You can create your own index, invest and rebalance at the click of one button, and manage multiple accounts seamlessly. These partner platforms allow you to connect your accounts. If your platform is not listed, you can sign up for the mailing list to be notified of when it becomes available. Maintain your target allocation and build your portfolio. Passiv's "buy only" setting allows you to identify underweight assets in your portfolio. Passiv will calculate and execute trades to maintain a balanced portfolio. We will notify you when new cash or dividend payments are made, and we use their APIs to keep your information secure. This ensures you don't violate their terms & condition.
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    Unioncrate Reviews
    Your entire supply chain at your fingertips. Unioncrate integrates your sales, purchasing, inventory, and other manual steps into one place. It also automates them all, giving you a simple way of controlling everything. CPG veterans who have been there and understand how your supply chain works. It's easy to use and navigate, so you can quickly act without having to fight an interface. You can save a lot on EDI connections without any set-up, document, and VAN fees. Start with the capabilities that you need right now and expand as you grow. Get hands-on assistance cleaning your data, migrating EDI connection, and integrating partners. With minimal disruptions and resources, you can go live in weeks instead of months. There's no need to update spreadsheets, send emails, or chase orders. You don't have to give up your soul on an ERP or other "one-size fits all" platform. Logging in is all it takes to manage any cross-functional area within your business.
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    GMAOLinx Sphere Reviews

    GMAOLinx Sphere

    GMAOLinx

    $5900.00/one-time
    Software for integral maintenance management at both the industrial and building levels. It supports multi-building and multicompany management. GMAOLinx Sphere offers its own mobility APP, available for both Android and IOS. You can use the tool in both On-Line and Off-Line modes, depending on whether you are in areas without coverage. The tool also allows you to sync the information with the server later. It is versatile and easy-to-use. Technicians need very little knowledge and it allows them to manage work teams quickly and safely. GMAOLinx Sphere, a GMAO, is a computer software that allows you to manage a complete maintenance department. GMAOLinx Sphere can be used to manage facility maintenance in any environment, including industrial environments. It is versatile enough to handle different environments and can be customized to meet the specific needs of the most demanding customers.
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    The Service Program Reviews

    The Service Program

    Westrom Software

    $49.00/month/user
    Service business software is the industry standard and seamlessly integrates with QuickBooks™. QuickBooks™ compatible. It is easy to set up. Easy to use. Strong mobile solutions options and customer portal. Integrate seamlessly with QuickBooks™. Post Invoices, employee time, bills etc. It works with sales reps and classes, so there is no need to double-enter. Complete tasks and work orders. Take before and after photos of jobs. View customer equipment, signature capture, printing and/or email transactions. Service business software can help you track customer profitability, improve staff communications, manage your routes, and more. Optimize routes by day, tech and area. While on the road, view details about each stop, map to each stop and service calls.
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    Rosmiman IWMS Reviews
    ROSMIMAN®, IWMS & Services Global Site enables the management of multiple types of real estate assets, their infrastructures, and services. The system is collaborative, global, and integrating and allows users to interact from any location. This is possible thanks to the innovative technological architecture, which allows for easy use, optimized processes, and the ability to provide business insight. ROSMIMAN®, IWMS & Services Global Site integrates the most functional, operational, and technologically advanced system on the market within the IWMS solutions category. It conforms to the Gartner definition of IWMS systems.
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    Ascent ERP Reviews

    Ascent ERP

    Ascent Solutions

    $125 per month
    A 100% native to Salesforce end-to-end platform for enterprise resource planning (ERP). Since 2007, Ascent ERP provides small, mid-sized businesses, and enterprises with a complete view of mid and back office operations, which we call “Operations 360°.” Ideal for companies in the midst of digital transformation with complex inventory and products requirements. Ascent ERP offers a complete warehouse, inventory, demand planning, product, purchases, production, orders, work order, returns, financials management and warehouse mobility solution on the Salesforce platform. Fit: Companies small or big looking for an all in one ERP solution on Salesforce, where BOM, servitization, financials, demand planning, warehouse mobility and integrations to out of platform systems might be needed. Pre-built integrations: E-Commerce (Shopify, Magento, WooCommerce, Amazon WMS), Accounting (Accounting Seed, Certinia, Sage Intacct, Quickbooks Online & On Premise, Xero, Microsoft Business Central), Credit Card Processing (Kulturra), Tax (Avalara AvaTax), Shipping (Zenkraft Multi-Carrier)
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    ShareNet Platform Reviews

    ShareNet Platform

    Novo Solutions

    $50 per user per month
    The Novo ShareNet Operations Management System is a flexible, web-based and mobile-based cloud-based software that helps streamline operations. ShareNet apps are powerful solutions that combine to provide Asset Management, Work Order Management Municipal Management, Customer Support, and more. ShareNet's platform allows you to track, share and report! ShareNet apps create powerful solutions for Customer Support and IT Help Desk. They also combine to create Asset Management, Maintenance Management Municipal Management, Knowledge Management, Municipal Management & More. Each ShareNet app allows you to track any information that you desire. You can attach documents or images to your records. Video Tutorials and User Manuals will help you learn quickly how to use ShareNet Platform Apps. Consistent user interfaces make it easy to switch from one app to another. Our powerful municipal software allows you to increase visibility of work performed and provide 24/7 citizen support. It also keeps the public informed.
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    OfficeBooks Reviews

    OfficeBooks

    OfficeBooks

    $19.00/month
    OfficeBooks is a web-based business management tool that's optimized for distributors and manufacturers. OfficeBooks automates all aspects of your inventory purchase, sales and work order generation, leaving you free to grow your business. Our goal is to empower our customers to take control of their lives and get things done. Your customers' top priorities are quality and on-time delivery (OTD). OfficeBooks is a well-designed inventory control system that can eliminate delays in shipments. OfficeBooks will handle all details, from credit card processing to quotes. You'll be free to focus on what you should be doing - building your company. You don't need to put out fires anymore. You can go on the road to meet customers, attend networking events or brainstorm marketing ideas.