Addepar vs. Solovis Comparison Chart

FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.

AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds. AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds. Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023). Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors. We offer a large solution for anything related to funds.

Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client.

ZenTreasury brings cash forecasting, lease management, and treasury operations together in one intuitive platform. Designed for finance professionals, it simplifies IFRS 16 compliance, automates workflows, and provides real-time financial insights. Start for free with our Freemium plan and discover how ZenTreasury transforms the way you work. For treasury operations, ZenTreasury delivers comprehensive tools to manage financial contracts, optimize cash flows, and mitigate risks. Real-time analytics and robust reporting empower CFOs and treasurers to make informed decisions with confidence. Our Freemium plan is perfect for businesses looking to start with essential cash forecasting tools, providing a quick and easy setup in just minutes. For larger needs, our Premium and Premium Plus plans offer advanced capabilities to meet the demands of growing organizations.

Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).

Enjoy lucrative returns while limiting your exposure to market volatility. Leverage our due diligence processes and strategic relationships with your investment capital. Gain access to institutional quality opportunities in a variety of asset classes. Invest in pre-vetted private equity transactions. Receive passive cash flow directly to your bank account. Track your investments through our industry-leading investor portal. We are not another crowdfunding platform. We are a technology-enabled real estate investment firm. Our compensation is highly weighted towards the performance of our assets, and we invest in each offering.

Nexo is a premier digital assets wealth platform designed to empower clients to grow, manage, and preserve their crypto holdings. Our mission is to lead the next generation of wealth creation by focusing on customer success and delivering tailored solutions that build enduring value, supported by 24/7 client care. Since 2018, Nexo has provided unmatched opportunities to forward-thinking clients in over 200 jurisdictions. With over $7 billion in AUM and $320 billion processed, we bring lasting value to millions worldwide. Our all-in-one platform combines advanced technology with a client-first approach, offering high-yield flexible and fixed-term savings, crypto-backed loans, sophisticated trading tools, and liquidity solutions, including the first crypto debit/credit card. Built on deep industry expertise, a sustainable business model, robust infrastructure, stringent security, and global licensing, Nexo champions innovation and long-lasting prosperity.

Psono is a self-hosted, open-source password manager designed to safeguard your data. It encrypts and stores your credentials, ensuring only you have access. You can also securely share encrypted access with your team. With a rich set of features, Psono makes data management and password retrieval simpler than ever. Its robust security includes client-side encryption for genuine end-to-end password sharing, supplemented by SSL and storage encryption. The entire code is open for transparent public auditing, emphasizing that true security lies in proper encryption rather than concealing flaws. Hosting Psono on your server offers enhanced access control, eliminating the need to depend on public services for data storage. Psono stands out as one of the most secure password managers, prioritizing the online safety of its users on their servers.

QEval is a cloud-based solution that enables call centers to manage quality and compliance-related requirements. Key features include integrated online coaching for agents, role-based access control, trend reports, and recording encryption. Etech’s QEval is an intelligent, customizable contact center quality monitoring solution and agent performance management software. It leverages the power of artificial intelligence technology and real-time speech analytics to deliver actionable reports & analytics. QEval further simplifies the coaching process by providing updates on training, and ensures better insight and visibility in coaching that goes beyond the antiquated days of simply “checking a box.” With AI-powered speech analytics, QEval provides valuable performance insights that help interpret emotional cues for improved call center quality monitoring and effective agent coaching.

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.