Asset Class vs. CommonSubDoc Comparison


Asset Class	CommonSubDoc Formidium
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Asset Class	CommonSubDoc
		Related Products SBS Banking Platform SBS Banking Platform is a flexible, cloud-native solution that empowers financial institutions to scale on their terms while delivering seamless, digital-first experiences - anytime, anywhere. A fully integrated, front-to-back platform, it drives innovation across retail, corporate, and neobanking sectors. From digital and open banking to deposits, payments, lending, and compliance, our platform enables financial institutions across EMEA to stay ahead of the curve. Trusted by top-tier banks, SBS Banking Platform is recognized by industry leaders, including Gartner, Forrester, NelsonHall, and IBS, for its transformative impact. Recent recognition by Omdia for digital banking, Chartis for regulatory reporting, and NelsonHall for Cloud, SaaS & BPaaS underscores our commitment to excellence. 4.5 out of 5 stars 29 Ratings Centrex Software Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose. 4.8 out of 5 stars 18 Ratings Visit Website for Centrex Software B2i We are B2i Technologies, the IR website partner public companies trust most. We deliver custom corporate and investor relations websites, real-time data widgets, and digital IR services, all designed to work together seamlessly and affordably. No iFrames. No subdomains. Your data loads directly on your page, clean, fast, and fully integrated. It looks and feels like your site because it is. Because there are no iFrames or separate IR subdomains needed, your financial data and investor content are delivered directly on your website, creating a cleaner user experience while supporting your broader SEO and AI search visibility efforts. Backed by the same team that has supported hundreds of public company websites for more than 25 years, B2i combines flexibility, reliability, and responsive support to help you deliver a better experience for investors and stakeholders alike. Modern IR starts here. Let's build something great together. 5.0 out of 5 stars 2 Ratings Visit Website for B2i SBS Asset Finance SBS Asset Finance is a cloud-native, modular platform built for banks, captives, and specialist lenders managing asset-based finance. It supports the full financing lifecycle, from digital onboarding and credit decisioning to loan servicing, portfolio management, risk control, and digital audit. SBS Asset Finance can be deployed end-to-end or module by module, making it easy to modernize legacy systems without a full replacement. The platform automates core processes, improves data visibility in real time, and integrates seamlessly with existing ecosystems through open APIs. Designed for scale and operational control, SBS Asset Finance helps lenders reduce processing costs, manage risk consistently across portfolios, and adapt quickly to new asset classes, markets, and regulatory requirements. Delivered as a SaaS solution with an evergreen upgrade model, it ensures predictable costs, minimal maintenance, and long-term scalability. 4.7 out of 5 stars 3 Ratings Visit Website for SBS Asset Finance Bryt Software Bryt Software is a flexible, cloud-based loan servicing platform designed to help lenders automate servicing, reduce manual processes and manage their loan portfolios from one centralized system. Bryt supports configurable loan structures, automated payment allocation, multiple interest accrual methods, late fees, borrower communications, document management, reporting and portfolio monitoring. Optional modules extend the platform with capabilities including ACH payment processing, borrower and investor portals, escrow/impound management, multi-lender and investor servicing, custom reporting, API access and more. Designed for organizations ranging from private and commercial lenders to consumer finance companies, CDFIs, automotive lenders and nonprofits, Bryt combines powerful servicing capabilities with an intuitive interface and modular pricing. Bryt is 100% cloud-based and includes unlimited support. Start a free 30-day trial or schedule a personalized demonstration to see how Bryt can simplify your loan servicing operation. 4.8 out of 5 stars 21 Ratings Visit Website for Bryt Software NaviPlan 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. Visit Website for NaviPlan ZenTreasury ZenTreasury is the financial contract accounting subledger for lease and treasury, built for the Office of the CFO. Your ERP posts the entry. It doesn't know the contract behind it. ZenTreasury does. Add a lease once and get the full schedule: right of use asset, liability, and period by period amortization generated automatically. Index-linked remeasurement is handled automatically. Every modification recalculates the schedule and keeps the per-field audit trail intact. On the treasury side, manage FX positions, loans, guarantees, and group wide cash flow forecasting in the same platform, multi entity and multi currency by design. One product, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. Lease calculations are independently reviewed by an international audit firm. Connect your own AI, Claude, ChatGPT, or any MCP client, directly to your contract data. 4.9 out of 5 stars 9 Ratings Visit Website for ZenTreasury Finastra LaserPro LaserPro is the leading document preparation solution, trusted by over 3,200 financial institutions and backed by 40 years of industry expertise. It supports all loan types, offering unmatched reliability and depth. With robust integrations across more than 70 core banking systems and third-party platforms, including nCino and Abrigo, LaserPro ensures seamless workflows and drives operational efficiency. The LaserPro suite not only guarantees regulatory compliance, backed by a warranty of up to $5 million, but also streamlines loan processing to help institutions deliver exceptional customer experiences no mater institution size. 5.0 out of 5 stars 2 Ratings Visit Website for Finastra LaserPro NewOrg NewOrg's Complete Data Management platform for non profits is designed for organizations with multiple or complex programs. From Case Management to transportation, emergency services, housing, mental health, treatment, and more. NewOrg provides new service delivery options and reduces your costs by managing all your stakeholder relationships in one solution, including Client data and encounters with HIPAA secured Video Conferencing and internal messaging, Donor/Development management, Volunteers, customized event calendars, online registration/scheduling, payment processing, e-signatures, e-mail, SMS, robust custom reporting and more. 4.8 out of 5 stars 125 Ratings Visit Website for NewOrg Soraban Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions. 4.7 out of 5 stars 8 Ratings Visit Website for Soraban
Asset Class: About Zero upfront implementation fees while transforming your client experience. We spread our implementation costs over the term of your contract, so you can deliver the kind of experience your clients deserve today. Rapid deployment is crucial to ensure our clients get value fast. Our in-house project and customer success team ensure that your platform is up and running in weeks, not months. For clients who need a highly custom deployment, we provide consulting and professional services to give you exactly what you need. From custom workflow design to software development, we've got you covered. Easy client onboarding, online data rooms for your funds, streamlined document management, and eSignature, and a feature-rich Investor portal. Move your capital raising online and see your time to raise reduced, your costs reduced and your clients enjoying a world-class experience. Make it easy for your clients to view your offerings and educate themselves with integrated data rooms.	CommonSubDoc: About Discover the Future of Fund Management and Investor Relations with CommonSubDoc. Our purpose-built, easy-to-use, cloud-based SaaS platform with CRM capabilities is the ultimate solution for fund managers, investment managers, and fund administrators. Why Choose Us? Experience: With years of experience in the financial industry, we understand the unique challenges faced by fund managers and investors. Innovation: We continuously invest in technology to bring you the latest features and ensure you stay ahead in a dynamic market. Security: Your data and investments are our top priority. Our platform employs robust security measures to keep your information safe. Customer Support: Our dedicated support team is available to assist you every step of the way, ensuring a smooth and satisfying user experience.
Asset Class: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	CommonSubDoc: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Asset Class: Audience Enterprises and organizations in search of a solution to manage and improve their private capital funds	CommonSubDoc: Audience Fund Managers, Fund Administrators and Investment Managers
Asset Class: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	CommonSubDoc: Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
Asset Class: API Offers API Supported	CommonSubDoc: API Offers API Supported
Asset Class: Screenshots and Videos View more images or videos	CommonSubDoc: Screenshots and Videos View more images or videos
Asset Class: Pricing No information available. Free Version Not Supported Free Trial Not Supported	CommonSubDoc: Pricing No information available. Free Version Not Supported Free Trial Not Supported
Asset Class: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	CommonSubDoc: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Asset Class: Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	CommonSubDoc: Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Asset Class: Company Information Asset Class United States www.assetclass.com	CommonSubDoc: Company Information Formidium Founded: 2016 United States www.commonsubdoc.com
Asset Class: Alternatives WealthBlock 1.0 out of 5 stars	CommonSubDoc: Alternatives FolioMetrics
Asset Class: Quoroom	CommonSubDoc: InvestorPortaLPro Investor Portal Pro
Asset Class: Dynamo Software 4.3 out of 5 stars	CommonSubDoc: Flow
Asset Class: eFront eFront, a part of BlackRock	CommonSubDoc: Quantium
Asset Class: Portfolio+ View All	CommonSubDoc: FundFormer View All
Asset Class: Categories Commercial Loan Supported Investment Management Supported Investor Relations Supported Loan Origination Supported Venture Capital Management Supported	CommonSubDoc: Categories Finance Supported Investor Relations Supported
	CommonSubDoc: Investor Relations Features Automated Reporting Not Supported Compliance Management Supported Custom Emails / Newsletters Supported Data Centralization Supported Deal & Acquisition Management Not Supported Document Creation Not Supported Document Management Not Supported Electronic Signature Supported Investor CRM Supported Investor Transactions / Valuations Not Supported IR Website Builder Not Supported
Asset Class: Integrations ActiveCampaign Supported Box Supported Docusign Supported Dropbox Supported Google Workspace Supported LinkedIn Supported Microsoft Outlook Supported Salesforce Supported Seamless Not Supported Slack Supported TD Ameritrade Supported Xero Supported Zoom Supported Show More Integrations View All 12 Integrations	CommonSubDoc: Integrations ActiveCampaign Not Supported Box Not Supported Docusign Not Supported Dropbox Not Supported Google Workspace Not Supported LinkedIn Not Supported Microsoft Outlook Not Supported Salesforce Not Supported Seamless Supported Slack Not Supported TD Ameritrade Not Supported Xero Not Supported Zoom Not Supported Show More Integrations View All 1 Integration
Asset Class: Claim Asset Class and update features and information Claim Asset Class and update features and information	CommonSubDoc: Claim CommonSubDoc and update features and information Claim CommonSubDoc and update features and information