Assetmax vs. Equisoft/plan Comparison Chart

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.

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.

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).

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.

Platform Independent Managed File Transfer Server. JSCAPE is the perfect solution for businesses and government agencies looking to centralize your processes and provide secure, seamless and reliable file transfers. Meet all compliance regulations including PCI DSS, SOX, HIPAA and GLBA. Centralize and gain control of file transfers to meet challenging business requirements. Deploy in the cloud, on-premise or in a hybrid cloud environment. Triggers are used to automate various business processes without the need to write custom scripts. Exchange files with JSCAPE's free Android and iOS file transfer clients. Integrate with Amazon, Google and Microsoft regulatory compliance. Get powerful and flexible user authentication mobile support for iOS and Android devices.

Windocks is a leader in cloud native database DevOps, recognized by Gartner as a Cool Vendor, and as an innovator by Bloor research in Test Data Management. Novartis, DriveTime, American Family Insurance, and other enterprises rely on Windocks for on-demand database environments for development, testing, and DevOps. Windocks software is easily downloaded for evaluation on standard Linux and Windows servers, for use on-premises or cloud, and for data delivery of SQL Server, Oracle, PostgreSQL, and MySQL to Docker containers or conventional database instances. Windocks database orchestration allows for code-free end to end automated delivery. This includes masking, synthetic data, Git operations and access controls, as well as secrets management. Windocks can be installed on standard Linux or Windows servers in minutes. It can also run on any public cloud infrastructure or on-premise infrastructure. One VM can host up 50 concurrent database environments.

Dartican’s CompAccelerator is a robust compensation planning solution designed to provide the agility needed to address the challenges of today’s dynamic business environment. CompAccelerator guides managers in allocating salary, bonus, and long-term incentives, thus advancing transparency, expanding visibility and improving accuracy all while reducing the time and cost to setup and administer your planning cycle. This feature-rich and highly scalable software’s intuitive administration delivers sophisticated capabilities that are simply and quickly deployed for unmatched business agility. CompAccelerator is backed by readily available support staff with strong corporate compensation experience at your disposal.

NextGen Healthcare provides ambulatory practices of all sizes award-winning solutions along with dedicated support and professional services. We align with your goals to achieve the success that results in healthier patients and happier providers. NextGen® Enterprise EHR offers your practice configurable clinical content, intuitive workflows, and an integrated patient experience platform that incorporates telehealth. With NextGen® Mobile, your providers’ smartphones become an extension of your EHR, which saves valuable time. Managed cloud hosting keeps your practice secure and makes upgrades easy, though on-premise options are also available. NextGen® Office is a cloud-based EHR designed to support your practice growth, save staff time, and increase patient volume. This fully integrated clinical and billing platform features specialty-specific EHR content, mobile accessibility, a revenue cycle management system, and a convenient patient portal.

What is Package Receiving? Package receiving manages incoming packages in buildings, offices, universities, and hotels. It tracks, scans, sorts, and notifies recipients, ensuring seamless delivery. How It Works: PackageX’s solution uses AI scanning technology to capture text, QR codes, and barcodes, ensuring perfect package intake. It includes data validation, automatic contact matching, customizable notifications, and chain of custody tracking. Why Choose Us? - 99% Accuracy: AI scanning captures all package data. - Zero Lost Packages: Advanced tracking and chain of custody. - 2X Efficiency: Faster delivery with automatic contact matching and advanced notifications. Key Features: - AI scanning with data validation - Customizable notifications - Detailed chain of custody - Advanced delivery rules and tracking Choose PackageX to automate and streamline your delivery workflows for efficiency, accuracy, and a better recipient experience.

SBP Digital Banking Suite is an advanced open platform with modular banking features, providing omnichannel customer experiences & cloud-native capabilities. It covers all banking services from onboarding to day-to-day banking and beyond with open banking (Enhanced Onboarding, Credit Insights, etc.) SBP Digital Banking Suite integrates natively with leading fintech partners, utilizing API-first & microservices architecture for easy integration. It supports flexible deployment models, from SaaS to private, hybrid, and public cloud solutions. SBS Financing Platform is a modular platform designed to boost the efficiency of asset financiers worldwide. It simplifies the entire lending process, from the front to the back office, making it a great fit for both new market entrants and expanding businesses. The clients of the SBS Financing Platform benefit from a wide partner network seamlessly integrated into the platform, giving them a strong competitive advantage.