Axys vs. Morningstar Advisor Workstation 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.

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.

Blue Sky's "Portfolio Manager" Lease Management Software is an easy to learn and use cloud-based solution for centralized tracking and reporting of lease contracts. By managing your lease contracts and associated maintenance contracts throughout the entire lifecycle you can strengthen the audit process, reduce costs, increase cash flows and mitigate risk with centralized visibility that drives enterprise value. Portfolio Manager provides complete status management for running leasing RFP's, tracking status, notes, documents and next steps for every open project. Bulk data imports allow for efficient data entry. Fully customizable with robust reporting capabilities. The custom report writer allows every data field to be exported to excel. Pre-built templates are available to feed most ASC842 lease accounting software templates. End of lease term management is automated with custom parameters and automatic notifications to ensure you never miss an end of lease term notification.

Buildium is all-in-one property management software trusted by thousands of property managers to take control of their business and drive more revenue per door. It’s the #1 most recommended for a reason. From accounting and communications to leasing, top-rated mobile apps and more—there’s everything you need to thrive. You’ll be able to find new revenue streams from resident services, count on award-winning support, and tap into an ecosystem of proven integrations with Buildium Marketplace. No matter the portfolio, Buildium is purpose-built for your job. With packages starting at just $58 a month, and zero hidden fees, it’s no wonder Buildium is ranked by Forbes to be the “Best Real Estate Accounting Software for Property Managers.” Start today with a free 14-day trial loaded with real-world scenarios (no credit card needed) and get ready to level up with Buildium.

Rent Manager is award-winning property management software built for residential, commercial, and short-term-stay portfolios of any size. The program’s fully customizable features include a double-entry accounting system, maintenance management capabilities, marketing integration, mobile applications, more than 450 insightful reports, and an API that integrates with the best PropTech providers on the market. Powerful enough to support large portfolios, yet flexible enough to be customized to each individual unit, Rent Manager is for companies—global enterprises and mom-and-pops—that manage all varieties of properties. Users can access their data anywhere—in the field, on an emergency maintenance call, in the office, or at home. Rent Manager offers flexible platform options including Rent Manager Online and Rent Manager Express, as well as intuitive mobile tools like rmAppSuite Pro and rmResident. Rent Manager is the one software you need to continue to grow your operation.

Project Insight (PI) is a modern, full-featured project & portfolio management software capable of aggregating and reporting on all of the projects across your organization. PI centralizes your work, projects, & tasks in one easy-to-use online platform that can be customized to meet your business needs. PI is best for companies that have sophisticated project management feature requirements like scheduling, budgeting, time-tracking, & capacity planning, but who want a simple, adoptable tool that is fully customizable and which offers exceptional customer support. Seamlessly aggregate data from your key CRM, accounting, DevOps, support, & HR software to give stakeholders real-time project insights. PI's FREE version let's you start simply & grow as you go.

Improve claim outcomes with streamlined First Notice of Loss (FNOL), claim processing and flexible reporting. INCIDENT BASED CLAIMS MANAGEMENT Effective claims management is about more than simply managing claims outcomes. It is about having an automated process that ensures efficiency and accuracy across the organization, getting timely notice of losses, and taking swift action are keys to success. The incident-based approach of Cloud Claims covers all accidents and losses, delivering a complete picture of loss to executives and claims managers. REPORTING Are your business executives frustrated by the lack of real-time insight into claim activity? Streamline claims operations with alerts and reminders to engage the right resources at the right time. Cloud Claims is cloud-based and able to connect with your systems via API. Large distributed organizations can enable workers at various locations to report incidents in real-time to management.

Make tax reporting easy, reliable and accurate with Koinly. Simply connect your exchange accounts / public addresses and let Koinly calculate your capital gains, then generate a tax report for next year. Your final report is accepted by your tax agency and easy to print & file. Koinly is an accounting and tax reporting software for cryptocurrency investors, hobbyists and accountants. With over 700 integrations, Koinly supports over 400 Exchanges, 100 Wallets and over 170 Blockchains. This makes it easier for you to get the most out of your crypto capital gains. Easily track your crypto assets & taxes View your total holdings and portfolio growth over time - across all your wallets and accounts - along with your tax liabilities. Reliable cryptocurrency tax reports Preview your capital gains and taxes for free. Generate tax documents when you are ready. Easily find and fix issues with your transactions Say goodbye to absurd gains and inaccurate tax reports.