Captools/net vs. InvestWell Comparison Chart

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).

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.

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.

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.

Seertech is an all-in-one solution that consolidates your learning and development investment in multiple systems: one contract, one software, one relationship, and one place for all your learners. As an award-winning LMS, Seertech is trusted by over 5 million users globally. With a customer retention rate 78% higher than industry average, Seertech will be the LAST LMS you will ever need. At its core, Seertech is designed to rapidly upskill and retain resources at scale. What sets Seertech apart is how personalized and configurable the software is. This makes our LMS ideal for enterprise organizations with intricate and ‘mission-critical’ learning needs. The Seertech learning approach reduces tribal knowledge, time to contribution, fragmented learning, and manual reporting. These outcomes enable enterprise organizations to better address the current skills shortage. To achieve exceptional learning outcomes, boost retention and reduce costs - talk to Seertech today.

MaxiDent is a Canadian dental practice management software provider, that with over 40 years of experience has evolved to now offering much more in additional avenues of dentistry, such as business and marketing to help advance all dental practices across Canada. MaxiDent software offers a plethora of applications that include clinical charting, patient scheduling, SecureSend integration, billing, lab-tracking integration, and so much more. Other important capabilities of the add-ons include patient self check-in software, email / text reminders, electronic signature capture, voice recognition, voice command, and fully integrated payment systems, to name a few. By becoming a MaxiDent client, your practice will gain access to its very own dedicated 4-person SUCCESS TEAM. MaxiDent’s Success Teams are designed to work with and get to know your practice's specific needs, and comes equipped with 1 Account Manager, 1 Implementation Manager and 2 Support Technicians.

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why we drive the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying.

Create a portfolio as unique as you are. On eToro, you have the freedom to choose from dozens of cryptocurrencies, an array of stocks and ETFs, and a number of unique investments like Smart Portfolios to create an investment strategy that is fit to you. Or, follow one of our Popular Investors, and make their crypto strategy, your strategy. With a clean and simple interface, no hidden fees, and top security for your peace of mind, eToro can take some of the stress out of investing. Plus, learn as you invest, with tools like our virtual $100k portfolio and the eToro Academy. Get started with this fintech leader today, and join over 20M other users investing in stocks, crypto, and community.

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.