CircleBlack vs. Wealthbot 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.

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).

Premier is the global leader in construction ERP, rated #1 Construction Accounting Software by Forbes Advisor. Tailored for General Contractors, Developers, Homebuilders, and Specialty Contractors, our all-in-one platform ensures financial control, operational excellence and collaboration connecting every process and stakeholder. Our modern cloud-based solution seamlessly blends sophistication with simplicity. Premier provides predictive intelligence, customizable dashboards, AI/automation, unlimited entities, comprehensive financials, advanced accounting, job costing, robust project management, streamlined billing, accurate forecasting, cashflow management, drawing management, collaboration tools, approval management, field/mobile, payroll, safety, and robust business intelligence.

Ticketing platforms are either antiquated, expensive, lack customer support, or most are all of the above. Ticketsauce and NIGHTOUT came together because we see the whitespace that no other company is addressing; A fully integrated event ticketing and marketing powerhouse with fair and transparent pricing. As the most complete white label solution in the industry, Ticketsauce focuses on helping clients maintain and promote their brand while simplifying event management and marketing. Our world-class support team will walk you through setting up your event, marketing it, and making sure it runs smoothly from A-Z. Set up a demo so we can walk you through our one-of-a-kind platform that's here to shake up the event industry and deliver on your every need.

DirectMail2.0 is a white label technology platform for printers, agencies and mail service providers that integrates their client’s direct mail campaigns with digital channels to track and increase results by 23-46%.

Collect! is a highly configurable debt collection software serving collection agencies, debt buyers, law firms, government, healthcare providers, educational institutions, property managers and other creditors. Collect! offers good value for startups and full functionality for large agencies. Built for flexibility, Collect! offers configurability and features to enable users to automate and track contacts and payments, manage judgments, manage sales, communicate from the system, create payment plans, report to bureaus and manage month-end reporting. Importantly, configurations and customizations remain available through updates, upgrades, and moving to larger editions. Features and tools include robust import-export functions, large set of stock reports and letter templates, report generator tool, account segmentation tool, flexible trust accounting, account level forms and document attachments, consumer portal, client portal, reporting dashboard, HIPAA and SOC 2.

YesEvents offers a comprehensive suite of services that spans the entire conference lifecycle and ensures every detail is executed with precision. Our commitment to exceptional customer service extends beyond conventional boundaries, consistently exceeding expectations and enriching both organizer and attendee experiences. Stay connected, register more attendees, and build stronger relationships while saving time and money with YesEvents. As a premier event management company, YesEvents offers a web-based registration system specifically designed to manage conferences and meetings of all sizes. Features include online registration, call for papers, exhibit and sponsor management, interactive floor plans, mobile attendee app, mobile check-in, badging, and white glove service.

MSCTIME is a streamlined online timesheet platform tailored for the construction industry. It simplifies time tracking, reporting, and project management. Our customizable online timesheets adapt to diverse contractor and project needs. From intricate, large-scale endeavors to smaller projects, MSCTIME ensures precise time recording. Efficiency is key. Contractors effortlessly submit accurate reports, replacing tedious paperwork with a few clicks. This efficiency saves time and reduces errors, enhancing record accuracy. MSCTIME's reporting capabilities are robust. It generates comprehensive billing and payroll reports, aligning with client and internal financial requirements, reducing administrative burdens. Users monitor progress, resource usage, and potential bottlenecks, promoting informed, timely actions. MSCTIME offers a tailored digital toolkit for construction, enhancing efficiency, precision, and informed decision-making.