Cobalt vs. VISE 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).

Dynamo Software is the leading end-to-end, AI-powered platform for alternative investment management, centralizing and automating front-to-back-office operations for both General Partners and Limited Partners. Trusted by 1,000+ global clients managing more than $10T in AUM, Dynamo replaces point-tool ssprawl with one secure platform. Dynamo v3.0 delivers an intelligent, intelligent interface built for investment professionals, with Blueprint pre-configured hubs, layouts, and reports that accelerate onboarding and adoption. For General Partners, Dynamo unifies CRM, deal sourcing, fundraising, investor relations, portfolio monitoring, and cloud-native fund accounting on a single data foundation. Engagement scoring surfaces high-intent LPs to shorten fundraising cycles, while digital onboarding with e-signature, KYC orchestration, and ongoing AML monitoring accelerates closes and strengthens compliance from first contact. A white-label Investor Portal automates capital calls, distributions, and tax document delivery, and 70+ audit-ready reports aligned to US GAAP, ILPA, and Invest Europe keep financials and investor communications consistent. For Limited Partners, Dynamo consolidates research, diligence, and multi-asset portfolio management into a single source of truth. Analyst evaluations, IDD and ODD notes, and manager pipelines live in one searchable environment. Performance analysis at the investment, asset class, or total portfolio level supports confident allocation decisions. HoldingsInsight enriches holdings data to reveal look-through exposure by sector, region, currency, and country of risk, and cash flow modeling and what-if scenarios turn reactive reporting into proactive oversight. DynamoAI is natively embedded across both experiences. It does not sit on top of your investment data, it operates from within it. Purpose-built agents categorize and tag records, convert PPMs, pitch decks, and capital call notices into structured data, surface relationship intelligence, flag performance anomalies early, and draft screening memos, IC memos, and quarterly reports for review. Teams ask questions in plain language and get answers backed by source records. Firms can also bring their own AI through Dynamo MCP connectors, reaching Dynamo data directly with the same permissions and the same audit trail.

When sensitive documents decide the pace of a deal, CapLinked gives teams a secure virtual data room built to keep diligence moving. The platform helps organizations share confidential files, manage buyer and investor review, support M&A, raise capital, handle asset sales, complete audits, and coordinate licensing workflows without relying on scattered email threads or basic file storage. Teams can organize documents in guided workspaces, invite internal and external users, set permission based access, apply watermarking and digital rights management, search with OCR, manage Q&A, track activity, and monitor critical file activity. CapLinked also offers Team and Enterprise plans, integrations with Salesforce, Dropbox, Box, OneDrive, and Google Drive, API options, concierge support, and training resources. For companies that need a faster, safer, and more professional way to run confidential transactions, CapLinked delivers on its promise as The Deal Room That Works. Visit caplinked.com.

Datasite Diligence® serves as the hub for conducting due diligence, offering a range of advanced data room technologies to optimize deal-making. By harnessing the power of machine-learning models trained on an extensive repository of over three million documents, you gain a competitive edge in your transactions. With Datasite Diligence, you can accelerate deal closures and approach negotiations with unwavering assurance, unburdened by the complexities of due diligence. The Datasite platform streamlines the sell-side process, automating various manual tasks involved in deal preparation. Whatever your business, industry, purpose, or role, Datasite Diligence empowers you with a host of features to conduct due diligence more efficiently and confidently. From automated content management and integrated Q&A to upgraded redaction capabilities, multi-language search, and detailed engagement tracking, the data room platform is designed to facilitate smoother and faster transactions.

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.

Delivering innovative market data solutions for over two decades, QUODD powers the financial ecosystem with the largest integrated suite of market data APIs in the industry. Our institutional-strength data offerings are built for your business; spanning dozens of market segments and delivered from the cloud with the reliability and scale you demand. Access data your way. Data Feeds — Tick-by-tick, real-time streaming across global markets, built for the speed of trading and analytics APIs — Developer-friendly, modern integration and authentication standards for fintechs and financial institutions Integrations — Seamless connectivity into downstream systems and enterprise workflows, with cloud-native delivery and on-demand scale

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.

IUX Markets is a professional trading platform offering access to over 250 financial instruments, including forex, stocks, indices, cryptocurrencies, commodities, and thematic indices. It provides ultra-low spreads starting from 0.0 pips, commission-free trading, and fast order execution with average speeds under 30 milliseconds, supported by institutional-grade liquidity. Traders can access markets through multiple platforms, including the proprietary IUX App Trade and MetaTrader 5, available on desktop and mobile devices. The platform offers transparent pricing, no requotes, and zero trade restrictions to ensure seamless trading experiences. IUX Markets also provides accessible market analytics, an economic calendar, and margin/spread calculators to assist traders in making informed decisions. Regulated by the Financial Services Commission of Mauritius, the platform prioritizes security and compliance, adhering to PCI DSS standards to protect customer funds and data.

Risk, procurement, and compliance teams across the globe are under pressure to deal with geopolitical and business risks. Third-party risk exposure is impacted by rapidly scaling complexity in domestic and cross-border businesses, along with complicated and diverse regulations. It is extremely important for companies to proactively manage their third-party relationships. An AI-powered solution to mitigate and monitor counterparty risks on a continuous basis, this cutting-edge platform is powered by D&B’s Data Cloud with 520M+ Global Business Records and 2B+ yearly updates for third-party risk insights. With high-risk procurement alerts and multibillion match points, D&B Risk Analytics leverages best-in-class risk data to help drive informed decisions. Perform quick and comprehensive screening, using intelligent workflows. Receive ongoing alerts of key business indicators and disruptions.

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