Croesus vs. MoneyGuide Comparison Chart

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).

Nexo is a premier digital assets wealth platform designed to empower clients to grow, manage, and preserve their crypto holdings. Our mission is to lead the next generation of wealth creation by focusing on customer success and delivering tailored solutions that build enduring value, supported by 24/7 client care. Since 2018, Nexo has provided unmatched opportunities to forward-thinking clients in over 200 jurisdictions. With over $7 billion in AUM and $320 billion processed, we bring lasting value to millions worldwide. Our all-in-one platform combines advanced technology with a client-first approach, offering high-yield flexible and fixed-term savings, crypto-backed loans, sophisticated trading tools, and liquidity solutions, including the first crypto debit/credit card. Built on deep industry expertise, a sustainable business model, robust infrastructure, stringent security, and global licensing, Nexo champions innovation and long-lasting prosperity.

Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation.

Welcome to Upper Hand on SourceForge, the nexus for premier sports facility management and sports scheduling software. Our innovative solutions empower sports facility managers with tools to streamline operations and optimize resources. Our standout sports facility management software is designed to revolutionize the management of any sports complex or organization, incorporating cutting-edge features to maximize efficiency and productivity. Our sports scheduling software, an embodiment of our commitment to superior registration, provides a user-friendly, flexible platform for coordinating staff schedules across diverse facilities and events. Handling complex schedules and sudden changes is a breeze with this dynamic tool. Our software solutions include advanced data analytics capabilities, paving the way for data-driven decision making and competitive strategies in the sports industry. Review our top-tier solutions with Upper Hand and gain the advantage today.

ZenTreasury is a cloud-based IFRS 16 lease accounting and treasury solution for companies managing anywhere from tens to thousands of contracts. It automates lease classification, modifications, journal entries, and disclosure reporting, helping finance teams eliminate spreadsheet risk and stay compliant. ZenTreasury supports complex finance environments with full multi-currency and multi-entity capabilities, cost center allocations, role-based access, and detailed audit trails. In addition to lease accounting, the platform includes tools to manage loans, FX contracts, guarantees, and interest rate derivatives. Built-in cash forecasting, liquidity planning, and automated treasury accounting provide complete control and visibility. With fast onboarding, an intuitive interface, and strong security, ZenTreasury is trusted by enterprises globally.

Don’t settle when it comes to managing your clients’ IT infrastructure. Exceed their expectations with ConnectWise RMM, our MSP RMM software that provides proactive tools and NOC services—regardless of device environment. With the number of new vulnerabilities rising each year, smart patching procedures have never been more important. We automatically test and deploy patches when they are viable and restrict patches that are harmful. Get better protection for clients while you spend less time managing endpoints and more time growing your business. It’s tough to locate, afford, and retain quality talent. In fact, 81% of IT leaders say it’s hard to find the recruits they need. Add ConnectWise RMM, NOC services and get the expertise and problem resolution you need to become the advisor your clients demand—without adding headcount.

NovusMED is an ecosystem that includes call center, administrative, driver applications, and client/clinic booking applications. NovusMED is the platform of choice for a wide range of medical transportation services and includes configurations for brokerage, providers, senior, community, and home health programs. Accurately manage calls and patient information. Monitor real-time performance and adjust resource capacity to meet changes in service demand. Manage will calls, confirmation calls, and recurring trips/standing orders in real time. Improved mileage reimbursement and cost calculators to manage multiple contractors, funding sources (payors), multiple providers, and volunteer driver programs. Enhanced credential management for vehicles and drivers. Manage subcontractor outsourcing with provider mobile, trip bidding, and trip offers. Able to see the closest vehicle and perform immediate bookings.

Setyl is a cloud-based IT asset management platform (ITAM) that combines hardware and software asset management in one. The platform seamlessly integrates with 100+ IT systems, including MDM, RMM, IDP, SSO, HR, finance, helpdesk tools, and more. Use Setyl to gain full visibility and control over your IT assets, SaaS applications and licenses, users, vendors and spend in one place — helping you: ✓ Streamline and scale your IT operations, including employee onboarding and offboarding. ✓ Identify and eliminate wasted IT spend. ✓ Safeguard against compliance risks and prepare for your audits, including ISO 27001 and SOC 2. The user-friendly interface requires little to no learning curve, making it easy to use and implement, and to collaborate with people across your organization. Features include: asset and license register, full asset lifecycle management, app renewal management, employee on/offboarding, shadow IT detection, vendor audits, and IT spend reporting.

Intelex is an integrated software solution for managing Environmental, Health, Safety and Quality (EHSQ) programs. Intelex’s scalable platform is designed to store, manage and analyze EHS and Quality data in one place. The solution works on any device to meet the realities of your workplace. With Intelex, your organization can: - Drive better results in your EHSQ program by monitoring workflows to achieve top performance and gain control. - Identify trends and tendencies by setting goals to gain greater insight into your EHSQ program to enhance judgement. - Reduce incidents and administrative work by easily monitoring, managing, optimizing and drawing insights from your safety data with our user-friendly safety software solution. - Streamline air, water and waste emissions management and reporting, and track and manage environmental outputs to achieve sustainability goals. - Drive continuous quality improvement activities across multiple departments, sites or locations.