Drivepoint vs. FairPlanner Comparison Chart

Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results.

Planview Portfolios is a Strategic Portfolio Management product that helps organizations translate strategy into results, managing investment trade-offs against capacity and financials, governing delivery against outcomes, and operating from a connected view of strategy, work, resources, and outcomes. Forward Planning • Scenario comparison against priorities, constraints, and dependencies, combining manually built scenarios with AI-generated options • Investment prioritization, capacity planning, and demand management • Program and product funding, roadmapping, and financial planning • Forecast versus actuals tracking Outcome-Led Governance • Connected objectives and key results across portfolio, program, and team levels • Strategic missions translated into specific investments • Program management, project planning, and resource management • Process automation, time reporting, and portfolio reporting and dashboards, with out-of-the-box reports and Power BI integration • A governance and visibility layer across delivery modes, giving a unified strategic view of work happening in other Planview products used for Lean-Agile and collaborative execution Contextual Intelligence • A Connected Work Graph mapping relationships between strategy, dependencies, work, resources, and outcomes • Planview Anvi, the AI built into Portfolios, which generates planning scenarios, surfaces status, risk, and sentiment signals for governance, and identifies patterns across the Connected Work Graph • Anvi available through in-app intelligence, Anvi Chat, and Anvi Home • Connections to systems of record across an organization's existing technology stack through Planview Hub Security and Deployment • SOC 2, ISO 27001, and ISO 27701 certification • Data encryption in storage, transit, and backups • Cloud-hosted or on-premise deployment options • Customer data is not used to train AI models and is not shared with other customers or third parties • Planview Anvi operates within the customer's own Planview environment rather than as an external service Portfolios is designed for organizations managing multiple operating units, geographies, or diversified portfolios that need a connected operating picture across strategy, delivery, and outcomes.

Martus Solutions is a purpose-built budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our easy-to-use solution offers collaborative budgeting and flexible reporting features that can help your team make informed, mission-driven decisions. Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision with access to real-time data, cashflow forecasting, personnel budgeting, and automated workflows. Full implementation takes about three weeks, but most users can begin working within the first hour of the kickoff call. With seamless ERP integration and an intuitive interface, Martus delivers powerful financial insights to help your organization grow while staying mission-focused. Join the more than 1,200+ organizations already benefiting from smarter financial management with Martus!

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.

Premier Construction Software is a global, AI-powered construction ERP that helps growing general contractors control job costs, cash flow, and risk across every project in one easy-to-use cloud platform. Replace disconnected accounting, project management, and field tools with a single source of truth for WIP, change orders, and forecasting, so your team can shorten billing cycles and keep margins on track. How we're different: • Built for general contractors, owners, and land developers managing multi-project, multi-entity portfolios. • Advanced construction accounting with detailed job costing, real-time WIP reporting, and cash-flow forecasting to spot issues before they hit the P&L. • Project and field management with RFIs, subcontracts, drawings, and change orders tied directly to the budget and schedule. • Automated billing, approvals, and payroll to reduce manual entry and speed up collections. • Unlimited entities, consolidated reporting, and role-based dashboards.

EazyStock is designed to remove the complexities of inventory planning and purchasing for wholesale distributors. EazyStock is a cloud-based software that is available for an affordable monthly subscription. Distributors gain access to a powerful and user-friendly system that easily connects to ERPs to provide improved demand forecasting and order purchasing recommendations. Extend your Enterprise Resource Planning (ERP) system easily with EazyStock to ensure you have optimized inventory levels, today and in the future.

Everstage is the leading Sales Commission Software that helps you drive the right business outcomes through incentives. Sales commissions, despite being a large business expense, is often a revenue lever that is not utilized to its full potential. Everstage helps you up-level your incentive program and drive profitable growth. Everstage is a trusted ICM for public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. Rated as #1 sales compensation management software, Everstage helps businesses streamline commission administration, boost sales performance and improve ROI with actionable insights. Top features: No-code plan designer, detailed commission statements, advanced commission forecasting, quota management, queries & approval workflows, deferred commissions (ASC606), BI-powered reporting, and more.

SKU Science offers a quick and efficient solution for sales forecasting and performance tracking. Start your demand planning process in just two days! Designed by industry experts, it’s tailored for operations managers, S&OP managers, supply chain managers, and demand planners. Harness the power of 644 statistical combinations to create unique sales forecasts at any level. Customize your forecasting further with AI models trained on your specific dataset. Key performance indicators (KPIs) are automatically calculated and prioritized, ensuring your supply chain focuses on the most critical items for your business. Real-time operational dashboards update with every cycle, providing seamless activity tracking and enhanced decision-making. Thanks to its advanced features and user-friendly design, the platform is already trusted by numerous clients across industries such as manufacturing, food and beverage, healthcare, retail and e-commerce.

Assembled is the only platform that unifies AI agents and intelligent workforce management to power fast and flexible support operations. Built for scale, we help teams automate over 50% of customer interactions, forecast with 90%+ accuracy, and optimize staffing across in-house and BPO teams. Orchestrate every chat, email, or call, balancing workloads between human and AI agents in real time — without sacrificing quality or control. Trusted by Stripe, Canva, and Robinhood, Assembled transforms support from a cost center into a strategic advantage. Our Workforce and Vendor Management tools connect forecasting, scheduling, and performance for smarter staffing decisions. AI Agents automate conversations across channels with your workflows and brand voice. AI Copilot empowers agents with real-time guidance, suggested replies, and one-click actions for faster, higher-quality resolutions.

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.