Equisolve vs. WealthBlock Comparison Chart

We are B2i Technologies, the IR website partner public companies trust most. We deliver custom corporate and investor relations websites, real-time data widgets, and digital IR services, all designed to work together seamlessly and affordably. No iFrames. No subdomains. Your data loads directly on your page, clean, fast, and fully integrated. It looks and feels like your site because it is. Because there are no iFrames or separate IR subdomains needed, your financial data and investor content are delivered directly on your website, creating a cleaner user experience while supporting your broader SEO and AI search visibility efforts. Backed by the same team that has supported hundreds of public company websites for more than 25 years, B2i combines flexibility, reliability, and responsive support to help you deliver a better experience for investors and stakeholders alike. Modern IR starts here. Let's build something great together.

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.

FusionAuth is a modern, developer-focused identity and access management platform built to give you full control over your authentication stack. Whether you’re building a startup app or managing enterprise-scale infrastructure, FusionAuth delivers all the must-have features — from login and SSO to advanced protocols like OAuth2, OIDC, SAML, and WebAuthn — in a self-hostable or cloud-native package. Designed with developers in mind, FusionAuth integrates seamlessly with any language, framework, or architecture. Every capability is API-first and built for extensibility, so you can tailor authentication workflows without getting locked into rigid, inflexible systems. FusionAuth supports all the key use cases — user registration, multi-factor authentication (MFA), passwordless login, role-based access control, and more — while helping you stay compliant with GDPR, HIPAA, PCI, and other regulatory standards.

Cerberus FTP Server provides a secure and reliable file transfer solution for the demanding IT professional in any industry. Supporting SFTP and SCP, FTP/S, and HTTP/S, Cerberus is able to authenticate against Active Directory and LDAP, run as a Windows service, has native x64 support, includes a robust set of integrity and security features and offers an easy-to-use manager for controlling user access to files and file operations. - FTP/S, SCP, SFTP, HTTPS - SAML SSO - Active Directory & LDAP - Secure SSL Encryption - Two-Factor Authentication - IP Auto-Banning and Geoblocking - HIPAA Compliant - FIPS 140-3 Validated - Advanced Reporting - Comprehensive Auditing - Web File Transfer Client - Email Notifications - Event Support & Automation - File Retention Policies -Unlimited Connections -Virtual Directories -Users & Groups -Detailed Logs -Full IPv6 Support -FTP with TLS/SSL -SOAP control API -Web Administration -SSH2 SFTP and SCP -Public Key Authentication

It is an AI accessibility widget to enable websites to be accessible among people with hearing or vision & motor impaired, color blind, dyslexia, cognitive & learning impairments, seizure & epileptic, ADHD, elderly, & Parkinson. It installs in just 2 minutes. It reduces the risk of time-consuming accessibility lawsuits by improving accessibility compliance for the standards WCAG 2.1, 2.2, ADA, Section 508, European EAA EN 301 549, ACA, California Unruh, Israeli Standard 5568, Australian DDA, UK Equality Act, AODA, Indian RPD Act, GIGW 3.0, France RGAA, German BITV, Brazilian Inclusion law LBI 13.146/2015, Spain UNE 139803:2012, JIS X 8341, Italian Stanca Act, & more. It supports 190+ languages, available with over 90 features, and paid add-ons like manual accessibility audit, remediation, PDF document remediation & VPAT / ACR, scanning and monitoring, and video subtitle for any businesses. It supports GDPR, HIPAA, CCPA, SOC Type 2, ISO 9001:2015, & ISO 27001:2022.

Create a portfolio as unique as you are. On eToro, you have the freedom to choose from variety of cryptocurrencies, 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. Don’t invest unless you’re prepared to lose all the money you invest. 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.

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).

InMotion Hosting is a performance-first infrastructure provider trusted by agencies, digital teams, and growing businesses since 2001. With more than 170,000 customers worldwide, we design, own, and operate our own hardware and network. No reselling. No third-party dependencies. No surprises. Every support interaction is handled by trained technical staff, available 24/7. No scripts, no bots. We are founder-led, privately held, and accountable to our customers, not outside investors. That independence is why our partnerships last. Products and Services: Web Hosting (Shared, WordPress, cPanel) Managed VPS Hosting Dedicated Servers Reseller Hosting (WHM) Managed Hosting Services Large Server Deployments Domains & Business Email Professional Website Services When your website drives your business, the infrastructure underneath it is not a commodity decision. InMotion Hosting gives you performance, direct human access, and an infrastructure partner built for the long term.

Bryt Software is a flexible, cloud-based loan servicing platform designed to help lenders automate servicing, reduce manual processes and manage their loan portfolios from one centralized system. Bryt supports configurable loan structures, automated payment allocation, multiple interest accrual methods, late fees, borrower communications, document management, reporting and portfolio monitoring. Optional modules extend the platform with capabilities including ACH payment processing, borrower and investor portals, escrow/impound management, multi-lender and investor servicing, custom reporting, API access and more. Designed for organizations ranging from private and commercial lenders to consumer finance companies, CDFIs, automotive lenders and nonprofits, Bryt combines powerful servicing capabilities with an intuitive interface and modular pricing. Bryt is 100% cloud-based and includes unlimited support. Start a free 30-day trial or schedule a personalized demonstration to see how Bryt can simplify your loan servicing operation.

Diplomat MFT by Coviant Software is a secure, reliable managed file transfer solution designed to simplify and automate SFTP, FTPS, and HTTPS file transfers. Built for seamless integration, Diplomat MFT works across major cloud storage platforms, including AWS S3, Azure Blob, Google Cloud, Oracle Cloud, SharePoint, Dropbox, Box, and more. With over two decades of proven, breach-free performance, Diplomat MFT supports compliance with HIPAA, HITECH, GLBA, PCI/DSS, GDPR, and DORA. It features robust capabilities such as PGP encryption, multi-factor authentication, IP-based access rules, and built-in threat intelligence. If you're still relying on manual scripts or outdated FTP tools and you're concerned about audit failures, security gaps, or compliance risks, Diplomat MFT offers a scalable, secure solution you can trust. Start your free trial today.