FINTRX Platform vs. PM1e 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.

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).

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.

Virtuous is much more than a CRM - it is the only responsive fundraising platform designed to help nonprofit teams build better donor relationships and grow generosity. The world of fundraising has changed. Virtuous is your growth partner for the new normal ⏤ unifying fundraising, marketing, and donor development activities, ridding teams of redundant back-office tasks, and surfacing the insights and signals needed to deliver dynamic donor experiences at scale. Giving is deeply personal. We believe fundraising should be too. Virtuous is everything you’d expect from a robust CRM, plus data insights to help you build deeper donor relationships: email marketing, mail segmentation, campaign tools, and more, designed to increase engagement. Data-driven donor insights powered by wealth, social media, engagement, location, and other data to help you listen to constituents at scale. See how Virtuous can unify and empower your teams to exceed your goals.

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.

ConnectWise PSA, formerly ConnectWise Manage, is a robust business management platform made for companies that offer, service, and support technology. Trusted by more than 100,000 users, ConnectWise PSA offers a wealth of features that enables teams to achieve greater accountability, operational efficiency, and profitability. The platform comes with help desk, time tracking and billing, project management, account management, agreements, sales and marketing, procurement, and reporting tools.

SafetyIQ is revolutionizing the way businesses approach safety. As a leading provider of comprehensive workplace safety software, we cater to four key areas: Mobile Worker Safety, EHS (Environment, Health, and Safety), Fatigue Management, and Training. Our platform is designed to safeguard your workers, no matter their location or task, ensuring all-around safety compliance. Unlike most safety software providers that only react to incidents or implement proactive measures, SafetyIQ introduces a third pillar to safety management - predictive analytics. We transform the untapped wealth of safety data within your organization into actionable insights to inform safety strategies, mitigating risks even before they arise.

DocuPhase is a leading provider of intelligent automation solutions designed to maximize business efficiency for the back office of the CFO. Our comprehensive, intelligent financial solutions eliminate mundane workflows and shorten approval processes. Our solutions include document management, AP automation, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. Learn more below. AP Automation and Vendor Payments Solutions: Allow DocuPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. Document Management Solution: Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. Forms and Workflow Automation: Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.

With customers across 70+ countries, organizations of all sizes rely on Device42 as the most trusted, advanced, and complete full-stack agentless discovery and dependency mapping platform for Hybrid IT. With access to information that perfectly mirrors the reality of what is on the network, IT teams are able to run their operations more efficiently, solve problems faster, migrate and modernize with ease, and achieve compliance with flying colors. Device42 continuously discovers, maps, and optimizes infrastructure and applications across data centers and cloud, while intelligently grouping workloads by application affinities and other resource formats that provide a clear view of what is connected to the environment at any given time. As part of the Freshworks family, we are committed to, and you should expect us to provide even better solutions and continued support for our global customers and partners, just as we always have.