FundPortal vs. TrustQuay Comparison Chart

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.

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).

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.

End-to-end business management software for the green industry, from tree care to landscaping and more. Scale your company with our QuickBooks integration and CRM. Delight clients with digital proposals and payments. Manage your business with built-in work orders, timesheets, route optimization, inventory management, and more. Simplify your operations and win customers for life.

Tickeron, the quant-sourced marketplace for AI stock trading tools, adds a new set of AI Robots to be used by active traders. Tickeron and independent trading experts developed “AI Robots,” which are automated bots that generate buy and sell signals. Tickeron has a set of customizable neural networks to create AI Robots that specialize in particular trading algorithms. The best way to make money daily trading crypto is to use our premium tool, Real Time Patterns (RTP Cryptos). This tool allows you to compete with Hedge Funds by providing analysis of patterns charted by crypto prices instantaneously. With this, you get real-time notification alerts anytime a signal to buy or sell cryptos based on intraday price information is available. This tool is customizable to your taste and specific strategies.

AestheticsPro is the most complete aesthetics software on the market today. HIPAA cloud compliant with electronic charting, integrated POS, targeted marketing, and results driven reporting. Increased mobile responsiveness allows you to power your practice from anywhere, with any device. Our comprehensive Client Portal give your clients full access to view their records and treatment plans, before and after photos, and the ability to instantly book future appointments. AestheticsPro delivers all of the tools you need to manage your medical spa business. Maximize your medical spa's potential and propel your practice forward with the power of AestheticsPro.

BetterWorld uses innovative solutions to make online fundraising easy for nonprofits. Our fundraising platform is designed to be incredibly easy to use. Set up an account and start raising funds in minutes! With BetterWorld, design gorgeous online auctions to raise more funds with less effort. Our fundraisers look beautiful on phones, tablets, and desktop computers. Utilize the BetterWorld platform to build elegant online giveaways that engage donors and raise funds. Impress donors and spread awareness for your cause. Sell more tickets to fundraisers with BetterWorld. Quickly design custom-branded pages to showcase your events. Take advantage of quick and convenient crowdfunding to raise funds for good causes. BetterWorld's online fundraising platforms make crowdfunding simple and fun.

PowerVista RollCall is designed for vocational, professional, trade, continuing and adult education organizations. RollCall streamlines management from admissions through alumni with invoicing, certificate/ degree program tracking, finance tracking, customizable data elements/ built-in report writer/ built-in forms writer and instantly available accreditation statistics. Mix and match distance and traditional classroom learning. Install RollCall on your office network server with access via network client/browser or in a remotely hosted implementation with browser access. Integrate RollCall web portals to provide web browser access to students and prospects for on-line application, on-line registration, on-line payments, grading, viewing schedule, memo transcripts and complete reporting. Integrates with Quickbooks and Moodle.

Enjoy lucrative returns while limiting your exposure to market volatility. Leverage our due diligence processes and strategic relationships with your investment capital. Gain access to institutional quality opportunities in a variety of asset classes. Invest in pre-vetted private equity transactions. Receive passive cash flow directly to your bank account. Track your investments through our industry-leading investor portal. We are not another crowdfunding platform. We are a technology-enabled real estate investment firm. Our compensation is highly weighted towards the performance of our assets, and we invest in each offering.