GoodTrust vs. PortfolioPilot 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.

OfficeSpace is the #1 AI Operating System for the Built World, helping organizations manage and optimize physical workplaces. The platform unifies space planning, desk and room booking, wayfinding, visitor management, asset tracking, maintenance workflows, and workplace analytics in one system. AI-enabled workflows and real-time insights give teams visibility into how spaces are used across locations. Facilities, IT, HR, and Real Estate teams rely on the platform to support hybrid work, improve space utilization, streamline operations, and enhance workplace experiences. Recognized by Gartner as a key provider in the Workplace Experience Applications market, OfficeSpace is trusted by global enterprises to support flexible and in-office work and make informed decisions about the built environment.

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.

Multi-Entity Cloud Accounting Software for Growing Businesses Gravity Software is a cloud-based accounting solution designed for companies that have outgrown QuickBooks but don’t need the cost or complexity of Sage Intacct or larger ERP systems. Built natively on the Microsoft Power Platform (Dynamics 365), Gravity delivers robust multi-entity financial management with seamless integration to Microsoft 365, Power BI, Teams + Copilot — no third-party add-ons required. 🎈 Multi-entity & multi-location accounting 🎈 Automated intercompany transactions 🎈 AP automation & multi-level approvals 🎈 Real-time consolidated reporting & dashboards 🎈 Advanced analytics with Microsoft Power BI 🎈 Easy navigation from accounting to sales & service Trusted by growing companies in real estate, family offices, professional services, healthcare, hospitality, and nonprofits, Gravity helps businesses simplify complex accounting, improve cash flow, and scale with confidence.

MobiPDF (formerly PDF Extra) is an intuitive and powerful PDF editor and reader designed for today’s modern user - the cost-efficient alternative to Adobe Acrobat Pro you’ve been looking for. FEATURES OVERVIEW: PDF Viewer and Reader: Switch between page views or use "Read Mode" for distraction-free reading. Create and Edit PDFs: Modify text and images or start with a blank PDF. Convert to Office Formats: Easily turn PDFs into Word, Excel, PowerPoint, and image files. Leverage OCR: Transform scanned documents into searchable PDFs. Organize PDFs: Combine, split, reorder, and compress documents. Markup and Comment: Highlight, annotate, and add bookmarks or stamps. Fill PDFs: Seamlessly fill forms or create ones from scratch. Sign PDFs: Sign your documents anywhere—no ink required! Secure Your Work: Protect files with passwords, digital signatures, and 256-bit encryption. Offline Mode: Full functionality without internet access. Translate PDFs

Securden Password Vault for Enterprises is a scalable, enterprise-grade credential management solution available in both cloud (SaaS) and on-premise deployments. It centralizes the storage of passwords, SSH keys, DevOps secrets, files, and other sensitive data in an AES-256 encrypted vault, helping organizations enforce strong security controls and defend against insider and external threats. The solution enables secure credential storage, granular access controls, automated password rotation, and just-in-time access while providing full visibility through audit logs, session recordings, and real-time alerts. IT teams can launch secure remote connections such as RDP, SSH, and SQL directly from the vault without exposing credentials. Trusted by enterprises worldwide, Securden helps organizations strengthen security posture, streamline credential governance, improve operational efficiency, and meet compliance requirements across industries.

Smart, efficient, and anonymous People Counters & Analytics for the real world. Our solution allows for simple deployment, capture, and analysis of the number of people that enter a physical location. Optionally we also capture and report occupancy in real-time. We help Retailers, Libraries, Casinos, Universities, Places of worship, Office buildings, and other industries to analyze and take action on their people traffic trend. For Retailers, we offer a specialized package to measure Performance on Traffic, including Conversion Rate and Service Levels. Combining POS data and staff data is easy with our direct integrations. Our Retail Equation simulator allows users to run simulations to plan sales improvement. It is also extremely beneficial as a learning tool to understand the relationship between traffic, staffing, conversion rate, and good quality service.

Collect! is a highly configurable debt collection software serving collection agencies, debt buyers, law firms, government, healthcare providers, educational institutions, property managers and other creditors. Collect! offers good value for startups and full functionality for large agencies. Built for flexibility, Collect! offers configurability and features to enable users to automate and track contacts and payments, manage judgments, manage sales, communicate from the system, create payment plans, report to bureaus and manage month-end reporting. Importantly, configurations and customizations remain available through updates, upgrades, and moving to larger editions. Features and tools include robust import-export functions, large set of stock reports and letter templates, report generator tool, account segmentation tool, flexible trust accounting, account level forms and document attachments, consumer portal, client portal, reporting dashboard, HIPAA and SOC 2.

InterProse ACE is a modern, web-based debt recovery software solution built for collection agencies who specialize in consumer or commercial debt, including property management, healthcare, education, and government accounts. ACE also serves collection attorneys, property managers, original creditors, financial institutions and government entities. Developed to be flexible and configurable with no one business case in mind, our feature-rich debt collection application helps users easily manage their accounts, set up custom payment plans, process billing, issue client invoicing and reports, manage legal judgments, report/analyze their data in custom templates, automate just about any manual process and do it all in a highly efficient and cost-effective way. Key features include account bundling, account-level documents attachments, heavy process automation, client access, trust accounting, credit reporting, consumer self-service tools, and numerous tech integrations.

Designed for organizations operating in the cloud who need complete, centralized visibility of their entire cloud estate and want more time and resources dedicated to remediating the actual risks that matter, Orca Security is an agentless cloud Security Platform that provides security teams with 100% coverage their entire cloud environment. Instead of layering multiple siloed tools together or deploying cumbersome agents, Orca combines two revolutionary approaches - SideScanning, that enables frictionless and complete coverage without the need to maintain agents, and the Unified Data Model, that allows centralized contextual analysis of your entire cloud estate. Together, Orca has created the most comprehensive cloud security platform available on the marketplace.