InvestWell vs. QUO Comparison Chart

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).

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.

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.

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.

icCube is a Swiss embeddable analytics solution designed for B2B SaaS product and development teams to deeply embed analytic capabilities inside their applications. Dashboards will seamlessly blend into the SaaS solution’s UI and UX experience, while resting on top of icCube’s robust analytical engine, allowing to consume complex data models needing sophisticated data security. With a dev2dev approach, icCube's team accompanies clients to successfully and quickly get into production. At icCube, we understand that navigating the complexities of data can be daunting. That’s why we’re excited to introduce also our Data Analytics Boutique Services, designed to empower both existing and new clients in achieving seamless data integration, robust data security, insightful analytics, effective decision automation and dashing reports. We partner with our clients at all stages and all phases of their projects and product roadmaps. From a quick review up to a full project and product

Elevate your business communications with Notifyre's secure SMS and fax solutions. We're ISO 27001 certified and fully HIPAA compliant, providing BAA's, user access controls and audit trails and more security features. Benefit from flexible pay-as-you-go fax & SMS and outstanding value receive fax plans. Fax service features include: - Online Fax Platform - Email to Fax and Fax to Email - Fax API -Online Fax Numbers -Fax Number Porting -Fax Broadcast SMS service features include: - 10DLC Registration -> Book a Demo for one-on-one guidance! - SMS Online, Email to SMS, SMS API - Mass Text Messaging/ SMS Marketing - Subscriber Management Tools - Bulk Upload Contacts to Address Book - Create SMS Templates + Contact Merge Fields Outstanding value and 5-star service. Our dedicated team are here to help. We are 100% committed to providing the very best service.

CallShaper is a call center software and Predictive dialer designed to help reduce costs and increase ROI for Call Centers. CallShaper partners with businesses to maximize contacts, track the performance of agents, manage leads, and sales processes. The drag-and-drop interactive voice response (IVR) editor allows managers to transfer calls to third-party stakeholders and other recipients based on agents' availability, time, or type. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.

Stellar makes it possible to create, send, and trade digital representations of all forms of money: dollars, pesos, bitcoin, pretty much anything. It’s designed so all the world’s financial systems can work together on a single network. Stellar's API and SDKs are ready to help you transform the world of finance, and the network’s currency connections could give even a small company the power and reach of an international bank. Leverage the many currency-backed tokens already on the Stellar network. Use Stellar's built-in decentralized exchange for crypto, forex, or securities. Users can swap between tokens using simple functions built into the protocol. Leverage the Stellar Disbursement Platform (SDP) to initiate and disburse bulk payments that move in real-time and settle instantly 24/7/365 with full certainty of funds delivery. Stellar has the documentation, tooling, and support to help you get your project up quickly.

Reduce Paper-Based Work With Our Drag-n-Drop App Builder. Create Data-Driven Apps That Empower Your Business. Mobile & Desktop. No Coding Required. A no-code platform for creating data-driven apps to replace paper forms across all industries. Use our versatile drag-n-drop software to schedule, dispatch, track & manage jobs. “Appenate allowed our company to go paperless in the field & gave us the ability to move towards other paperless operations. Within a month we had a department of 12 technicians & one dispatcher using Appenate daily” – Junetta, Commercial Service Department – Total Group Create quotes, checklists or reports & easily integrate with existing systems. Enforce accountability, cost-saving & efficiency via our dashboard overview. FREE trial offered to test GPS, barcode scanning, signature & drawing, media & attachment upload, formulas, push notifications, white label & offline capabilities. Create online forms and apps in under 5 minutes.

Create a portfolio as unique as you are. On eToro, you have the freedom to choose from dozens of cryptocurrencies, an array of 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. 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.