Investor vs. planEASe 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.

Plaid is a global data network that powers the tools millions of people rely on to live a healthier financial life. Our ambition is to facilitate a more inclusive, competitive, and mutually beneficial financial system by simplifying payments, revolutionizing lending, and leading the fight against fraud. Plaid works with over 8,000 companies including fintechs like Venmo and SoFi, several of the Fortune 500, and many of the largest banks to empower people with more choice and control over how they manage their money. Headquartered in San Francisco, Plaid’s network spans over 12,000 institutions across the US, Canada, UK and Europe.

Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC.

Fraud.net delivers the world’s most advanced infrastructure for fraud management – powered by a sophisticated collective intelligence network, world-class artificial intelligence, and a modern, cloud-based platform that helps you: * Unify fraud data from any source with a single connection * Detect fraudulent activity for 99.5%+ transactions in real-time * Optimize fraud management by uncovering hidden insights in terabytes of data Recognized in Gartner’s Market Guide for Online Fraud Detection, Fraud.net is a real-time, enterprise-strength fraud prevention and analytics solution organized around its business customers’ needs. Through a single point of command, it unifies and analyzes data from disparate systems and sources, tracks digital identities and behaviors, and then deploys the latest tools and technologies to stamp out fraudulent activity while allowing good transactions to sail through. Contact us today for a free trial.

KYC Portal focuses on streamlining and automating the back-office of any due diligence process. It allows you to define and manage all your regulatory and policy requirements within the system and it then provides the operational capacity to automate and manage the entire process from on-boarding relationship management all throughout the automation of ongoing aspects of KYC such as risk-based approach, reporting, document requests, automated risk-based questionnaires etc. KYCP hooks up with any 3rd party provider/s that you might choose on the market, giving you a centralised, due diligence workflow solution.

RoboMarkets is a European brokerage company providing access to a wide selection of US Stocks and ETFs with a total of over 3,000 instruments to trade and invest in. Clients can choose to trade on the market-leading platforms, or the company’s proprietary technology development. One of the company’s worthy innovations is the R StocksTrader platform. It combines a modern design with a user-friendly interface while enabling exclusive access to trading around 1,000 stocks with 0% commission and without any hidden costs. CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 69.88% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.

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.

IBM SPSS Statistics software is used by a variety of customers to solve industry-specific business issues to drive quality decision-making. Advanced statistical procedures and visualization can provide a robust, user friendly and an integrated platform to understand your data and solve complex business and research problems. • Addresses all facets of the analytical process from data preparation and management to analysis and reporting • Provides tailored functionality and customizable interfaces for different skill levels and functional responsibilities • Delivers graphs and presentation-ready reports to easily communicate results Organizations of all types have relied on proven IBM SPSS Statistics technology to increase revenue, outmaneuver competitors, conduct research, and data driven decision-making.

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).

LoanAssistant is a powerful and versatile loan amortization software developed by a dedicated team of successful accountants, software developers, and bankers. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales and others. Our sophisticated Investor Participation module simplifies managing external/internal loan investments tracking/accounting, processing, and reporting. Accrual Accounting option available. Stand-alone option available. Borrower side servicing available. No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders. No additional hardware required. Annual subscription.