Jacobi vs. Mobius Wealth 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.

Wyn Enterprise is a seamless embedded business intelligence platform that provides BI reporting, interactive dashboards, data monitoring, localization support, scheduling, and distribution tools within any internal or commercial app. With easy-to-use designers, designed for self-service BI, Wyn offers limitless visual data exploration, allowing the everyday user to become data-driven while revealing trends and telling the story behind the data. Whether for your business or your commercial SaaS app, Wyn is an ideal solution for both. Embedded BI for your business provides a holistic view of your business and can lead to more insights, increased team collaboration, and overall business growth. Additionally, embedding Wyn in your SaaS app provides white-label reports and dashboards as part of your own app. Embed Wyn and empower your users with a seamless business intelligence solution. Wyn Enterprise's unique server-based licensing means no user fees or limits on data size.

Blue Sky's "Portfolio Manager" Lease Management Software is an easy to learn and use cloud-based solution for centralized tracking and reporting of lease contracts. By managing your lease contracts and associated maintenance contracts throughout the entire lifecycle you can strengthen the audit process, reduce costs, increase cash flows and mitigate risk with centralized visibility that drives enterprise value. Portfolio Manager provides complete status management for running leasing RFP's, tracking status, notes, documents and next steps for every open project. Bulk data imports allow for efficient data entry. Fully customizable with robust reporting capabilities. The custom report writer allows every data field to be exported to excel. Pre-built templates are available to feed most ASC842 lease accounting software templates. End of lease term management is automated with custom parameters and automatic notifications to ensure you never miss an end of lease term notification.

The new standard in online payments. Stripe is the best software platform for running an internet business. We handle billions of dollars every year for forward-thinking businesses around the world. Stripe builds the most powerful and flexible tools for internet commerce. Whether you’re creating a subscription service, an on-demand marketplace, an e-commerce store, or a crowdfunding platform, Stripe’s meticulously designed APIs and unmatched functionality help you create the best possible product for your users. Millions of the world’s most innovative technology companies are scaling faster and more efficiently by building their businesses on Stripe. We believe that payments is a problem rooted in code, not finance. We obsessively seek out elegant, composable abstractions that enable robust, scalable, flexible integrations. Because we eliminate needless complexity and extraneous details, you can get up and running with Stripe in just a couple of 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.

ShipHero’s Warehouse Management System simplifies eCommerce picking, packing and shipping. Our cloud-based WMS is perfect for emerging, scaling and high volume brands. Instead of holding you back, ShipHero can push your eCommerce business forward with the technology and processes you need to run a successful warehouse. We Crush it for for eCommerce Brands and 3PLs: - Reduce mis-picks and mis-ships by 99% - Reduce warehouse costs by 35%+ - 30% Faster Shipping - Increase picking efficiency by 3x - We serve more than 10% of Shopify Plus stores globally From scaling eCommerce brands to advanced warehouses, ShipHero has the perfect WMS plan for you.

MentorCity is a comprehensive and intuitive online mentoring software cultivating the future of organizations and individuals through the power of connections and relationships. Specifically created for associations, companies, and schools, MentorCity assists in member engagement, leadership development, succession planning, and diversity and inclusion strategies. Serving as a powerful personal development tool, MentorCity helps organizations save time and money by lessening matching responsibilities and allowing program administrator to focus their efforts on building a mentoring culture that achieves exceptional results. mentoring, mentorship, mentor, mentee, coach, coaches, coaching, data security, white-label solutions, customizable mentoring programs, performance metrics, reporting tools, data analytics, discussion forums, video conferencing, real-time messaging, mobile-friendly, cloud-based mentoring, employee mentoring, corporate mentoring, goal tracking