LUSID vs. Passiv 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).

Delivering innovative market data solutions for over two decades, QUODD powers the financial ecosystem with the largest integrated suite of market data APIs in the industry. Our institutional-strength data offerings are built for your business; spanning dozens of market segments and delivered from the cloud with the reliability and scale you demand. Access data your way. Data Feeds — Tick-by-tick, real-time streaming across global markets, built for the speed of trading and analytics APIs — Developer-friendly, modern integration and authentication standards for fintechs and financial institutions Integrations — Seamless connectivity into downstream systems and enterprise workflows, with cloud-native delivery and on-demand scale

ChatD&B by Dun & Bradstreet is an AI-powered conversational platform that helps you quickly access, analyze, and act on company data through a simple chat interface. Users can obtain firmographics, financial details, risk indicators, and other insights by typing natural language queries, saving time and improving decision-making accuracy. The platform leverages Dun & Bradstreet’s Data Cloud to provide real-time, up-to-date company information. It also tracks data sources and allows users to reference previous queries for compliance and verification. ChatD&B supports customer service by answering questions about Dun & Bradstreet’s products and services. Overall, it streamlines business research and boosts productivity through an intuitive, conversational experience.

D&B Credit Insights helps small business owners monitor and understand their business credit profiles with real-time alerts on changes to scores and ratings. The platform provides unlimited access to key credit scores like PAYDEX®, Delinquency, and Supplier Evaluation Risk, helping you spot potential risks quickly. By tracking legal events such as liens and judgments, it keeps you informed of factors that may affect your creditworthiness. D&B Credit Insights offers benchmarking against industry standards, allowing you to set realistic credit goals and make informed financial decisions. The service integrates business banking data and provides detailed payment histories to improve transparency. Overall, it empowers businesses to strengthen their credit standing and plan confidently for future growth. D&B Credit Insights is available in three tiers: Free, Basic, and Plus. • Credit Insights Free • Credit Insights Basic • Credit Insights Plus

Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results.

Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation.

FISPAN partners with your bank to deliver embedded, automated ERP banking solutions for accounts payable, accounts receivable, bank feeds, and cash management. Eliminate error-prone manual processes and embrace secure, seamless ERP-to-bank connectivity. Integrate your banking directly into leading ERP and accounting platforms, including NetSuite, Sage Intacct, Microsoft Dynamics 365 Business Central, Workday, QuickBooks, and Xero. Streamline AP workflows, initiate vendor payments, manage expense reimbursements, automate cash application, and send detailed remittance advice emails, all without leaving your system of record. Access near real-time account balances and transactions across entities, initiate book transfers, and automate reconciliation with secure API connections. No file uploads. No bank statement formatting. Just reliable, scalable embedded ERP banking powered by FISPAN.

ZenTreasury is the financial contract accounting subledger for lease and treasury, built for the Office of the CFO. Your ERP posts the entry. It doesn't know the contract behind it. ZenTreasury does. Add a lease once and get the full schedule: right of use asset, liability, and period by period amortization generated automatically. Index-linked remeasurement is handled automatically. Every modification recalculates the schedule and keeps the per-field audit trail intact. On the treasury side, manage FX positions, loans, guarantees, and group wide cash flow forecasting in the same platform, multi entity and multi currency by design. One product, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. Lease calculations are independently reviewed by an international audit firm. Connect your own AI, Claude, ChatGPT, or any MCP client, directly to your contract data.

Kitecyber provides an AI-powered endpoint security solution to protect your workforce and data from modern threats like AI agents, data exfiltration, credential theft and insider risk. Our unified security agent runs on each endpoint and provides comprehensive security while meeting compliance requirements of organizations for SOC2, ISO27001, HIPAA, PCI-DSS, GDPR etc. Our unique endpoint-based approach eliminates the need for cloud gateways or local appliances. The unified agent offering includes the following protections: 1) Control and visibility into AI agent usage 2) Secure Web Gateway to safeguard internet access 3) Eliminate Shadow SaaS and Shadow AI 4) Anti-Phishing measures to protect user credentials 5) Zero Trust Private Access (Next gen VPN) 6) Data Loss Prevention across all devices—Mac, Windows, and mobile 7) Device Management for Mac, Windows, and mobile for all employees, BYOD devices and 3rd party contractors 8) Continuous Compliance Monitoring

AI-driven credit-to-cash solutions powered by Dun & Bradstreet’s industry-leading global data and analytics. D&B Finance Analytics provides AI-driven solutions powered by the Dun & Bradstreet Data Cloud. Intelligent, flexible, and easy to use, D&B Finance Analytics helps finance teams manage risk, increase operational efficiency, reduce cost, and improve the customer experience. Manage credit and receivables risk to help minimize bad debt, reduce DSO, and improve cash flow. Help automate manual decisioning, monitoring, matching, and customer communications. Provide your customers with an online credit application and a payment portal. D&B Finance Analytics comprises two platforms, D&B Credit Intelligence, and D&B® Receivables Intelligence, that together provide powerful insights and technology to help you accelerate success throughout your credit-to-cash processes. You can gain visibility into credit risk quickly onboard customers and set the right terms.