Morningstar Advisor Workstation vs. Simplicitree Comparison Chart

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.

Define and Deliver Comprehensive Cybersecurity Services. Security threats continue to grow, and your clients are most likely at risk. Small- to medium-sized businesses (SMBs) are targeted by 64% of all cyberattacks, and 62% of them admit lacking in-house expertise to deal with security issues. Now technology solution providers (TSPs) are a prime target. Enter ConnectWise Cybersecurity Management (formerly ConnectWise Fortify) — the advanced cybersecurity solution you need to deliver the managed detection and response protection your clients require. Whether you’re talking to prospects or clients, we provide you with the right insights and data to support your cybersecurity conversation. From client-facing reports to technical guidance, we reduce the noise by guiding you through what’s really needed to demonstrate the value of enhanced strategy.

SPEC Innovations’ flagship model-based systems engineering solution can help your team reduce time-to-market, cost, and risk on even some of the most complex systems. This cloud or on-premise application uses a modern web browser, with an intuitive graphical user interface. Innoslate’s full lifecycle capabilities include: • Requirements Management • Documents Management • Modeling • Discrete Event Simulator • Monte Carlo Simulator • DoDAF Models and Views • Database Management • Test Management with full reports, status updates, results, and more. • Real Time Collaboration

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).

Fill out the form below to schedule a demo or speak with one of our experts. Together, we can build a recognition program that not only meets but exceeds your organization’s goals. A 15-minute connection can help you: Boost employee engagement and morale. Reduce turnover and improve retention. Increase productivity and performance. Burned out? High Turnover? It's Time to Flip the Script. The traditional approach to employee engagement simply isn't enough anymore. We understand that recognition needs to be authentic and cater to the unique needs of a dispersed workforce. Here's what sets us apart: We meet your people where they are. . Meaningful recognition, every time. Empowerment through customization. Abundantly provides you with in-depth support for lasting impact Invest in your people, and watch your business thrive. Schedule a demo today and discover how Abundantly can transform your employee engagement strategy.

At Avantio, we've been redefining vacation rental management for over 20 years. Born from a passion for innovation and a commitment to excellence, our ethos is centered around continuous learning and adapting to the evolving needs of the market. Our goal is to empower property managers with cutting-edge tools that simplify operations and grow profitability. Our property management solution offers clients a comprehensive solution that streamlines every aspect of rental management, from bookings to guest services, and owner suites making it an indispensable asset for property managers. Our Channel Manager is your gateway to global visibility. It will expand your reach, connecting with top and niche OTAs, your properties stand out in a crowded market. Professionalize your brand with our website design services and grow your online presence. Combine expert SEO and digital marketing strategies focused on the short-term rental industry to improve brand visibility and drive direct bookings.

For the past 20 years, Comarch has been a global provider of cutting-edge IT products for improving customer engagement. Thanks to our high-end technology and global experience in carrying out the most complex loyalty-focused projects, we have helped dozens of highly popular brands such as BP, Leroy Merlin, Hudson’s Bay, achieve their marketing goals. Today, we bring you a product that will modernize your marketing strategy and engage new & existing customers with the use of personalized content. Comarch Loyalty Management (CLM) is a comprehensive, technologically advanced system that allows you to create and execute successful loyalty programs with ease. Supporting both B2C and B2B operators, CLM utilizes the latest Artificial Intelligence & Machine Learning mechanisms to help you identify individual patterns in your clients' behavior and provide offers that are perfectly in line with their preferences.

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.