Portfolio Lab vs. SimCorp Dimension 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).

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.

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.

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.

Acuity PPM provides Senior Leaders and Project Management Teams (PMO's) with easy-to-use portfolio management software to manage the project portfolio. Acuity PPM provides a Work Intake module to support demand management and helps you create and evaluate new project requests through prioritization, financial planning and resource management (capacity planning). Once a request is approved, project teams can track project progress with centralized status reports, track key milestones, risks, issues, financial plans, decisions, lessons learned, project and portfolio roadmaps, and resource plans in Acuity PPM. This helps leadership teams select the right projects for the organization. Connect to common Project Management tools such as Jira, Smartsheet, Asana, Wrike, Monday.com, and others. Our implementations are measured in days, not weeks or months like many vendors. Get started quickly and give leadership the single source of truth they need to accomplish strategic goals.

Simplify the way you manage your portfolio by automating your trading strategy. Connect Shrimpy to all your crypto exchange accounts to automate trading strategies that can improve performance and reduce risk in the long-term. Automatically copy the top crypto traders on the only social trading platform that was built for simple portfolio management. No matter your experience with cryptocurrency, Shrimpy can help you build a portfolio strategy, track performance, and monitor the market. Shrimpy was built with your security in mind from the beginning. Every API key is securely encrypted and stored using FIPS 140-2 validated hardware security modules (HSMs) to protect the confidentiality and integrity of your exchange API keys. Shrimpy only requires the ability to read data and make trades, so your funds can't be removed from the exchange. We also encourage all users to utilize our Two-Factor Authentication (“2FA”) service which secures access to your account.

Bookinglayer is an all-in-one reservation system built for complex booking scenarios involving accommodation and activities. They help retreats, resorts, and schools automate their booking process from start to finish. Bookinglayer’s solution allows you to start selling activities with your accommodation (80% of their clients' bookings include an activity). The software is highly customizable, allowing you to fully adapt your booking flow to your guest's decision-making process. Use the Guest Portal to request guest data post-booking, ensuring the booking process is simple and quick. The Guest Portal can also be used to sign waivers, schedule sessions, and collect outstanding balances, all of which are fully automated. Whether you have 5 cabanas or are a large multinational chain, Bookinglayer revolutionizes booking management, making it easier to collect and change bookings, sell and schedule activities, assign instructors, handle payments, and communicate with guests.

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.

Orbital Stack is an AI and CFD web-based software that provides earlier qualitative guidance, comparing a large number of design options while highlighting any potential wind and thermal comfort red flags. It allows for the realization of a variety of climate-conscious, high-performance developments not previously feasible due to cost and/or time constraints associated with traditional studies. Orbital Stack is the first digital climate-analysis tool built by global leaders in wind and microclimate engineering using real wind tunnel data. It is truly a game-changer for the architecture and building design sector, offering our clients direct access to wind comfort and safety analysis, thermal comfort and shadowing analysis, and cladding pressure simulations. This means architects can run their own wind simulations and quickly understand the climate impacts of their proposed building designs from the start, making decisions that result in higher performing and more resilient projects.

CallFinder speech analytics software automates outdated, manual QA processes to save time and provide immediate insights so you can make data-driven decisions. CallFinder automatically transcribes and scores recorded calls, identifying key metrics you can use to improve every aspect of your business. We deliver a highly scalable Software as a Service (SaaS) solution to contact centers and small and medium sized businesses across a wide range of industries. We like to think of ourselves as the speech analytics experts because, well, that’s all we do. We’re all about delivering a truly different software experience. You never get something that’s out-of-the-box. On purpose. Our Managed Client Services support is a differentiator that none of our speech analytics competitors offer. Your CallFinder Analyst becomes an integral part of your QA team, and you will work with your Analyst on a recurring basis to optimize CallFinder to meet your evolving business needs.