PortfolioPilot vs. eState Planner Comparison Chart

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.

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).

Planview Portfolios is a Strategic Portfolio Management product that helps organizations translate strategy into results, managing investment trade-offs against capacity and financials, governing delivery against outcomes, and operating from a connected view of strategy, work, resources, and outcomes. Forward Planning • Scenario comparison against priorities, constraints, and dependencies, combining manually built scenarios with AI-generated options • Investment prioritization, capacity planning, and demand management • Program and product funding, roadmapping, and financial planning • Forecast versus actuals tracking Outcome-Led Governance • Connected objectives and key results across portfolio, program, and team levels • Strategic missions translated into specific investments • Program management, project planning, and resource management • Process automation, time reporting, and portfolio reporting and dashboards, with out-of-the-box reports and Power BI integration • A governance and visibility layer across delivery modes, giving a unified strategic view of work happening in other Planview products used for Lean-Agile and collaborative execution Contextual Intelligence • A Connected Work Graph mapping relationships between strategy, dependencies, work, resources, and outcomes • Planview Anvi, the AI built into Portfolios, which generates planning scenarios, surfaces status, risk, and sentiment signals for governance, and identifies patterns across the Connected Work Graph • Anvi available through in-app intelligence, Anvi Chat, and Anvi Home • Connections to systems of record across an organization's existing technology stack through Planview Hub Security and Deployment • SOC 2, ISO 27001, and ISO 27701 certification • Data encryption in storage, transit, and backups • Cloud-hosted or on-premise deployment options • Customer data is not used to train AI models and is not shared with other customers or third parties • Planview Anvi operates within the customer's own Planview environment rather than as an external service

Create a portfolio as unique as you are. On eToro, you have the freedom to choose from variety of cryptocurrencies, 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. Don’t invest unless you’re prepared to lose all the money you invest. 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.

Summ (formerly Crypto Tax Calculator) is an advanced crypto & equities tax platform that simplifies tracking and reporting across all your brokers, exchanges, wallets, and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies & shares. With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals. Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time.

Planview Software Product Delivery Solution is an enterprise delivery intelligence platform that connects strategy to execution across your existing development toolchain, giving technology leaders the visibility they need to deliver faster, with confidence and measurable impact. Planview's solution integrates with ADO, GitHub, Jira, and other tools to aggregate real-time delivery data across teams and toolchains. Core capabilities include cross-team dependency management, flow and bottleneck analysis, capacity planning, agile planning at team and portfolio levels, AI-powered roadmapping, delivery analytics (including DORA metrics), connected OKRs, and portfolio-level investment and scenario modeling. Risk signals are surfaced early through configurable thresholds and flow metrics, and executive-ready views replace manual reporting with live, evidence-based delivery intelligence helping enterprises transform how they deliver digital products.

Dynamo Software is the leading end-to-end, AI-powered platform for alternative investment management, centralizing and automating front-to-back-office operations for both General Partners and Limited Partners. Trusted by 1,000+ global clients managing more than $10T in AUM, Dynamo replaces point-tool ssprawl with one secure platform. Dynamo v3.0 delivers an intelligent, intelligent interface built for investment professionals, with Blueprint pre-configured hubs, layouts, and reports that accelerate onboarding and adoption. For General Partners, Dynamo unifies CRM, deal sourcing, fundraising, investor relations, portfolio monitoring, and cloud-native fund accounting on a single data foundation. Engagement scoring surfaces high-intent LPs to shorten fundraising cycles, while digital onboarding with e-signature, KYC orchestration, and ongoing AML monitoring accelerates closes and strengthens compliance from first contact. A white-label Investor Portal automates capital calls, distributions, and tax document delivery, and 70+ audit-ready reports aligned to US GAAP, ILPA, and Invest Europe keep financials and investor communications consistent. For Limited Partners, Dynamo consolidates research, diligence, and multi-asset portfolio management into a single source of truth. Analyst evaluations, IDD and ODD notes, and manager pipelines live in one searchable environment. Performance analysis at the investment, asset class, or total portfolio level supports confident allocation decisions. HoldingsInsight enriches holdings data to reveal look-through exposure by sector, region, currency, and country of risk, and cash flow modeling and what-if scenarios turn reactive reporting into proactive oversight. DynamoAI is natively embedded across both experiences. It does not sit on top of your investment data, it operates from within it. Purpose-built agents categorize and tag records, convert PPMs, pitch decks, and capital call notices into structured data, surface relationship intelligence, flag performance anomalies early, and draft screening memos, IC memos, and quarterly reports for review. Teams ask questions in plain language and get answers backed by source records. Firms can also bring their own AI through Dynamo MCP connectors, reaching Dynamo data directly with the same permissions and the same audit trail.

Monarch Money is a personal finance management platform that helps individuals and households track spending, manage budgets, monitor investments, and plan financial goals. The software connects bank accounts, credit cards, loans, investment accounts, and other financial assets into a centralized dashboard. Its transaction management tools automatically categorize expenses, track cash flow, and provide detailed spending reports. Monarch Money supports flexible budgeting, recurring bill monitoring, subscription tracking, and financial goal planning. Users can also collaborate with partners, household members, or financial advisors to manage shared finances and coordinate financial decisions. The platform is available through web browsers and mobile applications for iOS and Android, with connectivity to more than 13,000 financial institutions.

Project Insight is strategic project, program, and portfolio management (PPM) software that gives organizations a complete picture of work across their business. By connecting projects, resources, capacity, schedules, budgets, and strategic priorities in one central command center, Project Insight creates the connected project data backbone needed for reliable reporting, forecasting, executive decision making, and AI analysis. Manage work at the project, program, or portfolio level while integrating with tools your teams already use, including Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot. Eliminate manual data reconciliation and gain visibility across departments without forcing everyone into the same system. From interactive Gantt charts and Kanban boards to resource capacity planning, financial tracking, project intake, and portfolio reporting, Project Insight connects the information leaders need to understand what's underway, who has capacity, what projects cost, and how investments support business goals. AI-powered capabilities help teams generate project templates, capture meeting action items, suggest resources, forecast capacity, and evaluate tradeoffs through what-if simulations. Whether you're moving beyond spreadsheets or managing a sophisticated PMO, Project Insight offers configurable workflows, customizable processes, dedicated onboarding support, and free view-only seats for clients and stakeholders.

Planview ProjectAdvantage is a project and portfolio management product for mid-market organizations and early-stage to maturing PMOs. It centralizes projects, programs, resources, financials, and performance data in one platform, replacing spreadsheets and disconnected tools with structured workflows, real-time dashboards, and AI-powered planning. Project and Program Management • Gantt with drag-and-drop scheduling and role-adapted layouts • Project creation via templates, with Excel and MS Project import • Program roll-ups, sub-project hierarchy, dependency management • Phase-gate visibility and critical chain Portfolio and Resource Management • Idea and demand management with approval workflows and scoring models • Portfolio simulation, project ranking, and what-if scenario planning • Resource and capacity management, including request and commitment workflows • Budget and cost management with time-distributed costs and forecasting Adaptive Workflow • No-code, configurable workflows applied to any object in the platform • Waterfall, agile, hybrid, critical chain, and phase-gate methodologies supported side by side • Admins adapt workflows to organizational processes without IT support Collaboration and Reporting • Native Microsoft Teams integration for logging time, updating work items, and managing tasks • Self-service dashboards, native Power BI connector, and PowerPoint export • Risk, issue, and change tracking alongside document management AI Capabilities • AI-generated project plans, including work breakdown structure, phases, and dependencies, from a plain-language description • AI-assisted risk identification based on project data and historical patterns • AI-assisted resource matching based on availability, role fit, and cost • Conversational assistant in Teams for timesheet and work item updates Deployment • Typical implementation time of 8 to 12 weeks with no-code setup • Role-based permissions, single sign-on, and ISO 27001 and SOC 2 compliance • More than 500 organizations and 350,000 users across 100+ countries