Quartr vs. WealthBlock Comparison Chart

B2i Technologies provides the most robust and versatile tools to manage your Corporate website, Investor Relations website and email communications. Our Investor Relations Software solutions work through automation and implements into existing systems with ease in only a few steps. Our solutions not only help you stay compliant but save valuable time while reporting and delivering critical financial data and press release activities to investors. B2i's Investor Relations Solution provides highly reliable and customizable data for corporate websites including press releases, stock data, charting, and SEC filings within SOX compliance standards. Our investor relations software displays real-time data on your website without requiring additional work on your behalf. Once you have completed your filings and press releases they are automatically loaded onto your website and formatted for easy access.

Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth.

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).

The dedicated software for skip tracing from the world’s authority in case management systems. TraceEngine is the one tool you need to make skip tracing easier, faster, and more effective. It is powered by the PoloniousEngine and benefits from 20 years of experience in world-class investigation software and system delivery. Being cloud-based means hosting and security are taken care of, and can you be up and running in less than 10 minutes, with your first 30 days free. You’ll get access to our ongoing support for just $165 each month and with no lock-in contracts you can cancel anytime. TraceEngine is packed with powerful features specifically designed for skip tracing letting you manage more cases and generate more business. A simple search and pick tool lets you easily allocate cases to investigators. If they are not already in the system then a simple widget will pop up to let you add the required details.

Verkada brings the ease of use that consumer security solutions provide, to the levels of scale and protection that businesses and organizations require. By building high-end hardware on an intuitive, cloud-based software platform, modern enterprises are able to run safer, smarter buildings across all of their locations. PoE cameras are online and fully operational in minutes. No NVRs or DVRs. Store up to 365 days of footage locally. Stay ahead of emerging threats with ongoing feature and security updates. Cameras send encrypted thumbnails to the cloud and stream only when actively viewed. Store clips in the cloud indefinitely and easily share archived events with key stakeholders. Bring footage across sites into one dashboard and grant secure access to your entire team. Cameras act as sensors, leveraging the latest in AI and edge computing to uncover actionable insights in real-time. Overcome common challenges associated with physical security management.

Discover the pinnacle of E-Prescribing solutions with ScriptSure Cloud ERX – the unparalleled winner of the esteemed White Coat Award for Most Accurate Prescriptions in 2021, 2022, and 2023, securing its position as an 11-time recipient of this prestigious accolade. ScriptSure Cloud ERX seamlessly integrates full e-prescribing capabilities, EPCS (controlled substance prescribing) and weekly updates to medications and daily updates to pharmacy lists. With ScriptSure you get price transparency as well; detailed costs, alternatives and ePA requirement indicators for most medications. Enjoy a user-friendly interface and streamlined workflow methods for electronic refills, order sets, compound medication ordering, prescription printing, patient reports and comprehensive audit logs. Security and compliance are paramount, with ScriptSure being fully HIPAA compliant, ensuring the confidentiality and privacy of patient data. ScriptSure is fast, accurate and built for patient safety.

Kitcast is the ultimate digital signage solution for organizations that want to communicate smarter. Whether it’s a single screen or a full network across multiple locations, Kitcast adapts to any volume. It’s easy to navigate for non-tech users but packs the power IT teams need. Setup? Done in 5 minutes! Kitcast suits any industry with powerful tools to manage content. Create AI-driven visuals, choose from 500+ templates, or customize your own. Upload images and videos, display dashboards, live streams, RSS feeds, social media, weather, and more. The API gives you advanced flexibility to plug into your favorite tools and automate like a pro. With Kitcast’s cloud-based nature, users can update screens in real-time from anywhere - no fuss, no downtime. MDM integration allows you to instantly add as many screens as you need, skipping the manual Apple TV setup process. Kitcast takes visual communication to the next level, delivering hyper-relevant content straight to the viewer.

Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite.

Lenso.ai is a perfect example of an AI image search tool, where you can simply search for images that you are most interested in. Thanks to advanced AI technology implemented on lenso.ai, you can easily start searching for places, people, duplicates, related or similar images. The process of reverse image search with lenso.ai is significantly more accurate and efficient compared to traditional image search. Lenso.ai as an AI-powered reverse image tool, is designed to quickly analyze the image that you are searching for, pinpointing only the best matches. Besides that, search by image with lenso.ai does not require any specific background knowledge or skills. Reverse image search is designed to fit diverse needs, whether you're a professional photographer looking for different places/landscapes/landmarks, a marketer searching for related or similar images, an enthusiast exploring the duplicates/copyright or you want to protect your privacy using face search.

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