Savvy vs. iPM Portal Comparison Chart

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.

Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.

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.

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).

Approve members with a few clicks. Collect fees online and empower your staff to enforce pass and guest policies. Utilize our online portals to activate/suspend members, view statistics, and send electronic or classic passes. Our training & support is free. We developed a flexible platform offering self-service and full-service options. Our team processes, prints, and mails pass within 24 hours, saving you time and money. Transparent logs and reports. Raise money for your community. Offer passes at no cost to the HOA. We’re a custom solution. You won’t need to change your policies. We help all residents, not just the tech-savvy. Founded in 2014 by a regional director of a pool management company. We understand the unique challenges of community pools. We’ve created a service that utilizes technology to quickly meet the needs of your residents.

Grab powerful charts and add real-time quotes onto your site as quickly as it takes you to pour a morning coffee — just copy and paste our simple iFrame codes. TradingView widgets are easily customizable and will fit any UI, just choose your fighter: -Our pride and joy, Advanced Real-Time Chart — a powerful chart with a ton of customization options, all up to your needs and fantasy. -Missing good-old days? Go all vintage Wall Street with our scrolling Ticker tape, embeddable in just a few clicks. -Technical analysis widget — designed for savvy traders, it helps you decide whether to buy or sell by displaying technical ratings. -Stock market widget? Good choice, it provides data on the top five gaining, losing, and most active stocks based on current market activity. And there's more to discover at TradingView. Our widgets are free of charge and easy to implement, and we're constantly working on adding more data — information is power, and we’re here to power up your website.

Easily the fastest, most fun way to learn how to invest like a carnivore is to simply mirror the real-time trades made by legendary Trader Z and his elite team of Wall Street advisors. Live trading by our elite team of traders. We never charge commissions or account fees. No options, no bonds, no weird complicated strategies. Make your trades with any quality, no-fee discount brokerage. No penny stocks or micro caps. Mirror our trades, learn to think like us, and get street smart. Your daily alerts mirror actual trades being made by legendary Trader Z and his elite team of Wall Street advisors. It’s your choice, to make the same trades with your discount (or no fee) broker or pass. End of the day market wrap + insights and advice from legendary trader Dutch. Hilarious and a bit irreverent, The Wrap is your insider’s guide to trading like a Carnivore. Sometimes it’s fun to play with your food.

The easiest way for users to connect their bank accounts to an app. Plaid provides developers with the tools they need to create easy and accessible experiences for their users. Today, tens of millions of people in North America (and counting) have successfully connected their accounts to apps they love using Plaid. With just a few lines of code, you can implement Plaid in an afternoon. Our front-end module is easy to drop into whatever you’re building and designed to optimize conversion. Plaid provides technology that enables you to connect your financial accounts to apps and services. That can help you do things like save for retirement, make a budget, and transfer money. You’ve probably already connected an account using Plaid. Over a quarter of people with US bank accounts have, and we’re growing internationally as well.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.

Crafted by industry-savvy print experts, P3Source uses the latest SaaS technology, to automate the conventional 'Bid and Buy' RFQ process commonly used in the Printing and Marketing Services Industry. P3Source acts as a project management and collaboration hub, where users manage dozens of simultaneous projects, bringing together all the details, files, approvals, notes, and historical data in one easy-to-search place. It archives completed projects for future access and detailed reporting. The P3Source web Customer and Supplier portals tie together the entire supply chain. Customers submit requests, upload production files and approve projects. Suppliers submit quotes, accept orders, exchange files, post shipments and present invoices. This streamlined approach ensures quick, hassle-free transactions for all parties. Celebrate the future of print management with P3Source - easy, efficient, and made with you in mind.