Summit AdvisorOS vs. Wealth EOffice 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.

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.

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.

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).

Embark Campus provides online applications and advanced, end-to-end admissions software. In reflecting on our twenty-five years of client experience, we've developed a new platform that uses the latest technologies to provide a powerful, intuitive admissions experience. Embark offers superior scalability, performance, and customization. With Embark Campus, users can manage every stage of the application process to attract and enroll their ideal incoming class. Our application software has helped our clients with recruiting, accepting online applications, running an online review, enrolling and onboarding, and integrating with data systems. Our platform's flexibility has allowed us to power more than 16 million online applications to various institution types including Schools, Undergraduate, Graduate, Scholarships, Music, and Study Abroad. We look forward to connecting with your organization, and welcoming you to the Embark Campus family!

Less admin. More training. Arlo is a purpose-built training management system designed for training providers. It enables you to manage course registrations, payments, websites, CRM, and reporting all through one powerful platform. Effortlessly create courses, automate communications, and manage your training schedule & presenters across face-to-face, live-online, and blended learning. Automate the entire registration workflow with customizable forms, flexible payment options and smart invoicing. Leverage waitlists, discounts, and registration rules for private and public courses. Manage client records, relationships and leads all in one place. Track course performance, build customizable reports and make informed decisions that drive growth. Drive more traffic, optimize conversions and update your website in real time. Seamlessly integrate your website or use Arlo’s modern, out of the box solution.

SafetyIQ is revolutionizing the way businesses approach safety. As a leading provider of comprehensive workplace safety software, we cater to four key areas: Mobile Worker Safety, EHS (Environment, Health, and Safety), Fatigue Management, and Training. Our platform is designed to safeguard your workers, no matter their location or task, ensuring all-around safety compliance. Unlike most safety software providers that only react to incidents or implement proactive measures, SafetyIQ introduces a third pillar to safety management - predictive analytics. We transform the untapped wealth of safety data within your organization into actionable insights to inform safety strategies, mitigating risks even before they arise.

All your affiliate data in one dashboard and your marketing tools. We have worked in the affiliate marketing industry for many years. During this time, we have developed various tools to help our previous employer - including conversion tracking, affiliate data reporting, affiliate link testing, automation of content sorting through algorithms, deeplink generation and more. In January 2017, we finally managed to create an integration that links our affiliate conversion data with Google Analytics. Realizing the potential of this tool, we founded wecantrack in January 2019 to offer this solution among more integrations to affiliates. We are excited to be fully focused on wecantrack, and helping our clients set up proper conversion tracking. We know that affiliate marketing is becoming a more challenging industry every year, with so many restrictions and increasing competition. But being able to fully monitor every channel and website element is more important than ever!

Cost-effective remote support application designed for delivering unattended and on-demand support to clients located anywhere in the world. Seamlessly fast and easy to use, FixMe.IT instantly connects you to any remote computer and allows to transfer files as well as switch between multiple sessions, thereby saving you time, effort, and money. Purpose-built for sole proprietors, SMBs and global corporations across different sectors and industries, FixMe.IT offers multi-session handling, unattended access, 2FA, two-way desktop sharing, video-session recording, multi-window control, whiteboard tools, and much more.

Since 2008, iDeals has transformed the virtual data room market by introducing transparent pricing, an intuitive platform, and exceptional customer care. These factors have made the company the fastest-growing VDR provider, trusted by 1 million users globally, including investment bankers, advisors, real estate professionals, and public institutions. iDeals’ top priority is to offer an effortless experience. As a result, the company has been independently rated on G2 as the best product and service for four consecutive years. Their continuous innovation and commitment to meeting customer needs ensure they remain at the forefront of the industry, setting the standard for virtual data room solutions. This dedication to excellence has solidified iDeals’ reputation as a reliable and trusted partner in the VDR market.