Theorem vs. Treasury Management Solution Comparison Chart

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.

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.

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).

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.

Welcome to the world’s leading cryptocurrency exchange with FREE Trading Bots! Pionex provides 16 trading bots like Grid Trading Bot which allows you to securely and automatically trade currencies like Bitcoin, Ethereum, Dogecoin and so on. ✔ 16 Free Trading Bots Grid Trading Bot, Infinity Grid Bot, and Spot-Futures Arbitrage Bot, Smart Trade bot, DCA bot, let them work for you to achieve your own crypto strategy. ✔ Good Liquidity Pionex aggregates the liquidity from Binance and Huobi near the ticker price. Pionex is one of the biggest brokers of Binance, and one of the biggest market makers of Huobi in the world. ✔ Licensed Pionex has acquired MSB (Money Services Business) license by FinCEN. ✔ Safety First Your cryptocurrency in your Pionex wallet is securely stored in Binance and Huobi Global, which has the world's class security level. And your account is also secured with email verification, Google Authenticator verification, and a personal passcode.

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.

PowerVista RollCall is designed for vocational, professional, trade, continuing and adult education organizations. RollCall streamlines management from admissions through alumni with invoicing, certificate/ degree program tracking, finance tracking, customizable data elements/ built-in report writer/ built-in forms writer and instantly available accreditation statistics. Mix and match distance and traditional classroom learning. Install RollCall on your office network server with access via network client/browser or in a remotely hosted implementation with browser access. Integrate RollCall web portals to provide web browser access to students and prospects for on-line application, on-line registration, on-line payments, grading, viewing schedule, memo transcripts and complete reporting. Integrates with Quickbooks and Moodle.

Peach Finance is an API-first lending technology platform that enables fintechs and traditional financial institutions to quickly launch and confidently scale lending programs. Peach is the only lending platform built on an Adaptive Core™, a new paradigm in loan management providing complete configurability, even at scale. Peach provides end-to-end, fully integrated loan servicing capabilities, including payment processing, a white-label borrower portal, a lending-specific CRM, omnichannel communications, data and insights, first-party collections tools, and Compliance Guard™. Peach's fully integrated product suite supports virtually any asset class, including BNPL, credit cards, cash advances, personal loans (installments and lines of credit), retail installment contracts, business loans and novel constructs. Peach was built by leaders from top fintechs like Affirm, Avant and Prosper with the goal of improving lives by giving every lender the power to innovate.

Welcome to Nurp, a pioneer among algorithmic trading companies, revolutionizing Forex trading with state-of-the-art strategies and tools. We’re not just in the game; we’re redefining it. At the heart of our services lies algorithmic trading strategies, a cutting-edge approach that uses advanced trading algorithm technology. With a focus on Forex trading, our trading software is designed to navigate the complexities of the market, providing users with insights that would be challenging to achieve manually. Because it’s not just about keeping up with the trends, it’s about staying ahead of them. Get comfortable with trading software, because it’s the future, and Nurp is paving the way to this dynamic and new approach to Forex trading. At Nurp, our mission is to revolutionize markets with our advanced trading software, transforming not just how traders operate, but their entire Forex trading experience.

Manage work orders, schedule technicians, and dispatch trucks quickly with ServiceTrade, a mobile and web-based field service management software. Built for commercial and industrial service contractors, ServiceTrade combines industry-leading customer engagement and field service management tools in one platform. This helps companies to streamline operations, improve technician and staff productivity, and enhance the customer experience.