Third Financial vs. WealthArc 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).

Virtuous is much more than a CRM - it is the only responsive fundraising platform designed to help nonprofit teams build better donor relationships and grow generosity. The world of fundraising has changed. Virtuous is your growth partner for the new normal ⏤ unifying fundraising, marketing, and donor development activities, ridding teams of redundant back-office tasks, and surfacing the insights and signals needed to deliver dynamic donor experiences at scale. Giving is deeply personal. We believe fundraising should be too. Virtuous is everything you’d expect from a robust CRM, plus data insights to help you build deeper donor relationships: email marketing, mail segmentation, campaign tools, and more, designed to increase engagement. Data-driven donor insights powered by wealth, social media, engagement, location, and other data to help you listen to constituents at scale. See how Virtuous can unify and empower your teams to exceed your goals.

Running a successful therapy & rehab organization takes dedication, effort, and time. Hours spent on administrative tasks, billing, and planning can add up quickly, leaving you with little time to focus on the most important aspects of your practice. Taking on an Electronic Medical Records (EMR) system can help alleviate some of the burden and make the management of your practice more efficient. Raintree's EMR is the perfect solution for streamlining your practice's administrative duties while allowing you to focus on providing quality care to your clients. With Raintree's EMR, you can easily manage patient information and data, quickly generate reports, and easily access patient records. With our all-in-one solution, you’ll get the tools you need to streamline your therapy and rehab practice, improve patient care, and get back to doing what you love. Our electronic medical records solution is the most comprehensive and user-friendly EMR on the market.

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.

SBP Digital Banking Suite is an advanced open platform with modular banking features, providing omnichannel customer experiences & cloud-native capabilities. It covers all banking services from onboarding to day-to-day banking and beyond with open banking (Enhanced Onboarding, Credit Insights, etc.) SBP Digital Banking Suite integrates natively with leading fintech partners, utilizing API-first & microservices architecture for easy integration. It supports flexible deployment models, from SaaS to private, hybrid, and public cloud solutions. SBS Financing Platform is a modular platform designed to boost the efficiency of asset financiers worldwide. It simplifies the entire lending process, from the front to the back office, making it a great fit for both new market entrants and expanding businesses. The clients of the SBS Financing Platform benefit from a wide partner network seamlessly integrated into the platform, giving them a strong competitive advantage.

PestBoss is the business management application of choice for successful pest control companies looking to expand their business while simplifying their operational management. PestBoss is designed, developed and fine-tuned to provide pest control businesses with all necessary tools to manage and grow their business operations. Intuitive and easy to use account management & CRM features convert prospects to revenue generating accounts. Prioritize work schedules with task and appointment management features. Provide client portal convenience for accounts requiring access to data and documentation on demand. Create device monitoring and service reports on the fly and sync them with the main office. Issue invoices in the field and get paid quicker by processing payments before leaving the job site. Backed by an industry-leading service level agreement, PestBoss is regularly updated with new and enhanced features to stay atop of ever-changing business standards and safety regulations.

LionO360 is a comprehensive SaaS based CRM/ERP solution that enables you to manage your entire business from one unified platform. This drives operational efficiency and enables business growth. Our next-gen platform empowers SMBs to transform their business process. There is no need to maintain multiple systems to run your business, and constantly deal with data reconciliation issues and manual workarounds. With the LionO360 platform, you get one single and unified CRM/ERP system to manage all your core business functions, which includes sales, customer relationships and pipeline/quota management to back-office inventory, purchases, warehouse, field service, logistics, financial management and e-commerce integrations. Our out-of-box solution is highly configurable and provides flexibility to start immediately, and then scale as the business expands.

AZZLY Rize is the premier clinical and business platform for addiction treatment and mental health organizations. As an all-in-one substance use disorder and mental health specific EHR, Patient Engagement and RCM platform, we serve small, medium, and large clinics. Key features for OUTPATIENT Programs include: scheduling, appointment reminder, Zoom telehealth, treatment plans, progress notes, assessments and surveys. For RESIDENTIAL programs: census, medication management, bed board, withdrawal management, DrFirst e-prescribing, EPCS, PDMP, labs. For all levels of care: alerts, patient engagement portal, electronic billing and claims submission built in. AZZLY Rize empowers your staff through its 5 star training and support services, its simplicity and automation. As a true all-in-one EHR/PM/RCM platform, improved compliance, workflow and accurate billing are achieved real-time. We proudly serve programs in over 33 states and are hosted in Microsoft Azure's private cloud network.