eXeer vs. iDEAL Wealth & Funds 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.

Enjoy lucrative returns while limiting your exposure to market volatility. Leverage our due diligence processes and strategic relationships with your investment capital. Gain access to institutional quality opportunities in a variety of asset classes. Invest in pre-vetted private equity transactions. Receive passive cash flow directly to your bank account. Track your investments through our industry-leading investor portal. We are not another crowdfunding platform. We are a technology-enabled real estate investment firm. Our compensation is highly weighted towards the performance of our assets, and we invest in each offering.

Zinrelo is an enterprise-grade, SaaS-based loyalty platform that helps brands launch holistic rewards programs. Zinrelo combines technology with deep data analytics and ongoing strategy consultation to unlock multiple dimensions of loyalty, including transactional, social, advocacy, engagement, behavioral, and emotional. Zinrelo supports omnichannel loyalty programs across channels such as eCommerce, store POS, loyalty tablet, loyalty app, product codes, and receipt scanning. 3 key differentiation that make Zinrelo a trusted brand among brands globally include its unique data analytics for contextual decision making, robust, secure, scalable technology platform form, and strategic consultations for continuous improvement.

NetBrain, founded in 2004, provides a powerful no-code automation platform for hybrid network observability, allowing organizations to enhance their operational efficiency through automated workflows. The platform applies automation across three key workflows: troubleshooting, change management, and assessment. Get network-wide and contextualized analysis across your multi-vendor, multi-cloud network Visualize and document the entire hybrid network using dynamic network maps and end-to-end paths Automate network discovery and ensure data accuracy for a single source of truth Auto-discover and decode your network's golden configurations, discover day 1 issues, and automate configuration drift prevention Automate pre- and post-validations for network changes with application performance context understanding Automate collaborative troubleshooting from human to machine For every network troubleshooting idea, create a map, apply automation from your own library

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.

Looker, Google Cloud’s business intelligence platform, enables you to chat with your data. Organizations turn to Looker for self-service and governed BI, to build custom applications with trusted metrics, or to bring Looker modeling to their existing environment. The result is improved data engineering efficiency and true business transformation. Looker is reinventing business intelligence for the modern company. Looker works the way the web does: browser-based, its unique modeling language lets any employee leverage the work of your best data analysts. Operating 100% in-database, Looker capitalizes on the newest, fastest analytic databases—to get real results, in real time.

Qrvey is the only solution for embedded analytics with a built-in data lake. Qrvey saves engineering teams time and money with a turnkey solution connecting your data warehouse to your SaaS application. Qrvey’s full-stack solution includes the necessary components so that your engineering team can build less. Qrvey’s multi-tenant data lake includes: - Elasticsearch as the analytics engine - A unified data pipeline for ingestion and transformation - A complete semantic layer for simple user and data security integration Qrvey’s embedded visualizations support everything from: - standard dashboards and templates - self-service reporting - user-level personalization - individual dataset creation - data-driven workflow automation Qrvey delivers this as a self-hosted package for cloud environments. This offers the best security as your data never leaves your environment while offering a better analytics experience to users. Less time and money on analytics