Alternatives to ProTracker RMD
Compare ProTracker RMD alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ProTracker RMD in 2026. Compare features, ratings, user reviews, pricing, and more from ProTracker RMD competitors and alternatives in order to make an informed decision for your business.
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ProTracker Advantage
ProTracker Software
ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.Starting Price: $895/user/year/1,000 RMDs -
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Tahaki Pro
Tahaki Pro
Subscribe to the most powerful platform for NGO’s Monitoring and Evaluation, Operations Management and Data Collection. Manage and centralize beneficiary databases to avoid data clutter. Manage programs & services data, and link it to beneficiaries thus getting rid of program fragmentation. Enhance field operational efficiency, by empowering the field force with data collection mobile apps. Improve decision-making and planning by accessing customized dashboards that allows data analysis and detecting patterns and trends. Improve monitoring and evaluation activities by automating the reporting and sharing it with different stakeholders real-time. Tahaki pro gives you the ability to manage your beneficiaries and households databases using easy-to-use and dynamic tools and structure that can be customized based on the needs of your organization. Designing advanced beneficiaries database structure using simple tools. Create unique identifier for beneficiaries.Starting Price: $167 per month -
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AccountAbly
AccountAbly
AccountAbly is a revolutionary business-to-customer SaaS application which automates the most arduous aspects of fiduciary accounting. It assists fiduciaries in limiting liability in relation to the conduct of their duties in the administration of an estate , guardianship, or trust. It dramatically reduces costs associated with compiling vouchers and assembling data for presentation to courts and beneficiaries. It will increase the efficiency of the Estate and Trust legal system by expediting the retrieval of vouchers in the event of a legal query. Most importantly, the application will increase transparency and improve beneficiary trust in the conduct of their fiduciary.Starting Price: $9.99 per month -
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Excel Currencies
Excel Currencies
We provide transparent pricing, fast payments, world-class security, hedging strategies, and support to take your business into the next generation of global FX payments. Send money, manage your account and track transfers 24/7 from any device. Payments can be delivered to your beneficiary account in as little as 2 hours. Our most important offering is to safeguard client money at all times. We guarantee 100% safety of client funds and use 256-bit encryption on our online platform. Our impressive numbers will give a business of any size the confidence they have chosen the right FX and payments provider. Clean, easy-to-use, feature-rich dashboard, giving you a snapshot of your account, recent transactions, and outstanding tasks. Select your currency pair, choose the date you want to settle the trade, and get your quote, you have 20 seconds to confirm. Full view of all your beneficiaries with quick links for further tasks.Starting Price: Free -
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Fringe Facts
Benefit Software
Gives you the power, ease of use, and flexibility to improve employee benefits enrollment and communication processes. Fringe Facts Online is a powerful and cost-effective suite of web-based services customized to your specifications using your benefit rules, codes, and method of administration. Offers complete employee benefits enrollment and self-service for open enrollment, new hires, qualifying events, and status changes. Allows employees to enroll in their benefits, add or change dependents, and beneficiaries, view or print benefit confirmation statements, update personal information, find the answers to frequently asked questions, and more from home, work, or anywhere they have access to the Internet - 24 hours a day, 7 days a week. Includes Flexible Spending Account, 401(k) or 403(b) calculators, online surveys, HR and benefit forms, Summary Plan Descriptions, billing confirmations, and more. -
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Rede Parcerias
Rede Parcerias
Rede Parcerias is a management and communication platform for advantage, benefits, and loyalty clubs. It is built with the objective of effectively communicating the benefits, discounts, and covenants that businesses offer to their clients, employees, associates, or union members. Rede Parcerias creates a fully customized platform, aligned with your visual identity, target audience, and goals. It also develops effective and useful communication for the beneficiary, and in any online platform. We provide 360º support to both the company and the beneficiary and, every month, we seek to bring new partnerships that are interesting to your audience. The platform is personalized with your brand, your logo, your colors and your Visual Identity. With this customization, each club becomes unique and the client will see the platform as part of their brand, without reference to Rede Parcerias. -
7
NatNGO
Natsun Technology Services
NGO Software helps in managing non-profit organizations. NGO Software connects all departments together namely Projects, Beneficiary, Donors, Staff and so on. NatNGO can help you improve your efforts to attain your organizations goals. Maintain a Donor list with their information. Connect them with a particular project by setting up the duration and due dates or simply add the donations to an unassigned project. Generate reports for monthly or yearly payments and expenses. Reports for project list, donor list, staff details, beneficiary list etc. Payment information by cash, cheque, debit or credit card. Payment made against the due dates and for a particular project. Create main projects and its sub detailed project with cost and duration details. -
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Isabel 6
Isabel Group
Hassle-free B2B payments. With just one login, Isabel 6 gives you access to all your accounts at more than 25 banks. Isabel 6 provides access to all your accounts at 26 Belgian banks, download all CODA files and initiate group payments via one single multibanking platform. Isabel 6 can be fully integrated into your existing accounting package and ERP system. Prevent routine work and use payment and CODA files to boost efficiency. Efficient collaboration with your finance colleagues. Isabel 6 lets you share beneficiaries and enter payments, and allows the CFO or manager to sign immediately where necessary. Multibanking platform Isabel 6 complies with all financial rules and legislation. Moreover, all transactions are fully traceable and, of course, entirely safe. Complete complex transactions at blistering speed and reduce human errors. Consolidated overview of the company’s financial position.Starting Price: $37.24 per month -
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Imagility
Imagility
Imagility is an innovative cloud-based immigration platform that is revolutionizing the field. It offers petitioners, attorneys, and beneficiaries an unprecedented combination of automation, transparency, and collaboration. By encompassing powerful features such as immigration tracking, case management, and client management, among others, all within a single cloud-based platform, Imagility automates manual processes and enhances visa outcomes for all stakeholders. It effectively addresses the escalating denials and requests for evidence (RFEs) that have become a concern. -
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DonkeyWorks Survey Platform
DonkeyWorks
DonkeyWorks Survey Platform is designed to conduct any kind of field based. Interview surveys on tablets/smartphones. The platform's web interface is used for designing questionnaire, monitoring survey activity and analyzing the survey data. The Tablet comes with offline sync, ensuring that the survey forms can be filled even in areas with no Internet connectivity. Organizations engaged in Social Development /CSR work use the platform to conduct, monitor and assess the impact of CSR/Development program on the end beneficiary. Additionally the platform also aids in rendering customized counselling to beneficiaries. The platform is being used in 300+ districts in India in more than 20 states and also being used outside India. DonkeyWorks is part of NASSCOM 10,000 Startups program and is undergoing incubation at NASSCOM Warehouse, Noida, India. Additionally, in its endeavor, it's being supported by Google. -
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Mythos
Mythos
Collect more beneficiary thank you and impact stories and make them as engaging as possible. Automatically tag stories with relevant information to easily align them to donors—whether that’s by fund or interest. Organize stories in a central, searchable database so everyone can easily access and share. Simplify the process with custom, integrated workflow and content editing tools. Publish on demand—whether that’s one report or proposal at a time or hundreds. Share donor-specific beneficiary stories and reports in a secure digital experience. From disparate tools that don’t work well together and aren’t designed for the task to the amount of resources required to manage a cumbersome and time-consuming process, we know how frustrating and challenging donor reporting and communications can be. See who’s started to tell their story, who hasn’t, and who’s submitted so you can follow up and get the most stories before your deadline.Starting Price: $197 per month -
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Payconiq
Payconiq
We believe that in an era where digital rules, mobile payments should be the norm. Payconiq eliminates the need for old fashioned payment methods like cash, credit cards and those annoying card readers. We are here to innovate, simplify and deliver. We will not rest until our users can use their smartphone to pay for everything, everywhere at anytime. Payconiq leads the transformation of the payment industry in Europe. We support omnichannel payments: in store, online and between friends. Consumers benefit from quick & easy payments through their smartphone while merchants reduce checkout times. Payconiq adheres to the highest security standards. All data is encrypted and secured by your PIN or fingerprint. We only transfer necessary payment data such as your IBAN, the amount, and the identity of the beneficiary to your bank with the highest level of encryption. Payconiq is ISO 27001 certified. -
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COBRAadminOnline
COBRAadminOnline
We have been administering COBRA for 25 years. In that time frame, with millions of COBRA qualifying events experienced, we have never been involved in a lawsuit. That is why you should subscribe to our services. When it comes time to remove an employee or dependent from your group insurance plan, notify the insurance carrier - then login and enter the individual's information. The law is specific on the information that must be provided in the letter to the employee (or dependent). Our notices meet the law's requirements and are personalized for each individual who experiences a loss of group coverage. The system will monitor each individual, letting you know if further attention is required. Keep your mind at ease, knowing that you have experts following your qualified beneficiary's time frame, payments and required notifications.Starting Price: $379 per year -
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MomentumTRUST
Momentum3
When you log into MomentumTRUST you are presented with a dashboard displaying real-time portfolio snapshots of key account factors. The dashboard is designed to help you strategically plan your day. Integrated with trading software, the dashboard pulls transactions and pricing to provide users with real-time valuations of all customer accounts. The social network style lets users leave notes on almost any entity and track those over time. MomentumTRUST’s built-In CRM+ allows you to efficiently track and connect prospects, accounts, households, beneficiaries, grantors and third-party relationships related to trust management. Whether you are in the office or on-the-go, easily review and respond to client requests with MomentumTRUST’s portfolio analytics tools. MomentumTRUST’s secure, in-system scanning and storage allows your business to easily organize, file and retrieve documents in a cloud-based environment. -
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Milliman MARC
Milliman
The Milliman Actuarial Retirement Calculator is a comprehensive pension administration system designed to facilitate accurate and efficient management of defined benefit plans. Developed in 1991 by a team of experienced Milliman actuaries, retirement plan consultants, web developers, and IT professionals, MARC offers a robust platform that calculates pension benefits and stores all necessary data for plan administration. Its flexible architecture supports various plan types with fully customizable calculations, reports, forms, data, web pages, and workflow processes. MARC enhances participant engagement through a user-friendly website that allows employees to view personal data, perform self-service functions such as adding beneficiaries, uploading or downloading forms and documents, contact plan sponsors, run pension estimates, and conduct total retirement modeling. -
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Fabric by Gerber Life
Fabric by Gerber Life
Fabric’s free online will maker lets you create a digital last will and testament in just five minutes, guiding you through key steps like appointing a guardian, naming beneficiaries, and specifying your final arrangements, all with a simple, easy-to-understand interface. After answering a few questions, you’ll receive a downloadable document that you can sign, have witnessed, and make legally binding with a printer, pen, and two witnesses (the platform shows you exactly how). The system is designed specifically for young families, enabling you to share the will with your spouse or guardian, attach supporting instructions, and know that your assets and children are protected without paying a fee. You control who sees the file and can return to make edits at any time. While it streamlines the process and helps you complete essential estate-planning tasks quickly, the tool also advises you to review your situation with an attorney if there are complex assets or state-specific questions.Starting Price: Free -
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myCobraPlan
myCobraPlan
myCobraPlan offers the most user-friendly, comprehensive administration solution available. Our system is a fully automated web-based solution with easy access to all your COBRA information. myCobraPlan eliminates the need to fill out paper forms for submitting COBRA-eligible individuals and allows real-time access to all your company’s data. myCobraPlan assures worry-free compliance with all required notifications. Depending on the event, the proper notification will be sent to the qualified beneficiary or new plan member. The compliance of your company’s COBRA benefits is managed by our administrators and automated by our system. myCobraPlan gives you access to all your information anytime, anywhere through our secure, web-based system. -
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Slatewell
Slatewell
Customize and automate your entire workflow—capture client data, manage documents, and track progress all from one place. Work together within a firm, with the client, or with a client's financial advisor or CPA. Collaboration is built into every feature on Slatewell, with custom portals for every client. Create digital intake questionnaires for clients, or use them with staff to standardize processes. Built in notifications and reminders ensure that questionnaires get completed. Request feedback from professionals outside the firm, assign tasks to team members, and keep track of what's done and what's next. Use any state specific probate forms to generate petitions of probate, ancillary documents, beneficiary letters, and more. Upload any PDF of your own to build custom workflows. -
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Intent IQ
Intent IQ
An identity resolution pioneer, Intent IQ enables its partners to confidently identify clients and prospects who interact with their sites, apps and their brick and mortar establishments, whether across their various screens or in person. Intent IQ privacy friendly solutions are powered by its signature Identity Device Graph - deterministic accuracy, probabilistic scale, real-time, across multiple environments including cookieless, MAID-less and CTV. Intent IQ is an identity resolution pioneer, enabling its partners to confidently identify clients and prospects who interact with their sites, apps, and their brick and mortar establishments, whether across their various screens or in person. Beneficiaries include the media ecosystem, retailers, and financial institutions. Intent IQ built the best identity resolution technology on the market, addressing the most pressing problems of IDFA and third-party cookie deprecation. -
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CareJourney
Arcadia
CareJourney is a cloud-based healthcare analytics platform offering deeply comprehensive, clinically-relevant intelligence derived from one of the largest longitudinal claims datasets in the U.S., covering hundreds of millions of beneficiaries across Medicare, Medicaid, Medicare Advantage, and commercial populations and profiling more than 2 million providers. It empowers organizations to assess markets and patient cohorts to uncover opportunities for cost savings and better outcomes, build and grow high-performing networks, make smarter contracting decisions, identify referral patterns and leakage, and benchmark provider performance against peers. It also supports management of at-risk populations through segmentation models, helping organizations understand chronic condition prevalence, care utilization, and cost drivers. -
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GovLabs
CSM Technologies
The suite of agile solutions in the Government Functions are specially designed to help governments to join in into the digital revolution and connect the bridge between technology and services. Vesting in digital and automation can make government services more accessible online, reduce the cost of accessing those services, streamline administrative processes, improve turnaround times, and strengthen accountability and responsiveness. Our solutions offer uninterrupted service in a secured network for smart, efficient and good governance. * Grant Management System * Integrated Beneficiary Management System * Asset Registration System * Project Monitoring System * e-File Tracking System * eMuster Roll Platform * Epidemic Management System * Contractor Database Management System * eTendering System * Integrated Legal Monitoring System * HRMIS * Labour Welfare Scheme Monitoring System -
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MEDENT
Community Computer Service
MACRA impacts all providers with $90,000+ in Part B charges that are treating more than 200 Medicare beneficiaries. Physicians ranked compared to peers, with potential negative adjustments to total Medicare revenue. Two reimbursement programs: MIPS and Advanced APMs. The Patient Portal is a powerful tool that can modernize the way your office communicates with patients. The tools built into the MEDENT system are second to none when it comes to managing your practice. Our EMR/EHR was developed from the ground up with a focus on efficiency and reliability. -
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MachineFi
MachineFi
In the future, machines will be the primary workforce. MachineFi is a new paradigm fueled by Web3 that underpins the new machine economy, whereby machine resources and intelligence can be financialized to deliver value and ownership to the people, not centralized corporations. Where you are the owner and beneficiary of your data, your privacy and your money. MachineFi realizes the vision that devices are owned by the people and serve the people. By joining the machine economy, people can now fully monetize their devices and associated digital assets on a global scale. -
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365Ticketing
Soft Pepper
365Ticketing ticketing software optimizes the incident resolution process, according to the terms agreed with the partners (SLAs). After creating the ticket associated with the incident, it is automatically assigned to the responsible staff, who are notified by email. The duration of the intervention is monitored by the ticketing program and approved by the final beneficiary, based on which the invoice is issued to the client. The multitude of reports in the ticketing system gives you the opportunity to analyze the causes of incidents and reduce their rate. Improving the response time and productivity of your employees can be achieved through the reports and history contained in the SaaS ticketing application. The 365Ticketing ticketing system contributes to the increase of productivity, facilitating the fast answer and the resolution of the tickets according to the agreed contractual terms (SLAs).Starting Price: $17.00/month/user -
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Fincom.Co
Fincom.Co
Fincom’s advanced “phonetic fingerprint” technology, will enable you to quickly trace any entity by name, pronunciation or “name-sound”, based on a single mathematical representation. The resulted “accurate name matching” will improve and lower significantly your operational costs and prevent unnecessary fines, whilst increasing reliability and maintain your reputation. Using automated real-time technology, supported by AI-ML layers, using over 48 mathematical algorithms resulting in accurate matching of names across 38 different languages, transliterations and spelling variations. A range of products, covering accurate name matching, onboarding & ongoing monitoring automations, transaction screening, adverse media, level 1 & 2 filtering and optimization engines. Verifying beneficiary on a payment against bank account holder for preventing CEO/Invoice fraud. Creating a single customer view constructing customer risk profile, understanding exposure and forecasting potential risks. -
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1fs Wealth
1fs
1fs Wealth is an AI‑driven, cloud-native wealth intelligence platform that lets high‑net‑worth individuals and family offices consolidate all assets, including public and private investments, real estate, collectibles, and digital assets, into a single view. It offers secure access with multi‑factor authentication, granular role-based permissions, and enterprise-grade encryption. It provides real-time valuations and market feeds, proprietary risk decomposition tools, concentration metrics, and geolocation tracking. It supports comprehensive succession planning by allocating assets, documents, and ownership guidance to next‑gen beneficiaries. Advanced collaboration features allow advisors, family members, and external professionals to work jointly, with drill-down analytics, peer benchmarking, carbon and ESG insights. Integrations include API connectivity, Plaid-based account aggregation, and hedge‑fund benchmarking via Albourne indices.Starting Price: Free -
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IFX Payments
IFX Payments
IFX Payments delivers a comprehensive global payments and foreign exchange platform built around its ibanq service, designed to help businesses send, receive, hold, and manage funds in multiple currencies through a single intuitive interface, reducing the need for multiple overseas accounts and simplifying international cash flow management. It supports multi-currency accounts that enable users to transact in 40+ currencies from one account and execute high-volume mass payments across 60+ currencies for suppliers, payroll, and partners without maintaining local accounts, centralizing control and automating bulk transfers. With robust API connectivity, businesses can integrate core features like cross-border payments, beneficiary management, real-time payment status updates, reporting, and currency exchange into their own systems for enhanced visibility and streamlined workflows. IFX also pairs its technology with expert foreign exchange services. -
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Anomalia
Scry AI
Anomalia® uses proprietary AI-Algorithms to identify potential fraud, risk, conflict and non-compliance in financial and legal engagements at transactional level. Anomalia® anomaly detection in ACH Transactions uses customer’s transactional as well as behavioral data to detect anomalies in ACH transactions and prevents fraudulent transactions. Anomalia® anomaly detection in mobile check deposits analyzes authenticity of mobile checks, accounts in which they are deposited and their geo-spatial mobile deposit locations to detect potential fraud in transactions. Anomalia® anomaly detection in wire transactions analyzes originators, beneficiaries and their anomaly scores derived from other wire transactions to detect and prevent potential frauds. Anomalia® anti money laundering performs analyzes on various transactions, entities and their linkages for enhanced due diligence to detect potential money laundering transactions. -
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Vanilla
Vanilla
Vanilla is a comprehensive, AI‑powered estate planning platform designed for financial advisors, estate planners, and attorneys. It streamlines the full advisory workflow, from streamlined client intake with Estate Health Check, through collaborative onboarding and document abstraction, to dynamic estate plan creation, visualization, and scenario modeling. It generates on‑demand legal documents (like trusts, wills, power of attorney, healthcare directives) via a questionnaire or attorney-assisted workflow. It abstracts key data from uploaded documents and builds interactive estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall visualizations. Advanced scenario planning tools, such as ILITs, SLATs, GRATs, and Generation‑Skipping Transfer Tax modeling, help users compare strategies over time. -
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Medaviz
Medaviz
Medaviz, telemedicine solution. You are a doctor ? Medaviz supports you in the use of teleconsultation and tele-expertise to complete your care offer. Create your doctor account for free. Receive training from our team. Integrate teleconsultation into your daily life. You are: Doctor. Gain exercise comfort by completing your treatment offer. Improve the follow-up of your patients. Take advantage of the advantages of digital in your daily practice. CPTS. Choose a service specific to your CPTS. Take advantage of a solution designed for healthcare professionals. Facilitate access to patient care. Mutual. Choose an agile digital solution. Improve the monitoring of your beneficiaries. Enjoy 360 ° support. Software publisher. Choose an integrated solution. Benefit from new features. Work with an available team. Patient. Consult your doctor. Join the medical permanence of your territory without an appointment. -
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Instil
Instil
We empower nonprofits with the tools they need to deepen relationships with their community, grow revenue and maximize their impact. We took the best of modern technology and purpose-built a solution to meet the evolving needs of today’s nonprofits. Instil holistically manages donors, members, volunteers, advocates and beneficiaries to foster nonprofit connections with their community for maximum impact. A lot of systems help organizations track transactions, but that’s not enough. Instil enables your nonprofit to foster interactions with your people. With real-time insights and intuitive data visualization, you can uncover new paths to deeper connections and build stronger relationships with your community. Our platform is built by a team with decades of experience in the nonprofit and technology sectors. -
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Forex CRM
DivulgeTech
DivulgeTech Forex CRM is a CRM platform for forex brokerages, developed by a team with 18+ years of industry experience and based in Limassol, Cyprus. It centralises client, partner, and back-office operations in a single platform that integrates natively with MetaTrader 4 and MetaTrader 5. The platform covers the full operational lifecycle: client onboarding with KYC/AML verification, IB and affiliate management with multi-tier commission tracking, deposits and withdrawals, role-based access control, and two-factor authentication. Payment gateway integration supports multiple funding methods, and a modular API architecture allows extensions including PAMM, social trading, and copy trading. Client and partner portals give end users self-service account management and referral tracking. Administrators manage all operations through a centralised dashboard.Starting Price: $1500 / Month -
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EquinoxCRM
Reliadvisor
A comprehensive cloud based solution for Registered Investment Advisors and Broker Dealers. Integrate and manage client data and accounts with ease. Integrate seamlessly with your other productivity applications. Platform compliant with SEC rule 17a-4, which requires client and account recordkeeping with both immediate access and non-immediate access (WORM) storage. Keep record of business practices and communications with clients. Create and manage workflow templates. Optimize sales with prospect classificaiton. Maintain higher control of organizational structure. Monitor access to tasks and responsabilities. -
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FanAngel
FanAngel
FanAngel supports several personalization features, including our most popular Team model which gives each player on a team a unique URL which displays that player's name, profile photos and fundraising goals. This form of personalization has been shown to nearly double donation rates and values. Most schools require a paper check. No problem. We send funds within a week of your end date. For booster clubs and club sports, it only takes a few minutes to set up an account with our credit card processor, where funds are deposited weekly (can be changed to daily, monthly or custom). FanAngel strictly follows IRS Compliance Laws to make sure donations remain tax deductible (when legally appropriate: rewards, auctions, and non-qualifying beneficiaries all affect deductibility). Ask Campaigns are traditional letter writing campaign with a twist. -
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Agentforce 360 for Nonprofits
Salesforce
Agentforce 360 for Nonprofits is Salesforce’s AI-powered CRM platform designed to help nonprofit organizations maximize their impact. Built on the trusted Agentforce 360 platform, it unifies fundraising, program management, volunteer coordination, and stakeholder engagement in one system. The solution provides a 360-degree view of donors, beneficiaries, volunteers, and partners. AI-powered tools help nonprofits fundraise smarter, streamline operations, and improve program outcomes. Nonprofit Cloud centralizes data to enhance collaboration across teams and departments. Purpose-built features support grantmaking, marketing, volunteer management, and impact measurement. Agentforce 360 for Nonprofits empowers organizations to drive mission success with greater efficiency and insight.Starting Price: $36 per month -
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PRAXIS Technology Escrow
PRAXIS Technology Escrow
PRAXIS is a third-party escrow agent specializing in software escrow, source code escrow, SaaS escrow, AI escrow, technology escrow, trade secret escrow, and automated escrow solutions. PRAXIS invented Automated Escrow and pioneered Infinite Retention, redefining how escrow should work in modern, cloud-based and agile development environments. Our Automated Escrow platform integrates directly with source-code repositories and deployment workflows to ensure escrow deposits are always current, complete, and verifiable—without manual uploads or compliance gaps. Infinite Retention ensures escrowed materials are never deleted, providing long-term continuity and protection for beneficiaries, licensees, lenders, and acquirers.Starting Price: Custom -
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ImpactMapper
ImpactMapper
ImpactMapper is a comprehensive platform that supports donors, philanthropists, investors, businesses, and nonprofits in tracking their social impact and sustainability efforts. Through impact reporting, consulting services, and proprietary software technology, ImpactMapper specializes in areas such as human rights, gender equality, climate change, Sustainable Development Goals (SDGs), and social justice investments and projects. The platform enables users to transform text-based data into quantitative trends aligned with custom outcomes or analyses, facilitating the extraction of valuable insights from qualitative information. Additionally, ImpactMapper offers a custom survey tool that allows for efficient data collection at various stages, including grantee applications, reports, beneficiary surveys, and project assessments. The platform provides real-time data visualization, customizable charts, and the ability to design and analyze surveys to track impact effectively. -
38
PremiereConnect
Premier Inc.
From reducing costs to providing unmatched clinical insight, Premier helps health systems focus on what they do best. HealFirst. The PHMC approach condenses the learning curve for organizations to improve care delivery, quality and efficiency; enhance the patient experience; generate higher margins; and optimize hospital-clinician alignment while advancing toward population health management success. Organizations can visualize their ACO populations’ cost and medical utilization by key service categories compared to national and well-managed benchmarks. This allows them to effectuate change faster within their ACO at the facility and beneficiary levels. Additionally, the platform allows groups to quickly stratify their opportunities and measure ROI so they can focus on the areas with the greatest potential return. -
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FRONTeO e-Banking
Mainsys Engineering
FRONTeO e-Banking is a multichannel web & mobile banking solution, developed for retail and corporate banks, allowing your private and business customers to manage their financial position and execute transactions anytime and anywhere using their favorite device (PC, Mac, tablets, smartphones). FRONTeO e-Banking comes with a series of integrated ready-to-plug functionalities such as the management of Accounts, Payments, Beneficiaries, Investments, Loans, Insurance, etc. End-users can fully personalize their preferences and thanks to the secured mail module, two-way exchanges of information (end-user to bank/bank to end-user) are now possible. FRONTeO e-Banking also manages one-to-one mailings as well as mass mailings, e.g. when launching new products during commercial campaigns. The solution also comes with customizable features for sending SMS and e-mail alerts. Based on a Service Oriented Architecture (SOA) the solution can easily be integrated in your existing banking environment. -
40
Swipez
Swipez
Swipez products help your business collect payments faster. Our products automate your business operations and are built to scale as per the needs of your business. Streamline business operations by automating your invoicing, payment collections, bulk pay outs, GST filing & customer data management. Manage all your company expenses in one dashboard. Organize your all you company payments by managing your vendors, franchises and all other beneficiaries. Stay on top of expenses at all times! Simple and easy-to-use inventory management software to manage stocks of all your products. Stay on top of available stock quantity and new stock automatically thanks to our billing software that is completely integrated with inventory management. Organize payments from your bank account. Get a clear view of all payments made to your business contacts. Split payments between multiple parties. Single, bulk (excel) or APIs-based payouts are supported.Starting Price: $85.71 per year -
41
Gifted Grants
Westwood Forster
Gifted Grants is a uniquely flexible no-code cloud grants management solution, securely accessible on any device. A slick and intuitive UI fronts a powerful end-to-end grant management platform with built-in workflow engine to automate, measure and report. Rapid deployment, full customizability, online forms, portals for beneficiaries to manage their applications. Allow your stakeholders to self-serve their needs with their own ‘external user’ login and personal dashboard to do everything; from applying for grants to managing them on behalf of others. Take the hassle out of processing every request on behalf of your stakeholders and give them the power to manage their own engagements straight from your website. Use Gifted Grants to deepen your relationship with everyone your organisation touches - automatically. -
42
Goodstack
Goodstack
Goodstack is a unified corporate-giving and impact management platform designed to simplify and scale charitable donations, grants, volunteering, and nonprofit/education verification. It combines a global database of verified causes (nonprofits, educational institutions, NGOs, etc.) with tools for donations, employee giving and matching, volunteering programs, grant management, and customer-facing donation experiences. Goodstack’s verification module handles due diligence for nonprofits and educational organizations, reducing friction and fraud risk for donation or discount programs, and enabling companies to confidently vet beneficiaries worldwide. Through APIs or hosted components, companies can embed donation flows into their products or workflow, for example, by offering discounts or benefits to verified nonprofit/education organizations, enabling customers to donate at checkout, or powering employee-giving campaigns with matching. -
43
Sureify Lifetime
Sureify
Lifetime: acquire, service, and engage with one platform. Lifetime solves some of the biggest problems faced by life and annuity carriers today. This accelerated underwriting eApp product drives direct-to-consumer, call center, and advisor sales. With LifetimeAcquire, configuring questions, flows, and UI elements is simple and non-technical so that you can continually drive sales across all your channels. LifetimeService provides comprehensive digital self-servicing for your customers. It empowers customers to securely manage everything from payments to beneficiary updates. No more faxes or mailers. LifetimeEngage fosters a lifelong relationship between you and your policyholders, driving brand loyalty, increased persistency, health and wellness initiatives, purchasing decisions, financial education, and more. -
44
AidHound
I AM - CONSULTORIA
Control your data, organize your work, manage your organization, make better decisions and share your knowledge. AidHound increases your productivity by 20%. AidHound is a software as a service (SaaS) designed to empower organizations with collection, analysis and visualization of data on their beneficiaries and activities in a secure and efficient way. Think about your goals, what data would you need to know if you're on the right track. Design forms and profile areas to collect data on your participants and the activities of your staff. AidHound collects all the data you need and translates it into usable information, this allows you to carefully analyze your progress and the impact your organization is having. Review your progress, derive concrete conclusions and recommendations that you can apply in your organization, make informed decisions, carry out adjustments and go back to step 1.Starting Price: $19.99 per user per month -
45
GiveWheel
GiveWheel
Support an unlimited number of charities in a single event, with any % split you choose. Gift aid on donations, automatic QR codes, widgets, images & videos, Strava integration, and much more. Powerful functionality, supporting big ideas, and extraordinary efforts. Unlimited individual fundraising pages, linked with a combined target. Set the charity beneficiaries for the whole event, or allow your team to choose their own charities for their individual pages. Companies & charities can set up paid event registration and automatically collect entry fees. Single & recurring donations for all your favorite charities. Impact reporting enables you to see how your donations make a difference. GiveWheel is free for both individuals and charities and is committed to 0% platform fees. Centralized fundraising, volunteering, and reporting. Corporate social responsibility simplified.Starting Price: Free -
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Impact Reporting
Impact Reporting
Impact makes it easy to measure, evaluate and visualize your organization’s social value, social impact and sustainability without the unnecessary administrative burden of spreadsheets, manual data entry and trying to get your head around measurement frameworks. Make logging social value data throughout your organization the norm with Impact’s unique data capture functionality. Manage and analyze all the purpose-led activities and initiatives taking place across your organization. View trends, highlight problem areas and celebrate success. Receive a refreshingly simple at-a-glance review of progress towards social and environmental goals, or deep-dive into a specific area with just one click. Understand how your actions impact your beneficiaries in real time. Easily run reports and download visual indicators that evidence progress in just a few clicks.Starting Price: $1162.30 per month -
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Pension OS
Union.dev
Pension OS is a modern pension administration software developed by Union.dev, designed to streamline the management of union pensions and multiple plans. The platform offers a centralized member database that maintains detailed records for all members, both past and present, enabling administrators to efficiently update contact information, manage dues, and process beneficiaries with a comprehensive audit trail for each change. Pension OS supports various plan types, including defined contribution, defined benefit, multi-employer pension plans, and Taft-Hartley plans. Its feature-rich system includes a modern cloud database, customizable workflows, security-based permissions and approvals, customizable reporting, payment integrations, instant statements, and a full audit trail. The software facilitates seamless transitions for members, allowing quick processing of retirements, terminations, or deaths with just a few clicks. -
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Almond
Almond FinTech
Almond is part of a new breed of cross-border financial innovations that move money in nimble new ways. By seamlessly bridging the worlds of fiat and digital currency, the Almond API suite is able to reduce settlement time, slash costs, and optimize settlements, while offering new levels of transparency. When you’re leaping from one ecosystem to another as you are with any cross-border payment, there’s a tremendous amount of friction to overcome. The Almond Transfer Protocol expands coverage by standardizing cross-border communications between financial institutions, then optimizing the conversion between fiat and digital currency. A transaction starts with a deposit in fiat currency at the sending financial institution. It’s then transferred cross-border in the form of a digital currency through a network of digital currency exchanges. Finally, it’s transferred back from digital currency to fiat currency at the beneficiary financial institution. -
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Lemonway
Lemonway
Payment made simple for your marketplace. A secure, compliant and modular solution to simplify payments for product, service and financial marketplaces in Europe. Whether you manage a B2B, B2C, or C2C marketplace, handling payments for your platform has never been easier. Simplify and digitize business-to-business, business-to-customer or customer-to-customer relationships. Offer a wide range of payment means and methods tailored to your customers. Ensure compliance, your merchant’s identification, and secure transactions. Simplify product and service purchase between your users, manage your commissions and monitor cash flows in real-time. Simplify the process of connecting investors and project promoters by delegating your regulatory process to us. Optimize investments in equity for start-ups and SMEs. Make the connection between donors and fundraisers secure by facilitating the fully compliant collection and fund transfer to beneficiaries. -
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NPSM Cloud
NPSM Cloud
NPSM is a digital transformation platform for nonprofits, powered by ServiceNow and elevated by Agentic AI. It brings every nonprofit application a mission-driven organization needs into one unified suite, replacing scattered apps and siloed data with intelligent, connected workflows. NPSM gives nonprofits 10+ purpose-built applications in a single AI-ready suite, supporting fundraising, donor management, grants, volunteers, finance, impact, case management, facilities, travel and expense, identity and access management, and more. It is built to help nonprofits move faster, scale smarter, and stay mission-focused, with one intelligent suite that works as hard as the organization does. Multi-Purpose Case Management centralizes case intake and service delivery with workflows adaptable to social programs, beneficiary services, and support needs. Volunteer Management helps recruit, onboard, schedule, and retain volunteers with AI-driven matching and engagement tools.
