Alternatives to Red Deer
Compare Red Deer alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Red Deer in 2026. Compare features, ratings, user reviews, pricing, and more from Red Deer competitors and alternatives in order to make an informed decision for your business.
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1
Ledgy
Ledgy
Ledgy is the end-to-end equity management solution trusted by high-growth companies. Compliant in all countries with best-in-class security and privacy. Digitize your spreadsheets into a transaction-based cap table that's always accurate, built to scale and updates in real-time . Make your financing rounds a success with accurate scenario and exit modeling. Streamline due diligence and easily handle every vesting schedule. Show the latest information to all your stakeholders, including employees and investors, with custom dashboards. Attract and retain key talent with Ledgy while automating equity plans. Employees can self-manage their equity, view their shareholdings, vesting schedules, and future valuations. Engage your investors with shared KPIs, accurate funding scenarios, valuations, dilutions, exits, custom reporting, and more. Find out why founders, CFOs, HR teams, and their employees love Ledgy’s platform. Book a free custom demo to see it in action.Starting Price: Free -
2
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 -
3
NEUROFIT
NEUROFIT
The NEUROFIT App is a minimalist performance-first wellness app for busy professionals. Our average active app user reports 54% less stress after just one week. Our breakthrough approach targets the nervous system directly, with daily body check-ins, habit tracking, biometric scans through your phone's camera. As you use the app, it customizes somatic exercises and AI Coaching sessions to your unique nervous system profile. In this way, we reduce your stress baseline as quickly as possible. To date, we’ve supported 60K users in 100 countries, and trained over 500 health professionals (doctors, therapists, health coaches etc) in our breakthrough Nervous System Fitness® method.Starting Price: $39.99 / 3 months / user -
4
Crew
Spearamus
Crew Enterprise connects your entire workforce from the frontline to corporate leadership, unifying communications, streamlining scheduling, elevating task execution, and making operations hum. Give your frontline workforce real-time access to the information and team discussion they need to be productive. From the boardroom to the breakroom, connect your 21st century workforce with a modern communication platform. Drive consistent execution across your entire workforce and maintain real-time visibility into progress across all teams. Unify tasks with communication, scheduling, and other key workflows. Deploy templates and task assignment tools to streamline work. Achieve consistent execution across even the most complex organizations. Collect insights and take action at scale. Command Center is the central nervous system of your frontline workforce. Protect your people and your organization with advanced compliance controls and safety features. -
5
Agicap
Agicap
By centralizing your cash flows and automating tasks, Agicap allows you to focus on the essentials, analysis, and decision-making. Build your cash flow forecast and monitor the achievement of your targets. Visualize your cash position by synchronizing your bank accounts and business tools. Improve overall productivity with automated, centralized, and harmonized cash management. Use a comprehensive collaborative tool and consolidate all your data. Anticipate your cash flow at the consolidated level or entity level. Consolidate and monitor your cash flow from multiple banks, entities, and business tools with ease. Set up automated cash forecasts and explore scenarios. Create custom dashboards to improve your analysis and reporting. Let Agicap automatically categorize all your banking transactions. Monitor the differences between the actuals and the forecast in real-time. Build a reliable forecast and make fully informed decisions at the right time. -
6
Pathfinder
Pathfinder
Pathfinder is the undisputed leader in retail business intelligence space. With rich expertise in retail data intelligence, we have grown into trusted partners for leading shopping malls, airports, & retailers. Consumers’ round-the-clock access to abundant product information has redefined retail strategies. Are you into “smart retailing” yet? Anticipate consumer needs through meaningful retail analytics with Pathfinder. Pathfinder is the undisputed leader in the retail business intelligence space. With rich expertise in retail data intelligence, we have grown into trusted partners for leading shopping malls, airports, & retailers. Track sales data in real-time and gain insights into retail operations at one go with Pathfinder’s business solutions. Consumer’s round-the- clock access to abundant product information has redefined retail strategies. Are you into “smart retailing” yet? Anticipate consumer needs through meaningful retail analytics with Pathfinder. -
7
Amous TMS
Amous International
Amous TMS is a cloud-based enterprise with a unique architectural approach that enables its users to benefit from several microservices and integrations in a single system that is supported by logistics-oriented implementors and developers. Logistics companies can control what features to use, how to use them, and what automation rules to implement. With this, Amous becomes the central nervous system for all integrated systems and processes. -
8
VerityData
Verity
VerityData gives professional investors a clean, reliable way to generate ideas and monitor their companies. We turn messy disclosures and corporate actions into structured, quality-checked data, clear analytics, and differentiated insights. Track executive and board moves, incentives and pay, insider buying and selling, buybacks and issuances, ownership changes, governance signals, and other material events. Powerful search, alerts, redlines, summaries, and histories surface what changed and put it in peer context. Use the data the way you work: intuitive web tools for discovery, exports for your models, and developer-friendly APIs and feeds for systematic use. Alongside the data, our independent research team publishes concise briefs that flag what’s unusual or important. Teams trust VerityData for accuracy, context, and insights from a rich 20-year history of data. -
9
Troops
Troops
The central nervous system for revenue. Never miss a revenue signal. Get the right data to the right people, when and where they need it, and empower them to perform. Know when something important happens - from lead to close to case. Equip your team with the information they need and guide them to the best corresponding action. Work in the place you already spend your time. Search, access, and edit your CRM right from Slack & MS Teams. See what matters. Know who's doing what. Step in to coach. Measure performance. Track the impact of key initiatives. Troops notifies you in real time when anything happens that has a material impact on revenue. Troops makes it easy for your teams to see and do the right things at the right time, across devices so that teams can perform at the highest level. Troops helps customer-facing teams handle routine tasks and actions faster so they can spend more time with customers and prospects. -
10
iDEAL Wealth & Funds
Credence Analytics
Given its large customer base over the last decade, the solution is mature in terms of its breadth of business line offerings as well the depth of its rich features. From Front Office features like pre-deal analysis,real time portfolio position and cash flow tracking, profitability monitoring to Back office operations like deal settlements, corporate action posting, MTM valuation, accounting and NAV generation, the solution covers the entire gamut of investment management operations. With FundSense - the business intelligence tool, making business decisions is faster, easier, and more collaborative. The drag-and-drop feature makes integrating data from multiple sources easy. Users can create and view personalized, interactive data visualizations and dashboards inorder to make meaningful decisions. Fund Sense puts rapid analytics and an associative experience right on your desktop. -
11
Hippo Manager
Hippo Manager Software
Hippo Manager is easy to use, cloud-based veterinary practice management software that serves as the central nervous system for your practice, integrating your patient data with labs, pharmacy, client communication and more. We give you all the features and tools you need to run your practice the way you want. It is simple to learn, patient-centric and improves profitability by saving time and capturing charges. Our pricing is straightforward: $119 per month, per full time veterinarian.Starting Price: $119 per month, per full time veterinarian -
12
4Degrees
4Degrees
The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence -
13
eAvio Software Solution
eAvio
You can see the whole schedule in one place, all ready done tasks and tasks that still need to be done. Reliable, pilot-friendly, fast and cost-effective with many features that prevent human errors. Maintenance documentation, ATL’s and real-time monitoring of aircraft status. Is used with eFlyBag solution or any other EFB software you already might have. Central nervous system of all operations. Planning, operating and scheduling in one system. Fully controllable with as many attachments added to one cloud-based application, accessible anytime and from anywhere.All the necessary and mandatory aircraft documents in one place, with quick access on your tablet, enabling Pilots to access the latest operational data straight from the cockpit. If connected with eDesk cloud-based platform, the whole company can be run through it. -
14
My Interview Practice
My Interview Practice
Practice for any job position to boost your confidence and skills with unlimited, on-demand interview simulations. Achieve interview success with our AI-powered practice tools. Take unlimited mock job interviews and practice from anywhere. Utilize your built-in camera to experience the pressure of real interviews, gaining practical experience and readiness. Receive personalized feedback and training from our AI-powered system to enhance your interview skills effectively. Give your clients the realistic interview experience they need, without the hassle of in-person mock interviews. Experience our transformative interview training that accelerates the hiring process, and propels your career forward. Our AI-powered simulator transforms nervous candidates into poised professionals. Practice until perfection becomes second nature. Cut your preparation time in half. Our efficient system helps you master key interview skills rapidly, putting you ahead of other candidates.Starting Price: $26 per month -
15
Clari5
Clari5 (CustomerXPs)
Category leaders for Enterprise Fraud Risk Management Systems and Anti-Money Laundering Systems, winner of premier global acclaim for product innovation and featured consistently in global risktech and regtech top 100 rankings, Clari5 redefines real-time, cross-channel Financial Crime Risk Management using a 'central nervous system' approach to help banks combat financial crime. Clari5 uses a ‘human brain like’ approach by synthesizing enterprise-wide intelligence and delivering precise contextual insights in extreme real-time, within the short transaction window, for necessary interventions. Clari5 is a bolt-on system, requires no replacement and features a compact implementation cycle with extremely quick ROI. Harnessing the combined power of Automation, AI, ML, Decision Sciences & Real-time Decisions, Clari5 is today processing over 10 bn transactions and is managing over 500 mn accounts. Marquee banks in 15 countries trust Clari5 to power their fraud risk management strategy. With -
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Key Information Technologies
Key Information Technologies
Since 1994, Key Information Technologies, Inc. has specialized in accounting software. Over our years of experience, we have realized many petroleum marketers lack a comprehensive system that combines petroleum distribution with complete accounting functions. BookWorks petroleum jobber software is the answer. It is designed to streamline business processes, improve customer services, and operate your fuel business more efficiently. You need BookWorks Petroleum Management Software which covers all facets critical to the petroleum wholesale and retail industry. We work with petroleum marketers of all sizes and operation types and understand your petroleum accounting software is the “central nervous system” of your business. You require reliable, user-friendly technology that provides information at the moment it’s needed. Software that is well designed and responsive improves sales, boosts productivity, and substantially increases profits. -
17
Owiwi
Owiwi
Owiwi changes the way you attract, select, and retain top talent. We provide you with a cutting-edge blend of science and gameplay to find the perfect candidate for the job. We use gamification to enhance the recruitment experience, turning it into an immersive journey. Candidates play through a game of compelling choices that reveal the key traits of their character, the soft skills that often lie dormant, waiting to be revealed. Owiwi uses gamification to enhance the recruitment experience, turning it into a skill-revealing journey of self-knowledge. As an employer, you know that candidate screening takes its toll on time, money, and your nervous system. Owiwi’s method takes less time, costs less money and offers more in-depth reports of prospective candidates. That’s why we built a tool to replace the boring and old-school assessment methods of yesterday.Starting Price: €24 per assessment -
18
Entrilia
Entrilia
Entrilia is a collaborative data creation platform for PE/VC fund managers. Converting transactional events into real-time business intelligence. Our fund accounting module streamlines event driven inputs while insights allows for automated reporting on fund financials, investment, investor and so much more! Tailored for the PE/VC industry, with automated ILPA reporting, with campaign module for automating the creation and distribution of standard reports. Fully integrable and extensible with modern, best in class APIs and standardized integrations. -
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Suvoda
Suvoda
Suvoda is a global clinical trial technology company specializing in complex, life-sustaining studies in therapeutic areas such as oncology, central nervous system disorders, and rare diseases. Founded in 2013, Suvoda offers an integrated platform that includes Interactive Response Technology (IRT), electronic Consent (eConsent), electronic Clinical Outcome Assessments (eCOA), and ePatient solutions, all designed to manage critical patient interactions efficiently. Their patented software architecture ensures a seamless user experience, facilitating precise randomization, drug supply management, and real-time data collection. Committed to enhancing patient comprehension and reducing site burdens, Suvoda's solutions are built to adapt to the evolving complexities of clinical trials. Headquartered near Philadelphia, with offices in Europe and Asia, Suvoda has supported over 1,500 trials across more than 85 countries. -
20
bpmEdge BPMS
PERICENT
bpmEdge BPMS, one of the best Business Process Management Software, can help you out with all your business process hindrances with zilch efforts and unimaginable efficiency. Adopting BPM software is the prime need for any medium & large organization. PERICENT's bpmEdge BPMS software promises end-to-end continuous improvement for superior business performance. Our key approach is to build a digital nerve system to the business process to attain visibility, and the capacity to drive & optimize the business according to KPIs. By adopting bpmEdge BPMS, you create a digital nervous system of your organizational process to lead toward increasing gains efficiently. bpmEdge BPMS is a powerful and end-to-end integrated bpm software for all medium and large enterprises. It delivers enhancement to the bpm workflow, speed, accuracy, and management of the business.Starting Price: $40,000 one-time payment -
21
FIN Global Portfolio System
Financial Information Network
Over the years, Financial Information Network has worked with investment firms of all sizes. Through collaboration with the investment community, the company has built a wide range of features to provide clients with the necessary tools to streamline their business. Furthermore, the Global Portfolio System is a customizable and flexible solution that meets the needs of every investment manager. Financial Information Network take pride in creating a functional environment around your firm, not the other way around. The Global Portfolio System is a feature-rich total technology solution for investment firms providing real-time automated trading, straight-through processing, GIPS-compliant performance, and much more. Customizable tools harness the infinite possibilities of the Internet for reporting to clients. Flexible enough to meet the needs of every investment manager, the Global Portfolio Management System employs cutting-edge technology. -
22
[GO] Onboarding
Geniusto
The customer acquisition ‘speed-dial’. Your complete onboarding solution for accelerated hyper-scale—with fully configurable KYC and KYB, customized risk-scoring, biometrics and integrations. Like the nervous system sending signals throughout your payment ecosystem, [GO] Connect seamlessly integrates core legacy, Geniusto and 3rd party technology. Easily ensure your business exceeds compliance in any territory with advanced identity verification, data processing and data analysis—to minimize abandonment and maximize revenue. Advanced intelligent customer screening makes compliance a rock-solid given, and advanced monitoring automates crime and money laundering prevention. Improve credit quality and acceptance rates ad make better onboarding decisions with lightning-fast, neutral risk assessments based on custom parameters. -
23
Possier
Possier
Restaurant POS is not just about billing and inventory, That's old school thinking. Possier is the new way to make your restaurant profitable. We help you increase your sales, reduce wastage and boost your margins. Possier is the heart and central nervous system of your restaurant business. An integrated system which connects your billing, kitchen, inventory, suppliers, marketing, ecommerce, apps to CRM, loyalty, feedback and reports in one place. Launch Your Online Order, Mobile Apps with Third party Delivery Management or use your own delivery person with Possier’s Delivery management with Live order tracking. Accept all Payment types with multiple gateway integrations. Let your customers order online from their homes or use contactless ordering from your restaurant table. Possier has you covered. -
24
Checkify
Checkify
One-page customizable checkout for online stores to create or remove fields on page, wide choice of customization options, and many more! Full customization of the checkout page (text, font, colors, etc.). Adapted for digital goods, sell properties that do not require shipping. All popular marketing platforms are integrated. Automatic translation option with the ability to customize the text of the checkout and thank you page. Validation of postal codes, including Canadian, US and UK postal codes. Automatic currency conversion function, display estimated order value in your customer's currency. Auto-addition of taxes to orders, including the US sales tax state by state. Automatic discounts function. Ability to hide the shipping method block if you use only one and many, many more to help you increase your sales! Multiple steps during the checkout process, slow loading, and lost input data after minor corrections make customers nervous and cause many abandoned purchases.Starting Price: €1.49 per week -
25
Contractor WorkZone
Trimble
Run your back office from your front seat. Manage your business on site, take the work out of paperwork and get jobs done sooner. Save time and money with our construction management app tool. We take standard construction document processes and digitize them for easier access and organization. Items such as quotes and estimates, purchase orders, site diaries, daily reports, change orders, invoices and more are all now easily attached and accessible from one project link. Download and use completely free at our solo level as long as you want, with unlimited projects and documents for one device. If you’re ready to upgrade for additional features, try any of the paid subscription levels free for 2 weeks. If you're nervous about trying new technology or worry about introducing a new process we've got you covered. Try Contractor WorkZone - A simple, customizable project management and construction app to manage your small business from your phone, tablet or computer.Starting Price: $0 -
26
DARWIN Core
DARWIN
The DARWIN® smart building platform is designed to connect and communicate with all systems, devices and applications in your building. In this way we bring everything in your building together into one intuitive environment and we turn your building into a smarter, greener and healthier environment. Built on top of your (existing) infrastructure the multi-protocol DARWIN® Core™ operates as the intelligent brain of your building, using your IT infrastructure as an autonomic nervous system. Inside the “brain” there’s a scalable smart engine designed to easily handle high volume data transactions from building systems, assets and sensor networks. The DARWIN® Core ™ captures all system, sensor and IOT data for you and stores this historical data. At the same time it manages resources, applications, systems, devices and complex algorithms. By doing this, DARWIN® not only knows your systems, but also easily correlates those systems, usage and circumstances. -
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DreamQuark Brain
DreamQuark
AI can be slow, confusing, and costly. Brain empowers wealth managers to make hyper-personalized insights simply and quickly. Serve your clients better and grow smarter with Brain. Turn your data into user-friendly insights in a few clicks to guide your next best action. Brain’s explainable AI gives advisors the reasons behind every recommendation. Use Brain’s CX application or integrate it on your own CX platform and cloud provider. Increase your revenues by predicting which clients will respond best to cross-sell and upsell opportunities. Improve the performance of your campaigns by identifying which clients are likely to take an interest in a product and why. Retain your clients before it’s too late by quickly discovering who is most likely to leave and why. Brain’s explainable AI makes hyper-personalized insights understandable and easier for advisors to act on. Brain simplifies and automates the creation and maintenance of insights, saving you time and money. -
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WatchKeeper
WatchKeeper International
Visualize, track and protect critical operations. A unified platform to map your assets, visualize risk events, be alerted in real-time and take action to protect your operations. WatchKeeper allows organizations and government agencies to proactively identify risks before they threaten critical operations. Corporate Security. Global awareness of risk events in relation to assets and employees. Carry out duty of care and gain a competitive advantage. Government. Anticipate, identify and contextualise threats to expatriates, strategic business interests and tourist hotspots. Minimize disruption to critical national infrastructure, business investments and prevent loss of life. Smart Cities. Synchronize IoT sensors and devices into a single operating system to monitor transportation systems, utilities and public safety authorities. Logistics & Supply Chain. -
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Sparkup
Sparkup
Create visual and highly-interactive experiences to keep your audience focus and energized throughout the event. Sparkup platform offers a native live streaming solution with ultra-low latency capability to create smooth and near-instant interactions with your audience. Sparkup offers premium audience interaction and gamification tools to energize your participants, capture their views and make everyone feel included. Recreate an authentic sense of cohesion, spontaneity and interactivity with the virtual audience. Everyone is visible together, feeling part of the event and sharing the emotional energy. Analyze engagement levels to understand the impact of content and flow of your event. Sparkup captures your attendees’ live reactions and all interaction data to help you learn how to optimize the design of your events.Starting Price: $25 per month -
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BioSymetrics
BioSymetrics
We integrate clinical and experimental data using machine learning to navigate human disease biology and advance precision medicines. Our patent-pending Contingent AI™ understands relationships within the data to provide sophisticated insights. We address data bias by iterating on machine learning models based upon decisions made in the pre-processing and feature engineering stages. We leverage zebrafish, cellular and other phenotypic animal models to validate in silico predictions in vivo experiments and genetically modify them in vitro and in vivo, to improve translation. Using active learning and computer vision on validated models for cardiac, central nervous system and rare disorders, we rapidly incorporate new data into our machine learning models. -
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Orchestrade
Orchestrade Financial Systems
Orchestrade is the most modern, cross-asset, front-to-back trading and risk management platform for banks, asset managers and hedge funds in the market. With Orchestrade, you get up and running in weeks, not years – your P&L is accurate and your risk runs in real-time. We are laser-focused on the product, we put our clients first and we deliver on what we promise – keeping you agile and innovative. Remove those operational bottlenecks, increase time to market and let Orchestrade address your regulatory pain points. By leveraging our "Smart Business Events", lifecycle management solution, you are agile and innovative; that's a competitive advantage. When we say our clients come first, we mean it. That’s why we’ve successfully partnered with our clients to build a better product, to deliver fast implementations and to drive superior results. -
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FolioSure
Acuity Analytics
Private market leaders are under pressure to act faster, stay sharper, and deliver deeper insights — all while managing growing data complexity. FolioSure, powered by Agentic AI, is built to meet that challenge head-on. It enables smarter, faster portfolio monitoring by combining intelligent data extraction, real-time insights, and integrated analytics — purpose-built for private markets teams. 🔹 Cut reporting time by up to 35% 🔹 Streamline workflows with seamless system integrations 🔹 Get support for valuation models, investor queries, and regulatory demands 🔹 Monitor complex structures including CLOs effortlessly If your current infrastructure can’t keep up with the pace of decisions — it’s time to rethink what’s possible. FolioSure gives you clarity when it matters most. We serve Private Equity, Fund of Funds, Private Credit, Secondaries, Venture Capital, Alternative Asset Managers, Pension Funds, Sovereign Wealth Funds and Real Assets. -
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Mews
Mews Systems
Mews is a cloud-based property management software that helps hotels, hostels and properties automate their operations so they can focus on their guests. Our intuitive and open platform lets you quickly plug in your favorite apps and manage your PMS from any device and at anytime. With today’s pace of technological change, it’s vital to be plugged into an ecosystem of products that is constantly evolving and adapting to modern requirements. Mews’ mission is to help hotels and hostels automate their operations so they can focus on their guests, which is what the industry has always been about. We want to build the nervous system for hotels that all apps and tools for both guests and hosts can be plugged into. Until recently hoteliers were forced to rely upon a closed one-stop-shop PMS offered up by incumbent players who have held a luddite attitude towards the hospitality industry for years.Starting Price: €7.01 per room per month -
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PathfinderLink
PathfinderLink
PathfinderLink is a fully integrated construction project management platform designed to replace fragmented apps and spreadsheets with a single, centralized system for managing business operations. It enables contractors and project-based companies to organize data, track job costs in real time, manage payroll reporting, and oversee projects from one unified dashboard. It was built specifically to solve the common frustration of juggling multiple tools, providing an all-in-one environment that keeps information synchronized and reduces duplicate data entry. It delivers real-time reporting, scheduling, billing, and documentation management so teams can monitor performance and profitability as work progresses. PathfinderLink also supports time tracking through its TotalTime solution, helping businesses log labor accurately and connect workforce data directly to budgets and payroll.Starting Price: Free -
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intelliflo portfolio
intelliflo
Your clients have amassed investments with a wide range of financial institutions. You need to keep up and make sense of it all to provide informed and insightful guidance. Support performance reporting, composites and analytics from a single solution. Portfolio reporting including performance, composites and analytics. Integrate seamlessly with current systems to reduce complexity and costs. Our open architecture lets you select and seamlessly integrate the tools your business needs. Our Open API (Application Programming Interface) securely opens up intelliflo portfolio to financial advice firms and other third parties, allowing the easy integration of all kinds of service-enhancing apps. Portfolio reporting including performance, composites and analytics. Tax-aware rebalancing with multi-custodian trading for SMAs and UMAs. -
36
Sofpromed
Sofpromed
Sofpromed provides electronic data capture (EDC) systems for biotechnology, pharmaceutical, and medical device companies conducting phase I-IV clinical trials. An EDC system is a software tool used to collect, clean, and export data in clinical trials. Sofpromed’s EDC application is used in clinical trials worldwide across multiple therapeutic areas, including oncology, hematology, cardiovascular, metabolic, central nervous system (CNS), dermatology, infectious diseases, respiratory diseases, and pain, among others. Clear design, intuitive, and very easy to use. Quick data entry and navigation. Access control and data encryption. Fully web-based, no installations required. Daily data backups, seamless service. Works in multiple devices, browsers, and operating systems. Built-in monitoring, data management, and reporting tool. Meets HIPAA, GCP, and 21 CFR. Convenient billing model. monthly flat rate. -
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Paygistix
Payment Logistics
Paygistix Payment Gateway, the central nervous system connecting payments from all channels in one convenient location. Paygistix products and integration solutions for merchants, developers and value-added resellers. Powerful payment integration plugin to support EMV, eliminate PA-DSS and minimize scope of PCI DSS compliance. The reliability of a dial, IP or wireless payment device combined with the features and functionality of Paygistix Gateway. Tablet ECR with order entry, signature capture, P2PE and web-based reporting. Semi-integration for eCommerce payments that reduces or eliminates PCI scope and makes adding web payments simple. Process and manage credit, debit, ACH, gift, loyalty and recurring billing payments through any device with an internet connection. Direct point-to-point encryption interface supporting a variety of encrypted devices using DUKPT key management. -
38
Venn by Two Sigma
Two Sigma
Venn by Two Sigma helps investors embrace a modern, quantitative approach to multi-asset portfolio risk and investment decision-making. Streamline your investment evaluation process and collaborate with your team. Venn’s modern interface and intuitive factor-based risk approach is designed to help investors uncover portfolio risks and position the portfolio to meet future objectives. Evaluate managers against your objectives using traditional risk metrics with the addition of factor analysis. All it takes is a set of returns. Better understand the underlying risk drivers in your portfolio using the Two Sigma Factor Lens™️, and then run optimization analyses on that portfolio based on your organization's constraints and objectives. Venn can help you take action to minimize unwanted and/or uncompensated risks, understand how changes to your strategic asset allocation affect expected performance, optimize your existing investment allocations, and more. -
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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. -
40
ActionFlow
ActionFlow
ActionFlow’s intuitive countertop fabrication software simplifies your operations through automated task management, end-to-end tracking, and centralized, cloud-based data storage. The advanced insights you gain with our solutions empower you to make better decisions for your business and minimize chaos and disorganization. Simplify the countertop drawing processes and provide your customers with accurate and profitable quotes in real time using ActionFlow’s quoting module. ActionFlow’s inventory module allows for a birds-eye view of your inventory and lets you track materials throughout projects, simplifying your purchasing tasks. ActionFlow enables insightful reporting, enhanced customer relationship management, and convenient payment processing through focused software modules. -
41
IMS
RealPage
Calculating accurate distributions for your equity investors is a necessary activity for your private equity real estate firm but complex waterfalls in fragile Excel spreadsheets takes time and resources away from higher value work. Additionally, as you continue to make acquisitions and grow your business the scale of calculating distributions across each project will continue to weigh down your team. Your investor’s expectations of how they receive and interpret information about their investments is evolving. In addition to the trusted relationship you have already established, they expect always, everywhere, availability and transparency. Modern wealth management and investment accounts have sophisticated web and mobile investor portals and the expectation is now the same for commercial real estate investments. To deliver on this expectation, you need an investor dashboard that ties together your investors' information with their distributions and investment information. -
42
Yewno|Edge
Yewno Inc.
Yewno|Edge is Artificial Intelligence for Investment Research. Why AI? Not because it’s cool, not because it’s the new thing, but because you can and you need to. Consider this: it would take over 3 trillion years for a team of 10,000 analysts to read all of the unstructured information currently available today? Since the average investor can’t hire 10,000 analysts and doesn’t have 3 trillion years to spend on market research, what can be done to solve the Information Overload problem? Yewno|Edge has you covered. It can do all that reading and analysis for you. It can also manipulate the data to build out strategies and risk models, test performance and let you know when something relevant to your portfolio happens. Yewno|Edge is a web-based platform that is useful for idea generation, risk analysis, and unique insights. Use a combination of fundamental and alternative data to go as deep as you want with investment research. -
43
Third Financial
Third Financial Software
Designed to meet your needs. And exceed your expectations. Gain significant operational efficiencies for your wealth business through consolidating your multiple platform relationships to operate your own multi-asset, multi-currency investment platform. Take back full control of your client proposition through reflecting your own brand, your own investment solutions and your own platform fee. Lose the administration overhead and adviser support burden associated with other platform providers. We own and control our technology, and drive the highest levels of automation across the platform. Our flexible APIs are pivotal to the timely and electronic exchange of data on a 2-way basis with external parties and more critically, in reducing the dual-keying burden assumed by your business. For wealth businesses utilizing Intelliflo Office as their back office system, the platform features a real-time, 2-way interface to Intelliflo Office for the electronic submission of all client. -
44
Valere
Retransform
Valere is designed to help asset managers, investors, lenders and brokers make informed decisions about their assets. Whether you need to determine value for acquisitions or dispositions, prepare detailed cash flow analysis or understand overall financial performance, Valere has your answer. Into the performance of your assets throughout the investment lifecycle. Save time on budgeting. With an outlook to transform your data into optimal investment decisions. Manage multiple property valuations, investments, budgets and portfolios. -
45
Tonic
Tonic
Discover the future of financial management with Tonic Wealth Management, your all-in-one solution for streamlined, secure, and investor-centric financial services. Key Features: Investor Portal: Experience 24/7 access to real-time portfolio management, cash balances, and tailored data feeds. Stay informed with alerts and GDPR compliance, while our Robo-advisory feature provides AI-enabled investment suggestions. Client Onboarding: Our user-friendly interface guides you through customizable data entry, intelligent document scanning, and face recognition for enhanced security. A configurable workflow ensures a seamless onboarding process. Back Office: Beyond traditional Portfolio Management Systems , Tonic offers wealth management-oriented CRM, compliance workflows, and dynamic risk assessment. Our open API integrates seamlessly with third-party systems, providing comprehensive solutions for your financial needs. Tonic KYC: All your KYC (Know Your Customer) needs on one platform -
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SimCorp One
SimCorp
SimCorp One is a fully integrated front-to-back investment management platform designed to simplify operations across the entire investment value chain. It provides seamless workflows, a unified data source, and real-time insights, empowering asset managers to make faster, more informed decisions. Supporting both public and private markets, SimCorp One offers flexibility and scalability to meet evolving business needs while helping organizations reduce operational complexity and cost. -
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Q4
Q4
Replace your fragmented solutions with the AI enabled IR Ops Platform—a unified system for attracting investors, managing relationships, and keeping your finger on the market’s pulse. Be smarter, more efficient, and elevate IR into your company’s strategic advantage. Only Q4 works across every critical touchpoint between public companies and the capital markets. From building your website and virtual events to elevating how you engage with the markets, to transforming data into a proactive targeting strategy. With the Q4 Platform, public companies across all industries and market caps can launch and measure the impact of a complete investor relations strategy. With a platform approach, all data generated by investors across your program can be aggregated alongside shareholder analytics for insights to shape a communication strategy investors value while identifying and prioritizing the shareholders that matter. -
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Carta
Carta
Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.Starting Price: $2,800 per year -
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Splitbee
Splitbee
Follow incoming traffic in real-time. Uncover where users come from and what pages they visit. Dive deep into your ad campaigns and see what converts best. See your users actions and make sense of your data. Splitbee automatically tracks page views for you. Add custom events for the full story. Understand relations in your data by drilling down. Define user journeys to discover weak points on your website. Create flows triggered by user events. Send reactivation mails to your customers. Receive notifications for every sale you make. You decide with Splitbee Automations. Your data is stored securely in Europe. We never share your data or sell it to a third party.Starting Price: $14 per month -
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iLEVEL
S&P Global
Gain new visibility and control over your investment data. iLEVEL is the transformational software solution that brings new transparency and insight to alternative investment portfolios. As the core of our private market solutions, iLEVEL helps general partners and limited partners streamline data collection, portfolio monitoring, analytics, valuation, and reporting. Manage the flow of data and create a single source of truth to make informed decisions and communicate transparently with investors, auditors, boards and other stakeholders. Transform your data collection with services that automate and standardize data acquisition and management. We help both GPs and LPs achieve quality and completeness of information with sophisticated technology and an experienced data team.
