Compare AdvisorStream vs. Equisoft/connect

NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.

Semrush One is a comprehensive digital visibility solution built to help brands dominate every modern search environment. It combines Semrush’s industry-leading SEO technology with powerful AI visibility and generative search optimization tools. Users can track performance across traditional search engines and AI platforms like ChatGPT and Gemini in one unified system. The platform delivers actionable insights across SEO, content, paid advertising, social media, local listings, and AI PR. With access to billions of keywords, backlinks, and domain profiles, Semrush One uncovers growth opportunities others miss. Advanced forecasting tools allow teams to predict traffic, conversions, and revenue impact. Enterprise-ready features support automation, scalability, and cross-team collaboration. Real-world benchmarks and competitor analysis help brands understand market position and gaps. Semrush One is used by Fortune 500 companies and global enterprises worldwide. It enables marketers to turn data into measurable, sustainable growth.

Monarch Money is an all-in-one financial management app designed to give users complete clarity and control over their money. By aggregating bank accounts, credit cards, loans, investments, and real estate into a single view, Monarch offers a comprehensive picture of your financial health. The app’s budgeting tools are flexible and adaptive, helping you stay on track with personalized spending plans. It supports seamless collaboration, enabling couples or professionals to manage shared finances together with ease. Monarch automatically tracks subscriptions, flags unusual transactions, and provides insightful reports through customizable charts. Its net worth tracking feature gives real-time updates on assets and liabilities. Compatible across multiple devices and syncing with thousands of financial institutions, Monarch ensures your financial data is always up to date. Users praise the app for its intuitive design, reliability, and robust features that outperform competitors like Mint and YNAB.

We focus on creating, distributing and repurposing content at scale. This allows companies to reach a wider audience without requiring extensive internal resources or expertise. This allows small and medium-sized companies to compete and scale without relying too heavily on paid channels. Get more targeted buyer traffic through the best and largest traffic source in the World. Brand presence is improved online and conversions are increased across all traffic sources.

CrankWheel allows you to share your screen while on a call. This makes it easy to create engaging presentations. You can send a link via email or SMS to the viewer and they will be able to view it in any browser on any device. CrankWheel was designed for simplicity and can be shared with customers to facilitate business deals. CrankWheel can be used to complement calls from insurance agents, mortgage advisors and solar advisors as well as educators and customer support specialists. CrankWheel is easy to integrate with websites and allows users to add a Demo button to receive quick notifications. We can show you if they are paying attention. Our Chrome Extension has enabled over 50,000 users to share their screens with prospects, regardless of their technical skills or device choice. CrankWheel can be used on old browsers and obscure devices, even with poor network connections. It works on Mac, Android, iOS, Blackberries, Internet Explorer, and Android.

Reliable cloud-based email hosting includes features such as spam filtering, antivirus protection, ample storage, and webmail access. It seamlessly integrates with Outlook as well as various other POP3/IMAP clients. For users with high sending needs, it offers a robust SMTP service designed for responsible senders. Additionally, there is an outbound relay service tailored for transactional emails, marketing campaigns, newsletters, and diverse applications. The infrastructure supports dedicated email servers, clustering, and multiple IP load balancing to accommodate high-volume senders effectively. With a fixed monthly fee, users benefit from unlimited sending capabilities and reputation monitoring. Greatmail stands out as an email service provider (ESP) focused on delivering business-class email hosting, SMTP hosting, and specialized email servers. Furthermore, for ISPs, software developers, and cloud architects, we also create custom solutions featuring dedicated IP servers and load-balanced configurations with multiple servers to meet specific processing needs. This commitment to adaptability ensures that all clients receive the best possible service, tailored to their unique requirements.

iPaper is a premium SaaS solution that allows you to convert your printed leaflets and catalogs into fully interactive shoppable flipbooks that can be pushed across all your digital channels. You can embed and share your flipbooks across all marketing channels and your website. Our platform automatically makes sure that it looks good in any scale and on any device. iPaper’s main features are all focused on enabling you to drive traffic and increase sales. You can create a shopping basket inside your flipbook and provide a way for your visitors to buy directly from within the catalog. You can also enrich your flipbooks with images, videos, product links, forms, newstickers, pop-ups and call-to-actions to make them more engaging for visitors and guide them further along their buying journey. However, adding or editing these enrichments manually can be very time consuming. With iPaper this can be done automatically with enrichment automation. Getting started with iPaper is much more than just creating a catalog that looks good. It is built to help retailers create an automated interactive marketing channel that will drive traffic and inspire shoppers to buy.

Admiral, an Inc 5000 company, helps online news and media publishers grow visitor relationships and revenue. Admiral’s Visitor Relationship Management (VRM) platform combines marketing automation, AI, personalization, and an engagement layer to deliver the right offer, at the right time, at every visitor touchpoint. Admiral is 100% performance-based, so publishers have guaranteed net revenue gain. Admiral VRM delivers: -Increased revenue via the industry's best adblock recovery tool. -Offer and grow paid subscriptions and donation campaigns -Authenticate users via managed registration wall, user accounts, and first-party data sets, -Grow email newsletter signups, social media follows, and app downloads, -Admiral is a GDPR and CCPA compliant Consent Management Platform (CMP). Admiral’s platform offers analytics dashboards, journey builders, and visitor segmentation/ targeting. Admiral offers a free tag for any publishers to add to their site, it only take 5 minutes. Publishers have immediate access to analytics to view revenue potential. Modules can be easily turned on with no code; implementation is dev-light and quick. Admiral’s dedicated Customer Love account managers help publishers reach visitor revenue objectives

Control D is a customizable DNS filtering and traffic redirection platform that leverages Secure DNS protocols like DNS-over-HTTPS, DNS-over-TLS and DNS-over-QUIC, with support for Legacy DNS. With Control D you can: block malicious threats, block unwanted types of content network wide (ads & trackers, IoT telemetry, adult content, socials, and more), redirect traffic using transparent proxies and gain visibility on network events and usage patterns, with client level granularity. Think of it as your personal Authoritative DNS resolver for the entire Internet that gives you granular control over what domains get resolved, redirected or blocked.

Jscrambler is the leader in Client-Side Protection and Compliance. We were the first to merge advanced polymorphic JavaScript obfuscation with fine-grained third-party tag protection in a unified Client-Side Protection and Compliance Platform. Our end-to-end solution does more than protect your data—it empowers your business. With Jscrambler, your teams are free to take full advantage of client-side JavaScript innovation, assured that your business benefits from blanket protection against current and emerging cyber threats, data leaks, misconfigurations, and IP theft. Jscrambler is the only solution that enables the definition and enforcement of a single, future-proof security policy for client-side protection. We also make it easy to comply with new standards and regulations; our dedicated PCI module helps businesses meet the stringent requirements of PCI DSS v4 (6.4.3 and 11.6.1). Trusted by digital leaders worldwide, Jscrambler lets you move fast and embrace a culture of fearless innovation while ensuring that both your first- and third-party client-side JavaScript assets remain secure and compliant.