Compare FinX vs. Portfolio Lab

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.

Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

ZenTreasury is an enterprise-grade TMS (Treasury Management System) that digitizes and automates financial contract management, cash forecasting, and accounting. Designed for finance teams dealing with complex treasury operations, it centralizes FX, loan, guarantee, and lease workflows into one secure platform. The system supports a wide variety of instruments including foreign exchange contracts (spot, forward, swap), interest rate swaps, internal loans, deposits, guarantees, letters of credit, and IFRS 16 leases. It provides built-in approval chains, document attachments, audit trails, and auto-generated journal entries. ZenTreasury offers real-time visibility into liquidity and exposures across entities, with forecasting tools and integration capabilities for SAP, Microsoft Dynamics, NetSuite, and 360T. Hosted on ISO 27001:2022 certified Google Cloud infrastructure, it ensures data integrity and compliance without heavy IT overhead. Ideal for mid-sized to large enterprises aiming to modernize treasury workflows, reduce spreadsheet reliance, and improve governance.

Welcome to Nurp. We are a pioneer in the field of algorithmic trading, revolutionizing Forex trading through our state-of-the art strategies and tools. We are not just playing the game, we are redefining it. Our services are based on algorithmic trading strategies. This cutting-edge technology uses advanced trading algorithms. Our trading software, which focuses on Forex trading and provides users with insights they would find difficult to achieve manually, is designed to navigate through the complexity of the market. It's not enough to keep up with trends; you have to stay ahead of them. Trading software is the future. Nurp is leading the way in this new and dynamic approach to Forex trading. Nurp's mission is to revolutionize the markets with advanced trading software. We want to transform not only how traders operate but also their entire Forex trading experiences.

Big Data Quality must always be verified to ensure that data is safe, accurate, and complete. Data is moved through multiple IT platforms or stored in Data Lakes. The Big Data Challenge: Data often loses its trustworthiness because of (i) Undiscovered errors in incoming data (iii). Multiple data sources that get out-of-synchrony over time (iii). Structural changes to data in downstream processes not expected downstream and (iv) multiple IT platforms (Hadoop DW, Cloud). Unexpected errors can occur when data moves between systems, such as from a Data Warehouse to a Hadoop environment, NoSQL database, or the Cloud. Data can change unexpectedly due to poor processes, ad-hoc data policies, poor data storage and control, and lack of control over certain data sources (e.g., external providers). DataBuck is an autonomous, self-learning, Big Data Quality validation tool and Data Matching tool.

Canditech empowers HR professionals and hiring managers to make fast, confident and objective hiring decisions. It's all-in-one testing platform evaluates both technical and soft skills through job simulation assessments that cover a variety of tasks, including coding, SQL, Excel, open text, email communication, and video. These tests are the best predictors of future job suitability and performance. The platform's holistic approach allows recruiters and hiring managers the ability to objectively assess candidates for any position within the company (R&D and Data, Marketing, Sales and Customer Success, Technical Support, Technical Support, etc.). You can also assess your technical skills (codes, SQL, Excel, etc.). Along with soft skills (using video questions and email communication), it gives candidates a fair chance of showcasing their talents, creating a great candidate experience. The platform offers significant ROI from day one: ✅ Shorten time-to-hire by 50% ✅ Reduce unnecessary interviews by 80% ✅ Increase hiring diversity and eliminate bias

Picafuel, a comprehensive fleet management and issuance system, is leading the charge to revolutionize the fuel retail industry as well as e-mobility. We provide tailored solutions to empower retailers with the ability to deploy fleet cards, manage loyalty points and mobile payments, lower costs, and improve margins. Our offering is more than fleet card management. It serves as a platform that drives innovation across the board. Picafuel allows fuel retailers to unlock unprecedented scalability and customizability, empowering them with the ability to grow their business, embrace innovation, and stay ahead of a rapidly changing market.

Your first-party data can be used to unlock its full potential. D&B Connect is a self-service, customizable master data management solution that can scale. D&B Connect's family of products can help you eliminate data silos and bring all your data together. Our database contains hundreds of millions records that can be used to enrich, cleanse, and benchmark your data. This creates a single, interconnected source of truth that empowers teams to make better business decisions. With data you can trust, you can drive growth and lower risk. Your sales and marketing teams will be able to align territories with a complete view of account relationships if they have a solid data foundation. Reduce internal conflict and confusion caused by incomplete or poor data. Segmentation and targeting should be strengthened. Personalization and quality of marketing-sourced leads can be improved. Increase accuracy in reporting and ROI analysis.

Improve workflow processes, revenue optimization, business development and marketing, and improve clinical outcomes. You can connect your entire community seamlessly, empower your staff to work better, and get a holistic view on your community's financial performance. This will give you the proactive insights that you need to streamline operations and optimize revenue. You'll be able to centralize all your clinical and business operations on one platform, which will give you the simplified solutions, economies-of-scale and enhanced security that you need to be a top-quality care provider. You will have a better understanding of your performance in relation to your financial and occupancy goals, your staff's safety and satisfaction, and you will be able to tackle the many challenges that face you every day.