Compare Nth Round vs. PortfolioShop

CompUp is an all-in-one compensation management platform designed to help rewards teams benchmark, plan, and communicate compensation to support fair pay. By bringing all compensation data and benchmarks together, it provides valuable insights for running appraisal simulations and managing executive appraisals with ease. Core Product Modules: Survey Management: Centralizes the handling of all compensation surveys. Bands: Build and securely share pay bands across functions, job families, and levels. Simulation: Conduct budget simulations to recommend employee-specific increments. Appraisal Cycles: Streamlined multi-level budget approvals for business units. People Analytics: Customizable dashboards offer deep insights for data-driven decisions. Total Rewards Portal: Show employees the total value of their compensation. Pay Equity Management: Identify and correct pay disparities to ensure compliance.

Summ (formerly Crypto Tax Calculator) is a crypto & equities tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. Backed by Airtree, Coinbase Ventures, and 20VC, Summ helps investors stay compliant with confidence. With support for thousands of integrations, Summ imports your complete transaction history and automatically generates audit-ready tax reports aligned with the tax requirements of over 180 countries. Users can review trades, uncover tax-saving opportunities, and download accountant-ready tax forms, including Form 8949, Form 1040, capital gains summaries, and more. Summ's portfolio tracker delivers real-time profit and loss insights, estimated tax liabilities, and accurate pricing for more than 300,000 cryptocurrencies and shares. Rated 4.6/5 on Trustpilot and featuring seamless TurboTax integration, Summ makes crypto & equities tax reporting simple for both casual investors and active traders. Built for speed, accuracy, and compliance, Summ gives users complete confidence at tax time.

Numa is the AI Customer Operations System built for dealerships that are tired of losing revenue and customers to broken processes. Every day, service calls go unanswered, advisors spend their time fielding "where's my car?" instead of selling work, and managers only find out about unhappy customers after the bad review is already posted. Numa fixes this at the infrastructure level that can follow-up with your customers automatically and give visibility into customer satisfaction to your advisors, reps, and managers. Operator answers and routes every inbound call so nothing goes dark. Status Updates proactively reaches out to customers so advisors stop drowning in callbacks. Voice AI books appointments automatically so customers never wait. LiveCSI flags heat cases in real time so managers can intervene before a CSI score takes the hit. Opportunities can proactively reach out on declined services, open recalls, and equity moments. And it all runs through one unified system: one inbox, one shared context. The result: recovered revenue, freed-up advisors, and a customer experience that increases CSI and builds loyalty.

TurboTenant is an all-in-one property management platform built to help landlords manage rentals more efficiently and effectively. It combines marketing, tenant screening, lease creation, and rent collection into a single, easy-to-use system. Landlords can quickly create listings and syndicate them across multiple rental websites to attract potential tenants. The platform provides detailed screening reports, including financial, criminal, and eviction history, to help landlords make informed decisions. TurboTenant also simplifies lease management with customizable, state-specific agreements and built-in e-signature capabilities. Rent collection is streamlined through automated payments, reminders, and tracking features that improve accountability. The platform includes integrated accounting tools for tracking expenses and generating financial reports. For those who prefer a hands-off approach, TurboTenant offers a full-service management option that handles tenant placement and day-to-day tasks. Communication tools allow landlords to manage conversations with tenants in one centralized place. Overall, TurboTenant helps landlords reduce workload, stay organized, and maximize rental income.

RemotePeople helps businesses build international teams through Employer of Record services, recruitment and workforce administration in 150+ countries. Founded in 2018 and based in New York, RemotePeople combines a web platform with dedicated account managers and in-country HR expertise. With EOR, RemotePeople handles local employment contracts, onboarding, payroll, tax administration and statutory benefits while clients manage employees' daily work. EOR Flex starts at $199 per employee/month. EOR Plus starts at $399 per employee/month, billed annually for 5+ employees. Salaries and statutory employer costs are additional; availability and terms vary by country. In-house recruitment and executive search help companies source talent before hiring. Recruitment + EOR costs 2% of annual salary each month for recruitment, plus the EOR fee. Other services include Global Payroll, US Payroll, Contractor Management, Contractor of Record and US PEO. RemotePeople also supports global benefits, equity, visas and immigration, company incorporation, ongoing entity management and transfers from EOR to a client's own entity. Optional support includes employment contracts, legal assistance, background checks, compliance audits, equipment, workplace services, expenses and offboarding. AI Command Center accepts natural-language requests for onboarding, payroll, leave, expenses and contract changes, with expert review of high-impact actions and an audit trail. Employee self-service brings payslips, documents and requests into one platform. Request a demo or country-specific quote; no free trial is offered.

CapLinked is a web-based platform built for organizations that need a better way to manage, protect, and share sensitive business documents during high stakes work. Known as The Deal Room That Works, CapLinked gives teams, advisors, and lawyers a controlled workspace for due diligence, mergers and acquisitions, fundraising, audits, licensing, asset sales, and confidential projects where accuracy, speed, and oversight matter. Instead of relying on email attachments, consumer file sharing links, or scattered folders, teams can organize documents in structured workspaces with clear folder layouts, searchable files, user groups, and permissions. Administrators can decide who can view, upload, print, download, or share materials, while watermarking, passwords, expiration settings, tracking, and reporting help reduce risk when information is shared outside the organization. CapLinked makes complex document review more efficient for internal teams and external reviewers. Buyers, investors, attorneys, accountants, partners, and other stakeholders can access the materials they need in a professional environment, while project owners maintain visibility into engagement and adjust access as a review changes. This helps reduce version confusion and manual follow up when managing sensitive files across organizations. For boutique firms, Big 4 consultants, global enterprises, and teams in between, CapLinked supports secure collaboration without unnecessary complexity. Its data room and document tools help companies protect financial records, legal documents, intellectual property, contracts, operational files, and strategic materials while keeping reviews organized. Visit caplinked.com to see how CapLinked can help teams share documents, control access, and move work forward

B2i Technologies provides adaptable, fully integrated corporate and investor relations website solutions built for complete control and effortless integration. Our platform is engineered to blend smoothly into a company’s existing corporate website, rather than requiring migration to a proprietary hosted environment. Using modular data components, presentation-ready APIs, and a WordPress plugin, we enable comprehensive investor relations functionality to operate directly within your current digital ecosystem. In contrast to many alternative providers that host IR content on proprietary systems or isolated subdomains, our approach stands apart.

Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs. For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting. For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making. Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights. Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.

Private and hard money lenders across the US and Canada use Mortgage Automator to run their lending business without stitching together spreadsheets, email, and separate tools. The cloud-based platform covers the full loan process, from application and underwriting to document generation, servicing, renewals, and fund management. Lenders handling residential, commercial, or construction loans can rely on the platform to track payments, calculate interest, and disburse funds automatically, while commitment letters, loan agreements, and discharge documents are generated in seconds rather than drafted by hand. A built-in CRM keeps deals organized and moving through the pipeline, and dedicated portals give borrowers, brokers, and investors secure, real-time access to their statements. Because workflows adjust to loan type and deal volume, lending teams can scale up without adding proportional admin work. Mortgage Automator also connects with tools like Zapier, QuickBooks, and major credit bureaus, so it fits into an existing tech stack rather than replacing it. New customers get hands-on onboarding and ongoing support, helping lending teams get value from the platform quickly and keep growing without getting buried in manual processes.

Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.