Compare Third Financial vs. inStream

ZenTreasury is a modern cloud-based platform designed to simplify IFRS 16 lease accounting and streamline treasury operations in a single, easy-to-use system. It is ideal for companies managing anything from a few to several thousand leases, offering a scalable and secure environment to automate key processes and eliminate spreadsheet risk. The lease accounting module supports full IFRS 16 compliance, including automated lease classification, reassessments, modifications, termination handling, and journal entry creation. ZenTreasury generates accurate disclosure reports and supports multi-currency, multi-entity structures, cost center allocations, and role-based access control. Built-in audit trails ensure transparency and external audit readiness. In addition to lease accounting, ZenTreasury includes powerful treasury tools for managing financial instruments such as internal and external loans, FX contracts, guarantees, letters of credit, and interest rate derivatives. The platform also provides features for cash forecasting, liquidity planning, and automated treasury accounting. ZenTreasury integrates easily with core business systems, enabling seamless data flow and process automation. It is hosted on secure, enterprise-grade cloud infrastructure and supports fast onboarding, enabling teams to go live quickly without long implementation projects. Trusted by enterprises globally, ZenTreasury empowers finance teams with visibility, compliance, and control in both lease and debt management. Whether you are replacing spreadsheets or upgrading from a legacy system, ZenTreasury delivers the automation and structure needed to modernize your financial operations.

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.

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.

Nexo is a premier digital assets wealth platform designed to empower clients to grow, manage, and preserve their crypto holdings. Our mission is to lead the next generation of wealth creation by focusing on customer success and delivering tailored solutions that build enduring value, supported by 24/7 client care. At Nexo, we understand that building wealth isn’t one-size-fits-all. That’s why we give you the power to choose how your assets grow. Whether you value flexibility or want to lock in higher returns, Nexo puts your goals in your hands. Earn daily compounding interest on your crypto and stablecoins with Flexible Savings. Spend, trade or withdraw them anytime, while you enjoy up to 14% annual interest. Go for the long-term and earn as high as 16% annual interest with Fixed-term Savings. Your crypto deserves to grow alongside your ambitions. At Nexo, we also believe in empowering you to make the most of your portfolio. Why sell your digital assets and miss on gains, when you can leverage them? With Nexo’s crypto Credit Line, you can unlock liquidity without selling a single coin. Grow your buying power and enjoy rates as low as 2.9%. Build your wealth, your way with Nexo.

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.

Purpose-Built Auction Software for Professionals AuctionMethod is a cloud-based auction software platform that gives you complete control over your own branded auction website. Created by auctioneers, for auctioneers, it eliminates the need for third-party marketplaces and helps you run auctions your way. Whether you manage timed online events, live webcast auctions, fixed-price sales, or in-person bidding, AuctionMethod supports every format in one connected platform. You can fully customize the bidder experience, control your domain and branding, and manage events with ease using intuitive admin tools. The platform includes everything you need to manage your auction lifecycle. From lot creation and consignment management to real-time bidding, invoicing, and payment processing, AuctionMethod streamlines your operations and reduces your manual workload. Bidders enjoy a mobile-friendly interface with fast load times and real-time updates. You benefit from role-based access controls, centralized reporting, and powerful back-office features that help you track performance, process payments, and export data when needed. AuctionMethod integrates with your existing systems through APIs and supports bulk uploads for items and bidders. You can accept payments by card, check, cash, or wire and automate invoicing using popular gateways like Stripe or Fiserv. All of this is offered with transparent, flat-rate pricing. There are no commissions, no hidden fees, and no surprise charges. With secure data hosting, 100 percent uptime, and responsive support, AuctionMethod helps auction professionals save time, reduce costs, and deliver a seamless experience to both buyers and sellers.

Cynet equips MSPs and MSSPs with a fully managed, all-in-one cybersecurity platform that brings together essential security functions in a single, user-friendly solution. By consolidating these capabilities, Cynet simplifies cybersecurity management, reduces complexity, and lowers costs, eliminating the need for multiple vendors and integrations. With multi-layered breach protection, Cynet delivers robust security for endpoints, networks, and SaaS/Cloud environments, ensuring comprehensive defense against evolving threats. Its advanced automation enhances incident response, enabling swift detection, prevention, and resolution. Supported by a 24/7 Security Operations Center (SOC), Cynet’s CyOps team provides continuous monitoring and expert guidance to keep client environments secure. Partnering with Cynet allows you to deliver cutting-edge, proactive cybersecurity services while improving operational efficiency. See how Cynet can redefine your security offerings and empower your clients today.

CDK provides a unified, SOC 2-compliant dealership software solutions designed to simplify dealership operations, improve profitability and create a better customer experience across every department. Instead of relying on disconnected tools for Sales, Service, Inventory and Accounting, CDK brings everything together in one place through the CDK Dealership Xperience Platform. CDK offers six connected suites inside the Dealership Xperience Platform, each one solving for a specific area of dealership operations: • Foundations Suite: Ideal for enterprise and multistore dealers, this suite delivers advanced Accounting, DMS functionality, centralized management and CDK SimplePay for smooth deal workflows. • Fundamentals Suite: Created for independent dealerships and smaller franchise operations, the Fundamentals Suite offers streamlined core tools with the same data connectivity as the Foundations Suite. • Vehicle Inventory Suite: Uses AI and real-time market insights to help dealers source, price and manage inventory more effectively and profitably. • Modern Retail Suite: Combines CRM, Digital Retailing and F&I workflows so customers can start buying online and complete the process in the dealership without rework. • Fixed Operations Suite: Supports Service and Parts departments with communication tools like video and texting, accurate estimates and to-the-penny Service pricing. • Intelligence Suite: Brings advanced analytics, forecasting and performance visibility across departments so decision-making is faster and more data-driven. Dealers choose CDK for its ability to connect once-separate systems, support day-to-day operations, and provide measurable improvements in efficiency, profitability and customer satisfaction.

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

To truly understand a company, it's essential to explore its inner workings. Our corporate video provides an exclusive tour of the FDM4 International office, showcasing our dedicated team and the core values that drive our organization. We present a comprehensive solution that integrates software, hardware, development, and design to effectively address your business challenges. Discover more about FDM4 and our unwavering commitment to fostering your business growth. One of the hardest aspects of selecting a software solution is identifying one that aligns with your specific requirements while adhering to industry standards. At FDM4, we have anticipated this challenge; hence, our software is designed to be versatile and multifunctional. We cater to a wide range of needs, whether they involve apparel, hard goods, or consumer goods. The true measure of a company often lies in the satisfaction of its clients, which is why we encourage you to explore the success stories of those who have partnered with FDM4. We provide not only the software you need but also the steadfast commitment required to help your business thrive. By choosing FDM4, you’re not just selecting a service, but joining a community focused on mutual success and innovation.