Addepar vs. SIMON Comparison Chart

FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.

Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client.

ZenTreasury is a cloud-based IFRS 16 lease accounting and treasury solution for companies managing anywhere from tens to thousands of contracts. It automates lease classification, modifications, journal entries, and disclosure reporting, helping finance teams eliminate spreadsheet risk and stay compliant. ZenTreasury supports complex finance environments with full multi-currency and multi-entity capabilities, cost center allocations, role-based access, and detailed audit trails. In addition to lease accounting, the platform includes tools to manage loans, FX contracts, guarantees, and interest rate derivatives. Built-in cash forecasting, liquidity planning, and automated treasury accounting provide complete control and visibility. With fast onboarding, an intuitive interface, and strong security, ZenTreasury is trusted by enterprises globally.

Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).

Enjoy lucrative returns while limiting your exposure to market volatility. Leverage our due diligence processes and strategic relationships with your investment capital. Gain access to institutional quality opportunities in a variety of asset classes. Invest in pre-vetted private equity transactions. Receive passive cash flow directly to your bank account. Track your investments through our industry-leading investor portal. We are not another crowdfunding platform. We are a technology-enabled real estate investment firm. Our compensation is highly weighted towards the performance of our assets, and we invest in each offering.

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. Since 2018, Nexo has provided unmatched opportunities to forward-thinking clients in over 200 jurisdictions. With over $7 billion in AUM and $320 billion processed, we bring lasting value to millions worldwide. Our all-in-one platform combines advanced technology with a client-first approach, offering high-yield flexible and fixed-term savings, crypto-backed loans, sophisticated trading tools, and liquidity solutions, including the first crypto debit/credit card. Built on deep industry expertise, a sustainable business model, robust infrastructure, stringent security, and global licensing, Nexo champions innovation and long-lasting prosperity.

Blackbaud CRM™ provides comprehensive customer relationship management for large to enterprise-level nonprofits. Blackbaud CRM combines unmatched nonprofit expertise with industry-leading fundraising and customer relationship management software tools, integrated analytics, multichannel marketing, and data mining services to help large nonprofits build stronger and more productive relationships. Blackbaud CRM combines Blackbaud’s unmatched fundraising expertise with a complete nonprofit CRM software solution to empower your fundraising programs to grow. Overcome your most challenging communication and fundraising strategies through an integrated approach to online giving, peer-to-peer fundraising, multichannel marketing, database segmentation, and web design. Eliminate the guesswork by surfacing key insights such as wealth capacity and philanthropic giving trends with Blackbaud CRM's native prospect research solution — ResearchPoint™.

Psono is a self-hosted, open-source password manager designed to safeguard your data. It encrypts and stores your credentials, ensuring only you have access. You can also securely share encrypted access with your team. With a rich set of features, Psono makes data management and password retrieval simpler than ever. Its robust security includes client-side encryption for genuine end-to-end password sharing, supplemented by SSL and storage encryption. The entire code is open for transparent public auditing, emphasizing that true security lies in proper encryption rather than concealing flaws. Hosting Psono on your server offers enhanced access control, eliminating the need to depend on public services for data storage. Psono stands out as one of the most secure password managers, prioritizing the online safety of its users on their servers.

QEval is a cloud-based solution that enables call centers to manage quality and compliance-related requirements. Key features include integrated online coaching for agents, role-based access control, trend reports, and recording encryption. Etech’s QEval is an intelligent, customizable contact center quality monitoring solution and agent performance management software. It leverages the power of artificial intelligence technology and real-time speech analytics to deliver actionable reports & analytics. QEval further simplifies the coaching process by providing updates on training, and ensures better insight and visibility in coaching that goes beyond the antiquated days of simply “checking a box.” With AI-powered speech analytics, QEval provides valuable performance insights that help interpret emotional cues for improved call center quality monitoring and effective agent coaching.