Assetmax 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.

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).

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.

Platform Independent Managed File Transfer Server. JSCAPE is the perfect solution for businesses and government agencies looking to centralize your processes and provide secure, seamless and reliable file transfers. Meet all compliance regulations including PCI DSS, SOX, HIPAA and GLBA. Centralize and gain control of file transfers to meet challenging business requirements. Deploy in the cloud, on-premise or in a hybrid cloud environment. Triggers are used to automate various business processes without the need to write custom scripts. Exchange files with JSCAPE's free Android and iOS file transfer clients. Integrate with Amazon, Google and Microsoft regulatory compliance. Get powerful and flexible user authentication mobile support for iOS and Android devices.

Windocks is a leader in cloud native database DevOps, recognized by Gartner as a Cool Vendor, and as an innovator by Bloor research in Test Data Management. Novartis, DriveTime, American Family Insurance, and other enterprises rely on Windocks for on-demand database environments for development, testing, and DevOps. Windocks software is easily downloaded for evaluation on standard Linux and Windows servers, for use on-premises or cloud, and for data delivery of SQL Server, Oracle, PostgreSQL, and MySQL to Docker containers or conventional database instances. Windocks database orchestration allows for code-free end to end automated delivery. This includes masking, synthetic data, Git operations and access controls, as well as secrets management. Windocks can be installed on standard Linux or Windows servers in minutes. It can also run on any public cloud infrastructure or on-premise infrastructure. One VM can host up 50 concurrent database environments.

Dartican’s CompAccelerator is a robust compensation planning solution designed to provide the agility needed to address the challenges of today’s dynamic business environment. CompAccelerator guides managers in allocating salary, bonus, and long-term incentives, thus advancing transparency, expanding visibility and improving accuracy all while reducing the time and cost to setup and administer your planning cycle. This feature-rich and highly scalable software’s intuitive administration delivers sophisticated capabilities that are simply and quickly deployed for unmatched business agility. CompAccelerator is backed by readily available support staff with strong corporate compensation experience at your disposal.

SAP Integration Suite is an integration platform as a service (iPaaS) that allows you to seamlessly integrate on-premise and cloud-based applications and processes with tools and prebuilt content managed by SAP. Leverage tools and prebuilt content to address the full range of integration challenges, including integration flows, connections to third-party solutions, and API management. Connect and customize experiences across the enterprise. Accelerate innovation by starting with integration. Empower practitioners beyond central IT. Integration platform as a service (iPaaS) delivers a cloud service for application, data, process, and service-oriented architecture (SOA) integration scenarios. It is a multitenant platform that supports cloud-to-cloud, cloud-to-on-premise, on-premise-to-on-premise, and B2B integration. It supports real-time integration and scales to meet the high-volume demands of mobile and electronic data interchange environments.

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™.