FIS Hedge Fund Portfolio Manager vs. Treasury Management Solution Comparison Chart

Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation.

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).

Blue Sky's "Portfolio Manager" Lease Management Software is an easy to learn and use cloud-based solution for centralized tracking and reporting of lease contracts. By managing your lease contracts and associated maintenance contracts throughout the entire lifecycle you can strengthen the audit process, reduce costs, increase cash flows and mitigate risk with centralized visibility that drives enterprise value. Portfolio Manager provides complete status management for running leasing RFP's, tracking status, notes, documents and next steps for every open project. Bulk data imports allow for efficient data entry. Fully customizable with robust reporting capabilities. The custom report writer allows every data field to be exported to excel. Pre-built templates are available to feed most ASC842 lease accounting software templates. End of lease term management is automated with custom parameters and automatic notifications to ensure you never miss an end of lease term notification.

Our Stakeholder Engagement Software gives you the tools you need to build more effective engagement plans, improve relationships with stakeholders and align processes with industry best practices. It provides a single platform for managing all stakeholder engagement activities with additional modules to strengthen all areas of environment, social and governance. The Stakeholder Engagement module centralizes all stakeholder data and keeps it right at your fingertips to simplify day-to-day tasks. The Social Investment module makes it easier to create tangible value for both local communities and your organization. The Grievance Management module provides a structured and transparent process for handling grievances in a timely and effective manner. The Land Management module helps improve engagement outcomes and minimize risks of unnecessary work delays or stoppages by giving them the tools to centralize and map all land-based assets and create links with project stakeholders.

Coinbase is the easiest place to buy, sell, and manage your cryptocurrency portfolio. Jump start your crypto portfolio with $30 in free Bitcoin after you sign up and make a $20 purchase. Terms apply. Discover how specific cryptocurrencies work — and get a bit of each crypto to try out for yourself. Coinbase has a variety of features that make it the best place to start trading. Buy and sell popular digital currencies, keep track of them in the one place. Invest in cryptocurrency slowly over time by scheduling buys daily, weekly, or monthly. For added security, store your funds in a vault with time delayed withdrawals. Stay on top of the markets with the Coinbase app for Android or iOS. We store the vast majority of the digital assets in secure offline storage. Cryptocurrency stored on our servers is covered by our insurance policy. Coinbase supports a variety of the most popular digital currencies.

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.

CoinStats is the leading crypto portfolio management tool trusted by over 1.2 million active users worldwide. With CoinStats, users can easily track their crypto, DeFi, and NFT assets in real-time by connecting more than 300 wallets and exchanges. The CoinStats DeFi wallet also allows users to securely store, buy, and swap cryptocurrencies, making it a one-stop-shop for all your crypto needs. With more than $100m worth of assets already managed through the app, CoinStats is committed to empowering people to effectively manage their crypto portfolios through an easy-to-use platform. From a single dashboard, you can keep a bird's eye view of all your investments and take steps to improve your crypto investing picture. Getting started with CoinStats is quick and easy, and the platform is completely free and secure. Start managing your crypto assets like a pro and join the millions of satisfied CoinStats users today.

Store, manage, and share passwords, files, SSH keys, and DevOps secrets among IT teams. Enforce password security best practices. Ensure compliance with industry standards using comprehensive audit trails. • Centralized repository for passwords, SSH keys, DevOps secrets, and sensitive files. • Enforce password security best practices like periodic password resets. • Generate and assign unique & strong passwords to IT assets. • Share resources with IT teams and collaborate seamlessly • Eliminate hard-coded credentials with API-based application password management. • Control ‘Who’ has access to ‘What’ with granular controls. • One-click remote access to IT assets through native apps & web-based sessions. • Track all privileged activities with comprehensive Audit trails. • Demonstrate compliance with industry standards using customized reports on privileged access. • Check for breached passwords through dark web monitoring. • Auto-fill credentials on websites.

Synerion is workforce management software that makes complex time and attendance simple. Track time from biometric clocks, mobile with geofencing, web, or kiosks; build accurate schedules and control labor costs with premiums, wage grids, step rates, and project level allocation. Real time alerts flag missed punches and overtime before they hit payroll. PTO, leave, and accruals are included. Implementation is handled in house by experienced specialists, not outsourced. Choose fast start Agile or fully configurable Enterprise to match your needs. Connect to your existing stack with 100 plus payroll, ERP, and HR integrations. Trusted for 35 years by thousands of organizations, Synerion gives you clean data, fewer exceptions, and confident compliance across locations and unions. Book a demo to see how the platform adapts to your rules, not the other way around. Gain visibility with dashboards and audit ready reports that put hours, coverage, and costs at your fingertips.

EZO AssetSonar is a comprehensive IT asset management platform that provides real-time visibility into your entire digital infrastructure. Track and optimize hardware, software, and license management to reduce risks, control IT spend, and improve compliance. With powerful features like software discovery, license tracking, and software normalization, EZO AssetSonar helps businesses overcome challenges such as SaaS sprawl, shadow IT, and redundant software licenses. Seamlessly integrating with leading ITSM tools like Jamf, Zendesk, Intune, and SCCM, AssetSonar simplifies workflows and ensures continuous monitoring of your technology ecosystem. Automating manual tasks and consolidating data from diverse sources enables IT teams to focus on strategic initiatives while maintaining control and compliance. Optimize your IT asset lifecycle, boost efficiency, and make smarter technology purchasing decisions with EZO AssetSonar’s powerful IT asset management capabilities.