HiddenLevers vs. INDATA iPM Portfolio Architect AI Comparison Chart

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).

DXtrade is a true multi-asset trading platform, perfect for OTC brokers, listed securities/derivative exchanges, and crypto venues. It’s packed with asset specific features, such as fractional and notional trading for stocks, the ability to run a combination of business models for CFD brokers, and both spot and margin functionality for crypto exchanges. Modern UX/UI design ensures that even the most demanding of traders across generations are satisfied with its attractive look and intuitive layout. DXtrade is also fully configurable and customizable, meaning that our clients can get precisely what they require out of it, and that no two implementations need look the same. It comes bundled with a powerful admin and risk management console, allowing for surgical control of exposure, as well as a host of pre-built third-party integrations, allowing for a wide variety of additional features that are ready to deploy.

Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.

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.

Create a portfolio as unique as you are. On eToro, you have the freedom to choose from variety of cryptocurrencies, stocks and ETFs, and a number of unique investments like Smart Portfolios to create an investment strategy that is fit to you. Or, follow one of our Popular Investors, and make their crypto strategy, your strategy. Don’t invest unless you’re prepared to lose all the money you invest. With a clean and simple interface, no hidden fees, and top security for your peace of mind, eToro can take some of the stress out of investing. Plus, learn as you invest, with tools like our virtual $100k portfolio and the eToro Academy. Get started with this fintech leader today, and join over 20M other users investing in stocks, crypto, and community.

Don’t settle when it comes to managing your clients’ IT infrastructure. Exceed their expectations with ConnectWise RMM, our MSP RMM software that provides proactive tools and NOC services—regardless of device environment. With the number of new vulnerabilities rising each year, smart patching procedures have never been more important. We automatically test and deploy patches when they are viable and restrict patches that are harmful. Get better protection for clients while you spend less time managing endpoints and more time growing your business. It’s tough to locate, afford, and retain quality talent. In fact, 81% of IT leaders say it’s hard to find the recruits they need. Add ConnectWise RMM, NOC services and get the expertise and problem resolution you need to become the advisor your clients demand—without adding headcount.

Criminal IP’s Attack Surface Management (ASM) is a threat-intelligence–driven platform that continuously discovers, inventories, and monitors every internet-connected asset associated with an organization, including shadow and forgotten resources, so teams see their true external footprint from an attacker’s perspective. The solution combines automated asset discovery with OSINT techniques, AI enrichment and advanced threat intelligence to surface exposed hosts, domains, cloud services, IoT endpoints and other Internet-facing vectors, capture evidence (screenshots and metadata), and correlate findings to known exploitability and attacker tradecraft. ASM prioritizes exposures by business context and risk, highlights vulnerable components and misconfigurations, and provides real-time alerts and dashboards to speed investigation and remediation.

Reflectiz is a web exposure management platform that helps organizations identify, monitor, and mitigate security, privacy, and compliance risks across their online environments. It provides full visibility and control over first, third, and fourth-party components like scripts, trackers, and open-source libraries that traditional security tools often miss. Operating remotely without embedding code, Reflectiz ensures no impact on site performance, no access to sensitive user data, and no additional attack surface. The platform analyzes your digital supply chain, identifying risks in real-time and allowing for swift mitigation. Reflectiz offers a centralized dashboard for monitoring all public web assets, empowering teams with governance, risk management, and continuous monitoring. It helps businesses reduce attack surfaces, enhance security, and maintain compliance with evolving standards—without requiring code modifications.

Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC.

QuickFee (ASX: QFE) is a leading provider of payments, financing, and accounts receivable automation solutions for professional services firms, including 40% of the IPA Top 300 firms. Our platform is designed to streamline the Accounts Receivable process and accelerate revenue growth by integrating multiple online payment options and powerful invoicing tools within your practice management system. With QuickFee, firms can significantly reduce aging receivables, improve cash flow, and increase client spending. Clients can easily make payments using credit or debit cards, ACH/EFT transfers, or QuickFee's exclusive financing solution that allows them to spread payments over 3 to 12 months—while firms receive full payment upfront without incurring additional costs. Operating in the United States and Australia, QuickFee focuses on delivering scalable and affordable solutions backed by exceptional customer service.