ProAI vs. Upmetrics Comparison Chart

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.

Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities. Intuitively plan projects and schedule resources with allocations, project phases, milestones, and time off. Flick between monthly, quarterly and half-yearly views to plan for the short and long term. Get a dynamic bird’s-eye view of your entire organization to manage capacity, workload and availability changes as you create your plans. Track project budgets, view forecasts, and get relevant metrics with in-depth reports, charts and dashboards. Use Runn’s time tracker and timesheets to monitor project progress. Direct integrations with Harvest, WorkflowMax, and Clockify. Use the API to connect your favorite tools with Runn.

Houzz Pro is the #1 construction management solution for residential contractors and designers. Get an all-in-one solution that spans the full customer lifecycle, including marketing, CRM, estimates, takeoffs, 3D floor plans, project management, selections, online invoicing & payments, QuickBooks integration, and a client portal. Start a free trial today to see why thousands of Pros trust Houzz Pro to grow & manage their business. Plans are available for all business sizes starting at $149/month.

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).

Everstage is the leading Sales Commission Software that helps you drive the right business outcomes through incentives. Sales commissions, despite being a large business expense, is often a revenue lever that is not utilized to its full potential. Everstage helps you up-level your incentive program and drive profitable growth. Everstage is a trusted ICM for public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. Rated as #1 sales compensation management software, Everstage helps businesses streamline commission administration, boost sales performance and improve ROI with actionable insights. Top features: No-code plan designer, detailed commission statements, advanced commission forecasting, quota management, queries & approval workflows, deferred commissions (ASC606), BI-powered reporting, and more.

Gemini is Google’s advanced AI assistant designed to help users think, create, learn, and complete tasks with a new level of intelligence. Powered by Google’s most capable models, including Gemini 3, it enables users to ask complex questions, generate content, analyze information, and explore ideas through natural conversation. Gemini can create images, videos, summaries, study plans, and first drafts while also providing feedback on uploaded files and written work. The platform is grounded in Google Search, allowing it to deliver accurate, up-to-date information and support deep follow-up questions. Gemini connects seamlessly with Google apps like Gmail, Docs, Calendar, Maps, YouTube, and Photos to help users complete tasks without switching tools. Features such as Gemini Live, Deep Research, and Gems enhance brainstorming, research, and personalized workflows. Available through flexible free and paid plans, Gemini supports everyday users, students, and professionals across devices.

InEight offers integrated project controls software built for capital construction. The modular platform is integrated to support flexible implementation and is architected for scalability. Purpose-built applications manage all project phases, from accurate pre-planning to predictable execution and completion. By connecting cost, schedule, contracts, and project information in one platform, teams gain real-time visibility and advanced analytics to make smarter decisions. Trusted by 850+ companies and used to manage over $1 trillion in projects worldwide, InEight supports industries including infrastructure, transportation, mining, water, power and renewables, nuclear, oil, gas, and chemical. With InEight, teams can improve project delivery, modernize operations, standardize best practices, manage budgets and forecasts, control scope changes, enhance collaboration, and gain the clarity to keep even the most complex capital projects on track.

Planview® AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries.

Acuity PPM provides Senior Leaders and Project Management Teams (PMO's) with easy-to-use portfolio management software to manage the project portfolio. Acuity PPM provides a Work Intake module to support demand management and helps you create and evaluate new project requests through prioritization, financial planning and resource management (capacity planning). Once a request is approved, project teams can track project progress with centralized status reports, track key milestones, risks, issues, financial plans, decisions, lessons learned, project and portfolio roadmaps, and resource plans in Acuity PPM. This helps leadership teams select the right projects for the organization. Connect to common Project Management tools such as Jira, Smartsheet, Asana, Wrike, Monday.com, and others. Our implementations are measured in days, not weeks or months like many vendors. Get started quickly and give leadership the single source of truth they need to accomplish strategic goals.

Project management, as effective as it gets. Zoho Projects is a cloud-based project management tool that helps you plan your work, track it efficiently, and collaborate with your team wherever they are. Plan your project activities, assign work, manage resources and collaborate with your team better to get things done on time. Use Gantt charts to build your project plan and track your task schedule. Zoho Projects keeps you aware of your critical tasks and their dependencies, and immediately shows any deviations between your planned and actual progress. Save time on routine tasks. Whether you have a simple process or a complex workflow, our project management software has a drag-and-drop interface that makes new automations easier to visualize and deploy. Log billable and non-billable hours with the Projects timesheet module. Record every minute of your hard work, either manually or with timers, and our built-in integration with Zoho Invoice will generate invoices.