Alternatives to Framework
Compare Framework alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Framework in 2026. Compare features, ratings, user reviews, pricing, and more from Framework competitors and alternatives in order to make an informed decision for your business.
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Dynamo Software
Dynamo Software
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. -
2
Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
3
Qval
S&P Global
Safeguard your valuation policy, centralize the process, and reduce time spent reporting with Qval. Private equity, growth equity and venture capital firms need accurate intelligence on the value of private assets in their portfolios for investor reporting and audit obligations. Qval is S&P Global's unique software-based valuation solution for asset managers with private market investments. Update valuations across your portfolio in record time, respond to third party questions with confidence, and ensure the carrying values reported by your team align to firm-wide valuation policies and industry best practices. Get started quickly with an audit-tested solution that has processed over 10,000 cap table & COI filings and automated over 95,000 portfolio valuations. Qval is fully integrated with iLEVEL and our full range of private market solutions, creating efficient workflows and automating many manual tasks. -
4
Definio Reply
Definio Reply
Definio Reply™ is an integrated platform capable of addressing the needs of management, analysis, reporting and logging of financial assets. The target customers of the Definio Reply™ solution have as their objective the active management and monitoring of financial portfolios. The integration of the financial database with the asset database makes Definio Reply™ a viable and complete alternative to vertical portals. Definio Reply™ platform combines a ful set of advanced features like a centralised financial database and a common infrastructure for analysis, reporting and communication. Moreover the platform is composed by specialised modules for portfolio, risk and performance management and support of consultancy services. Definio Reply™ has a fully adaptable configuration adaptable to the needs of your organisation. -
5
Clearwater Analytics (CWAN)
Clearwater Analytics (CWAN)
CWAN (Clearwater Analytics) delivers a unified, front-to-back investment management platform designed to streamline the entire investment lifecycle. It integrates portfolio management, order execution, accounting, risk management, and analytics into a single cloud-native solution. Built for institutional investors, CWAN enables firms to manage public and private assets with real-time visibility, automation, and accuracy. The platform enhances decision-making with GenAI-powered insights, simplifying compliance, reconciliation, and reporting across asset classes. By replacing fragmented legacy systems, CWAN empowers financial institutions to scale efficiently while maintaining operational clarity. Trusted by over 2,400 global clients managing $10 trillion in assets, CWAN provides unmatched transparency, performance, and control for modern investment operations. -
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Quantilia
Quantilia
Connect directly with your custodian banks, asset managers, private equity funds, benchmarks, ESG, or credit rating providers. Get security level reports, enriched issuers data, and gather your liquid and illiquid assets in the same place. No data source will be left aside, as you can incorporate easily into your account all your partners' data, irrespective of the format they use or their level of IT maturity. Enrich your portfolio data thanks to tens of thousands of funds, ETFs, indices, securities, derivatives, and market signals. Link your account with your internal or external research partners to take well-informed and fact-based investment decisions. Benefit from a fully tailored service, by a team of seasoned professionals coming from the financial industry and able to turn your objectives into actionable dashboards and tools. Asset consolidation & data aggregation. Data collection, preparation, and integration. -
7
VESTBERRY
Vestberry
We help investment funds to fuel innovation VESTBERRY is portfolio management and reporting software for venture capital and private equity. It manages nearly $7 billion of investments in companies such as Wolt, Carta, Stripe, or eToro. Our clients fuel innovation by investing in companies that solve the world's most pressing challenges, from climate change to mental health. With Vestberry, clients make better investment decisions faster thanks to streamlined internal processes and data clarity. As a result, Vestberry brings clients a competitive advantage, both in terms of speed and quality of investment decisions and the potential to attract increasingly data-oriented investors. -
8
gini
gini
Replace hard-coded spreadsheets with automated data feeds from your portfolio companies. Use anti-fraud algorithms to identify red flags. Instantly use public and private comps for DCF analysis. Build up-to-date cash flow forecasts in minutes. Get a standardized financial report every month. Automatically update data in your spreadsheets. Identify issues and ask the right questions early. If you’re an investor and you don’t have a financial fraud in your portfolio, it’s probably because you haven’t found it yet. Automate your data collection process to get accurate, real-time data on your portfolio companies. Granular real-time financial data on all your current, and future investments. Forget hard-coded Excel spreadsheets and reminder emails to your portfolio companies. Streamline your data collection process with live data sent directly into your own models and spreadsheets, updated every day. -
9
PackHedge™
FinLab Solutions SA
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.Starting Price: $5,000 per year -
10
Deep Pool
Deep Pool Financial Solutions
Automate your mission-critical business processes. The complete investor servicing solution for fund administrators and investment managers. Administrators and managers of offshore and onshore hedge funds, partnerships, private equity vehicles, real estate and retail funds around the world choose ManTra to help them manage and grow their business. NTAS: Advanced investor servicing for fund administrators and managers. Enhanced operational efficiency, client service, transparency and security at your fingertips. PENTAS: End-to-end investor lifecycle automation for traditional and hybrid private equity funds. Automate and streamline all aspects of the limited partner investment cycle to provide unrivaled processing efficiency, control, transparency and investor service. KURE: Automate and streamline your AML compliance and FATCA/CRS reporting with a comprehensive regulatory solution. -
11
Confluence
Confluence Technologies
Confluence Technologies is a global leader in data-driven investment management solutions, helping clients optimize efficiency and control across regulatory, analytics, and investor communications. Serving over 1,000 clients in 40 countries, including top asset managers and service providers, Confluence delivers products and services designed to streamline investment monitoring, risk management, and regulatory compliance. -
12
FolioSure
Acuity Analytics
Private market leaders are under pressure to act faster, stay sharper, and deliver deeper insights — all while managing growing data complexity. FolioSure, powered by Agentic AI, is built to meet that challenge head-on. It enables smarter, faster portfolio monitoring by combining intelligent data extraction, real-time insights, and integrated analytics — purpose-built for private markets teams. 🔹 Cut reporting time by up to 35% 🔹 Streamline workflows with seamless system integrations 🔹 Get support for valuation models, investor queries, and regulatory demands 🔹 Monitor complex structures including CLOs effortlessly If your current infrastructure can’t keep up with the pace of decisions — it’s time to rethink what’s possible. FolioSure gives you clarity when it matters most. We serve Private Equity, Fund of Funds, Private Credit, Secondaries, Venture Capital, Alternative Asset Managers, Pension Funds, Sovereign Wealth Funds and Real Assets. -
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iPlus
ITAfrica
85% of Central bank licensed Investment Management firms in one African country use iPlus. iPlus is an asset management software solution that enables your organization to effectively setup, monitor and manage its investment portfolios. Through its use your organization can maintain money market, equity, property and loans investments. Thus enabling your organization to monitor and produce portfolio valuations at defined intervals. Your clients have access to web portals -
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CoreFiling
CoreFiling
Regulatory compliance is the greatest challenge facing organisations and public services today and XBRL is required for the financial reporting frameworks: COREP, FINREP and Solvency II. CoreFiling is the leading developer of international best practice in regulatory reporting and taxonomy development. CoreFiling is a trusted advisor to regulators, governments, financial institutions and filers worldwide.Build faster applications and get smarter answers using True North’s® financial data aggregation application, the leading repository of public company data including SEC and Companies House filings. The True North® data platform facilitates search, display and analysis of individual company financial accounts, or large complex datasets. Apply structure and meaning to complex, disparate and siloed data by defining, normalizing and categorizing it at source. -
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JUMP Front-to-Back
JUMP Technology
To support your growth and performance strategies, you need a software platform capable of centralizing all your activities, automating as much as possible your processes, and supporting your strategic evolutions such as new asset classes, targeted markets, management models, etc. Whatever your operating model, the JUMP Front-to-Back solution enables you to face all the major issues of Investment Management, business, innovation, regulatory and digital issues. Experienced by Asset managers all over Europe, our solution offers Front-to-Back coverage, coupled with a modular approach, to meet your current and future needs. Centralize all your activities in one single solution while addressing your business issues, including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes. -
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Account-Ability
Account-Ability
Integrated Financial Planning Ensuring company liquidity is vital. Whether you are a small-medium or large organization your business can no longer operate without cash. Why Invest In A Dedicated Budgeting and Reporting Solution? Whatever your business size or nature you will need to produce financial planning and analysis for. Preparing accurate consolidated financial statements across a group of companies can be difficult. For many groups the financial consolidation process is traditionally done at year. Every company's financial plan, budget or forecast usually starts with the key question. Predicting the pipeline of sales is vital for producing any business plan and financial forecast. Even in the not for profit sector understanding and managing the key sources of revenue is vital to forming the financial plan. -
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Optimizer
Synertree CMS
Set up asset allocation rules and keep the portfolio running as you intended. Rebalance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk-adjusted return metrics. Lower your infrastructure cost to Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more power. Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard. Our capital management software are built with your clients in mind.Starting Price: $220 per month -
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CoPlanner
CoPlanner Software & Consulting
Controlling software and solutions for your company. Standardized but flexible and individual controlling software for corporate management in the company. Modular framework (predefined standards can be combined with individual modules. Sustainable investment security (structural change - corporate change). High project quality through implementation of the manufacturer and qualified partners. Real-time processing of data inputs, filter settings and interactions. CoPlanner offers a comprehensive business management controlling software including integrated functionality for planning, reporting and consolidation, which among other things was awarded first place in the planning functionality category in the peer group Financial Performance Management Products in 2019. -
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T-Advisor
TechRules
The ‘ robo advisor ’ for freelance and smart investors has developed new tools based on artificial intelligence and machine learning to provide quality data for its users. The new T-Advisor lite interface focuses its design on usability. We know that T-Advisor is a great solution, but sometimes complex. Therefore, we have listened carefully to the demands of users and have created a two-level interface: lite and full. T-Advisor lite shows the main information of its portfolios with a clear graph of its evolution in different periods. We know from our users that this is the most useful part. They like all T-Advisor tools, But they were asking us for an interface to better focus on their performance. But the lite interface have another remarkable evolution: below the interface of each portfolio and its graphics, you can find several modules with information about other assets that other people invest in who also invest in the same shares and funds as you. -
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PM3
Bestoutcome
PM3 is the outcome-driven Project Portfolio Management solution built for complex, multi-stakeholder environments across retail, banking, healthcare and beyond. From digital transformation to regulatory change, PM3 provides a single, secure platform to manage projects, programmes and portfolios with confidence. Organisations use PM3 to align investment with strategy, track benefits, forecast resources and generate real-time insights through over 200 configurable reports and dashboards. Hosted in UK Microsoft Azure with ISO 27001 and Cyber Essentials Plus certification, PM3 delivers enterprise-grade security and compliance. Adoption is accelerated with PM3Learn, an embedded training and onboarding platform, and enhanced by GenieAI for contextual insight. Trusted by leading private and public sector organisations, PM3 helps decision-makers reduce delivery risk, optimise resources, and achieve measurable business outcomes at scale.Starting Price: $25 per month -
21
ISS EVA
Institutional Shareholder Services
EVA is an established standard in measuring, analyzing, projecting, valuing, and discounting a firm’s underlying economic profit rather than its accounting profit. With coverage of 16,500+ public companies, this solution enables investors to measure, analyze, and value corporate performance and inform investing decisions. The EVA platform allows investors to parse through thousands of companies globally with comparable accounting adjustments to drive informed investment decision making on a systematic basis. Now part of the ISS Analytics suite of solutions, EVA provides investors with a differentiated approach to the investment decision process. EVA converts accounting profit to economic profit by reversing accounting distortions and measuring the dollar value profit after ALL costs, including the cost of giving shareholders a fair return on invested capital (this is a critical point). Convert traditional EVA dollar-based profit measure into a powerful ratio-based framework. -
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ArcReporting
Donnelley Financial Solutions
This powerful shareholder reporting software improves your internal controls and reduces the risk of errors. Our intuitive automated financial reporting tool helps you manage complex data and content to create and file high-quality, consistent regulatory documents for investment companies. Eliminate manual processes with embedded workflow technology that ensures process consistency. Shared data and content across multiple documents and filings. Streamline financial reporting with software built for the industry, by industry experts. Access and review data via a simplified and intuitive user experience. Boost productivity with a dashboard view of reports and filings. Maintain financial reports and data security with management oversight. Provide permission-based access to internal and external users. Schedule and track resources online. Collaborate across multiple geographic locations. -
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Pulse
AssetBook
Pulse by AssetBook is an attractive, easy to use, and intuitive portfolio management system built with an open API. Simple to integrate with your other software, Pulse makes it easy to interact with all of your firm’s integrations in a meaningful way. Pulse features a firm dashboard, critical to understanding your business’s metrics, AUM, and fee revenue growth over time. Easily and intuitively monitor your top investment holdings and global allocation through your Pulse dashboard. -
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Solovis
Solovis
Uniquely designed for limited partners and asset allocators, the Solovis institutional investment management technology platform transforms multi-asset class portfolio management. It’s time for greater efficiency, faster insights and better investment decisions. Accelerate public and private asset data collection. Gain better insight into hedge fund managers, private equity and alternative investments. Transform investment data into useful intelligence. Extend your team with data operations and exposure analysts. Managing multi-asset class portfolios with allocations to hedge funds, private equity, real assets, mutual funds, ETFs and direct securities means managing hundreds, or even thousands of data points. Investment data comes in different formats, is updated at different times and is located in multiple system. Solovis is the centralized portfolio management technology platform that can automate investment data collection and deliver actionable insights. -
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IDL Designer
insightsoftware
Too much time is spent manually collating and calculating data, which leaves too little time for analyzing the results to drive effective decisions. Planning cycles are slow and tedious and lack the ability to integrate departmental operational plans with financial plans for more accurate planning and forecasting. IDL Designer shortens planning cycles and provides accurate numbers for faster reporting and analysis by integrating operational planning into your overall financial performance management process. Integrate operational and financial plans, consolidate into a group plan, and compare the group plan to consolidated actuals to report and analyze variances all in one place. That’s why IDL maintains its position as the market-leading platform for financial performance management. -
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IR Solutions
IR Solutions
IR Solutions was founded on the premise that the rise of the Internet would create pressures on corporations to do everything better, cheaper, and faster-from delivering results, to developing new products, to adapting to shifting industry dynamics. The regulatory demands to disseminate information more broadly and openly has created a tremendous need for companies to communicate more effectively with the investment community while at the same time remaining focused on their core businesses. IR Solutions provides services to corporations, institutional investment firms, and individual investors. IR Solutions helps companies communicate with their investors through Internet-based Investor Relations (IR) services. IR Solutions is the leading provider of online annual report and financial information services. IR Solutions Web-based solutions for the investment community have transformed the way companies communicate and meet disclosure requirements while assisting investors. -
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AlphaSense
AlphaSense
AlphaSense is a market intelligence and AI-based search platform used by companies and financial institutions. Since 2011, the technology has helped professionals make smarter business decisions by delivering insights from a universe of public and private content—including company filings, event transcripts, expert calls, news, trade journals, and equity research. The platform boasts users among over 4,000 enterprise customers, including a majority of the S&P 500. Users can also upload their own internal reports reports and data, making it indexable for internal users in the AlphaSense platform. AlphaSense helps corporations track market forces and monitor competitors. For financial services firms, AlphaSense’s time-saving search capabilities help generate investment ideas and mitigate risk without the fear of missing critical information. -
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Carta
Carta
Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.Starting Price: $2,800 per year -
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MRI Portfolio Management
MRI Software
Optimize portfolio performance with effective solutions for managing real estate assets. Full lifecycle asset management to stay ahead of the competition and build investor confidence. Manage your real estate investments and create a more informed portfolio strategy with MRI Portfolio Management. A full lifecycle asset management solution for real estate investment managers, fund advisors, and institutional investors, MRI Portfolio Management consolidates disparate investment data and documents to support comprehensive risk management and efficient reporting to stakeholders. Take control over your real estate property assets to further your strategic decision-making ability and maximize your portfolio performance. Manage risk and exposure across your entire portfolio, or drill down by investment or any attribute. Gain a comprehensive view of your entire portfolio with key metrics and variances, such as NOI, DCR, cash flow, tenant exposure, valuations, and more. -
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Elysys Wealth
Elysys
Why develop proprietary systems when Microsoft’s next generation of ERP comes with core best of breed financial accounting, banking, security and technology frameworks? Elysys leverages the power and scalability of the mighty Microsoft Dynamics 365 Business Central platform. We bring sustainable advantage, particularly for the delivery of highly specialized treasury management applications. Effortlessly create bespoke dashboards and reports for any investment or financial data. Drill down to detailed transactions when necessary. Aggregate all financial and non-financial assets across the entire portfolio and asset types. Produce financial consolidation for groups at multiple levels. For the last 15 years we have been introducing a broad range of modules spanning paper investments, money markets, derivatives, structured products, but also private equity funds and alternative investments (including Private and Public Equities, Funds, Bonds, Alts, Options, Futures, Forwards, Swaps, etc). -
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Backstop
Backstop Solutions Group
Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile. -
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Relevant EquityWorks
Relevant Equity Systems
Fund Accounting Software. Investor Management Software. Track investors, contacts, third-party representatives, and interactions. Fund Administration Software. Model fund entities, closings, commitments, capital accounts, and transactions. Portfolio Management Software. Manage every aspect of your holdings, including portfolio companies or properties, securities, revaluations and shareholder tables. Give investors exactly what they crave: detailed notifications and transparent quarterly reports from a secure portal. Issue detailed ILPA call and distribution letters, along with industry-standard quarterly reports. Give your LPs secure, 24/7 access to fund documents from their phones, tablets or everyday browsers. -
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eFront
eFront, a part of BlackRock
eFront’s Solution Suite of end-to-end software solutions provides a one-stop platform for alternative investors looking to fully manage every aspect of their investments from due diligence and fundraising to reporting across all alternative asset classes. With dedicated support teams and innovative R&D teams, clients can rely on eFront to elevate their alternative investments. As the leading provider of software solutions for the alternative investment sector, eFront offers a robust product suite thoroughly covering all alternative investment asset classes, investor types, and needs. Explore our solution finder below in order to discover the perfect alternative investment tool for you. As capital markets evolve and allocations in private markets increase, insurers not only face operational challenges by relying on multiple systems, spreadsheets and manual processes but their need for unifying whole portfolios across public and private assets has never been more pressing. -
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iLEVEL
S&P Global
Gain new visibility and control over your investment data. iLEVEL is the transformational software solution that brings new transparency and insight to alternative investment portfolios. As the core of our private market solutions, iLEVEL helps general partners and limited partners streamline data collection, portfolio monitoring, analytics, valuation, and reporting. Manage the flow of data and create a single source of truth to make informed decisions and communicate transparently with investors, auditors, boards and other stakeholders. Transform your data collection with services that automate and standardize data acquisition and management. We help both GPs and LPs achieve quality and completeness of information with sophisticated technology and an experienced data team. -
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IRIS CARBON
IRIS CARBON
IRIS CARBON is a cloud-based disclosure management and regulatory reporting platform that streamlines the authoring, review, validation, tagging, and filing of complex financial and non-financial reports such as Annual Financial Reports, ESG disclosures, SEC/EDGAR submissions, ESEF/XBRL/iXBRL filings, FERC reports, ACFR filings, and other mandated digital disclosures across global taxonomies and jurisdictions in one collaborative environment. It automates data collection, structured tagging, and quality checks to improve data accuracy and transparency, supports role-based collaboration and version control, and integrates with familiar tools such as Word, Excel, and PowerPoint, helping teams eliminate manual spreadsheets, reduce errors, and manage iterative review cycles more efficiently. IRIS CARBON also includes specialized modules for ESG reporting aligned with major frameworks like GRI, SASB, TCFD, CSRD/ESRS, and supports centralized compliance workflows. -
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InvestCloud
InvestCloud
We're InvestCloud - California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. We create beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps. Programs Writing Programs is our proprietary approach to building platforms, including InvestCloud itself. Clients and Third Parties can leverage PWP and/or InvestCloud APIs to build custom solutions. -
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OIKOS Treasury Suite
OIKOS Software
OIKOS Software’s mission is to improve process performance and increase key stakeholder satisfaction through logicality and defect reduction. We engage in producing high-quality software applications and services, shortening internal cycle processes that impact time value and cost. Receivable collections, payment disbursements, & inventory turns to give a clear view of the cash-conversion cycle. Eliminate manual errors & redundancies, optimize financial reporting, and planning, and offers multi-level cash flow forecasting; and strengthen UTP reporting in compliance with tax regulations. Every outcome is the result of a process being applied to it or determined by the application of a function. Our solutions offer flexibility and expandability to accommodate change and growth. Our solutions increase quality to close and reduce Financial Reporting Fatigue™ endured by financial teams through the reporting and budgeting cycle process. -
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FAST Finance Reporting
Millennium
Provides financial analysis with Operating Statement, Balance Sheet, Trial Balance reports in numerous formats such as Current Year, Comparative, Monthly and Annual Trend using various hierarchies. Offers access to specific financial information for departmental account holders to answer their questions such as “How much money have I spent?”, “How much budget do I have left?” and allow drill down to details for each transaction. Offers detailed information by Fund for each specific grant, including multi-year funding, actual money spent, and commitments made against the grant. Improve business processes to streamline departments and the flow of information while accelerating decisions via electronic approvals. Rely on an outstanding customer support team that actually listens to ensure you are maximizing your investment in FAST. Millennium will install, maintain and upgrade FAST reducing the time your IT has to spend on maintenance. -
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iMitig8 Risk Global
iMitig8 Global
iMitig8 Risk Global has a dashboard to help Risk Engineers in the field perform inspections with ease. Specialists can collect risk information using our report notes feature, determine the likelihood and severity of risk, record time & expense, add images and videos to risk items, and review underwriting information at the touch of a button. Each project is given a risk score using our bespoke algorithm, which collates over 500 data points. Risk Scores are instantly provided at the end of each inspection or virtual meeting, along with suggestions to the stakeholders on how to improve the risk score. Scheduling appointments can require coordination between many stakeholders, which can be difficult to manage. The appointment feature connects seamlessly from the mobile app to the stakeholder’s portal which notifies all participants with trigger alerts and reminders before meetings. -
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CONTROL
KCI Computing
Stop collecting and consolidating financial information based on cumbersome processes that are riddled with inconsistencies in data, definitions, or methodology. CONTROL® delivers enhanced reactivity and timeliness of stakeholder information. Increasing logistical issues in collecting and consolidating financial data. Internal processes riddled with inconsistencies in data, definitions, and/or methodology. Stakeholder information taking too long to generate – and is reactive rather than proactive. Personnel are frustrated, overworked, and under-productive. Enhanced responsiveness and timeliness of information generation. Reduced maintenance and administration efforts – and costs. Integrates into existing systems – a single window into your financial world. New insights from expanding the frontiers of detail, scenario evaluation, and what were previously thought to be “impossible” applications. -
41
Obsidian Suite
Obsidian Suite
From prospect to established client we have you covered. Track activities, notes, and manage your pipeline. Fully integrate your inbox to sync important emails with your CRM. Close deals faster with the only interactive prospect portal included with the CRM for finance suite. Designed for financial professionals. Obsidian’s Business Intelligence Suite offers a variety of plugins helping financial firms analyze portfolio and investor data, including subscription tracking by portfolio, sales person, or representative, performance & risk analytics, as well as account activity & PnL tracking. Obsidian’s interactive client portals cover any type of client including institutional, high net worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. -
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Entrilia
Entrilia
Entrilia is a collaborative data creation platform for PE/VC fund managers. Converting transactional events into real-time business intelligence. Our fund accounting module streamlines event driven inputs while insights allows for automated reporting on fund financials, investment, investor and so much more! Tailored for the PE/VC industry, with automated ILPA reporting, with campaign module for automating the creation and distribution of standard reports. Fully integrable and extensible with modern, best in class APIs and standardized integrations. -
43
Helix Reports
Helix Reports
Whether you need to evaluate liquidity, simplify collections or consolidate balance sheets across diverse holdings, Helix combs through multiple financial data sources, QuickBooks files, and custom records to give you instant, up-to-date reports. Do you still spend weeks configuring data for intricate financial reports, only to do it all again the next time you need it? Instantly produce centralized financial reports from diverse investments, partnerships, and accounting platforms. Set rules to map or fix inconsistencies in names, accounts, or transactions, cross-checked for data integrity. Configure your rules for any data only once. Helix remembers them so you can produce accurate, up-to-date reports with a click. A helix links seamlessly with your existing accounting systems, no platform change is required. Easily consolidate and run your toughest financial reports.Starting Price: $240 per month -
44
Broadridge 15(c) Board Reporting
Broadridge
Give your board directors customized and accurate reporting so they can meet their fiduciary duty. Broadridge data provides deep insights into competitors for more representative peer groups and expertise on fund industry trends so you can better position your funds to support fee increases. Gain fund performance, portfolio and expense data for board reports that meet regulatory and compliance requirements. Custom peer groups help you see opportunities to boost margins and maximize growth. Combine customization with unrivaled expertise for better board reports. Our consulting teams apply Morningstar, Lipper and proprietary Broadridge data for deep fund expense, performance and portfolio coverage and for customized peer groups. We then apply those insights to identify fund industry trends to allow for more in-depth and professional-grade board reports. Broadridge has partnered with leading industry data sources to provide clients with data that is sourced directly from firms. -
45
Flow
Flow
Flow's open architecture connects investment managers with their limited partners and service providers. It offers integrated solutions for virtual data rooms, investor onboarding, and investor portals, enabling firms to manage limited partner relationships across the entire investment lifecycle. The platform facilitates secure document sharing, simplifies the onboarding process with digital fund subscriptions, and provides a centralized portal for fund reporting and communication. Flow's open-architecture technology and flexible API allow seamless integration with third-party vendors, enhancing operational efficiency. Trusted by over 20,000 LPs and more than 300 private investment firms, Flow aims to deliver a best-in-class LP experience by reducing operational overhead and improving stakeholder engagement. Provide all fund stakeholders with a single source of truth for fund reporting, documentation, and communication. -
46
Intent Technologies
Intent Technologies
The world of social housing is changing. The IntentPlatform ensures your organisation stays with the times by maximising your efficiency and transforming the way you work. Centralise and share your data to boost the value of your portfolio, increase your teams’ agility and ultimately make your tenants happier. Social housing operators are always pushing to find ways to improve their operational efficiency. The IntentPlatform helps them better manage their assets by providing real-time information that increases the speed and efficiency of maintenance work. Accessible to both local teams and mobile technicians, it issues alerts to ensure problems are resolved promptly, facilitates dialogue and makes it easy and simple to share information amongst stakeholders. It is essential that social landlords and contractors can communicate smoothly to ensure services are rendered as they should be. -
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Orion
Orion Advisor Technology
Success looks different for every firm. We have experience implementing technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities. We think beyond technology to deliver an experience that pushes the limits of your success, driving you to innovate, disrupt, and win for years to come. Success looks different for every firm. We have experience implementing technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities. Build an unrivaled tech stack with 100+ integrations. Trust your data with daily, domestic reconciliation. Collaborate through a multi-channel client experience. Trade efficiently with a tax-intelligent rebalancer. Create personalized SMA investment portfolios. Get paid faster with custom fee and payout schedules. -
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Planful
Planful
Planful (formerly Host Analytics) is a trusted, premier provider of scalable, cloud-based enterprise performance management (EPM) software solutions. Specifically created for enterprises, Planful enables users to integrate realistic modeling data to operational and financial business plans, compare projections to outcomes, and collaborate with key stakeholders using a single, easy to use interface. By leveraging Planful, finance teams can maximize their corporate performance by automating, accelerating, and aligning all their financial processes. -
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ProForecast
ProForecast
ProForecast, strategic planning and forecasting designed for the Mid-Market. High-level forecasting or Drill Down for a greater level of granularity. Make informed decisions about the future of your company quickly and accurately. ProForecast turns months of work into weeks, weeks into days and days into hours. Reduce system implementation times, and monthly, quarterly and annual closing times using our Rapier AI Engine. Import Manager and training package to create an outstanding ROI. Produce informed and graphically enhanced reports with our Business Intelligence and Data Visualisation layer. Create Custom Dashboards with tailored reports for stakeholders, internal or external to the organization. As a SaaS-based cloud application ProForecast is accessible from any device anywhere. ProForecast allows you to drill down with as detailed a level of granularity as your data will allow.Starting Price: $81.43 per month -
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Foresight Intelligence Financial Reporting System
Foresight Intelligence
The Foresight Intelligence Financial Reporting System consolidates all your financial information into one system, eliminating potential errors caused by manual entry and saving time. Easily create specific reports for all the different audiences and securely distribute information to the right people at the right time. Automatically pull and refresh your financial information, regardless of business system, into one centralized portal. Report generation requires no manual spreadsheet manipulation and drill-down capabilities allow users to quickly find answers to their questions. No more manual entry or the potential errors associated with it. Different stakeholders require different reports and information but with Foresight Intelligence you can easily access all your aggregated data and create automatically generated reports for any of your needs. Pivot and drill down capabilities also make it easier to find and share the exact information you’re looking for.
