Alternatives to RightCapital
Compare RightCapital alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to RightCapital in 2026. Compare features, ratings, user reviews, pricing, and more from RightCapital competitors and alternatives in order to make an informed decision for your business.
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1
D&B Finance Analytics
Dun & Bradstreet
AI-driven credit-to-cash solutions powered by Dun & Bradstreet’s industry-leading global data and analytics. D&B Finance Analytics provides AI-driven solutions powered by the Dun & Bradstreet Data Cloud. Intelligent, flexible, and easy to use, D&B Finance Analytics helps finance teams manage risk, increase operational efficiency, reduce cost, and improve the customer experience. Manage credit and receivables risk to help minimize bad debt, reduce DSO, and improve cash flow. Help automate manual decisioning, monitoring, matching, and customer communications. Provide your customers with an online credit application and a payment portal. D&B Finance Analytics comprises two platforms, D&B Credit Intelligence, and D&B® Receivables Intelligence, that together provide powerful insights and technology to help you accelerate success throughout your credit-to-cash processes. You can gain visibility into credit risk quickly onboard customers and set the right terms. -
2
Pinpoint
Pinpoint
Pinpoint is the ATS that simplifies complex hiring for organizations managing multiple types of hiring. There are hundreds of ATSs on the market, and they all say the same thing: they’ll help you fill positions on time, with the right people, without blowing your budget. But what it takes to achieve all those great outcomes can look very different across your organization—recruiting across very different locations, cultures, or groups of candidates. Most ATSs make this complexity harder to manage, not easier. They’re often optimized for just one hiring stream or one set of stakeholders, so the rest have to compromise. Pinpoint is different. Whether you need to recruit across different cities or countries, desk-based and desk-less workers, or early career and experienced professionals—Pinpoint can help with that. -
3
FP Alpha
FP Alpha
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.Starting Price: $1,125 per month -
4
Holistiplan
Holistiplan
Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.Starting Price: $449 per year -
5
Moneytree
Moneytree Software
Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. From big picture to in depth, Moneytree delivers planning solutions for professionals. Make planning simple with quick data entry and clear results. Answer clients’ “What-Ifs” and show instant, side-by-side comparison results. Actively include clients in the process by creating plans collaboratively. Cover all your clients’ planning needs with in-depth data and analysis. Capture details of your clients’ situations and add future changes at any age. Choose the planning approach to best reflect your clients’ situation. Moneytree Elite’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future.Starting Price: $1981 per year -
6
Asset-Map
Asset-Map
We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.Starting Price: $94 per month -
7
Bloomberg Income Tax Planner
Bloomberg Tax & Accounting
Accurately project estimated tax payments, capital gains, and taxes for resident and nonresident states. Plan for tax implications all year resulting from marriage, Roth conversions, stock sales, and other events using Income Tax Planner. We have a proven track record of being first-to-market – you can rest assured that the latest tax law has been incorporated. Accurately and efficiently show clients what their tax situation looks like with in-depth analysis and comparison of side-by-side scenarios. Create accurate, professional, and effective plans that help your clients reduce tax liabilities and make wise decisions. Easily model and navigate complex tax scenarios. Use Bloomberg Tax & Accounting’s renowned tax expertise, up-to-date calculations, in-depth analytics, projections, and more to plan the best course of action for your clients’ tax, investment, and retirement planning. -
8
Betterment
Betterment
Betterment is a trusted digital investment platform designed to make building wealth and saving for retirement simple. It offers globally diversified portfolios managed with automated trading, rebalancing, and tax-loss harvesting technology, helping investors maximize returns while minimizing stress. Beyond investing, Betterment provides high-yield cash accounts with APYs significantly above the national average, plus FDIC insurance up to $2 million for peace of mind. For retirement, Betterment supports Traditional, Roth, and SEP IRAs, each offering distinct tax advantages to fit different financial situations. The platform also makes it easy to roll over old 401(k) plans into low-cost IRA accounts, helping clients reduce fees and consolidate assets. With Betterment’s personalized planning tools and expert guidance, individuals gain clarity and confidence in achieving long-term financial goals. -
9
inStream
inStream Solutions
inStream simplifies your planning process to help you illustrate where a client is headed, and how they might get there. inStream provides you with the same confidence, clarity, and convenience that your clients want. Better financial planning means better wealth management and better client relationships. inStream provides you with tools to help you scale your practice and proactively deliver current, meaningful, and consistent advice to all your clients. Build client loyalty with your morning coffee. Start your day with a summary review of your clients’ financial planning touch points, and quickly address their needs. Stay on top of your clients’ planning needs and build trust through proactive planning. We go beyond goals-based planning and incorporate academically rigorous logic and cash flow reporting to confidently assess your clients’ feasibility of achieving their objectives.Starting Price: $137.00/month/user -
10
Spiceworks MSP
Spiceworks
With a little know-how, you can make Spiceworks your mission control for all the networks you serve. Spiceworks allows you to collect network info from all your client sites (over secure HTTPS), then consolidate and manage it all from one single, convenient spot! After a quick setup in Spiceworks, each of your clients can have their very own custom user portal to submit help desk tickets, and they’ll all get funneled to your central Spiceworks installation. The multi-site help desk management capabilities provide each client with their own Active Directory authentication for security. You can also easily browse all your open help tickets in the same place, auto-assign tickets to your team based on client, create detailed reports, and more! IT’s on the go! Open, close, assign, and even respond to help desk tickets right from your mobile device, all with a few simple text commands. Now you can manage all client requests whether you’re onsite, at lunch, or even on the golf course! -
11
ProfitCents
ProfitCents
Help clients generate more cash. Financial analysis reports for better client relationships. This suite of reports allows you to choose the automated financial analysis report that's most effective for your current or prospective client and best for your consulting engagements. Use industry data reports to build value with prospective clients. Identify industries to target. Use easy-to-generate reports to grow consulting revenue. Visualize a business' financial performance over time, showing strengths and weaknesses. Benchmark businesses with the largest database of real-time, private-company financial data. ProfitCents aggregates financial statements from accounting firms, banks, and credit unions through a cooperative data model. Advisors use the narrative report with clients to provide them with a deeper understanding of their financial health. The narrative report turns financial statements into a plain language narrative text that accountants use to help their clients. -
12
Juris Analyst
Juris Technologies
Juris Analyst is a financial evaluation system for businesses that simulates, evaluates, and forecasts your clients’ financial health and their repayment ability. Its intelligent financial evaluation system analyses a company’s financial position over the desired period – past, present, or future. Juris Analyst is a robust-yet-simple, web-based financial analysis system. By entering your financial statement into the system, (balance sheet and income statement), you are able to obtain a wide array of financial analysis reports such as ratios, cash flow statement, cash conversion cycle, debt service ability, and much more. The system is designed in such a way where any user, regardless of their proficiency in financials, will be able to use the system with ease. Fully web-based for easy deployment and low maintenance costs. Users can also access the system from all around the globe. -
13
Altvia
Altvia
Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across fundraising, investor relations, and investing—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. -
14
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. -
15
eMoney
eMoney Advisor
Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future. -
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Crunchafi Data Extraction
Crunchafi
Crunchafi Data Extraction automates the collection and standardization of client financial data, turning manual, time-consuming tasks into instant, actionable insights. With secure, read-only API connections to leading ERP and accounting systems, it extracts and normalizes data across trial balances, general ledgers, and financial statements in seconds. The software delivers pre-formatted Excel workbooks, eliminating the need for manual setup and ensuring consistent outputs across all clients. Built-in data enrichment and visualization tools help uncover trends, anomalies, and performance insights instantly. Designed to save CPA firms hours per engagement, it streamlines audits, financial due diligence, and client reporting with accuracy and speed. Compliant with global security standards, Crunchafi ensures data integrity, privacy, and confidence in every engagement. -
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Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
18
Fuel
Fuel Finance
Fuel is a financial department in the cloud for startups, especially ecommerce. We provide accounting, financial reporting, analysis, unit economics, projections, market analysis, and more to help business owners make good decisions. We combine a proprietary financial tech platform with finance and accounting professionals who analyze clients’ data and offer insights. Fuel combines the ever-evolving suite of proprietary software and a team of financial professionals to provide you with clean and precise cloud-hosted spreadsheets and graphs. Our goal is to make sure you don't spend time organizing data, and instead, spend it on making the right decisions for your business. Based on your historical data and future plans, we build two versions of forecast which show the band of future possibilities.Starting Price: $1199 per month -
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Silverfin
Silverfin
Real-time data. Automated compliance reporting. Great collaboration. And the tools you need to create new revenue from advisory services. Silverfin connects with your clients’ bookkeeping and financial systems to bring you all the data you need – whatever the source. We automate your compliance accounting workflows, improving your speed, accuracy and profitability. Then our powerful analytics and reporting tools give you the data and insight you need to be your clients’ most trusted advisor. Connected accountants have four sights. As you achieve each sight your firm, team and clients are more connected. More productive. Can develop new services. Improve competitiveness and secure more revenue. Look back with confidence. Standardize and automate compliance and reporting for all your clients. Liberate your team from number-crunching and give them more time for advising clients. -
20
Company Watch
Company Watch
We provide comprehensive solutions to help you identify, assess, and manage financial risk. Our financial risk solutions provide intelligent and actionable insights, giving you an unbeatable edge when it comes to financial risk management. Unlike other providers, we have the ability to map medium to long-term risk as well as short-term risk. As a result, you can accurately predict financial risks before they become financial losses. We apply cutting-edge machine-learning techniques to new, alternative data sources to deliver unprecedented accuracy for our clients. Financial risk management solutions you can trust; now, and in the future. We’ve written the ultimate guide to company credit scoring. We lift the lid on how credit scores are built, and how they are applied to financial risk decision-making. Each credit reference agency (CRA) is different, which is why it is helpful to look a bit deeper into how company credit scores are put together and presented.Starting Price: $457.71 per month -
21
Koyfin
Koyfin
Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 300,000 investors. We offer global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, charting, model portfolios, macro data and custom dashboards.Starting Price: Free -
22
Morningstar Advisor Workstation
Morningstar
Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table. Demonstrate how your recommendations would have affected a prospect’s wealth to secure new business with hypothetical sales illustrations that can include details such as investments, withdrawals, reinvestment of dividends, taxes, and more. Match your client’s goals with firmwide strategies that drive towards their financial objectives using investment models, lists, and strategies. You can also run Monte Carlo projections to illustrate how different strategies might succeed. Morningstar Goal Bridge enables you to have goals-based conversations with clients, then quickly connect those goals to a straightforward investment plan in a simple, but powerful workflow. -
23
The Org
The Org
Put your team front and center and show candidates how great you really are – it’s free. Candidates want to know where they’ll sit in your organization and who they’ll work with. Candidates want to go behind the scenes and meet your team. Showcase your team and prove that you’re the best place to work. Use The Org to turn candidates into colleagues. Far beyond salary, job title, or perks — your people are the difference between why a candidate chooses your company vs another. Use The Org to answer their questions and help them choose you. -
24
McGraw-Hill Connect
McGraw-Hill Education
Using a personalized approach to teaching and learning, Connect is powered by adaptive technologies so your students learn more efficiently, retain more and achieve better outcomes and you can provide the engagement and expertise for more "aha" moments. Equip students with adaptive, mobile study resources. They'll be better prepared in less time. They'll thank you. You know it, we know it. A product isn't a solution. Own it. No matter what format you teach - we've got you. Have your own favorite materials? Add away. Reclaim your course. Save time and be pro-active. Focus your efforts where they count. Be a coach, expert, and inspirator. Tell a story, share your insights and passion. Capture your presentation materials, audio and video. Be you, inspire them. Make it easy - for you, your students and your institution. Connect integrates with all major LMS. A real solution is affordable, reliable, and comes with the training and support you need - when, where and how you want it. -
25
Accelex
Accelex
Data-driven alternative investment insights, faster, with greater transparency, and at scale. From acquisition to analytics, redefining alternative investing. Accelex allows investors and servicers in alternative assets to quickly and easily acquire, extract, and analyze investment data. Using artificial intelligence and machine learning, Accelex allows clients to automate the accessing, extracting, organizing, and analyzing of data from alternative investment portfolios. This offers clients a more complete picture of investments from the overall portfolio all the way down to the underlying assets. The Accelex platform empowers portfolio insights and better investment decisions, faster, more accurately, and securely. Accelex's cutting-edge technology allows investors and servicers to integrate data from their private investment portfolios. Firms can automate the process of accessing, extracting, and organizing unstructured performance and transaction data. -
26
Kognetics
Kognetics
Kognetics is an AI platform that brings real-time decision analytics to strategy, M&A, and investment professionals. Source better deals and close more deals faster. Our solution brings disruptive change to business development, idea generation, and client pursuits. Source better deals and close more deals faster. Our solution brings disruptive change to business development, idea generation, and client pursuits. Surgical and proactive intelligence to drive your strategic moves. Our solution brings real-time insights and decision analytics to your strategy and execution. Create a proprietary deal-sourcing engine with a differentiated proposition. Our solution significantly enhances proprietary deal sourcing and portfolio value creation. Evaluate & track investment opportunities using a variety of business signals aggregated from a multitude of news and data sources. Strategic value creation levers, competitor benchmarking & bolt-on opportunities. -
27
Financial Statement Analysis
App4Finance
Financial Statement Analysis is a software application designed for companies who adopt the IFRS and GAAP accounting standards. This provides an in-depth performance evaluation of the business through a screening of the last available financial reports. Upon entering the company’s IFRS financial data (from Statement of Financial Position and Income Statement), the system assesses the business’ Profitability, Solvency, Capital Structure and Liquidity, generating a financial report complete with ratios, charts, graphs, and comments discussing the company’s performance and the related rating score. The system, through complex business intelligence algorithms, generates automatic comments discussing the company’s performance and rating. The report can be downloaded on your own device and edited according to your needs. The report can be downloaded in: Word file, Excel spreadsheet and PDF.Starting Price: $21 per user per month -
28
IndustryCFO
IndustryCFO
Impact clients’ bottom lines and manage their finances with one simple interface. Let IndustriusCFO provide you with financial comparisons to your clients’ peers and specific steps to improve upon weaknesses. IndustriusCFO shows you how to save money and make more money by showing you key financial ratios for your industry and a personalized roadmap for business improvement and growth. Get an inside look at any industry to see how it is performing and whether that industry is a high or low-risk investment for your time or money. The IndustriusCFO database covers over 2,500 industries and over 1 million private businesses, so it is simple to find the information you need. IndustriusCFO offers a wide range of business analytics, key performance indicators, reports & practical recommendations, including industry peer benchmarking. View annual financials, median statistics, charts, ratios, and more of your industry competitors or peer groups.Starting Price: $49 per month -
29
InfoFlo Pay
InfoFlo Pay
Send invoices with a secure payment link and automated payment reminders. Get paid faster! Create professional looking invoices in a matter of seconds and easily deliver them to your clients in a secure and efficient manner. Instantly start to get paid faster. Stop waiting for payments and start getting paid faster. How? By making it so simple for your customer to pay so that they’ll actually want to pay right away. Do you want to convert more estimates? Create a professional looking estimate and send a secure link via email and SMS to your customers to convert on their own. What’s the best way to get paid faster? Easy! Provide customers a platform where they can pay you on their own time and view their payment history. Turn hours and expenses into billable hours with the click of a button. Send an invoice with a secure payment link via email and SMS with payment reminders.Starting Price: $20 per user per month -
30
Xpand
Xpand
It can take new hires up to 20% longer to reach full productivity. When you lose a disengaged new hire in the first year, it costs you 3x salary. Poor onboarding results in failure rates in excess of 50% when it comes to retention. The more engaged employees are with your brand, the better they’ll perform—and the longer they’ll stay. Capture each new hire’s imagination with an immersive brand experience right from day one. With social interactivity, rich multimedia, and step-by-step action tasks, they’ll enjoy a greater sense of purpose in their work. Quickly diagnose inefficiencies in your onboarding and training processes. Xpand lets you collect data on engagement, performance, satisfaction, hiring source, and more. Pinpoint areas for optimization, and give hiring managers the information they need to course-correct early and often. Xpand puts measurable results at the center of your HR department. -
31
Liscio
Liscio
If you’re like most firms, you spend a lot of time waiting for clients to send you documents. You probably also waste countless hours searching for things across multiple different platforms. Stop chasing clients for documents and give them an easy, secure, mobile file-sharing app they’ll love. Client Experience 2.0™ begins with Liscio. And the best part is that accountants and bookkeepers can move a lot faster with Liscio. Liscio is a modern, secure, mobile solution for firms to communicate with clients and exchange sensitive information, eSignatures, and documents on the go. Clients want to text. And it’s too easy for urgent business to get buried in email. Liscio’s Real-Time Messaging is a secure hotline between you and your clients. Always know the who, what, and when with easy-to-track progress and ownership. Client-facing tasks with text alerts and automated mobile reminders for overdue items keeps clients on schedule. -
32
EVAN360
EVAN360
The EVAN360 platform allows organizations to customize a unique support environment where employees can connect to internal team members and existing external contractors for help without the wait. Employee questions are redirected to the expert who can provide the right answer the first time. Finding help shouldn’t derail your team’s work. Connect them to the right person the first time so they can get answers fast. Put simply, EVAN360 is the channel that connects people with problems to people with solutions. Create a unique support environment where team members can help and be helped. They’ll have instant access to an entire support network at their fingertips. Empower your team to make the most of their time. They’ll spend less time waiting and more time focused on growth, new ideas, and the task at hand. Gain insight into issues that were previously unnoticed. Get specific, accurate data that equips you to take action.Starting Price: $10 per user per month -
33
Talentia CPM
Talentia Software
Talentia Corporate Performance Management (CPM) is a global platform for real time financial reporting, business analysis, budgeting process, forecasting, consolidation & close. Talentia CPM makes information more reliable, increases team productivity and improves decision-making processes. A comprehensive platform to clearly pilot corporate performance: Budgeting, forecasting & rolling forecasting, Management Reporting, Multi-standard Statutory Consolidation, Financial Reporting and Intra-Group Reconciliation. Beneficiate from a complete consolidation and close software allowing multi-standard statutory consolidation, portfolio management and Intragroup reconciliation. From a single repository, analyze performance, reduce delays, make financial communication more reliable and consolidate in compliance with regulatory requirements. -
34
SmartModels
Intuitive Analytics
SmartModels™ is a state-of-the-art financial analytic suite that solves a variety of complex financial and business workflow problems common in public and corporate finance. SmartModels™ is installed as a Microsoft® Excel® add-in using Microsoft® .NET and Microsoft® Visual Studio Tools for Office technology. Exposure Management LLC provides an SSL encrypted, highly secure extranet for the SmartModels™ user. By logging in, a business can track software usage, and perform administrative tasks such as update passwords, add clients, and access software license information. Intuitive Analytics has worked with states and state agencies, municipalities, transportation authorities, 501c3s, investment banks, financial advisors, and other for-profit companies on a variety of projects involving cash flow analysis, software development, and financial consulting. SmartModels™ is a state-of-the-art financial analytic suite that solves a variety of complex financial and business workflow problems.Starting Price: $300 per month -
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Axios HQ
Axios HQ
Cut through inbox clutter Axios HQ's software and templates help distill essential updates to their core. What lands in your team's inbox is a distinct, Axios-style email — with all the news they need to stay productive. Tag your colleagues wherever you want their input — writing part of your HQ update or even the entire edition. They'll get an email with their new assignment and the link where they can get started. With one click, they can let you know when it's complete. Simple and async. Images have a big impact on engagement, too. Pick from millions of our illustrations and photos each time you write an HQ update — or upload your own to a private library. HQ connects with more than a dozen HR systems so your send list always stays current. Whatever email your HQ updates need to send from, we'll help you set it up. -
36
Floatchat
Floatchat
Want to maximize your business potential? Build relationships with customers through interactive channels like WhatsApp and Facebook. Interact directly, boost leads, drive revenue – make a measurable impact on success! Providing your customers with a wide range of communication options can be the difference between present clients, and future ones. Make sure it's easy for them to get in touch with you - they'll appreciate prompt responses that come across as thoughtful and helpful! A high-quality customer experience is key to build trust - which ultimately strengthens relationships and enhances brand image. Don't let customer interaction across multiple channels bog you down. The One-View Inbox keeps all your interactions in one place for seamless, hassle-free management!Starting Price: $46 per month -
37
Quantum Axis
Quantum
Leverage the power of a financial analysis platform to achieve the best results. We specialize in developing solutions for accessing, analyzing, comparing, monitoring, managing, and disclosing information in an easy, consistent and efficient way. Quantum is a financial technology company that has been operating in the market since 1999. We have a large financial database regularly updated with quantitative and qualitative data. We have a dedicated team that continuously works on the upkeep of information and seek to find the solutions that best suit our customers’ needs. Learn how a platform with an extensive financial database can help you get the right information when you need it. All this through an online system accessible through web browsers, mobile devices, APIs, and data links. Leverage a solution that will bring you competitive advantage by helping you make the right decisions for your company. -
38
Parent Booker
Parent Booker
Schedule school & parish volunteer opportunities. Parents see all opportunities relevant to them. Parents can sign up with one click of an app or website. Makes scheduling parent-teacher evenings really easy! Parent Booker engages parents by driving attendance at school events, increasing fundraising success, and getting more parents to engage in school activities. Gain trust from parents and students. Placing your school's banner front and center provides both promotion and credibility, reassuring parents that the site is legitimate. Parent Booker offers a neutral color palate, so your banner is sure to blend into the aesthetics of our design. Conveniently document and track all of your school's volunteer opportunities in one place. When parents log in, they'll see a personalized list of school opportunities tailored to their children's classes, for which they can easily sign up with just one click.Starting Price: $59.95 per month -
39
Suralink
Suralink
Whether you’re attempting to manage hundreds of documents or trying to track the status of an engagement, Suralink’s dynamic workflow solution will help you reduce the amount of time and effort required to keep engagements on track. Suralink simplifies the engagement process for your clients, ensuring they have an enjoyable experience they’ll want to repeat with you year after year. Create document request lists and set timelines of completion so documents stay on track. All your client requests are in one place, updated in real time, and accessible by everyone working on the engagement. Import your existing spreadsheet list for ultra-fast setup. Create templates to reuse when adding new clients. Create a unique experience and help users feel secure by creating a custom sub-domain that has your name and logo at the login page and in system emails. -
40
Wealthbox
Starburst Labs
We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account. -
41
Vivaldi Systems
Vivaldi Systems
Running any business is an in-depth exercise which requires full-time attention and often more. To say it’s a major commitment is an understatement but it’s an accurate portrayal. Intelligent business owners and operators are always looking for an edge, a helping hand which allows them to keep their business running smoothly. The dry cleaning software we offer is a perfect example of this. It’s a true-life illustration of the adage to “work smarter, not harder.” Vivaldi Systems launched in 1984, and we are still running strong. We are one of the first and oldest software for dry cleaning (and primarily point of sale) companies. We have been selling our software internationally for more than 35 years. Over time, our business gradually expanded into something we’ve never dreamed of before. Nevertheless, our primary goal still stands, which is to serve users by providing easy-to-use software with practical and essential features they’ll love.Starting Price: $395 one-time payment -
42
Materio
Materio
Stop searching your inbox, get current plans, selections, status, and budgets from anywhere. One tool connects everything you need to know about a project. Easily share with clients and collaborators. Let Materio send reminders to clients, calculate finances, and generate progress reports. They’ll be 100% confident that you’ve got all the details. Materio helps them understand what’s happening. We track them so you don’t have to. Outline decisions at the start, then use deadlines and reminders keep the flow going. Materio turns questions into answers. Materio is designed for folks who don’t have time to mess with complicated software. Clients understand even the biggest projects with our friendly interface. Explore options with your clients, then make it official by getting their approval. We’ll help them stay on-budget, too.Starting Price: $95 per month -
43
ForeSight
Insurance Technologies
Leverage the robust features of ForeSight® to maximize distribution strategies and automate the illustration sales process for greater business efficiencies, agility and increased speed to market. ForeSight® provides carriers advanced features including robust rules, pre-built sales tools and unique system customization to quickly promote products to distribution. Deliver a dynamic and guided illustration sales process, making the complex simple for your sales force so they can deliver products and solutions faster and with more confidence. Deliver anytime access to customized, accurate and compliant sales presentations for all lines of business from one sales illustration system. With ForeSight your sales force can quickly run, compare and illustrate life, annuity, disability, long-term care, critical illness and structured settlement solutions to solve their clients’ insurance and retirement goals. -
44
Amaiz
Amaiz
The Amaiz Accountancy Expert Service is built to help you with general queries relating to your accounts, bookkeeping and invoices. When looking for an accountant you can trust, a reference from a friend is often all you can count on. We've done the hard work for you and carefully selected, tested and trained our team of accountants, so you don't have to waste time doing background checks yourself. Just let our Customer Care team know you’d like some accounting help, and your question will be escalated to our Accountancy Expert Service right away. They’ll find the best solution for whatever’s on your mind and email you back within three working days. They’ll stay in touch until everything is clear. If you’d like to give this service a try, before signing up with us - use the form above to send us your question.Starting Price: $5.35 +vat per month -
45
GroupFire
GroupFire
Give your members rich experiences that foster belonging and community, all in a private, trusted, safe environment which promotes your brand and its mission at every touchpoint. Treat your customers like family and they'll become your best source of new business. Build a place your customers feel like they belong and they'll be your customers forever. Create ongoing community value and build ongoing recurring revenue streams. Harness the data you get from deep, ongoing relationships to continually improve your KPIs. GroupFire gives you all the tools you need to set up, schedule, and deliver announcements, notifications, event invitations, payment reminders, and any other communication, all from a single dashboard. The more you can connect with your community, and help community members connect with each other, the more powerful and engaged your community will become and the longer your members will want to stay. -
46
Teamzy
Teamzy
Teamzy organizes and manages your relationships for your network marketing business. Never feel salesly, we help you build authentic relationships. Complete your income-producing activities in less than an hour a day. Track and manage your prospects, customers, and team. Always know what to do next to grow your business; just follow the system. You didn't start your network marketing business to burn through friends and relationships, right? But at the same time how are you supposed to make sales and grow your team? Today, it’s about building real relationships and staying in contact with people consistently, so they think of you when they need a professional. This allows you to become the person they trust and recommend to friends and family. They'll either become a customer or join your team, and if not, they'll still become an advocate for your business! It's far more rewarding, and it's the way business is supposed to be done!Starting Price: $29.99 per month -
47
Online Shopper
Dealer Inspire
After years of innovating in the digital retailing space we’ve learned how to help hundreds of different dealers provide the experience that consumers love. That’s why we’ve engineered not one but two digital retailing products to give every dealer a flexible solution that works for their specific sales process. The next-gen digital retailing solution that lets shoppers customize and compare payments across multiple vehicles to make real buying decisions with your inventory. The automatic digital retailing solution that maximizes the quantity and quality of your website leads at full throttle without any new tools, training, or processes needed. By syncing up with the local banks of your choice, online shoppers can customize their personalized deals based on the real rates you are able to offer — ensuring that the payment they’re excited about online is the same one they’ll sign for. -
48
Dent-O-Soft
B-TECH Dental Software
Dent-O-Soft gives you the power to manage your practice, your patients and your finances easily, quickly and completely. You can manage all your patients, suppliers and dental technicians. For each patient you can enter appointments, charges and payments as well as their oral situation. Specifically, the oral situation is illustrated graphically in order to obtain a quick and complete picture of the patient and his treatment history. For your suppliers and dental technicians, you can control the orders or deliveries that have been made, the charges and your payments, and also you can have a history of the prices of the materials used that will help to you make better choices.Starting Price: €73.17 per month -
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Newsela
Newsela
Bring context and relevance to any ELA curriculum. When it comes to teaching literacy, content matters. Engage students with topics they care about, while building the background knowledge and vocabulary they need to become active, engaged readers. Student engagement and standards-based ELA instruction don’t have to be at odds. Create engaging ELA lessons with a constant stream of real-world, leveled, standards-aligned content. Fuel students' curiosity with over 10,000 texts across 20+ genres that go deep on any subject. It’s all real-world content, so students practice accessing the complex texts complex texts they’ll find inside and outside the classroom. Every text comes with a quiz that's aligned to ELA standards for informational reading or literature, so teachers can focus on each student's individual skill development. -
50
upcell
upcell
upcell is a lightweight Chrome extension that helps sales and RevOps teams capture LinkedIn leads, enrich contact data, and sync everything cleanly to their CRM—without bloated platforms or overbuilt workflows. Traditional sales data providers are bloated, overpriced, and underused. Teams end up paying for features reps don’t use and data they can’t access. upcell solves this by giving reps a simple tool they’ll actually use, and giving RevOps full control over enrichment coverage, routing, and integrations. With unlimited exporting, real-time mobile and email enrichment, and one-click sync to tools like Salesforce, HubSpot, Outreach, and Salesloft, upcell replaces complexity with clarity. It’s faster, cleaner, and built for the way modern go-to-market teams actually work.Starting Price: Custom pricing
