Alternatives to planEASe

Compare planEASe alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to planEASe in 2026. Compare features, ratings, user reviews, pricing, and more from planEASe competitors and alternatives in order to make an informed decision for your business.

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    Predict360

    Predict360

    360factors

    Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC.
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    Ox Engine
    We'll design an engine that ensures you hit aggressive growth targets. Bridge the gap between your financial and operational plans. Create predictability in your pipeline. Highlight risks and opportunities for growth. Benchmark KPIs and establish revenue “dials”. Develop a tailored growth model. Design your revenue funnel plan. Establish an Executive dashboard. Provide ongoing closed-loop progress reporting. Integrate qualitative inputs including Win/Loss analysis. Proactively highlight risks & opportunities. Perform on-the-fly “what if” analysis. Generate optimized funnel plans monthly, quarterly, and annually. We love challenges. Got one you’d like to discuss? We have a passion for moving companies from initial traction to growth at scale. Audit your key business metrics from the past 12 months. Construct “dials” that fuel predictable growth using key assumptions. Build a revenue funnel plan that aligns your teams to shared goals.
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    SmartMarina+

    SmartMarina+

    SmartMarina+

    SmartMarina+ is the only marina management solution based 100% on the Salesforce cloud. This means more freedom to manage your operations anywhere anytime, and use the full capabilities of marketing and customer service automation on the most robust platform in the world. Our interactive map makes SmartMarina+ the best marina software. Now, you can view and manage your entire slip inventory with just one click, making the reservation process incredibly easy. Never leave a slip empty again. Our calendar view feature helps in marina management by organizing your reservation schedules, optimizing your slip inventory, and increasing your revenue. Data collection is great but transforming your business requires harnessing that data. We understand that a quality marina software solution needs to push your business forward with powerful analytics and user-friendly interfaces. Our Dashboards and Reports do exactly that.
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    What-if Analysis Manager
    What-if Analysis Manager is an add-in software for Microsoft® Excel® with which you can analyze the data in your spreadsheets, in an automatic, fast and intuitive manner. Based on feedback from our users, we have made important changes compared with former versions. As a result, you will have to re-create with this version the models you created with former versions. We thank you for your understanding, as this will happen only this time and will not happen again in the future. First of all, you have to add inputs and outputs with the Manage Inputs and Manage Outputs tools. Then you can use any of the other tools.
    Starting Price: $69.95/one-time/user
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    ProductWorld

    ProductWorld

    ProductWorld

    We provide Software Development Services to clients at any stage of business, be it a startup launching their MVP, mid-size businesses developing new or existing projects or large firms maintaining and expanding their offerings. A thorough analysis happens before any code is written. We’ll clarify the market requirements, concept design, and project plan and agree on a software development methodology that suits you. This phase acts as a game plan for the rest of your project. We test your concept and assumptions and advise on complexity, architectural considerations, etc. Turn your idea into reality. When your project is defined, confirm your requirements and we’ll deliver. We’ll agree the plan and execute it for you. We’ll tailor our approach to your project and the software development methodology that works for your company. If you need to extend your development capabilities, we can supplement your existing team by providing specific roles.
    Starting Price: $499 per month
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    Investor

    Investor

    Neutron Systems

    Investor is a software for financial analysis, estimation, pricing and profit calculation of different investment strategies (Hedge, Arbitrage, Speculate, etc.) of underlying assets (stocks, currencies, etc.) and derivatives (Options, Forwards, etc.). Investor includes analysis of different combinations of Calls, Puts, portfolios of securities and Options, Spreads (Bull/Bear, Butterfly, Calendar), Combinations (Strangles, Straddles, Strips, Straps) and exact and approximate methods of Option pricing. It performs Black-Scholes analysis for European Options, analytic approximations for American Options, it constructs binomial trees. Investor's help panes describe every part of the software in detail with underlying formulas and assumptions. Investor builds graphs and allows graph dynamic interactive manipulation by changing values in text fields and sliders.
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    MultiScoring

    MultiScoring

    LAPS Consulting

    Multiscoring FinTech Solution Online decision engine. Data analysis, behavior, score. Contact Us Our solution Decision engine Validation of rules, data processing for the granting of financial products Scoring Combination of variables from different bureaus. Smart queries Integration Connectivity with different sources of information, apis, web services, webhooks, database Forms We offer white label forms for data collection. Administrative Console Analyze your results using statistical dashboards, Modify the rules and / or variables of your model. API Use our integration interface to connect different information sources, desktop solutions, webs and mobile devices. information Personal, Labor, Financial, Domiciles, Banks, Score, Identity Validation, Vehicles, Garnishments, Situations. How we work. Analysis. Developing. Production. Agree scope. Select information sources. Define the models. Adjust the rules. Develop integrations. Implement the model. Make all the settings.
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    Inpensa

    Inpensa

    Inpensa

    A holistic approach to managing the capital expenditures lifecycle process by allowing organizations to define, plan and monitor all activities in real-time through a modern platform. Inpensa ties benefit realization to business case and strategy, establishing a full life-cycle approach ideal for managing transformation initiatives for tangible results. Our connected capital planning solution eliminates manual spreadsheets, automating the end-to-end process and ensuring always up-to-date plan information is integrated with the general ledger and other systems. Manage the funding request process with intelligent data capture that guides you through the business case development, analysis, and approval process. Beyond measuring budget accuracy and delivery timeliness, our solution captures whether benefits that drive investment decisions are realized. Plan, analyze, and approve CapEx investments in one system.
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    PSS Online
    PSS publishes a state of the art portfolio selection software package PSS Release 2.0: Digital Portfolio Theory. PSS gives the investor the ability to efficiently achieve market timing and optimal diversification by applying digital signal processing to the classical Modern Portfolio Theory portfolio selection problem. The application of the mathematics of digital signal processing to financial network theory has resulted in a revolutionary new approach to risk management and portfolio selection. The addition of a time dimension to risk, allows memory to be included in the investment model. The PSS software package enables the user to find optimal diversified portfolios of investments based on systematic, unsystematic, calendar and non-calendar risk. Not only is PSS the most sophisticated large-scale portfolio optimization software but it also performs fundamental analysis as well. The software does not do any form of technical analysis or forecasting.
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    AgenaRisk
    AGENARISK uses the latest developments from the field of Bayesian artificial intelligence and probabilistic reasoning to model complex, risky problems and improve how decisions are made. You can use AgenaRisk models to make predictions, perform diagnostics and make decisions by combining data and knowledge about complex causal and other dependencies in the real world. Our clients use AgenaRisk to model a variety of problems involving risk and uncertainty including operational risk, actuarial analysis, intelligence analysis risk, systems safety and reliability, health risk, cyber-security risk and strategic financial planning. AgenaRisk designs and markets groundbreaking products using Bayesian Network technology. Our technology and accompanying methodology has been published in top academic AI, machine learning, actuarial, decision science and cognitive science journals.
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    Argo Trading Platform

    Argo Trading Platform

    Argo Software Engineering

    Are you planning to start a new crypto market, FX, commodities or stock exchange, alternative trading system, dark pool, block house, hedge fund, brokerage or HFT operations? We will be eager to help! Argo Trading Platform (ATP) is a set of high performance FinTech software components – servers, front-ends, APIs that work in concert to provide core technology for buy-side and sell-side financial institutions. ATP includes ultra-fast order management system (OMS), user friendly desktop and web-based trading screens with charting and technical analysis, algorithmic trading servers, market data distribution and historical market data facility, risk management system, high capacity/low latency matching engine with price-time priority FIFO and pro-rata matching algorithms, implied IN and OUT logic, continuous and call-action trading sessions, Trading APIs, High Frequency Trading (HFT) framework and Reliable Multicast Messaging (RMCast) system.
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    My Marina Administration
    There is a development in progress within the water sports leisure industry in which the visitor demands more and more service from a marina. With the Mobile Marina Administration the harbourmaster can rely on a tool to perform all duties concerning port management fast and easy and offer a better and faster service to the marina visitor. This way the harbourmaster can provide service to visitor with a tablet and an invoice printer and the visitor is no longer required to visit the marinaoffice to inquire for a position. In busy periods visitors can be catered to quickly and efficiently and they can in turn enjoy their valuable spare time optimally. To assist the harbor master in the changing (digital) environment the My Marina Administration software and hardware is delivered in combination with a support package. As harbor master you should be able to focus on your berth holders and passersby, Sudum takes care of the rest.
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    Focus

    Focus

    Paragon Business Solutions

    Focus is a central tool that improves model governance, transparency, efficiency and effectiveness. Focus ensures you adhere to best practice for regulatory requirements in a controlled, systemic way. Define and adhere to policy and process, with comprehensive records, reporting and remediation to help you stay on track. With easy, controlled access to all models, reports and documents and up to the minute status, tasks and actions dashboards, it also facilitates better prioritization and resource planning in a single practical solution. - Defined data and model dependencies and taxonomy - Centralised model inventory - Model risks reported and remediation plans tracked - Model lifecycle events and workflow management - Full audit trail, tracking and reporting - User configurable reporting and querying - Implementation flexibility
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    pcFinancials
    Performance Canvas Financials brings you a deep, sophisticated, and easy-to-use FP&A solution that promises to streamline and intelligently automate your entire FP&A process from end to end. Performance Canvas Financials is a unified and easy-to-use software for financial reporting & analysis, consolidation, dashboarding, budgeting & planning. It is an add-on software to your existing ERP system that will allow you to take full control of your financial planning & analysis process. Cloud Performance Canvas Financials is a solution that delivers the latest best practices in Financial Planning & Analysis through its off-the-shelf finance modules. These are prepackaged finance logic such as Cash flow, CAPEX, Consolidation among others. These best practices include Driver-based budgeting, Drag & Drop Financial Reporting, Live Financial Forecasting, Unlimited What-if Analysis, Assumptions testing, Allocations, Activity-based costing, Multiple Entities and Currency Support, etc.
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    WellArchitect

    WellArchitect

    Dynamic Graphics

    WellArchitect, developed in conjunction with Baker Hughes Company, is an advanced well planning and survey management system for integrated planning and drilling of directional wellpaths with or without earth models. Devised to seamlessly accommodate the needs of sidetracking, multi-lateral wellpaths, and re-entry drilling, WellArchitect is used at both the office and wellsite, by all personnel levels in the industry. Trajectory calculations, target erosion by positional uncertainty, reporting, plotting, and 3D visualization are all included in this package. Wellpaths can be juxtaposed against earth models, reservoir models, and more (above). Data used with permission of the owner. Combines powerful directional drilling software with advanced 3D visualization tools and optional reservoir geo-data, a major step forward for the drilling industry. Handles everything from planning and survey calculations through data management and collision-risk analysis.
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    Kamakura Risk Manager
    All major branches of risk management are dependent on the same core analytics techniques. Kamakura recognized this in 1993 when we launched our company as the world’s first vendor to provide a fully integrated enterprise risk management system. Kamakura Risk Manager (KRM) completely integrates credit portfolio management, market risk management, asset and liability management, Basel II and other capital allocation technologies, transfer pricing, and performance measurement. KRM is directly applicable to operational risk, total risk, and accounting and regulatory requirements using the same analytical engine, GUI and reporting. Kamakura’s risk management vision: completely integrated risk solution based on common assumptions and methodologies
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    Direct Claim Solution

    Direct Claim Solution

    Innovative Computer Systems

    Claims and Litigation management software for Captive or Risk Retention Group property and casualty claims. Direct Claim Solution is a complete system with claims, policy and vendor management for Self-Insured, Captive or Risk Pool programs. Offers industry specific tools for investigating and analyzing law as well as coverage. Modules for litigation management, subrogation and loss recovery as well as document management included. Merge feature makes for easy letter or email creation. For management, the robust report screen allows multi-conditional querying of claims by exposure type, state of loss, date ranges and policy issuance periods. Vendor isolation feature allows external service providers to access and populate fields in the system as needed to expedite reporting and collaborative analysis. See our website at www.directclaimsolution.com
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    Risk Shell

    Risk Shell

    ABC Quant

    Risk Shell is a SaaS risk management and portfolio construction platform for hedge fund of funds and multi-asset investment portfolios. Some of the tools that are included in Risk Shell are: • Quantitative and qualitative asset screening and manager selection • Risk analytics delivering hundreds of statistics • Macroeconomic Scenario Screening™ • Multi-statistic and traditional Peer Group Analysis • Returns-Based Analysis and Holdings-Based Analysis • Portfolio optimization incl. market-neutral portfolio builder • Portfolio What-if analysis • Portfolio marginal risk contribution • Stochastic simulation and stress testing • Risk budgeting • Performance attribution analysis, style analysis and factor analysis • 50+ interactive charts • Shadow accounting for hedge Fund of Funds • CRM & Document management • Due Diligence tools designed for hedge funds
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    Malleo

    Malleo

    Malleo

    Malleo can help you. With estimating you will know your cost at the begin. With purchasing you setup your cost and done. Manage Vendor Cost By Item/Division/Subdivision. Manage Default Vendor By Activity/Division/Subdivision. Load Estimate File And Merge It With Default Vendors And Its Cost. Estimate File Creates The Budget. Issue, Delete And Clone Purchase Order. Allow Issue PO From PO Approved Vendor PO Request. Create PO's For One Or More Invoice, Spliting It By All Or Some Lots Of A Subdivision. Lumber Price Comparison By Plan Name Or Sold Houses. Create Builder Risk Spreadsheet And Issue PO By Job. Manage Specification Level (Trim Level). Manage Plan Name Offered By Subdivision And It's Base Price. Manage Options Offered By Plan Name And It's Price. Manage Features Offered By Subdivision, Internal & Marketing.
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    Kinective ALM

    Kinective ALM

    Kinective

    Data doesn’t have to be complicated or overwhelming. Measure and manage risk while maximizing profit with Kinective’s enterprise-level data optimization platform, Kinective ALM™ (formerly OmniLytics). Measure and manage risk while maximizing profit with our enterprise-level interest rate risk management and reporting suite. • Quick, actionable insights for managing interest rate and liquidity risk with transparency into critical issues • Fully understand risk and meet Asset Liability Management (ALM) and CECL requirements with in-depth reporting and analysis • Access ALM consultants for live, in-depth analysis and recommendations • Asset liability committee training
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    RiskEdge

    RiskEdge

    Risk Edge Solutions

    Risk Edge’s “Predictive Engine” is built specifically for Commodity & Energy businesses to help you understand hidden patterns, risks, and price trends so businesses can be understood as a whole, and not just in parts! The in-built models give you a simple, never-before view of your data! RiskEdge does valuation & risk (Value-at-Risk, Expected Shortfall) calculations for all your physical and derivative positions and across counterparties. Its’ Powerful Engine delivers accurate results fast, even with computation-intensive methods like Monte-Carlo. Market Edge is an AI-driven, web-based solution to apply analytics to price data of Commodities and Energy. With Machine Learning based forecasting, advanced visualizations and loads of technical analysis indicators and their finger-tips, Market Edge gives both Traders and Risk Managers an edge over many others in the market.
    Starting Price: $35000 per year
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    zeb.control
    As diverse as zeb.control is, so are our customers. We offer banks and FinTechs as well as insurance companies individually tailored solutions in the area of control. The solutions can be operated in the cloud or on-site. The era of zero interest rate levels seems to be over, but banks are currently not dealing with an isolated and gradual rate increase. What is the total impact of these developments on European banks and how do capital markets assess the new, potential opportunities for the sector? With zeb.control, you create the basis for the efficient control of your house. From controlling income and risks from the top management's point of view to analysis and planning at customer and account level, you will be supported by the solution in an integrated form in order to fulfill a bank´s or fintech´s very own transformation functions. Our bank management system is individually adapted to your needs.
    Starting Price: $15000 one-time payment
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    Skills Caravan LXP

    Skills Caravan LXP

    Skills Caravan

    Skills Caravan is a learning experience platform that focuses on employee training and upskilling needs of an organization. · Continuous Learning Outcomes, User Engagement & Consumption Metric – Quarterly Report · Business Objectives Alignment to Skills Acquired – Quarterly Report · Learning Relevance and Completion – Quarterly Report · Value to Organization Productivity and Acceleration of Innovation – Quarterly Report · Future Skill Workforce Readiness - Annual Review · Value Realization - Cost Benefit Analysis - Annual Review · Pre-curated learning paths and journeys to ease the pressure from L&D and help them focus on more strategic work. · Reporting - Provides different reporting catering to the needs of different departments and business. For example, data visualization, engagement tracking, program value, business objectives reports. · Third Party Content Integration -It provides custom and third-party hosting space up to 200 GB free.
    Starting Price: $50 per month
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    Validis

    Validis

    Validis

    Validis are transforming how global banks, lenders and accounting firms get data from their commercial clients. Validis connects to every major cloud and on-premise accounting software package of your customer. We then extract, standardise and deliver you their accounting data in real-time. Everything from debtors, creditors, P&L, balance sheet and more, all made available to you through a simple, clear interface or a single, intelligent API. The Validis platform maps the data from the accounting software into a standardised chart of accounts; meaning that every customer’s data will be in a consistent format for underwriters, relationship managers, analysts & decision makers. We build all the key, insightful financial reports, and ratios for you and ensure they are consistently formatted, dramatically improving your speed of review and credit decisioning.
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    CondoCommunities.com

    CondoCommunities.com

    CondoCommunities.com

    CondoCommunities.com is a tech software company operating out of Toronto, Canada, developing resident and management portals unique to the condo management industry. CondoCommunities.com was founded in 2001, we can proudly say we were the first to recognize the need for a condominium management website geared towards residents, managers and the property management industry. We are a unique team of property management veterans with extensive experience in condo management, our goal is to create the best, most innovative community websites for condos around the world. CondoCommunities.com supplies condos, boards and management companies with the software tools needed to make the most of their condos on the internet.
    Starting Price: $50.00/month
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    ITEM ToolKit

    ITEM ToolKit

    Item Software

    ITEM Software is an acknowledged world leader in the supply of Reliability Software for engineering. If your business is involved with Reliability, Availability, Maintainability and Safety ( RAMS ) evaluation, you need to contact ITEM Software. We are dedicated to providing our customers with the highest standard of products and after sales service. Our products are continuously being upgraded in response to user requirements and current software technology. Support is available from experienced engineers and software specialists. We also provide training in the techniques employed in this area and the use of our software products. These analysis tools can be purchased individually, in any combination, or as a complete package.
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    FinEye

    FinEye

    FinEye

    FinEye is a bank statement analysis software built for lending, risk, and compliance teams. It converts raw bank statements into structured, analyzable data to support credit assessment, underwriting, and financial decision-making. The platform processes statements across banks and formats, identifies income patterns, liabilities, cash flow trends, and anomalies, and presents insights through clear summaries and reports. FinEye helps teams reduce manual analysis, improve consistency, and make faster, data-backed decisions using financial information.
    Starting Price: ₹45 per unit
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    Azilon Compliance Manager
    Healthcare organizations are facing significant regulatory challenges in areas like information security, privacy, reliability, and business integrity. These challenges can require major changes to their current systems and processes. Organizations must react to and plan for the increasing regulation around corporate accountability and control to meet many legal and ethical objectives. Traditional and fragmented approach is both expensive and extremely burdensome. Azilon recognizes that understanding the law and its intent is complex. An integrated approach that lays suitable emphasis on policies, business processes and IT systems will be required to ensure an optimal, cost-effective solution to compliance. Organizations must meet all of the legal and business requirements and must demonstrate during the course of operations and in doing business. Compliance cannot be achieved through the implementation of a single solution or process.
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    Windscribe

    Windscribe

    Windscribe

    Windscribe is much more than a VPN. It's a desktop application and browser extension that work in conjunction to protect your online privacy, unblock websites, and remove ads and trackers from your everyday browsing. With Windscribe, you'll never mess with confusing settings and options menus again; just turn it on on your desktop once, and it's good to go in the background forever.
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    LSO-MAX

    LSO-MAX

    Financiometrics

    The Large-Scale Optimizer™ has been developed jointly by Michael Best, Professor Emeritus, Department of Combinatorics and Optimization, University of Waterloo, and Jivendra Kale, President, Financiometrics Inc. It is an exceptionally fast quadratic optimizer for constructing long-only, long-short, and market-neutral portfolios with thousands of assets, and managing their risk relative to a normal, or benchmark portfolio. You can also use it for asset allocation, based on Markowitz mean-variance analysis.This is an unlimited version of the Large-Scale Optimizer™ that can be licensed as an app, or as a subroutine library that you can embed in your program. The Large-Scale Optimizer™ uses an active set method, which we have enhanced by using penalty function methodology, to gain dramatic increases in speed to reach a true global optimal solution for very large, real world portfolio optimization problems with variable transactions costs.
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    Fluxo

    Fluxo

    Fluxo

    Fluxo is the future of finance. Automated financial planning integrated with your business data. Financial planning with spreadsheets is a headache at best while existing alternatives are too rigid and slow. With Fluxo, you get an incredibly flexible modeling interface, integrated with your data and reports that are quick and easy to set up. Fluxo enables your team to move fast, saving time on manual tasks and enhancing collaboration. Sync your plans with your financial and operational data. Use our friendly model builder to build your financial plans. Keep your entire company on the same page with real-time collaboration and shared reports. Work as a team without having to send files back and forth. Customize beautiful reports and share them with your team, board, or investors. One financial plan can contain unlimited scenarios with different future assumptions. Start from an existing scenario and change only the assumptions you want.
    Starting Price: $125 per month
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    ATOM Syndications

    ATOM Syndications

    Financial Sciences

    ATOM Syndications automates the activities associated with administering large commercial loan or lease portfolios syndicated to institutional investors. ATOM Syndications seamlessly links with existing servicing systems and provides integrated cash management, accounting and risk support for the entire syndicated deal life cycle. ATOM Syndications includes built-in functionality for “Due To/Due From” (DTDF) controllership including real-time DTDF balance analysis and support for user-defined plans for resolving balance discrepancies. ATOM Syndications provides complete automated life cycle accounting including servicing fee liability, retained interest, fair valuation and FIN 45 accounting support for true/synthetic financial/operating leases.
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    Stock Investment Guide
    The Stock Investment Guide (SIG)™ is a powerful tool for performing comprehensive fundamental stock analysis of publicly traded companies. The Stock Investment Guide provides users with easy-to-use tools to use historical stock data to analyze historical growth trends, project earnings, and sales, and determine Buy, Hold, and Sell prices. The Stock Investment Guide (SIG) works with the internet in unique ways, using exclusive features to understand the quality of potential investments. Users can view historical price graphs, research company news, research competitors, view SEC filings, get earnings estimates, and research technical analyses on the internet. Easily share your analysis results with others using the standard .ssg data file format. You can also import .ssg data files from friends or stock club members to learn more about investing and stock analysis. Printing reports with the Stock Investment Guide is even easier.
    Starting Price: $90 one-time payment
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    HIPAAMATE

    HIPAAMATE

    HIPAAMATE

    Easy-to-use software makes HIPAA compliance fast and affordable. Everything you need in one product. Our software actively manages your office's HIPAA policies and procedures, and it even creates custom annual staff training automatically. Never pay extra for HIPAA staff training again. By far the most important HIPAA requirement, but also where offices waste the most time and energy. HIPAAMATE provides a legitimate HIPAA Risk Analysis that only takes minutes to perform, not hours. Don't figure out HIPAA requirements on your own. HIPAAMATE already knows what you must do, and when. Simply follow our lead and finish fast.
    Starting Price: $249 per year
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    Satori CCM
    SatoriCCM monitors all your transactions across your entire business to deliver a substantial and measurable return on investment. Too often, it’s only when an organization has been significantly impacted or compromised, does it places importance on CCM. This culture of avoidance and denial, or maybe just a lack of awareness that breaches or fraud might happen, leaves an organization unnecessarily vulnerable to risk. Satori Continuous Control Monitoring (SatoriCCM) is our foundational solution because it ensures total data integrity to protect businesses from unnecessary risks, costly mistakes, and fraud. The assurance of independent continuous monitoring means peace of mind for businesses with medium to high transaction volumes and/or large numbers of employees. SatoriCCM ensures exceptions are addressed in a timely manner, daily or weekly. Exceptions that are presented to the business due to an annual review may not be relevant at the time of reporting.
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    Juris Analyst

    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.
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    AKUVO

    AKUVO

    AKUVO

    Our technology and services are rooted in the latest data science applications to ensure credit unions have the right tools and technology to compete and win! Cloud-based, API-enabled comprehensive portfolio risk and delinquency management solution designed to increase understanding of risks and opportunities while reducing collection costs. Cloud-based comprehensive loan portfolio management solution to manage performance, strategy, and expected loss withholding. Advisory and supplemental support services from a team of industry experts to help your collection and origination teams reach their greatest potential. Clean, modern collector workspace, streamlined information for quick research, auto-dial capability, and standardized comments. Pre-packaged functionality, increased data history, and automated monitoring. Robust library of dashboards, surface key information, alert management tools, and deep analysis of KPI’s and behavior.
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    KOBIT

    KOBIT

    Creator's Next

    KOBIT analyzes access based on data from Google Analytics and Search Console! It is a service that automatically generates reports of analysis results and improvement proposals. Access analysis is performed based on Google Analytics and Search Console, and improvement plans are calculated based on the data. The report is generated in PowerPoint format so you can download it and edit it as is. Automatically generate reports that are convenient for problem discovery and sales / regular reports from Google Analytics. All you need is a Google account linked to Google Analytics. Furthermore, an improvement plan is calculated based on the characteristics of the analyzed data. It can also be generated and downloaded with PowerPoint for easy editing. The results of multifaceted analysis are collectively generated on a 12-page slide, but it takes 1 minute! We deliver fast and high quality reports.
    Starting Price: $50 per user per month
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    Agicap

    Agicap

    Agicap

    By centralizing your cash flows and automating tasks, Agicap allows you to focus on the essentials, analysis, and decision-making. Build your cash flow forecast and monitor the achievement of your targets. Visualize your cash position by synchronizing your bank accounts and business tools. Improve overall productivity with automated, centralized, and harmonized cash management. Use a comprehensive collaborative tool and consolidate all your data. Anticipate your cash flow at the consolidated level or entity level. Consolidate and monitor your cash flow from multiple banks, entities, and business tools with ease. Set up automated cash forecasts and explore scenarios. Create custom dashboards to improve your analysis and reporting. Let Agicap automatically categorize all your banking transactions. Monitor the differences between the actuals and the forecast in real-time. Build a reliable forecast and make fully informed decisions at the right time.
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    Calc fellow

    Calc fellow

    Calc fellow

    FX Derivatives Calculator (Pricer) The calculator was developed for importer/exporters treasuries department and CFOs. The pricer uses are: 1. Pre-execution: plan hedging operations and examine hedging strategies alternatives. See live and fair OTC premiums. 2. Post-execution stage: determining the derivatives' "fair value" for financial reporting. The calculator's greatest advantage is that it includes high-quality and up-to-date market data! Market data refers mainly to standard deviations (volatility) and interest. What can it do? * Deal Type: Forward / Call / Put * Option Class: Vanilla / Knock in / Knock out * Barrier Type: American / European * Barrier Direction: Up&In / Up&Out / Down&In / Down&Out * Payout Chart * Simultaneous pricing of up to 17 "legs" The calculator is implemented in Google Sheets. Web-based - No installation is required. It's available in all Google applets, on your computer, tablet, or cell phone.
    Starting Price: $106
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    Fiserv Financial Risk Management
    Solutions for Financial Risk Management from Fiserv support asset liability management, market risk, credit risk, liquidity risk, interest-rate risk and funds transfer pricing capabilities to give your organization a truly enterprise view of risk. Every balance sheet is exposed to risk. Since financial services professionals do not have psychic powers, you must evaluate multiple balance sheet structures under alternative interest rate scenarios. Why? Financial institutions need to understand how much risk exposure is embedded in their balance sheet. Certain balance sheet compositions perform better in rising rate environments, and others in falling rate environments. Whether you choose to actively assume financial risk for income opportunities or minimize financial risk by immunizing it, you must be able to assess the embedded amount of risk in your balance sheet. This allows your organization to adjust and/or control the risk to suit business goals and plans.
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    Snag-A-Slip

    Snag-A-Slip

    Snag-A-Slip

    Give your customers the ability to easily book a slip 24/7 with our simple and intuitive online system that seamlessly integrates with your current marina management software. Snag-A-Slip is a powerful, online tool that gives marinas the ability to take bookings online, without any hassle or expense. With Snag-A-Slip’s website and mobile app, boaters can reserve and pay for dockage on their own time, freeing them up to get out of the office and onto the docks. Your marina will get a free profile highlighting your property and its amenities. Increase exposure and only pay when a boater books a reservation at your marina. Get paid via direct deposit as soon as your customer pulls away from the dock. No holds or waiting periods. Allow us to market, book, and manage your inventory in real-time, year-round, and 24/7. You can call, email, or chat with our customer support team for immediate assistance. View, accept, or decline pending reservation requests from anywhere.
    Starting Price: Free
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    iMagic Marina Reservation
    Trying to run a tour program and want to ensure as many tourists as possible? Then you must simplify the process. Many tour operators find they run into problems that can include double bookings, leaving two customers vying for one space on your marina. Failing to track customers, making it harder to manage accounts and analyse performance. Expensive third party programs for marina reservations that take large commissions. The biggest problem for any marina is having unhappy customers. With a limited number of customers you can likely target. Simplifying the process so they can sign-up with ease and time again is essential. Therefore you need a system that allows for easy configuration to suit your marina, automates bookings, and track customers against bookings. Track reservations whilst building a clear database of previous customers, and convince them to return with the simplest, swiftest, and safest booking process possible.
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    ICE Data Derivatives
    To meet demand for quality derivatives pricing and analytics, we continually build solutions for global client needs. ICE Data Derivatives offers cross-asset analytical solutions, market data and valuation capabilities, powered by up to 16 years* of history. The commodity and energy markets cover a plethora of products, trading dynamics and varying levels of liquidity. ICE’s proprietary technology processes a broad range of market information on an intraday basis and generates theoretical prices and volatility surfaces across liquid and thinly traded markets. Supporting pre-trade price discovery and analysis, idea generation, structuring and dissemination, internal communication and trading, market risk management, real-time position management and investigation and more. Extensive catalogue of vanilla, complex and exotic structures for a wide range of markets and underlyings.
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    RiskAvert

    RiskAvert

    Profile Software

    RiskAvert is a robust risk management solution that assists financial institutions to gather and reconcile data, calculate, aggregate, and report regulatory credit, market, operational, and concentration risk in a natively integrated, yet modular environment. It covers all approaches for operational, market, and credit risk calculation allowing the bank to evolve from a standardized approach to the IRB approaches. The solution also supports XBRL validation and conversion functions for multiple taxonomies. The solution’s comprehensive cube-based MIS reporting engine fully supports market disclosure requirements, while the supervisory review is covered through a holistic stress-testing framework, as well as extensive concentration risk measures and reporting. Full coverage of the EU-CRR/CRD Regulation and its future evolutions. Credit risk capital requirements calculations according to standardized and IRB approaches.
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    TreasuryView

    TreasuryView

    emformX GmbH

    TreasuryView is a treasury management system (TMS) built for finance teams that have outgrown spreadsheets and need a reliable view of intercompany loans, bank debt, and derivatives — without the complexity of an enterprise implementation. Onboard in minutes.Simple monthly plans. Cancel anytime. The platform consolidates all debt and derivative instruments into a single reporting workspace. Built-in accuracy engine handles interest accruals, amortisation schedules, and derivative valuations automatically. Integrated market data from 30+ global sources feeds directly into the platform — giving finance teams the real-time visibility to model scenarios, spot risk exposure, and act with confidence, not just report after the fact. Finance teams typically reach functional status within hours. No IT projects. No long-term contracts. Professional-grade treasury management at mid-market scale.
    Starting Price: €250 per month
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    CashRisk

    CashRisk

    Datalog Finance

    In an environment where the market instability is a daily reality, managing financial risks is a major challenge for the treasurers. CashRisk brings an obvious and efficient answer to reach such a target. Its brand new “front to payment” approach and the total separation between decision-making, administrative and control functions, CashRisk software give all the treasury actors a thorough, reliable and completely secured management of financial transactions. The software package includes all the main market instruments (accounting, terms, derivatives, swap) to meet the expectations and functions related to Front Office, Middle Office (Risks, P&L, EMIR compliance) and Back Office (accounting and reportings) functions. CashRisk is designed with experts in treasury management, market operation management and risk management. It meets the following requirements: compliance with financial and accounting rules and standards (IAS, IFRS), respect of the tresaurers standards, audit reports.
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    RiskinMind

    RiskinMind

    RiskinMind

    RiskInMind is an AI-powered risk management platform tailored for modern financial institutions, automating critical functions like loan assessment, financial analysis, and regulatory compliance through intelligent agents. The system provides document generation capabilities, interprets unstructured data (e.g., insurance documents), and offers tools such as a financial analyst that synthesize financial reports, flag risk signals, and support decision-making. It monitors evolving risk exposure, applies predictive models, and surfaces actionable insights in real time to reduce manual workload for risk teams.
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    ResolutionPro

    ResolutionPro

    ResolutionPro

    ResolutionPro is a financial analytics library for Excel that can be used to calculate MTM and risk. Free trial available. Calculate valuations and risk characteristics for all commonly traded financial instruments including interest Rate Swap Pricing - Zero curve construction & swap valuation. Options, currency options, Equity options, Commodity options. Bond Pricing - Government & corporate bonds, and FRNs. IRO Pricing, Interest rate options, Swaptions, Caps, Floors. Exotic Options, Exotic options pricing. Utilities, accrual and data calculation, Probability & Statistics, and Rates & Discount Factors. Quick and easy derivative pricing. Perform independent valuation for trade and risk management. Incorporate derivative models into your existing systems. Run complex scenario analysis easily with Resolution's built-in Sensitivity Tool. Apply industry-standard pricing methodologies to an extensive range of instruments.
    Starting Price: $100 one-time payment
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    Develve

    Develve

    Develve Statistical Software

    Statistical software for fast and easy interpretation of experimental data in science and R&D in a technical environment. This statistical package helps with analysis and prevents making false assumptions. In short it makes statistics faster and easier, suitable for fewer experience users but advanced enough for more demanding users. Develve has no deep hidden menus, everything is directly accessible and the results are directly visible, to improve productivity. For instance, the result graphs are easily scrollable and with a click on a graph a bigger version will pop up. Develve clearly indicates when two variables are significantly different, and if the sample size is big enough to prevent false assumptions. For a Design of Experiments Develve helps to create a test matrix. When a factor is not in balance Develve will detect this. This program can help to develop a robust product with high quality, this makes Develve an excellent Six sigma toolbox.
    Starting Price: $75 one-time payment