Top FundPanel Alternatives, Competitors & Similar Software

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HealthView Services (HVS) is one of the only firms in the country that builds solutions for both the healthcare and financial services industries to address out-of-pocket health care costs that individuals will face during retirement. HVS was founded in 2008 by a team of experienced executives who identified a serious deficiency in financial planning in relation to retirement planning. In order to fill this void, HVS founders employed a group of expert physicians, experienced actuaries, and healthcare industry programmers to develop the HVS RetireMark Planning System. At its core, RetireMark is a combination of financial planning and health-risk assessment tools that provide financial institutions, independent advisors, and healthcare related firms with web-based reports. These customized reports project personalized out-of-pocket healthcare costs, life expectancy, and the Income Floor—a sophisticated and revolutionary approach to income distribution for retirement protection. HVS’s product offerings can be customized to meet each institution`s exclusive needs and be seamlessly integrated into existing marketing and branding platforms. In addition to the software, HVS provides clients with training programs, seminars, and customized presentations in order to expand sales and grow revenues.

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We believe that the best long-term outcomes come from an accurate understanding of reality. This principle is at the core of everything we do. Hence, our solutions enable you to skillfully navigate investment markets by accurately simulating and analyzing their many complex nuances. Fortitudo Technologies offers novel investment software as well as quantitative and digitalization consultancy to the investment management industry. We develop environmentally friendly solutions in close collaboration with institutional investors and run our code on some of the world’s cleanest cloud servers. The Investment Simulation module enables you to generate accurate simulations of investment markets including their many nuances related to skewed, fat-tailed distributions and nonlinear, nonmonotonic dependencies. The Investment Analysis module contains all the technologies that you need to make sense of complex market simulations, discretionary views, stress-tests, advanced portfolio constraints, derivative instruments and transaction costs. You can get an introduction to some of our methods by exploring our open-source Python package: https://github.com/fortitudo-tech/fortitudo.tech

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The London AI Hub is a co-working space and community for all AI stakeholders – entrepreneurs, technologists, researchers, industry leaders, policymakers, and investors – to connect and drive AI advancement in the UK and beyond, fuelling collaborative innovation, furthering investment, shaping policy, developing...

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Check-it is an online reconciliation tool for accountants and financial managers based on an account aggregator. It automatically downloads banking information, reconciles bank statements and exports the data to any ERP. Check-it is an online tool for business and accountancy firms that allows to automate the process of bank reconciliation and export the data to the accounting software: - It is based on an account aggregator that compile information from different accounts into a single platform - It connects with the client's ERP to get company’s chart of accounts. - It reconciles automatically, matching bank statements and accounts. - And it exports the data to the ERP It is an easy, fast and reliable way to do the bank reconciliation

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Switch provides the technical infrastructure for transaction orchestration across the entire payments value chain. We believe in the power of networks as a way to unlock additional value, so we’re committed to support projects that require interaction between multiple participants. We’ve been working with some of the largest online businesses in the World to help them scale their payment operations, by connecting with relevant financial institutions across multiple geographies, rolling out innovative products and developing enterprise-level financial applications.

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Somos una Fintech con sedes en Medellín, Colombia y California, Estados Unidos ¿Qué hacemos? Contamos con un software de enrolamiento digital de clientes, core de administración de crédito y cobranza. Lo alquilamos. Para cerrar el ciclo de vida de un crédito, digitalizamos y automatizamos la cobranza para que sea un proceso eficiente y económico, que permita viabilizar procesos jurídicos masivos para montos de crédito bajos. Cobramos digitalmente.

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Cloud9Trader is a web-based framework for developing algorithmic trading scripts, enabling you to turn your trading strategies into effective and profitable algorithms and trade them live with your broker. You develop trading algorithms directly in the browser with the help of our simple, effective JavaScript API. You then backtest on our powerful cloud servers against every tick of actual historical price data so you can be completely confident in your algorithm’s performance before trading live. Also incorporated is an optimization framework for determining an algorithm's most profitable parameter set for any given market conditions and a rich interface for monitoring performance in live trading, complete with full logging, analytics and beautiful charting. We have a range of built in technical indicators that you can use in your algorithms or plot onto charts to aid in analyzing the market. If you have specific requirements, Cloud9Trader also includes a full suite to write and test your own indicators. You can either connect the platform live to your broker for streaming prices and trade execution, or practice with a demo account where you can trade like-for-like against foreign exchange pairs, stock indices, metals and commodities. If algorithmic trading isn't for you, additionally included is a clean, intuitive, low latency HTML5 platform for discretionary trading where you can stream live price updates, browse live updating price charts and track all of your positions. Trading foreign exchange and/or contracts for differences on margin carries a high level of risk, and may not be suitable for all investors. The possibility exists that you could sustain a loss in excess of your deposited funds and therefore, you should not speculate with capital that you cannot afford to lose.

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We target decision making businesses which consult, incubate, mentor or manage a portfolio of clients/projects/startups, primarily consulting firms, corporate innovation units, accelerator and incubators and investors. Our strategic partnership with BCG Digital Ventures proves the substantial demand. Decision Maker and projects alike are looking for processes and tools that allow users without a financial background to focus on creating and discussing realistic business models – accurately and quickly – while presenting information in an investor friendly format. Having access to better revenue models, benchmarks and standards, any business wants to (1) discuss business reality backed by true-to-life assumptions and benchmarks (2) take wiser investment decisions at every stage taking unit economics into account (3) increase planning efficiency by taking data-based decisions early in the process (4) improve ongoing board communication by using smart reporting and engagement processes (5) gain long term insights by using the same structures and metrics for their entire portfolio Lean-Case provides a Business Planning Workspace that is built from the ground up for any corporation and its projects, for any consulting company and its clients and for any investor and its portfolio companies to apply a standard approach to modeling, planning and tracking also enabling access to benchmarks. Going forward, we have strategically teamed up with BCG Digital Ventures turning Lean-Case into a powerful consulting service – significantly better and different to any other alternative.

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Adviser CRM is packed full of features to help you to build a better business. We are an independent CRM Provider and are not owned by, or exclusive to any financial services group. Adviser CRM is fully customisable and flexible enough for any Insurance and Mortgage Adviser business. If you would like to discuss any customisations, please contact our team.

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The OS for financial advisors

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AI-powered investment due diligence

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.... We're actively on the lookout for partners and investors - so if you're interested in being part of Originn AI , please reach out at [email protected].

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Checkflo, a division of Payflo Inc, is a cloud-based platform and fulfillment center that offers on-demand check and document printing and disbursement services to businesses of all sizes in the United States and Canada. With our easy-to-use platform, businesses can send standard or custom check payments from multiple bank accounts without the need to pre-fund their account or transfer money prior to check fulfillment. At Checkflo, we understand that handling paper check processing can be a daunting task. That's why we've modernized checks and automated the printing and delivery process, allowing businesses to easily and securely send out their payments on time, every time. We take security seriously at Checkflo. Our platform is SOC 2 and HIPAA compliant, ensuring that your data and payments are secure. We partner with industry leaders like QuickBooks, XERO, and more for seamless payment processing. With Checkflo, businesses can: 1- Save time and money with our on-demand check printing and disbursement services. 2- Easily send standard or custom check payments from multiple bank accounts without pre-funding. 3- Enjoy a hassle-free payment process with our intuitive and user-friendly platform. 4- Access detailed reports and tracking to gain valuable insights into their payment processes. In short, Checkflo is the ideal solution for businesses looking to simplify their payment processing. Our platform is designed to ensure timely and accurate payments for businesses and accounting firms across the United States and Canada. Whether you're a small business or a large corporation, Checkflo is here to help you streamline your payment processing and improve your cash flow.

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Accend accelerates onboarding and KYC reviews for fintechs and banks

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PitchPilot is the world's first AI platform that helps startups fundraise on auto-pilot. Optimize your pitch deck, search 55,000+ investors of all stages, and automatically apply to each one with a single click.

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Investing in the AI x Energy Nexus

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Fundr is a rapidly expanding alternative financing company located in New York City and Miami, FL. We specialize in providing financing to small business owners throughout the U.S. As a direct funder, we have the flexibility and speed to provide financial products to cater to each of our client’s needs.

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You have the business. We have the network and curriculum to get you funded. With currently over 225 VC partners, 75% of our graduates receive termsheets by the end of the program. Join our 12-week accelerator program for high-potential female and underrepresented founders to get investment ready. We are female founders, and we have experienced first hand the pains of raising funds and taking our company to the next stage. This is why we have created a 12 week hands-on programme for high-potential female founders. Our expert-led curriculum teaches you how to pitch effectively, negotiate powerfully, and put your business in the best possible position for funding success. We then give you access to a network of investors seeking startups just like yours. Throughout the programme you’ll have world-class mentorship, a supportive and engaged community, and a unique hands-on practice program to get you investment ready. Startups founded by women receive less than half as much funding as male-founded startups while generating more than twice as much revenue per dollar invested (BCG). Data shows that a warm introduction to a VC is 13 times more likely to lead to an investment than a cold pitch, but women are far less likely to have a warm introduction than all-male teams. Female founders are strong, capable, and good for business – but they’re not getting the help and resources they need. We’re here to bridge that gap.

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Investing app for Muslims

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Investment super app for Latin America