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Find 20 competitors in the Investment Portfolio Management Software. Compare other SaaS such as FINBOA, nBanks and BankBI. These Sharesight competitors have raised $9.8M and together serve more than 510.1K customers and employ over 340 team members.
Investment Portfolio Management Software
FINBOA provides a SaaS automation platform that helps banks track disputes and improve customer experience.
Investment Portfolio Management Software
Driven by the strong desire to strengthen exemption, transparency, and simplicity in financial activity, nBanks was born. The financial management software that aggregates essential banking services so that all companies, accountants, and business advisors, can save more resources and time. Our mission is to transform the financial management of all types of businesses, with exempt, clear and centralized information, simplifying accounting processes and simultaneously impact positively on the environmental economy with disruptive and accessible technology for everyone. This is independent Open Banking! This is nBanks!
Investment Portfolio Management Software
Our vision is a world where CFOs and CEOs in banks and credit unions can use accurate, up-to-date information to make decisions. Our mission is to alleviate the pressure on finance professionals by removing laborious, manual work and providing access to information that helps people work more effectively, whenever and wherever it’s needed. We’re very much ‘on mission’. Through a combination of experience and our automated financial and banking performance management software, we’ve helped customers transform raw data into the daily, relevant business insights that drive success. We now have over 60 customers in over 40 countries benefiting from a software-as-a-service model deployed via Microsoft Azure.
Investment Portfolio Management Software
Prisma Campaigns is a marketing automation platform that connects with your data to create and deliver hyper-personalized campaigns across your bank or credit union's channels. We’re specifically designed for financial institutions and offer a true omnichannel solution that doesn’t stop at email—we also integrate with your digital channels, online banking, and mobile app. Personalization is a key driver of share of wallet and loyalty, and we keep it simple. Prisma integrates with 20+ tech solutions to leverage investments you've already made. And when you’re ready, we bring in machine learning algorithms and a powerful workflow builder so you can make your conversions 100% digitally. We’re trusted by 30+ banks and credit unions with $100M - $9B in assets such as Star One, IDB Global, Credit Union of Colorado, and Santander to create personalized, omnichannel experiences and increase conversion rates. Let’s do the same for you!
Investment Portfolio Management Software
Mira Technologies is a global software company based in Ikeja, Lagos, Nigeria. The company was founded by IT professionals who are driven by the need to provide the best software solutions at the most affordable prices for businesses both in Nigeria and beyond. We develop software for the companies in Lagos, Nigeria and beyond, and we believe our software is best because we apply proven technologies in our design, we are part of the system, and we understand their needs. We also work hard to implement features to meet international standard. We have designed and developed a number of software products. These products are owned, marketed, maintained and supported by our company. The products are: Accsiss eBs: This is our flagship accounting software. The Accsiss eBs accounting software is a web application that can be deployed across a local intranet or on the cloud. It is robust and suitable for companies with multiple branch networks. The software can be accessed on both PCs and mobile devices. Being a web application, it is accessible across different platforms. We also provide the software to users on subscription basis. accsiss eBs is good for both small and large companies. Mira HPro: This is our hospital management software. Mira HPro, as a hospital software is feature-rich and serves a comprehensive solution for all hospital operations. Large and small hospitals can use the software. The features include: modules for HMOs, HMO tariffs and automated billing; out-patient and in-patient; diagnostics and procedures; maternity; pharmacy and inventory; Doctor's consultations; accounts; HR; and comprehensive reports. Sysbanker EE: This is our microfinance banking software. Sysbanker EE is a robust microfinance banking software with modules that implement the processes of microfinance banking. The software also provides interfaces that are integrated with third party e-payment operators for e-banking. Accsiss hBs software for hotel management And others.
Investment Portfolio Management Software
Fintica AI is an Israeli Fintech & Deeptech company that is building next generation Autonomous AI for global capital markets. The firm develops unique AI ...
Investment Portfolio Management Software
Market Network platform with embedded finance to digitize the fit-out process for commercial and industrial spaces, covering the €1.2Trillion market gap
Investment Portfolio Management Software
Dimply has built a platform that enables financial institutions build fully branded and compelling fintech solutions, that can harness all the data in their partners’ ecosystem, and then intelligently surface relevant and personalised experiences that adapt to a customer’s changing circumstances. Our mission is to help people think and feel better about money, and in doing so, power a healthier financial future for them, and for the world.
Investment Portfolio Management Software
Operator of a digital platform offered to provide financial forecast services. The company's platform provides cloud-based personal finance services that provide forecasts, allowing users to test different economic scenarios and experiment to make long-term suitable choices.
Investment Portfolio Management Software
SaaS, Expense Management, AI, Expense Management Software, and FinTech
Investment Portfolio Management Software
Provider of an online payment processing platform intended to create the perfect global risk-free solution. The company's platform focuses on platforms that process ticket payments for sporting events, donations for non-profit organizations and rent for property managers to facilitate merchant accounts in white label from within site, process transactions, split payments, pay commissions and provide reporting, enabling clients to digitally receive payments in a fast, easy and most secure way.
Investment Portfolio Management Software
...lead complex projects from concept to execution — with deep expertise in software engineering, product design, AI /ML, QA automation, and cloud architecture. 🔍 Focus Areas: National-scale digital platforms A I- driven enterprise applications Transportation and smart city infrastructure Fintech and insurtech digital...
Investment Portfolio Management Software
Polonious is a world-class IT solution founded in 2004 by Alastair Steel and Stuart Guthrie on the mission to enable investigation units, SIUs and investigation companies to maximize efficiency and effectiveness. This mission has since been applied to other use cases including HR investigations, banking, and education. This proven and time-tested system has provided clients with enormous gains in productivity, helped them create metrics and standards within their organization, and ultimately led them to achieve their organizational goals. Polonious is a secure, extremely flexible and highly configurable solution, with a quick implementation cycle and a quick ROI. The system includes features such as process centrism, workload management, reporting, dynamic dashboards, case reports, integration and more. These features have helped clients experience large improvements in turnaround times, personnel and resource management, evidence and document management, lead tracking and reporting. Driven by their passion for improving investigation organizations, the team work collaboratively and use their vast levels of experience in the field to provide their clients with a system that is unique to their specific needs and organizational objectives. Since launching Polonious over a decade ago, the company has expanded Australia-wide and into the UK and US with hundreds of clients, 11000+ daily users and 40,000+ monthly cases. To find out how Polonious can help your team visit https://polonious-systems.com/
Investment Portfolio Management Software
Satuit Technologies is fiercely focused on delivering quality software solutions to buy-side financial customers. That focus produces products that are easily implemented, scalable, and fully customizable within our clients' highly specific use cases. Our customers within the asset management, hedge fund, wealth management, and private equity, spaces partner with us to collect and secure highly sensitive, mission critical data. From there, Satuit Technologies provides the tools to analyze, export, and create customized reports. Whether tracking sales metrics, analyzing risk potential, distributing investor communications, or prospecting new opportunities, Satuit Technologies offers the flexibility to solve all of your teams’ unique challenges in one software application. As we continue to innovate and improve our products, it will be with a singular focus and unrelenting mission: To be the premier software solutions provider for buy-side financial companies.
Investment Portfolio Management Software
Apxium delivers an entire financial technology (FinTech) toolkit, purpose-built for accounting firms to solve their most complex pain points around accounts receivable, compliance and collecting payments. APXIUM COLLECT: Automates the entire accounts receivable process. Accounting firms simply approve an invoice, and Apxium does the rest to ensure the firm is paid. Once approved, Apxium sends the invoice and offers the payer multiple payment options, including deposit/part payments and instalment arrangements. Apxium then collects and processes the payment before automatically sending the client a receipt and reconciling the payment into the firm’s Practice Management Software – all without any manual intervention whatsoever. Read more: https://www.apxium.com/collect-overview/ APXIUM MONEY: Professional fee funding for accounting firms. The solution is offered direct via the invoice, enabling accounting firms to offer their clients up to 12 months financing terms. Apxium will fund 100% of each invoice amount directly to the accounting firm, and administer the entire process. Get in touch to find out more: https://www.apxium.com/contact AUDIT SAFE: Audit Safe completely replaces tax audit insurance, empowering accounting firms to deliver a prepaid compliance service instead. Firms earn an annual subscription fee from their clients in return for covering them in the event of an unforeseen ATO enquiry. Firms that use Audit Safe earn 4-6x more income than selling tax audit insurance. Audit Safe automates the process and provides all the legal and compliance disclosure documents. Read more: https://www.apxium.com/auditsafe-overview COMPANY RENEWALS: Smart payments technology for accounting firms to ensure their clients never pay ASIC late fees ever again by: 1) automating the payment of annual ASIC entity renewals fees; and, 2) collect their annual agency fees for providing ASIC secretarial services. Watch here: https://companyrenewals.com
Investment Portfolio Management Software
Experience the power of our comprehensive suite of next-gen payment solutions. From developing to testing, deploying to managing, and extending your electronic payment services, our innovative, cloud-based platform ensures security and flexibility every step of the way. Join us today and revolutionize your payment experience. We are all about providing financial institutions with the confidence to move quicker, be more flexible and stay secure. Our solutions represent a new generation of software for payment industry, developed with the needs of modern businesses in mind; adaptable, customizable, affordable and easy to set up and use.
Investment Portfolio Management Software
At Wealth AI , we stand as industry leaders, dedicated to the transformative potential of AI in wealth management. Our core mission is to democratize access to personalized, cost-effective wealth management solutions, ushering in a new era of financial empowerment. Our cutting-edge AI -driven wealth management platform...
Investment Portfolio Management Software
Apxium delivers an entire financial technology (FinTech) toolkit, purpose-built for accounting firms to solve their most complex pain points around accounts receivable, compliance and collecting payments. APXIUM COLLECT: Automates the entire accounts receivable process. Accounting firms simply approve an invoice, and Apxium does the rest to ensure the firm is paid. Once approved, Apxium sends the invoice and offers the payer multiple payment options, including deposit/part payments and instalment arrangements. Apxium then collects and processes the payment before automatically sending the client a receipt and reconciling the payment into the firm’s Practice Management Software – all without any manual intervention whatsoever. Read more: https://www.apxium.com/collect-overview/ APXIUM MONEY: Professional fee funding for accounting firms. The solution is offered direct via the invoice, enabling accounting firms to offer their clients up to 12 months financing terms. Apxium will fund 100% of each invoice amount directly to the accounting firm, and administer the entire process. Get in touch to find out more: https://www.apxium.com/contact AUDIT SAFE: Audit Safe completely replaces tax audit insurance, empowering accounting firms to deliver a prepaid compliance service instead. Firms earn an annual subscription fee from their clients in return for covering them in the event of an unforeseen ATO enquiry. Firms that use Audit Safe earn 4-6x more income than selling tax audit insurance. Audit Safe automates the process and provides all the legal and compliance disclosure documents. Read more: https://www.apxium.com/auditsafe-overview COMPANY RENEWALS: Smart payments technology for accounting firms to ensure their clients never pay ASIC late fees ever again by: 1) automating the payment of annual ASIC entity renewals fees; and, 2) collect their annual agency fees for providing ASIC secretarial services. Watch here: https://companyrenewals.com
Investment Portfolio Management Software
Satuit Technologies is fiercely focused on delivering quality software solutions to buy-side financial customers. That focus produces products that are easily implemented, scalable, and fully customizable within our clients' highly specific use cases. Our customers within the asset management, hedge fund, wealth management, and private equity, spaces partner with us to collect and secure highly sensitive, mission critical data. From there, Satuit Technologies provides the tools to analyze, export, and create customized reports. Whether tracking sales metrics, analyzing risk potential, distributing investor communications, or prospecting new opportunities, Satuit Technologies offers the flexibility to solve all of your teams’ unique challenges in one software application. As we continue to innovate and improve our products, it will be with a singular focus and unrelenting mission: To be the premier software solutions provider for buy-side financial companies.
