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ORMS

ORMS Alternatives & Competitors

Top Alternatives to ORMS

  • Accounting CS
  • MicroAcquire
  • Joist
  • MoneyGuidePro
  • HomeBudget

Top 20 Alternatives & Competitors to ORMS

    #1
    #1
  1. Accounting CS

    (22)3.5 out of 5

    Accounting CS puts your write-up, trial balance, payroll compliance, and client accounting software on a single platform, creating powerful connections between clients, information, and applications.

    Categories in common with ORMS:
  2. Accounting CS puts your write-up, trial balance, payroll compliance, and client accounting software on a single platform, creating powerful connections between clients, information, and applications.

    Categories in common with ORMS:

    UA
    Dashboard is easy to use with good access to most functions used in the software, being able to set up custom report profile is nice so you don't have to re-create them every time.
    #2
    #2
  3. MicroAcquire

    (22)4.9 out of 5

    MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.

    Categories in common with ORMS:
  4. MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.

    Categories in common with ORMS:

    Matt P.
    MP
    I liked: - How helpful Andrew, the founder of MicroAcquire was in getting us set up for success, building out our profile, and marketing it to his buyer base. - How much interest we had. We...Read more
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    #3
    #3
  5. Joist

    (21)4.0 out of 5

    Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.

    Categories in common with ORMS:
  6. Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.

    Categories in common with ORMS:

    Brandon B.
    BB
    My favorite feature is being able to see when a customer has looked at an estimate or invoice you sent them.
    #4
    #4
  7. MoneyGuidePro

    (17)4.1 out of 5

    Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    Categories in common with ORMS:
  8. Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    Categories in common with ORMS:

    Joel S.
    JS
    I think the data entry format is excellent. It is designed to be very user friendly and client focused
    #5
    #5
  9. HomeBudget

    (17)4.0 out of 5

    HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.

    Categories in common with ORMS:
  10. HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.

    Categories in common with ORMS:

    UF
    Being able to plan for your financial future is priceless and homebudget makes this possible
    #6
    #6
  11. Simple

    (15)4.4 out of 5

    With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.

    Categories in common with ORMS:
  12. With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.

    Categories in common with ORMS:

    UR
    I liked the application and website. Their customer service representatives were great at first.
    #7
    #7
  13. LendingClub

    (12)3.1 out of 5

    Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.

    Categories in common with ORMS:
  14. Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.

    Categories in common with ORMS:

    UU
    The thing i like the most is that you can get funds needed and make monthly payments.
    #8
    #8
  15. Covisum Social Security Timing

    (8)4.7 out of 5

    Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

    Categories in common with ORMS:
  16. Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

    Categories in common with ORMS:

    Harry K.
    HK
    It's both flexible and versital. I have not only used it to enlighten countless clients, but it also guided my wife and me in our decision on how and when to time our SS filings in order to...Read more
    #9
    #9
  17. Square Deposits

    (7)4.9 out of 5

    Fast deposits come standard. When you take a payment with Square, you get your money in your bank account in one to two business days. Unlike with many other payment processors, this comes standard—no extra fees required.

    Categories in common with ORMS:
  18. Fast deposits come standard. When you take a payment with Square, you get your money in your bank account in one to two business days. Unlike with many other payment processors, this comes standard—no extra fees required.

    Categories in common with ORMS:

    Ashley P.
    AP
    Square offers instant deposits which makes life super easy. No waiting period. They also will offer capital based on your behavior. It’s definitely helped with growing the business. Square has a...Read more
    #10
    #10
  19. Workplace

    (7)4.3 out of 5

    Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry.

    Categories in common with ORMS:
  20. Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry.

    Categories in common with ORMS:

    UC
    I enjoy having a social platform to interact with coworkers
    #11
    #11
  21. Firm58

    (7)4.1 out of 5

    Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.

    Categories in common with ORMS:
  22. Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.

    Categories in common with ORMS:

    AF
    Firm58's customer service is excellent. The user interface is clean and fairly intuitive with plenty of functionality.
    #12
    #12
  23. fi360 Toolkit

    (6)4.3 out of 5

    The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

    Categories in common with ORMS:
  24. The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

    Categories in common with ORMS:

    UF
    11 criteria and it is very simple and straight forward to use. The reports are very easy to use. The client is able to understand it easily. In the future we may add the benchmarking feature.
    #13
    #13
  25. Square Capital

    (5)4.8 out of 5

    For eligible Square sellers, Square Capital offers exclusive access to business loans to grow your business. Whether it’s payments or funding, Square is your trusted financial partner at every step.

    Categories in common with ORMS:
  26. For eligible Square sellers, Square Capital offers exclusive access to business loans to grow your business. Whether it’s payments or funding, Square is your trusted financial partner at every step.

    Categories in common with ORMS:

    UC
    Very user friendly and a must have for any small business for sales with the general public.
    #14
    #14
  27. Tax Clarity

    (5)4.8 out of 5

    Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way.

    Categories in common with ORMS:
  28. Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way.

    Categories in common with ORMS:

    UF
    Calculating a prospects taxes in retirement. Showing how Roth IRA conversions can lower their taxes.
    #15
    #15
  29. Logix Financial Planning

    (5)3.5 out of 5

    Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

    Categories in common with ORMS:
  30. Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

    Categories in common with ORMS:

    Jack D.
    JD
    Social security optimization, summary showing difference between what you are saving now and what you need to save, net worth statement
    #16
    #16
  31. Personal Capital Financial Software

    (4)5.0 out of 5

    Financial tools dashboard to monitor your net worth, manage your investment portfolio.

    Categories in common with ORMS:
  32. Financial tools dashboard to monitor your net worth, manage your investment portfolio.

    Categories in common with ORMS:

    Lester H.
    LH
    I have used the top personal finance software for over twenty years. I switched to this app two years ago and have never looked back. It is great!
    #17
    #17
  33. Broadridge Advisor Portal

    (4)4.1 out of 5

    Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

    Categories in common with ORMS:
  34. Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

    Categories in common with ORMS:

    UF
    Information is live and accurate, I can always rely on it.
    #18
    #18
  35. Equifax BusinessConnect

    (3)3.5 out of 5

    BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform.

    Categories in common with ORMS:
  36. BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform.

    Categories in common with ORMS:

    UR
    The automatic credit decisions and the ability to track resolutions of cases.. It make it easier to compare data and everything is located on one platform.
    #19
    #19
  37. Clari5 EFM

    (3)3.5 out of 5

    Acclaimed real-time, cross-channel enterprise product that helps banks combat financial fraud and anti-money laundering.

    Categories in common with ORMS:
  38. Acclaimed real-time, cross-channel enterprise product that helps banks combat financial fraud and anti-money laundering.

    Categories in common with ORMS:

    BS
    Very organized and very easy to use. You have everything setup in very short period of time. Have new hires adapt very quick as well
    #20
    #20
  39. Naviplan

    (3)4.5 out of 5

    Financial planning application

    Categories in common with ORMS:
  40. Financial planning application

    Categories in common with ORMS:

    Samantha F.
    SF
    I've been using Naviplan for about 6 years now and it has come a long way. It is an incredibly in depth financial planning tool that has an abundance of tools and reports including Monte Carlo. It...Read more