Top 10 Alternatives to RightCapital Recently Reviewed By G2 Community
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Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future.
Workiva (NYSE:WK) Wdesk is a cloud-based productivity platform for enterprises that collect, link, report, and analyze business data with control and accountability.
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world. Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies. And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
Workday Financial Management is native cloud and AI powered solution built on a global foundation designed to enable Accounting teams to operate with greater productivity, superior insights, and adapt to changing business needs. With AI embedded throughout, it super charges financial business processes like record to report and opportunity to cash while strengthening internal controls, and enabling consistency across global operations. Powered by an in-memory architecture and object data model, Workday provides a single system for transaction processing, multidimensional reporting, consolidation, planning, and compliance - all through a consistent user experience on both desktop and mobile devices. Key feature areas: Accounting and Finance; Accounting Center; Audit and Internal Controls; Reporting and Analytics; Global Financial Reporting and Consolidation; Financial Planning; Projects; Expenses; Procurement; Inventory; Grants Management; and Project Billing.
Share access to your latest business numbers with your team and your accountant so everyone is up to speed with Xero. From work, home or on the go.
Grow more. Waste less. Ramp started out as a better corporate card with spend management software designed to help companies spend less, not more. Since then, the platform has grown to help modern businesses run all aspects of their finance operations, including expense management, accounts payable, procurement, accounting automation, and more. Through it all, our core mission is unchanged: save time and money for our customers to help them build more successful, profitable businesses.
FreshBooks is perfect for freelancers, creatives, agency owners, and businesses with employees and contractors. Try FreshBooks free for 30 days.
Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $21+ Billion in retirement AUM, we’re a partner your business can rely on. Discover a better way to 401(k) today.