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TrueFundManager

TrueFundManager Alternatives & Competitors

Top Alternatives to TrueFundManager

  • Quicken
  • Working Papers
  • MoneyGuidePro
  • TractionTools
  • Creditsafe

Top 20 Alternatives & Competitors to TrueFundManager

    #1
    #1
  1. Quicken

    (51)4.1 out of 5

    Quicken is a personal finance management tool that helps to organize and manage personal budgets.

    Categories in common with TrueFundManager:
  2. Quicken is a personal finance management tool that helps to organize and manage personal budgets.

    Categories in common with TrueFundManager:

    UM
    What I like best about Quicken is it really easy to learn and organize your finances. It is also compatible with my many different programs.
    #2
    #2
  3. Working Papers

    (26)4.0 out of 5

    CaseWare Working Papers is highly flexible engagement software that provides you with everything you would expect from an assurance and reporting tool plus much, much more! Engagements are planned, performed and reviewed entirely on screen, completely eliminating paper.

    Categories in common with TrueFundManager:
  4. CaseWare Working Papers is highly flexible engagement software that provides you with everything you would expect from an assurance and reporting tool plus much, much more! Engagements are planned, performed and reviewed entirely on screen, completely eliminating paper.

    Categories in common with TrueFundManager:

    SS
    I like the short cuts it allows you to use and the practicality of how everything is laid out.
    18%   of software applications aren't well liked by teams using them.
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    #3
    #3
  5. 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 TrueFundManager:
  6. 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 TrueFundManager:

    Michelle K.
    MK
    I like the ability for clients to use the sliding scale to see various results.
    #4
    #4
  7. TractionTools

    (13)4.2 out of 5

    Traction Tools is a EOS software designed to drive businesses.

    Categories in common with TrueFundManager:
  8. Traction Tools is a EOS software designed to drive businesses.

    Categories in common with TrueFundManager:

    SL
    When used correctly, Traction really helps my team stay on track during meetings and have a clear agenda each week. Everyone knows what they're responsible for to come to the meeting prepared.
    #5
    #5
  9. Creditsafe

    (12)4.0 out of 5

    The world's most used supplier of business credit reports

    Categories in common with TrueFundManager:
  10. The world's most used supplier of business credit reports

    Categories in common with TrueFundManager:

    UH
    The site's platform is easy to use, and the fact that is includes all requisite legal info is good too. Honestly the fact that it's super cheap is great, too.
    #6
    #6
  11. CCH Intelliconnect

    (11)4.5 out of 5

    Intelliconnect is a research platform that provides the tools and answers you need to help manage workflow and efficiency.

    Categories in common with TrueFundManager:
  12. Intelliconnect is a research platform that provides the tools and answers you need to help manage workflow and efficiency.

    Categories in common with TrueFundManager:

    UA
    I love how simple it is to obtain statutes/regulations and copy/paste links to these statutes/regulations so I can share them with my colleagues/superiors and spread knowledge. The document tray is...Read more
    #7
    #7
  13. Amazing Marvin

    (6)4.8 out of 5

    A highly customizable personal productivity app that lets you manage your projects, tasks and time. It combines to-do and calendar functionality.

    Categories in common with TrueFundManager:
  14. A highly customizable personal productivity app that lets you manage your projects, tasks and time. It combines to-do and calendar functionality.

    Categories in common with TrueFundManager:

    KE
    Very flexible. Customisable "smart lists" of tasks that may be selected by just about any criteria. Lots of built in "strategies" that enable you to customise Marvin to work exactly the way you...Read more
    #8
    #8
  15. ReadSoft

    (5)2.9 out of 5

    ReadSoft - Automating document driven processes in the cloud and on premise

    Categories in common with TrueFundManager:
  16. ReadSoft - Automating document driven processes in the cloud and on premise

    Categories in common with TrueFundManager:

    UM
    The format is very simple and easy to read
    #9
    #9
  17. 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 TrueFundManager:
  18. Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

    Categories in common with TrueFundManager:

    CF
    FinanceLogix is very easy to use and navigate. We are able to store all sorts of information on the platform and focus more on clients and building business.
    #10
    #10
  19. Fixed Assets CS

    (5)4.2 out of 5

    Fixed Assets CS provides you with the necessary tools to calculate and keep track of your clients' fixed asset and depreciation activity. You can enter client data, assets, and information about those assets. Fixed Assets CS automatically calculates the correct depreciation based on the asset's method of depreciation, life, and the date it was placed in service. You can then print predefined or customized depreciation worksheets, forms, and reports based on the client's activities, asset groups, locations, types, divisions, and other associations.

    Categories in common with TrueFundManager:
  20. Fixed Assets CS provides you with the necessary tools to calculate and keep track of your clients' fixed asset and depreciation activity. You can enter client data, assets, and information about those assets. Fixed Assets CS automatically calculates the correct depreciation based on the asset's method of depreciation, life, and the date it was placed in service. You can then print predefined or customized depreciation worksheets, forms, and reports based on the client's activities, asset groups, locations, types, divisions, and other associations.

    Categories in common with TrueFundManager:

    UA
    Overall, the software gets the necessities done. If you are managing multiple client's fixed assets information, it is easy to navigate to each client's detail. In addition, adding assets is pretty...Read more
    #11
    #11
  21. SWELLEnterprise

    (5)4.1 out of 5

    SWELLEnterprise is an all in one business management application that was designed to put enterprise-style functionality in the hands of solopreneurs, agencies and small teams at an affordable cost.

    Categories in common with TrueFundManager:
  22. SWELLEnterprise is an all in one business management application that was designed to put enterprise-style functionality in the hands of solopreneurs, agencies and small teams at an affordable cost.

    Categories in common with TrueFundManager:

    GB
    You get an all in one needs for business
    #12
    #12
  23. OrangeQC

    (4)5.0 out of 5

    OrangeQC is a simple web-based inspection software for cleaning companies.

    Categories in common with TrueFundManager:
  24. OrangeQC is a simple web-based inspection software for cleaning companies.

    Categories in common with TrueFundManager:

    EF
    We love the ability to oversee the fields operations and quality control.
    #13
    #13
  25. Quickbook Synchronizer

    (4)3.6 out of 5

    Synchronization of all your business accounts and invoices to keep a regular track of day to day business transactions.

    Categories in common with TrueFundManager:
  26. Synchronization of all your business accounts and invoices to keep a regular track of day to day business transactions.

    Categories in common with TrueFundManager:

    UC
    Being an account manager, I love how this lets me generate an invoice quickly without having to log into QuickBooks.
    #14
    #14
  27. 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 TrueFundManager:
  28. 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 TrueFundManager:

    UF
    i like the newsletter that is sent out annually and monthly. I like how i have access to approved articles for my clients
    #15
    #15
  29. AutoEntry

    (4)3.5 out of 5

    Automate data entry for your bookkeeping or accountancy practice.

    Categories in common with TrueFundManager:
  30. Automate data entry for your bookkeeping or accountancy practice.

    Categories in common with TrueFundManager:

    SR
    This software is very eligible its accuracy makes my work very easy, it is cheap and reliable ,its customized user.
    #16
    #16
  31. Moxy

    (3)4.0 out of 5

    Advents Moxy trade order management system is your firms command and control center a centralized platform for making and executing trading decisions quickly and confidently. With tools for portfolio modeling, rebalancing and drift analysis that feed directly into trade creation, Moxy streamlines your trading workflow while giving you control and visibility across the entire process, from asset allocation through settlement.

    Categories in common with TrueFundManager:
  32. Advents Moxy trade order management system is your firms command and control center a centralized platform for making and executing trading decisions quickly and confidently. With tools for portfolio modeling, rebalancing and drift analysis that feed directly into trade creation, Moxy streamlines your trading workflow while giving you control and visibility across the entire process, from asset allocation through settlement.

    Categories in common with TrueFundManager:

    Sourabh B.
    SB
    Its is easy to rebalance portfolio using a model portfolio. I like that you can send trades via Fix messaging and also access dark pool liquidity.
    #17
    #17
  33. MS Project Jira Connector

    (3)4.7 out of 5

    Advaiya has created Agile Jira connector that syncs the Epic, Stories, Tasks, Subtasks and Bugs in Jira and MS Project Pro. The connector allows project managers and executives to get better insights into the agile managed projects.

    Categories in common with TrueFundManager:
  34. Advaiya has created Agile Jira connector that syncs the Epic, Stories, Tasks, Subtasks and Bugs in Jira and MS Project Pro. The connector allows project managers and executives to get better insights into the agile managed projects.

    Categories in common with TrueFundManager:

    Elizabeth J.
    EJ
    This is the best ever! MS Project Jira Connectier is the best
    #18
    #18
  35. ApprovalMax

    (3)3.2 out of 5

    ApprovalMax is a cloud-based approval workflow solution for finance and accounting.

    Categories in common with TrueFundManager:
  36. ApprovalMax is a cloud-based approval workflow solution for finance and accounting.

    Categories in common with TrueFundManager:

    UL
    When items are pre-populated it makes it very easy to load documents for approval.
    #19
    #19
  37. Trading and Matching Technology

    (3)4.7 out of 5

    Nasdaq's matching technology provides execution venues of all sizes with reliable, comprehensive, multi-asset capabilities to keep pace with ever-changing market requirements. The functionally-rich platforms support trading in any asset, anytime, anywhere and are both scalable and flexible to adapt as your firm expands into new asset classes or looks to offer additional services. Additionally, Nasdaq solutions offer the ability to trade multiple asset classes within a single solution, reducing the cost and technological complexity of your trading operation.

    Categories in common with TrueFundManager:
  38. Nasdaq's matching technology provides execution venues of all sizes with reliable, comprehensive, multi-asset capabilities to keep pace with ever-changing market requirements. The functionally-rich platforms support trading in any asset, anytime, anywhere and are both scalable and flexible to adapt as your firm expands into new asset classes or looks to offer additional services. Additionally, Nasdaq solutions offer the ability to trade multiple asset classes within a single solution, reducing the cost and technological complexity of your trading operation.

    Categories in common with TrueFundManager:

    UG
    The support Nasdaq created for all mobile platforms such as the iPhone and Android phones.
    #20
    #20
  39. Excel Transactions

    (3)4.5 out of 5

    SaasAnt Excel Transactions lets you import, export, and delete your XLS/XLSX/CSV file transactions easily and quickly in QuickBooks Online.

    Categories in common with TrueFundManager:
  40. SaasAnt Excel Transactions lets you import, export, and delete your XLS/XLSX/CSV file transactions easily and quickly in QuickBooks Online.

    Categories in common with TrueFundManager:

    MW
    The set up of the software and flow is simple. It is ascetically pleasing, clear description. SaasAnt saves me hours of work by giving me the ability to import list, bank statements, credit card...Read more