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79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is TERA and how does it work?
TERA software is a platform used to monitor your expenditure and spending with configurable budget controls. Configure automation rules with secure data usage using AML and fraud detection. Collaborate with stakeholders with roles and responsibilities to create customizable reports via dashboards. Small, Medium and Large companies make use of the software.
Read moreSW Score Breakdown
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is MoneyGuidePro and how does it work?
MoneyGuidePro is a sophisticated financial solution for advisors looking to provide their clients with tailored service and support. With the client in mind, MoneyGuidePro empowers advisors to better understand each individual's needs and obligations. Through powerful data gathering algorithms and smart assumptions, advisors are enabled to create comprehensive plans that can be adjusted as reality changes over time. From life insurance planning to retirement income analysis, MoneyGuidePro puts sophisticated tools at an advisor’s fingertips – giving them the insights and abilities they need to help guide their clients through the complexity of today’s financial environment. With MoneyGuidePro®, professionals can make informed decisions with confidence, allowing them to offer superior advice and unparalleled service.
Read moreSW Score Breakdown
83% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is eCons Direct and how does it work?
eCons Direct enables quick line by line financial consolidation with intelligent management reporting and analysis. It provides flexible and customizable services like Fully Outsourced Model, Everything yourself model, Software as a service model.
SW Score Breakdown
82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is StyleAnalytics and how does it work?
StyleAnalytics is a style factor and ESG analyser that has recently emerged as a go-to for institutional investors and managers. It is a globally leading provider of reporting, investment analytics & essential data and research solutions alike. Its various products have been designed keeping the focus on style factor analysis, improving portfolio outcomes by targeting specific drivers of return and differentiation while letting diversification stay intact. These products make analysing style factors much easier. A portfolio analyser helps differentiate strategies according to style factor analysis. Moreover, identifying fund risks and exposure to ESG becomes extremely convenient with ESG analytics. Peer insights prepare descriptive and detailed charts for delivering information by comparing the fund’s factor exposure to its peers. Performance and risks are two of the most important aspects of business and thus analysing funds the way managers do it is essential for notable outcomes. StyleAnalytics assists clients in this very task by providing them with the best of asset owners, investment consultants, asset managers and wealth managers. It enables investment analysis and that helps investors to make decisions regarding their finances in real-time The software also provides real-time notifications about market trends and investment plans.
Read moreSW Score Breakdown
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Kognetics and how does it work?
Kognetics seeks to bring AI to the domain of mergers, acquisitions, investment banking, and private equity. It combines domain expertise with AI hoping to transform the decision-making process. The tool provides solutions to Investment banks by making changes to business development and idea generation. Enterprises can benefit from their proactive intelligence based upon research, real-time insights, and decision analytics. They even provide solutions for Private Equity by enhancing proprietary deal sourcing and portfolio value creation. They have an intricate platform with a plethora of tools for analysis and data management and relies on domain-specific knowledge. It continuously scans internal, external, structured and unstructured data sources to capture signals that impact decision-making. It then combines, processes, and organizes information to build knowledge graphs. Decision-making is driven by cognitive analysis and reason. Users can request a demo from their website, which will include a complete product demonstration.
Read moreSW Score Breakdown
79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Infor F9 and how does it work?
Infor F9 is a powerful Microsoft Excel add-in that helps organizations monitor their business information in real-time. With this financial reporting and evaluation solution, users get access to a rich set of tools to generate & analyze reports, and dig into more details. Organizations can create reusable dynamic reports in Microsoft Excel besides focusing on strategic planning. They can also recalculate, view or drill down individualized reports. Further, Infor F9 allows users to get connected with data stored in the cloud or on-premises through spreadsheets, SQL databases, and other compatible cloud apps. This way enterprises get to retrieve their existing budget balances from general ledgers and use the information to generate new F9 budget scenarios and forecasts. Moreover, Infor F9 with its integrated modules like report writer, report viewer and scheduling hub facilitates enhanced business. Admins can protect their information by scheduling security based on GL dimensions.
Read moreSW Score Breakdown
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is BrizoSystem and how does it work?
BrizoSystem is a robust financial reporting and data connectivity platform meticulously designed to work seamlessly with leading accounting software such as Xero, QuickBooks Online, and MYOB. Tailored specifically for businesses that aim to simplify and enhance their financial reporting processes, BrizoSystem offers a comprehensive and unified platform to access, manage, and report on financial data with ease and precision. The platform's powerful reporting tools and intuitive interface provide users with real-time insights and the ability to create custom reports, fostering data-driven decision-making with minimal effort. Among its key features are scalable multi-entity management, which allows businesses to handle multiple branches or subsidiaries efficiently, and multi-currency support, enabling companies that operate internationally to manage finances across different currencies without hassle. Additionally, BrizoSystem offers flexible data management options and off-the-book adjustments, making it easier for companies to keep track of all financial activities and adjustments outside the primary accounting records.
Read moreSW Score Breakdown
83% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Clockwork and how does it work?
Clockwork is an Artificial Intelligence software that helps in managing, planning, and predicting the cashflows and finances of the company. The software allows users to manage their company with full visibility and decide the next big step depending on the gathered statistics. This application is mainly designed for small businesses and CPA firms, and it offers everything from cash flow forecast to concurrent financial planning with the help of Clockwork's Scenario Writer. Besides, there is another feature called ‘Clockwork Score’ which determines the financial health of the company, and when the users maintain a good record throughout, they are bestowed with rewards. Users can also access Clockwork's Metrics dashboard, which gives an insight into their monthly, quarterly, and annual KPIs. It also assists them in having a deep understanding of financial gains, and helps to monitor the company’s overall health and track its financial ratios. Clockwork allows users to decide the life or death of the business and make better investments in the future.
Read moreSW Score Breakdown
85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Silverfin and how does it work?
Silverfin is a cloud-based financial analysis program that helps accounting firms become more profitable. It boosts the development and delivery of advice services while increasing the efficiency, competitiveness, and profitability of compliance services. It gives you real-time data, compliance reporting, excellent collaboration, and the tools you need to grow your advisory services business. Silverfin integrates with your clients' bookkeeping and financial systems to provide you with all of the information you require, regardless of the source. They improve the speed, accuracy, and profitability of your compliance accounting procedures by automating them. Then their sophisticated analytics and reporting tools provide you with the information and insight you need to become your client’s most trusted advisor. Our cloud platform boosts compliance and reporting services' efficiency, competitiveness, and profitability, as well as enables the development and delivery of new consulting services. Furthermore, Silverfin equips you with the tools necessary to decipher the significance behind the numbers. It equips you with everything you'll need to place yourself in the best possible position to provide them with the strategic planning and financial modeling they desire.
Read moreSW Score Breakdown
83% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Zola Analytics and how does it work?
Zola Analytics combines financial data access, visualisation, and collaboration in a single platform designed specifically for investment professionals. The platform addresses a common workflow challenge: analysts typically pull data from multiple terminals, manipulate it in Excel, then format it for PowerPoint presentations—a process that can consume hours daily. The platform's core functionality centers on natural language processing for chart creation. Users can type queries like "European sovereign yield curves over the past decade" or "sector performance during the last three recessions" and receive formatted visualisations immediately. Beyond basic charting, Zola includes AI agents that can handle multi-step analytical workflows, from data gathering through report generation. Zola was developed by former analysts who experienced these workflow challenges firsthand. The interface prioritises speed and simplicity—most functions require only a few clicks or a simple text query. The platform includes standard financial services requirements like audit trails, permission controls, and data lineage tracking.
Read moreSW Score Breakdown
| PRODUCT NAME | SW SCORE | AGGREGATED RATINGS |
|---|---|---|
TERA
|
79 | 0 |
MoneyGuidePro
|
80 | 4.2 |
eCons Direct
|
83 | 5 |
StyleAnalytics
|
82 | 4.5 |
Kognetics
|
76 | 4 |
Infor F9
|
79 | 3.4 |
BrizoSystem
|
76 | 0 |
Clockwork
|
83 | 0 |
Silverfin
|
85 | 0 |
Zola Analytics
|
83 | 0 |
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