PolicyCo Alternatives and Competitors

Simplified is a digital design platform for creating content, scaling your brand, and collaborating with your team. It is a collaborative design tool for quickly creating flyers, business cards, and brand logos. It makes it possible to create quick, on-brand content across all platforms without having to manually adjust assets after submitting them. With Simplified, you can choose from hundreds of stunning themes or start from scratch to easily produce content, brand assets, and videos. Then, with a single click, you can post your message to reach your consumers wherever they are. Their robust workflow brings your entire team into the same (web) page, allowing them to tag, remark, and interact in real-time. Users can automate their to-do lists and get more done in less time with this software. This platform reduces difficulty by freeing up hours of time that marketers would have spent publishing or modifying media in multiple tools across their firms. Their pricing is customized to your requirements, and you will have to contact them directly regarding the plans.

Creating company or support documentation just got easier! Automating your documentation process allows to quickly create and update step-by-step guides without the hassle of video or other tools. Whether creating onboarding documentation or support guides, this process is simple and effective. The automated documentation process takes the burden off of staff, allowing them to focus on more important tasks. It's easy to use and can be adapted to specific needs. User can quickly create and update content with just a few mouse clicks.

Slick software is an Online Document Editor used to present your content in a professional method. The software offers a Drag & drop tool for templates to format complex documents with color schemes, text fonts, and spacings, to optimize reading experiences. Share documents online and can download documents as PDFs or print as papers in minutes.

DocSavy makes it easy for users to complete company forms from within DocSavy. Use any office product to produce your own templates so your users can create form-type documents with DocSavy. There is no doubt that using a new system or moving from an existing system is daunting. They have taken the time to make sure that DocSavy seems familiar to users. Workflows can be set up to ensure appropriate approvals on any doc or folder type. The auditing system records all edits made to documents and folders.

PowerDMS' Policy Management Software saves you time, money, and resources. Our policy management system can simplify tracking, training, and accreditation. I has key features like Secure Content Sharing, Version Control, Approval/Review Workflows and much more.

SimplyDocs allows you to create forms and document templates easily. The online forms can be used in a standalone manner, or you can embed them in your business application. With the help of document templates, you can generate prefilled business documents on a real-time basis by mapping them with the forms or using API integration. SimplyDocs API integration allows you to create prefilled documents and also get the form data into your business application on a real-time basis via Restful API integration. SimplyDocs also offers a flexible multi-stage approval workflow for your needs businesses and allows you to use your own AWS S3 bucket.

Run your team with a single weekly doc. Keep everyone on the same page without endless configuration & maintenance. Focus your energy on what you do best.

ScribeHub is an easy-to-use tool helps to improve the process of co-authoring, review and transparency for those essential documents. Keep all important files in a single location with an intuitive interface that's simple to learn and painless to use. Download ScribeHub today, and let it help make document management a breeze. The customer will never have to worry about complicated software systems again — instead, get an Insta-Doc Solution that makes document assignments scaleable and straightforward. With easy customization options and one-click access to powerful organizational features, ScribeHub is the perfect fit for any business dealing with critical paperwork. From team collaboration to final review and approval processes, ScribeHub can handle it all without fuss. Plus, provides ultimate security so all of sensitive information remains safe and sound at all times.

Seeking Alpha provides investors with breaking news, analysis and newsletters to follow their investments and the market. We also have a suite of subscription plans that address specific investing styles and user needs.

Morningstar Office is an all in one accounting and portfolio management solution for businesses and their daily work. Starting from performance reporting, billing, rebalancing and back-office task monitoring to accounts aggregation tool and independent data and research process streamlining activities, it can be used for all. Accountants can depend on the platform to streamline ‘what-if’ analysis based on various market movements and an exclusive scenario analysis tool made available by the same. Detailed insights offered by Morningstar Office, helps businesses to curate a quick overview of the latest events, trends and thought leadership on the go. Moreover, Morningstar Office and its interactive portal facilitate seamless communication between individual organisations and their clients, besides staying focused on scheduled goals. Also, the software and its expertise over regular data importation and reconciliation facilities, help businesses concentrate on security selection, client management and marketing related stuff. Active integration with third-party platforms like eMoney, 4U, HiddenLevers, Flyer and more assures seamless business process management.

Morningstar Direct сentrаlizes institutional-strength data, рrорrietаry аnаlytiсs, and in-depth investment research in one рlаtfоrm. It helps in орtimizing your investment рrосess whether you need to select, сreаte, or market investments or if you’re а оne-рersоn shор, it does а bit of everything from finding the right investments to sitting down with clients for you. For investment рrоfessiоnаls соmmitted to delivering on investor оbjeсtives in an infоrmаtiоn-sаturаted and соnstаntly evolving market, Morningstar Direct helps drive informed decisions through brоаd and emerging data, independent research, роrtfоliо аnаlytiсs, and customized reроrting. Morningstar Direct users can apply benchmarks and ranking аnаlysis to monitor the performance of custom-grоuр investments and to drive manager selection and peer evaluation to соnduсt due diligence at sсаle. It is a software platform that рrоvides data and analytics to help рrоfеssіоnаl investment managers сrаft new рrоduсts and роrtfоliоs. The product is mainly сlоud-bаsed. Morningstar Direсt’s рriсing is bаsed оn the number оf liсenses рurсhаsed. Fоr сlients, the соmраny generаlly сhаrges аn аnnuаl fee оf $17,500 fоr the first user, $11,000 fоr the second user, аnd $9,500 for eасh аdditiоnаl user.

Robinhood is on a mission to democratize finance for all. They believe it should work for everyone and not just a few. Customize your portfolio with pieces of different companies and funds to help reduce risk. Trades placed during market hours are executed at that time, so you’ll always know the share price. Advanced traders can execute more sophisticated strategies like iron condors, straddles, strangles, and more.

KoreConX software is a platform used to manage all digital asset management providing real-time equity and debt information. It is a secure platform with dashboard for managing all investments, portfolio tracking and optimizing exposure management with reports in real-time. Integrate directly with funding, legal and compliance resources for immediate access. Manage, and measure investors to build better relationships with your investors. Investors, Small, Medium and Large companies make use of the software.

Acorns is a finance management platform that is first in the world to provide micro-investing to its users for future benefits and profits. It enables the customers to use its unique financial engine to round up spare cash from daily purchases and put it in a professionally run portfolio of index funds. With Acorns, you can invest spare cash, bank more wisely, and save for retirement, among other things. You can get investment accounts for you and your family, as well as retirement, checking, and methods to make more money, in under 5 minutes. The platform offers Round-Ups feature that allows you to invest spare change, a portion of each paycheck, earn more, and receive money advice on the fly. Users can get access to expert-designed smart portfolios that adapt automatically as they and their money grow. For additional protection, it offers bank-level security, two-factor authentication and 256-bit encryption. Additionally, with smart deposit and no extra charges, and real-time round-ups, you can get the metal debit card that invests and saves for you every time you splurge.

Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide.

FireShot is an on-web screen capture and annotation software with an intuitive user interface, facilitating faster and comfortable use. It can be used to generate how to screenshots, training brochures,, offer assistance to people, convert webpages to PDF and more. A built-in image editor within the particular, allows users to make edits within a screenshot in real-time, annotate them, append headers-footers and add hyperlinks. It can be used to capture screenshots of webpages, users can either capture a selected part or take shots of multiple open tabs in a single click. They can automate bug-tracking and easily upload custom screenshots to FTP and HTTP servers. The software can be used to transform live pages into relevant information by saving the particulars in the form of JPEG, PDF, PNG, GIF or BMP. The saved data can be uploaded on Microsoft OneNote or other external programs. FireShot provides optimum security to user data by storing the screenshots within their PC. It can function without the internet in a seamless manner.

Orion's trading suite, which includes a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace, empowers firms to personalize client portfolios while scaling back-office processes.

Sharesight is a leading tool that tracks stock prices, dividends, trades, performance, and tax. It’s a leading and helpful online tool for tracking and reporting stocks. The platform lets users track their holdings, mutual funds, and stocks all in one place. Investors can import trading history and watch dividends, and stock splits are incorporated automatically. It allows users to see a list of all dividends and distributions over any period. Impact of dividends on total returns at both levels – holding and portfolio, can also be seen easily. Users can easily track DRPs/DRIPs and impact on portfolio performance and growth using the tool. With the taxable income report, investors can see all distributions, dividends, and interest payments that are broken up by local and foreign income. Investors can use the performance report to view dollar and percentage returns of open or closed positions. It helps users organize holdings by preset groupings like industry and market, or even their custom groups.

By leveraging Alto's platform, everyday investors can now diversify their portfolios and invest in alternative assets, such as private equity, venture capital, real estate, crypto, and more. Offering traditional, Roth, and SEP IRAs, Alto is making alternative investments accessible and cost-effective for the average investor, can now access their retirement savings to invest in assets previously only available to high-net-worth individuals.

Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.